Yesterday
The Trump effect is a wrecking ball, and we’re in the blast zone
As the US president declares victory at every turn, he will leave behind a changed world. The implications for Australia are profound.
This Month
No, Ambassador Xiao, China is not a champion of free trade
It is not Trump’s tariffs but Chinese economic policies and practices over many decades that are the greater challenge to economic globalisation as we know it.
Markets have seen through Peter Navarro’s ‘tissue of lies’
The evidence against Donald Trump’s tariff adviser, and his “poorly designed and reckless” tariff hikes, is overwhelming.
ChatGPT told Trump how to set tariffs – and now the world’s paying for it
“Vibe governing” suggests policymakers are letting AI-generated content guide major decisions, leading us into surreal, potentially dangerous territory.
10 per cent tariffs are what Trump-style mercy looks like
Donald Trump thinks we’ve been subsidising our lifestyles at the expense of his constituents. He is not entirely wrong and doesn’t care that he is slightly wrong.
US starts collecting Trump’s 10pc tariff, smashing trade norms
The initial 10 per cent “baseline” levy paid by American importers took effect at seaports, airports and customs warehouses on Saturday.
How Trump destroyed the world America built
The US president has successfully promoted populism, isolation and nationalism, accelerating de-globalisation and protectionism, all under the pretext of safeguarding economic security.
All your questions about Trump’s ‘liberation day’ tariffs answered
From “what is a tariff?” to “what has Trump announced?” and “what does it mean for Australian beef farmers and drug makers?” All your questions answered.
March
Amid trade wars, China’s open markets are a win for Australia
China will continue to deepen reforms and promote opening up high-standards trade, creating greater opportunities for co-operation between our two countries.
Macquarie’s Viktor Shvets sees a world on fire. Here’s how to play it
Investors have been slow to wake up to the scale of change Donald Trump is trying to engineer, in part because it seems so wild. But inertia could be costly.
Wall Street says Trump’s America a big opportunity, in the long run
The chief executives of Blackstone and Goldman Sachs were optimistic about the US economy despite the new administration’s seismic economic changes.
February
Here’s why Australia-Canada ties matter more than ever
Challenges abound as the Trump administration aims to rewrite global trade rules.
Trump’s trade war could hit inflation, rates, and growth in Australia
The pressure is on the Albanese government to negotiate the same deal the Turnbull government did in 2018, which exempted Australia from steel and aluminium tariffs.
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.
January
Trump is wrong: Climate change, not China, is the threat to Panama Canal
Any loss of capacity, which is more likely to be caused by drought will ripple through supply chains and push up costs in Australia.
November 2024
Amcor’s whopper $76b tie-up shows it’s ready to rule the world
It’s one of the biggest deals of the year – and the financial numbers are eye-catching. Imagine $US650 million in synergies.
Five macro trends to watch in Trump’s new world order
As economists and strategists scramble to forecast the likely impact of Donald Trump’s next four years in office, one thing remains sure – it’s going to be big.
August 2024
Multinationals sound alarm over weak demand in China
Weak demand in China has been a feature of half-year earnings across much of the global consumer goods sector.
July 2024
This could be the funniest business book you’ll read all year
Former Australian trade negotiator Dmitry Grozoubinski has written a tome about international trade policy. And for that, he’s very, very sorry.
May 2024
America is undermining global rules, not defending them
Washington should dial down its claim to be protecting an international order that is clearly in decline, and instead talk up its defence of the free world.