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Showing 1 - 10 of 41 results for "Stephen Miller"

Monetary policy decisions now 'more difficult': Bullock

ELIZA BAVIN  |  THURSDAY, 26 FEB 2026
... it's close to balance, a little bit tight, and that's why people have to be patient." GSFM market analyst Stephen Miller said Bullock's comments suggest the central bank will leave interest rates unchanged at the March meeting. "Those comments ...

Fed leaves rates on hold as Powell issues message to Trump

ELIZA BAVIN  |  THURSDAY, 29 JAN 2026
... been outspoken about his desire for the Fed to cut rates. As a result of the hold overnight, GSFM market analyst Stephen Miller said the Trump administration will be frustrated. "Of course, that won't please the White House but with US economic activity ...

Three megatrends to watch in 2026

ELIZA BAVIN  |  MONDAY, 15 DEC 2025
... intelligence (AI) boom progresses will be the major themes to watch, they've said. GSFM investment strategy advisor Stephen Miller said many of the same themes that played out in 2025 will continue to impact markets in 2026. "The questions that are front ...

How will Trump's tariffs impact the RBA?

ELIZA BAVIN  |  THURSDAY, 17 JUL 2025
... Bank of Australia (RBA) surprised economists by leaving interest rates on hold in July, GSFM investment specialist Stephen Miller expects the central bank will have some of its concerns addressed as US President Donald Trump's tariffs come back into ...

Fed holds rates, but RBA still poised for a cut

ELIZA BAVIN  |  THURSDAY, 8 MAY 2025
... of economic dislocation, including high inflation, low growth and high unemployment," GSFM investment specialist Stephen Miller said. "While the current period is some distance from the 1970s experience, the lesson nevertheless is that it is not best ...

RBA is 'overachieving' on inflation target: GSFM

MATTHEW WAI  |  WEDNESDAY, 22 JAN 2025
GSFM investment specialist Stephen Miller is predicting the RBA will deliver an interest rate cut in February. If it does occur, it will be the RBA's first rate cut since November 2020, and the first change in the official cash rate since November 2023. ...

Monetary policy to underscore 2025 allocations

ANDREW MCKEAN  |  FRIDAY, 10 JAN 2025
... by demographics, global supply chain diversification, and fiscal maturity," he said. GSFM investment strategist Stephen Miller explained that while equity investors have had a good run through 2024, maintaining the momentum will require "supportive monetary ...

Trump tariffs cause for concern among Australian investors

ELIZA BAVIN  |  THURSDAY, 7 NOV 2024
... rate-cutting cycle. However, Trump's proposed trade tariffs could derail slowing inflation. GSFM investment specialist Stephen Miller said the RBA board has been vocal over its concerns around "sticky" inflation, and as the RBA generally follows the ...

US election: Global investors fear inflation boom

ELIZA BAVIN  |  THURSDAY, 7 NOV 2024
... tackling the sticky inflation problem, but tariffs could drive the price of goods back up. GSFM investment specialist Stephen Miller said the stickiness of US inflation will likely be "exacerbated" by the policy agenda of Trump. "Certainly, Trump 2.0 ...

Fed cut will not move the dial for RBA

ELIZA BAVIN  |  FRIDAY, 20 SEP 2024
... inflation challenge, and mean rate cuts are unlikely to be on the agenda for some time yet." GSFM investment strategist Stephen Miller agreed the August jobs numbers wouldn't move the dial for the RBA to cut rates. "The improbable circumstance of a rate ...
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