GSFM’s Stephen Miller told The Age that markets remain on “Trump watch,” as investors weigh the growing risk of a global recession driven by the former president’s unpredictable economic policies and tariff escalations. He warned that the likelihood of a recession this year is now greater than 50 per cent and said even modest weakness in Australia’s PMI data could signal the market is underestimating that risk.

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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.