This Month
Why PM not yet meeting tariff TACO Trump is no bad thing
Australia has little to gain by negotiating on trade, whereas the White House would put AUKUS and defence spending on the table.
May
Devil in the detail on China-Trump deal. Australia can afford to wait
Australia should be content to sit on the sidelines for now and see what the outcomes are for other US deals.
April
Trump’s tariffs will isolate America from global trade solution
Many countries that share US concerns about China’s industrial subsidies will now see it as a more reliable trade partner.
March
Trump’s tariff puts Australia in hard place between iron ore and China
If Australia wants to negotiate an exemption to US tariffs, it will need to convince the White House it will fight Chinese subsidies while not overly subsidising its own sectors.
February
How China is turning Trump’s tariff war into a win
Rising US protectionism may prove to be an opportunity for Beijing to further improve trade ties with America’s frustrated allies.
September 2024
What Trump or Harris would mean for global markets and Australia
Tariffs are unlikely to have a direct impact on Australian trade, but changes to US trade policy may have a larger effect on our ambition to diversify our export base.
July 2024
What is Trumponomics 2.0, and how will Australia manage it?
Some of Donald Trump’s new economic plans may help Canberra. Most of them will leave us more alone in increasingly volatile world markets.