All Articles tagged with 'Stephen Miller'

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RBA: June Labour Force data could be pivotal

From GSFM

Yesterday’s June labour force is potentially pivotal in deciding which way the Reserve Bank of Australia (RBA) Board jumps at its meeting on 5-6 August. At this stage my best

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19 Jul 2024

RBA: tilting to tightening

From GSFM

I’m not sure that there was a lot of information in the Reserve Bank of Australia (RBA) June minutes released on Tuesday. The minutes are best viewed as the reasoning

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05 Jul 2024

RBA: to fight inflation, apply resuscitation or remain in suspended animation?

From GSFM

The Reserve Bank of Australia (RBA) Board will almost certainly leave the policy rate unchanged when it meets next week. There is also little prospect of a change in messaging

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17 Jun 2024

US CPI and the Fed: Let’s get this party started…almost

From GSFM

Former US Federal Reserve (the Fed) Governor, William McChesney Martin, once described the role of the Fed as akin to “to taking away the punch bowl just as the party

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14 Jun 2024

RBA in limbo land; the Bank of Canada cuts because it can; the ECB has a similar plan; where does the Fed stand

From GSFM

RBA At the margin yesterday’s March quarter GDP release supports the Reserve Bank of Australia’s (RBA) “wait and see” approach to any adjustment in the policy rate. The report confirmed

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07 Jun 2024

Monthly CPI indicator and RBA implications

From GSFM

“Give me a one-handed Economist. All my economists say ‘on the one hand…’, then ‘but on the other…” – Harry Truman (US President 1945-53) Australia: Inflation Trepidation The April Monthly

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31 May 2024

RBA: patience through the “noise” or waiting for Godot I

From GSFM

No real surprises from the Reserve Bank of Australia (RBA) May Board meeting minutes. Governor Michele Bullock had already let it be known that the Board debate was one of

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24 May 2024

RBA: hawk eye!

From GSFM

As was largely expected, the Reserve Bank of Australia (RBA) Board decided to leave the policy rate unchanged at 4.35 per cent. However, I would be surprised if the option

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08 May 2024

The Fed less hawkish than feared and upcoming US April non-farm payrolls

From GSFM

As was universally expected the Federal Reserve (Fed) left the policy rate target unchanged at 5.25-5.5 per cent. In so doing the Fed acknowledged that inflation had been a little

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03 May 2024

Groundhog day as core inflation in the US surprises on the upside again

From GSFM

US CPI: Groundhog day as core inflation surprises on the upside again At the start of the year the bond market was anticipating something close to 175 basis points (bps)

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12 Apr 2024

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CPD: Growth holds, risks widen
Economic outlook: Structural forces, cyclical implications Longer-term secular forces are driving the six- to 12-month cyclical outlook. Our June 2026 Secular Outlook, “Rupture and Resilience[1],” explored the fraying of traditional [...]
CPD: Intergenerational wealth – When the responsibility transfers before the money
Picture this: an Enduring Power of Attorney (EPOA) has sat in a filing cabinet for years. Then a sudden health event means an adult daughter is called on to act [...]
CPD: Why market structure rewards active management in local currency EMD
Key takeaways A large, diverse and fast-growing opportunity set: local currency EMD spans economies at very different points in the cycle, offering income, growth and genuine diversification. Structure, not just [...]
CPD: A practical system for building client confidence – Value of Advice (Part 1)
Introduction As the advice profession continues to evolve, so too do client expectations and perceptions of the value of advice. Perhaps nothing sums up this shift as perfectly as this [...]
CPD: When a little knowledge is dangerous – countering the financial ‘guidance’ your clients are getting from AI
Move over, Google The expression “a little knowledge is a dangerous thing” seems particularly appropriate to financial decisions, where the amounts at stake and the inherent complexity make the risk [...]