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Analysis

Yesterday

Opposition Leader Peter Dutton with businessman Kerry Stokes.

Dutton marches into hostile territory: a Perth business breakfast

Peter Dutton told a business crowd that their worries were very different to those of millions Australians around their kitchen tables.

Trump goes all-in for his biggest deal ever: China

Amid the ruins of the rules-based global trading system, the US president has bet the house on Xi Jinping playing along with his art of the deal.

The big three players in the Australian election campaign - Anthony Albanese, Donald Trump and Peter Dutton.

Trump is now the third candidate. That’s good news for the PM

Incumbency, not so long ago deemed a curse in global politics, is suddenly an advantage.

A Chinese investor looks at the boards in Shanghai.

China’s $2trn market rescue is just the start as trade war intensifies

State-linked funds stepped in to rescue Chinese stocks this week as the battle with the US intensified. But it’s an expensive exercise.

Ro Knox.

Dutton says Ro Knox will be minister. She needs to win Wentworth first

The Liberals want Wentworth’s rich and powerful to put Knox into government – and a ministry – but independent MP Allegra Spender remains popular there.

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There is no grand strategy underlying Trump’s plans.

There is no cunning theory behind Trump’s tariff plan

The White House cited my classmate’s economic research to justify its reciprocal tariffs – it got the maths wrong. But it gets worse.

Europe could end up more like 1980s Qld than 1930s Germany

There’s a problem with being on the lookout for a rerun of the 1930s: you could miss what’s actually happening.

This Month

Liberals claim ‘Aussie-first’ AI use in new attack ad

The Liberal Party says its new video is the first use of an AI human in Australian political advertising.

Employees want to work for companies that have their back, provide meaningful work, and offer them a say over when and where they do their jobs.

Forget perks and benefits. This is what employees really care about

The things that make a workplace great haven’t really changed that much. The Financial Review BOSS Best Places to Work awards reveal what they are.

If Wednesday evening’s debate between Jim Chalmers and Angus Taylor had been held just four months ago, it would have gone very differently.

How Donald Trump crowded out Angus Taylor’s killer lines

Jim Chalmers and Angus Taylor were gearing up for a cost-of-living election but Trump’s ascension to the White House in January has changed everything.

Greens leader Adam Bandt.

Bandt strikes softer tone in bid to broaden Greens’ appeal

It has been a turbulent year for the party, and Adam Bandt’s appearance at the National Press Club contained less of his characteristic righteous indignation.

Opposition Leader Peter Dutton.

Dutton puts campaign back on track, but time is short

Peter Dutton’s debate performance was solid enough to ease internal jitters over the state of the campaign, but the momentum is still with Labor.

Australia is in the early stages of a wave of construction of new transmission.

Tariff war compounds fear over transmission cost blowouts

Evidence is clear that big energy projects are already costing more and more, and the breakdown of global trade will worsen it. But there is a silver lining.

Tim Cook attends Donald Trump’s inauguration at the US Capitol in January.

Why Tim Cook may regret cosying up to Trump

Apple’s close relationship with the president has failed to protect it from the trade war chaos, as customers race to upgrade gadgets before the tariffs kick in.

Treasury Secretary Scott Bessent says a 5 per cent bond rate is uncomfortable.

‘It’s tell your grandchildren I was there’ day as $1.3trn trade unwinds

We might be able to suck up a cratering sharemarket as part of shake-out of financial excess. But the excesses in the bond market may be even more painful.

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Standoff: US President Donald Trump and China’s President Xi Jinping.

China thinks it will win this trade game of chicken. Here’s why

Market turmoil and cracks in support for Donald Trump’s tariffs have further cemented the view that Beijing need only wait a little longer for backlash to build.

From traders to tweeters, there is a deluge of information for sharemarket investors – far more than any time before.

Need market guidance? The pithy stockpicker newsletter is in vogue

From traders to tweeters to all manner of pundits, investors are spoiled for choice by a deluge of information about how to trade the Trump tariff mayhem.

Stills from the final episode of The White Lotus season three.

‘White Lotus’ audience is big, and keeps getting bigger

The third season, which concluded at the weekend, is the series’ most popular yet, according to internal HBO statistics and Nielsen, the research firm.

Bullock was right about Australia’s shock absorber against US tariffs

Last week, the RBA governor said the exchange rate would be an important “buffer” in Trump’s trade war. It is what economists call it an “automatic stabiliser”.

US President Donald Trump and Chinese President Xi Jinping.

The economic nuke China could still drop on Trump

Retaliatory tariffs may only be the beginning of Beijing’s counterattack, although one possibility would be devastating for both the US and China.

Original URL: https://www.afr.com/topic/Analysis-1qu