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 moreThe 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 moreWhen President Donald Trump imposed tariffs on aluminium and steel in his first term, Australia was able to eventually gain an exemption. However, this time around, Trump said there will be no exemptions: “It's 25 per cent, no exemptions, ...
Learn moreJanuary 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 moreInflation 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 moreWhether it is retail sales in Australia and China, consumer spending in Japan, increased GDP growth in the euro area, or a jubilant stock market in the US, there is suddenly more optimism in the air. Of course, there is also increased policy uncerta ...
Learn moreThe world is holding its breath as it waits to see what President-Elect Donald Trump will actually do with tariffs. But we have seen this movie before. Trump introduced tariffs in his first term, on steel, aluminum, solar panels, and washing machines; A ...
Learn moreMany people believe Australia is rich because it can sell endless amounts of coloured dirt like iron ore and coal. When it comes to trade, there is nothing too complex about what Australia exports. However, Australia is no mining backwater. It has the s ...
Learn moreWhile the world holds its collective breath for the outcome of the US election, the RBA finds itself stuck with sticky service inflation. What happened in Australia? The RBA just can’t win. While inflation has fallen from 3.8% in the June ...
Learn moreWhen you think of Rare-Earth Minerals (REMs), you probably think of China but did you know that Australia ranks 5th in the world for its proven reserves of REMs with over 3x the reserves of the US? These reserves will be critical in meeting rising futur ...
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