Our Stephen Miller provides a comprehensive view on current global and local economic conditions. He notes that while two Federal Reserve dissenters may have supported a rate cut, the central message remains focused on anchoring inflation expectations amid price pressures, particularly with anticipated tariff increases. Closer to home, Stephen describes the latest quarterly CPI print as positive and considers an August rate cut from the RBA almost a certainty.

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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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