All Articles tagged with 'Stephen Miller'

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RBA: the narrow path resembles a tightrope; a “verbal pivot” in the offing? The Fed: Déjà vu all over again?!

From GSFM

The Fed: Déjà vu all over again?! Yogi Berra was a US baseball coach renowned for his mangling of expression. He is most famous for coining the phrase “déjà vu

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19 Mar 2024

Central Banks: Are we there yet?

From GSFM

The week just passed was meant to be one where markets obtained a clearer insight into when central banks, including the Federal Reserve (the Fed), the European Central Bank (ECB)

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11 Mar 2024

Soft landing still a central case…but a lot can go wrong. (Or will the Bears catch “goldilocks”?)

From GSFM

RBA: monetary policy bias swinging to neutral, but still some distance to any imperative for a policy rate cut Yesterday’s release of the January Monthly consumer price index (CPI) indicator

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01 Mar 2024

US January consumer price index. Not there yet. Not even close?

From GSFM

January’s US consumer price index (CPI) is a reminder that the challenges around the “last mile” in returning inflation to target are daunting. I suspect that the Federal Reserve (Fed)

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15 Feb 2024

Phlegmatic Fed

From GSFM

As was widely anticipated, the US Federal Reserve’s (Fed) Federal Open Markets Committee (FOMC) opted to eschew any adjustment in the policy rate at the conclusion of its meeting on

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02 Feb 2024

Pamplona in the bond market as it anticipates aggressive central bank policy rate reductions

From GSFM

Running with the bulls can be exhilarating and, in an investment sense, frequently rewarding. The rally in bond markets from late October into year-end provided that exhilaration and reward for

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19 Jan 2024

Pamplona in the markets and the European Central Bank and Bank of England both on hold

From GSFM

Fed: Pamplona in the markets! As was widely anticipated, the US Federal Reserve’s (Fed) Federal Open Markets Committee (FOMC) opted to eschew any adjustment in the policy rate at the

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15 Dec 2023

RBA and September quarter national accounts: historical curiosum or troubling portent?

From GSFM

Wednesday’s September quarter national accounts release did not make for a pleasing read. Growth was slow (probably slower than the Reserve Bank of Australia (RBA) forecast) but inflation remains high,

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08 Dec 2023

RBA minutes, Bullock commentary and bond markets waiting for policy rate cuts like waiting for Godot

From GSFM

RBA minutes, Bullock commentary: a December policy rate hike looks unlikely. Governor’s communication well framed Yesterday’s Reserve Bank of Australia (RBA) Board meeting minutes from the 7 November Board meeting

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24 Nov 2023

US October consumer price index: risk of policy rate hike recedes…but are markets getting ahead of themselves in pricing multiple easing’s?

From GSFM

A slightly better than expected core consumer price index (CPI) inflation result for October suggests that the Fed tightening cycle is likely in abeyance – probably indefinitely. The Federal Reserve (Fed)

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16 Nov 2023

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CPD: The case for Australian mid-caps – why quality is on sale
Share prices move every day. The underlying value of the businesses behind those prices does not move nearly as often, or as much. That distinction matters more than usual right [...]
CPD: Investment bonds revisited – understanding the fundamentals in a changing tax landscape
For many years, investment bonds have occupied a relatively small corner of the Australian investment landscape. While familiar to some advisers, others may have had limited reason to consider them [...]
CPD: Positioning portfolios for the next world order
Key takeaways The global system is becoming more fragmented and policy-driven, leading to more uneven and less predictable market outcomes. Geopolitical risk is now persistent, showing up not just in [...]
CPD: A review of the Code of Ethics (part one)
The Financial Planners and Advisers Code of Ethics (Code) has sat at the centre of adviser conduct in Australia since it became mandatory on 1 January 2020. This article, proudly [...]
CPD: Think your clients aren’t complaining? ASIC might disagree
Complaints are so big right now 2026 has been a big year for financial services complaints, and not just numerically. Certainly, the volume of complaints is noteworthy. AFCA data[1] released [...]