GSFM strategist Stephen Miller says resilient US jobs data and easing inflation keep the door open for Federal Reserve rate cuts later in 2026. He argues the economy’s improving “disinflation picture” could even support multiple cuts under incoming chair Kevin Warsh.

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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.