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Showing 1 - 10 of 28 results for "Stephen Miller"

Inflation falls to 4.1%, RBA weighs rate cut

ANDREW MCKEAN  |  THURSDAY, 1 FEB 2024
... more neutral guidance that could lead to rate cuts in the coming months, according to GSFM investment strategist Stephen Miller. The Fed acknowledged that the risks to achieving its employment and inflation goals are becoming better balanced, hinting ...

Volatility an opportunity for skilled active managers: GSFM

ANDREW MCKEAN  |  WEDNESDAY, 24 JAN 2024
... volatility presents an opportunity for active managers to capitalise on fluctuating asset values, GSFM advisor Stephen Miller says. At an event yesterday, Miller described the current financial landscape as a "multipronged fork in the road", fraught ...

Inflation problem is homegrown: Bullock

KARREN VERGARA  |  FRIDAY, 24 NOV 2023
... elevate. In analysing the RBA's November 7 minutes, which were released yesterday, GSFM investment strategist Stephen Miller said the "board retains a moderate tightening bias". The RBA seems to be seeking "maximum optionality going forward by making ...

Inflation eases to 5.4%, RBA tipped to hike interest rates

ANDREW MCKEAN  |  THURSDAY, 26 OCT 2023
... climbed 1.2% in the September quarter, outpacing the 0.8% increase in June, prompting GSFM investment strategist Stephen Miller to label an upcoming interest rate adjustment by the Reserve Bank of Australia (RBA) on Melbourne Cup Day as near certain. ...

ECB raises rates to record high of 4%

CASSANDRA BALDINI  |  FRIDAY, 15 SEP 2023
... inflation, and the strength of monetary policy transmission." It's a decision that GSFM investment strategist Stephen Miller agrees on. "Certainly, economic growth remains tepid, but Eurozone-wide measures of inflation indicate that progress is some ...

US inflation rises 3.2%

KARREN VERGARA  |  FRIDAY, 11 AUG 2023
... prices of food and fuel, fell to 4.7% from 4.8% in June, the lowest since October 2021. GSFM investment strategist Stephen Miller said while the inflation did rise, it reflects "the vagaries of base effects largely associated with energy prices and was ...

US Federal Reserve hikes interest rates

ANDREW MCKEAN  |  THURSDAY, 4 MAY 2023
... not achieve a sustained period of strong labor market conditions that benefit all." Meanwhile, GSFM strategist Stephen Miller pointed out the Federal Reserve omitted a line from its previous statement that said the committee 'anticipates that some ...

US CPI inflation rate stays stubbornly high

ANDREW MCKEAN  |  THURSDAY, 13 APR 2023
... the elevated readings on inflation suggest that there is more work to do." Meanwhile, GSFM investment strategist Stephen Miller said the March US CPI report contained some slivers of good news, but the overarching conclusion is one of only grudging progress ...

Economists divided: RBA's moment of truth looms

ANDREW MCKEAN  |  TUESDAY, 4 APR 2023
... said that despite a strong case for pausing, it's unlikely that the RBA will do so. Meanwhile, GSFM advisor Stephen Miller stated that inflation is still too high, and that the RBA haven't done enough to contain it, as such he has forecast a ...

Australian CPI falls to 6.8%, adds to halt hopes

CASSANDRA BALDINI  |  THURSDAY, 30 MAR 2023
... positive as Bloxham. Despite agreeing that the decline is "unambiguously good news", GSFM investment strategist Stephen Miller said it's just not enough. "I do not think it is sufficient for the RBA to hit the pause button," he commented. "For one ...
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