Today
The real cost of a weak US dollar is coming for everyone
If the United States wants to help manufacturing and export workers and also have a weak dollar, it should think hard about what policies can lift America and the rest of the world together.
UK and India clinch major trade deal in ‘new era’ of Trump tariffs
The two countries have sealed a long-awaited free trade agreement, prompted by the chaos unleashed by the US president.
Trump downplays trade talks, says he’ll dictate terms to other nations
The US president’s comments indicate he could continue to change his approach, which may further roil financial markets that have struggled with uncertainty.
April
In Trump’s new order, Australia must fight for affordable medicines
We must protect the principle that sovereignty, stability and fairness are not up for negotiation – even in a more transactional world.
Trump’s trade war is a sledgehammer to America’s tech dominance
The president’s instincts on rebalancing the trade deficit with China aren’t wrong, but his methods are constraining the talents that have underwritten the US AI boom.
My China trip made one thing clear about the global trade war
The Chinese mean it when they say they won’t cave to Washington’s escalating threats. They have many cards to play.
China’s economy – not tariffs – is the big risk to Australia
Despite the trade war, the iron ore price has barely blinked. But big global investors doubt that’s sustainable, and that means a big hit on our miners.
Shipping giants face surging demand before tariffs hit global freight
Executives at big maritime transport businesses and ports warn consumers could get hit with higher prices as importers scramble “to get cargo in under the wire”.
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.
Trump’s trade ructions will end up disrupting banking and payments
European Central Bank president Christine Lagarde has lamented an almost exclusively American financial infrastructure. Others feel the same way.
Will global leaders practice free trade preached to Trump?
Given the agreement that tariffs are a tax on consumers, why don’t both major political parties pledge to remove them if they prevail at the election?
Buckle up for next 90-days as tariff talks play out
Sentiment turned on a dime on Thursday as investors piled back into equities. We spoke to one of the country’s top wealth investor shops to find out why.
This $US1b-plus cash bid is a real test of valuations in jumpy markets
Who would have thought Australia would be home to the only $US1 billion-plus cash M&A deal globally since ‘liberation day’?
Why we shouldn’t rule out an economic doomsday
Policymakers should be war gaming the worst scenario because never before has a single signature by a single individual raised the probability of recession so sharply.
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.
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.
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.
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”.
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.