This Month
Australia’s trade survival depends on beating Trump’s tariff contagion
How does Canberra cope in a world that threatens to spin off into competing blocs and help shape a world that preserves multilateralism, even if the United States is not a constructive part of it?
EU spurns economic dialogue with China over deepening trade rift
The bloc’s stonewalling of the talks underlines the deep divisions between the sides despite Beijing’s efforts to court Europe as a counterweight to the US.
Australia just a bit player at the G7 Trump show
If Canada got nowhere with the US president on securing an outcome on tariffs, then Australia doesn’t have much of a hope.
Trust in US craters as Trump upends global order
The US president’s radical international agenda is undermining Australians’ trust in one of their most reliable allies.
Australia already pulling its weight on defence, PM to tell Trump
Speaking in Seattle, Anthony Albanese confirmed that he is scheduled to hold his first face-to-face meeting with the US president this week.
Why oil price is not what this $2trn manager is watching
An hour with a big fixed income manager is a discussion of the big issues. Expect volatility, he says – a bit of a tired line, although not an untrue one.
Amazon lifts Australian data centre spend to $20b as AI demand grows
Anthony Albanese has used a visit to the tech giant’s headquarters to talk up Australia’s investment links and talk down Donald Trump’s tariff threats.
US Steel and Nippon Steel say their ‘partnership’ is sealed
The companies said they had entered into an agreement with the US government to alleviate any national security concerns.
Your big ASX questions answered | IVF scandal | Iran attacked
This week, the chooks answer your questions about markets, look at Australia’s IVF sector crisis and extract the lesson for markets from the LA riots
Your super fund isn’t ready for the world’s biggest trade
The AUKUS review is more evidence Donald Trump is trying to rewire global trade and security. Big investors must rethink their US dollar exposure.
Three small cap stocks that fundies tip are on the rise
Speaking at the Morgan Stanley conference in Sydney, fund managers from Ausbil to Perpetual and Wilson Asset Management tipped their best stock picks.
‘The Princess Bride’ has lessons for Trump in dealing with Xi
The cult movie has the hero tricking the villain in much the same way China’s leader has done with his US counterpart in their negotiation on rare earths.
This Wall Street billionaire is worried about 2 bubbles
As the US market’s rally seemingly runs out of steam, one of its most prominent voices, Jeffrey Gundlach, is concerned about surges reminiscent of the past.
US inflation muted, Trump insists on rate cut anyway
The latest below-forecast inflation reading adds to evidence that consumers have yet to feel the pinch of President Donald Trump’s tariffs.
Trump says China will ship rare earths in ‘done’ trade deal
The two superpowers will maintain tariffs at their current, lower levels following the agreement reached this week in London, the US president says.
US, China agree to tone down trade war
American negotiators said they “absolutely expect” conflict around shipments of rare earth minerals and magnets to be resolved within the preliminary deal.
PM urged to offer deal to Trump on NuCoal investor compensation
Dozens of investors have urged Anthony Albanese to broker compensation related to the cancellation of a corruption-tainted coal mining licence in NSW.
Why this strategist thinks the LA riots may actually be ‘very bullish’
The developing situation in California looks ugly from afar. But one leading expert based in Los Angeles sniffs a Trump pivot that’s good news for investors.
‘We’re not that strong’: Huawei founder says it lags US in chip making
Ren Zhengfei has played down his company’s technology against that of Nvidia, as Beijing and Washington discuss export controls as part of trade talks.
China’s chokehold on obscure metal threatens Western militaries
The global superpower produces the entire world’s supply of samarium, a rare earth metal the US and its allies need to build its fighter jets, missiles and other hardware.