US equities have hit a more uncertain patch, but investors may want to think twice before heading for the exits. With the midterms reshaping the political landscape, inflation still sticky and further Fed tightening on the cards, Stephen Miller argues that powerful structural forces, particularly AI-led investment and productivity growth, could continue to support markets.

Read | Stephen Miller’s Opinion in the AFR

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.