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Stephen Miller

Stephen Miller

Financial Review

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John Lee is wrong. Trump has no good reason for trade tariffs

The benefits of free trade remain a lodestar for the economic orthodoxy, and policymakers need strong grounds for departure from that position.

12.03.2025 9

Financial Review

Stephen Miller

Time for a Bex and good lie down after RBA rate call

Amid the hyperbole and hysteria, I’m tempted to take governor Michele Bullock’s explanation of the finely balanced decision at face value.

23.02.2025 7

Financial Review

Stephen Miller

Could Donald Trump’s tariffs trigger an Australian rate cut?

A global trade conflict might accelerate the RBA rate cut path rather than slow it down.

10.02.2025 5

Financial Review

Stephen Miller

CPI pushes the rate cut door wide open

RBA is overachieving on inflation and should “break on through to the other side” to reduce the policy rate in February.

29.01.2025 7

Financial Review

Stephen Miller

A February rate cut is a goer if RBA changes one thing

Should the Reserve Bank downwardly revise its 4.5 per cent estimate of full employment, the first reduction will happen in just a few weeks.

12.01.2025 20

Financial Review

Stephen Miller