Stephen Miller shares his views that US bond yields and the US dollar are rising due to underestimated policy rates. A strong labour market report challenges previously softer data, prompting a rethink on Fed rate cuts. The US budget deficit, near 7% of GDP, adds pressure.

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Stephen Miller

Stephen Miller is GSFM’s market strategist. His expertise in international economic and policy analysis, as well as domestic and global economic and financial market developments, has resulted in him becoming a regular commentator on central banks, rates and inflation.

Information provided is general information and is for educational purposes only, and does not include, or constitute as, financial product advice.
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