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Showing 21 - 30 of 41 results for "Stephen Miller"

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 ...

Bonds are back: GSFM

CHLOE WALKER  |  WEDNESDAY, 25 JAN 2023
... fixed income securities in 2023 offers an attractive yield for investors, according to GSFM investment strategist Stephen Miller. Addressing attendees at the GSFM investor outlook lunch in Sydney yesterday, Miller highlighted the benefits of bond investing ...

US inflation hits one-year low

ANDREW MCKEAN  |  FRIDAY, 13 JAN 2023
... economic plan is working." "We have more work to do, but we're on the right track." GSFM investment strategist Stephen Miller said last night's US core CPI result is vindication in the Federal Reserve's aggressive approach to contain inflation. "And ...

RBA set to lift the cash rate again

ANDREW MCKEAN  |  TUESDAY, 6 DEC 2022
... early 2023 as the RBA assesses the impact of its tightening strategy." More ominously, GSFM investment strategist Stephen Miller said: "The RBA is underestimating the momentum in price and wage inflation and will have to move the policy rate up much ...

CPI poses awkward optics for RBA: Economist

ANDREW MCKEAN  |  MONDAY, 31 OCT 2022
... are different or less challenging than elsewhere in the developed country complex, but GSFM investment strategist Stephen Miller believes that any "difference" wasn't evident in the latest consumer price index (CPI) data. "The big drivers of inflation ...

Federal Reserve delivers 0.75bp rate rise

ANDREW MCKEAN  |  THURSDAY, 28 JUL 2022
... mandate and we are strongly committed to returning inflation to our 2% objective." GSFM investment strategy adviser Stephen Miller commented that such a move was widely anticipated by financial markets. "While noting that the Federal Reserve would obviously ...

Equities challenged but opportunities are there

CHLOE WALKER  |  THURSDAY, 28 JUL 2022
... not all doom and gloom, according to GSFM and Munro Partners. At a recent briefing, GSFM investment strategist Stephen Miller said that all developed country central banks were late in recognising just how great a challenge inflation would prove for ...

US Fed indicates several more half-percentage rate rises

ANDREW MCKEAN  |  THURSDAY, 26 MAY 2022
... the US on the central banks plan to tame inflation in a post-meeting news conference. GSFM investment strategist Stephen Miller said Powell's comments reinforced the Federal Reserve's aggressive stance and that volatility would ensue. Miller said: "The ...