Insights, 23 Apr 2025

A China and US Trade Beef: An Australian Perspective

Spotlight on Australia - April 2025

Gauging the fallout from Trump’s tariffs will take months if not years but for US beef exporters, the impact has been immediate. China is delaying the renewal of export licenses for US abattoirs. Australian beef exporters have experienced similar ...

Learn more

Insights, 04 Apr 2025

The Australian Dollar

Spotlight on Australia - March 2025

The AUD recently hit a low against the USD not seen since the outbreak of the COVID-19 pandemic in March 2020. But some commentators see the AUD plummeting all the way to 50 US cents! The last time the AUD was at that level, back in September 2001, Face ...

Learn more

Insights, 04 Apr 2025

Marching Towards Liberation Day

Economic Update - March 2025

Markets wrestled with looming US tariffs and finally realised that falling indices may impose little discipline on Trump. However, the unpredictability of US policy, with its announcements followed by delays and more announcements, is making matters wor ...

Learn more

News, 21 Mar 2025

Increasing Australia’s Defence Spending?

Chart of the Month - March 2025

A lot has happened in President Trump’s first 100 days. For many of its allies, America no longer seems like a steadfast partner. Trust has given way to disbelief and uncertainty. Trump cajoled NATO members to increase military spending in his fir ...

Learn more

News, 05 Mar 2025

Tariff turbulence

Economic Update - February 2025

The White House hasn’t been this exciting since Martin Sheen was president! From Ukraine to USAID, Gaza to Guantanamo, there has been non-stop drama. Tariffs have been the main focus for Wall Street and economists. Just as inflation was coming und ...

Learn more

News, 11 Feb 2025

The Calm before the Storm

Economic Update - Janurary 2025

January felt unusual. While the usual ream of data hit the Bloomberg terminals during the month, many people’s attention turned to a little old party in good ol’ Washington, DC. After his inauguration parade, President Trump sat on stage and ...

Learn more

News, 23 Dec 2024

Halfway down the chimney

Economic Update - December 2024

Inflation is rearing its ugly head again in the US and UK. Santa may find that the fire at the end of the chimney is hotter than he bargained for! Meanwhile, in Australia, the RBA has signalled that interest rate cuts are on their way as the Australian ...

Learn more

Insights, 19 Dec 2024

EVs finally taking off in Australia

Spotlight On Australia - December 2024

Australia is a clear leader when it comes to the adoption of rooftop solar, with 1-in-3 homes having installed rooftop solar. However, Australia is lagging when it comes to the adoption of EVs. In 2023, Norway led the world with EVs comprising 93% of al ...

Learn more

Tags