This Month
Trump isn’t kowtowing to the market – he’s doubling down
Investors need to be bold during these dark days. You want to be buying when the crowd is throwing the baby out with the bathwater.
Trump’s big problem didn’t go away this week, it got more urgent
For Australian investors who live and work outside the US political cycle, it is easy to forget that the president is working under considerable time pressure.
Trump trade war shakes up shipping and ripples to Australia
International shipping lines are cancelling scheduled port calls or entire voyages and some are preparing to idle vessels with crew aboard as cargo volumes drop.
Pharmaceuticals to be hit by ‘major’ Trump tariff, CSL slumps 5pc
Investors are in panic as Australian drug companies could be the next victims in an expansion of the US trade war.
Trump’s chaos kills American exceptionalism
Investor belief in US superiority drove Wall Street to sky-high valuations, but the president’s trade war is now eroding this conviction.
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.
Musk calls Navarro ‘Peter Retarrdo’ as Trump tariff spat gets messy
The White House downplayed the disagreement, saying “boys will be boys” and that the administration “will let their public sparring continue”.
US to ‘take back’ Panama Canal from Chinese influence
US Defence Secretary Pete Hegseth vowed to deepen security co-operation with the Central American nation and said China would not be allowed to “weaponise” the canal.
The 7 crazy minutes that wiped $6.6trn from the market
The rumours only lasted minutes. By then, investors realised it was not true that Donald Trump was pausing tariffs for 90 days, but the damage was done.
‘The sky won’t fall’: Beijing appeals for calm over tariff storm
Beijing said it has a range of tools to defend its economy from Trump’s trade war, but also acknowledged growth could take a hit, as China stocks plunged.
Why Trump is plotting a global return to the 1930s
The US president wants to unwind decades of economic integration. The risk of a Depression-era trade war is causing markets to panic.
Trump’s idiocy will put a 2 in front of RBA cash rate by end of year
Retaliatory tariffs are a supply shock that will not only see the global economy lurch into a deep recession but will do so with a near-term inflationary bias.
Why Trump’s tariffs won’t last long
The cumulative pressure from households, businesses, markets and Republicans on Trump will mount even faster now that the tariffs are in full flow.
Trump’s tariffs deliver a harsh truth for Australia
Too little thought has been given to the future of the Australian economy against the backdrop of a protectionist America.
Musk splits with Trump on tariffs, wants US-EU free trade zone
The billionaire and presidential adviser told Italy’s League party that he’d like America and Europe to move “to a zero-tariff situation”.
Vestey family puts ‘tariff-resistant’ winery on sale with $20m hopes
One of the UK’s wealthiest clans will exit a long-standing Australian investment portfolio – once it disposes of The Lane.
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.
Economists say the way Trump calculated tariffs makes no sense
The calculation finds the ratio between the US trade deficit with a country and that nation’s total exports to the US. It then divides the ratio in half.
Beijing vows retaliation as Trump targets China again
The latest impost, stacked on top of an earlier 20 per cent tariff, threatens to further ratchet up tensions between the world’s two largest economies.
The day the international economic system died in the Rose Garden
It’s hard to say how bad the impact of Trump’s tariffs will be. But there is no doubt a global trade war would have major impacts on geoeconomic and geostrategic settings.