Steve Miller on why the US faces a policy bind

November 20, 2018

In a column published in the AFR, GSFM’s Steve Miller shares his views on the US economy.

He believes the headwinds from higher bond yields present too much of a challenge to the tailwinds of strong US economic growth and attendant growth in corporate earnings to see a return to more benign equity market conditions.

To read his column, click here.

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