donald trump

The passage of the so-called “Big Beautiful Bill” will, by itself, boost growth over the medium term. However, offsetting the extent of any boost will be ever-changing...

The U.S. and China have announced that they will temporarily lower tariffs on each other's exports, with the U.S. reducing its tariffs on China from 145% to 30%...

Markets surged on hopes of a tariff reprieve, only to stumble as new details revealed deeper trade tensions with China. The whiplash underscores how fragile sentiment...

Howard Marks, Cathie Wood, Ray Dalio, and Bill Ackman on inflation, tariffs, and what to do with your portfolio now.

What is the announcement, and how does it compare to market expectations? President Trump announced that he would apply a minimum 10% tariff on all exporters to the...

A brief note on the investment implications of the Liberation Day tariff announcements

Below is a summary of the topics we covered on Nucleus Investment Insights this month. See the links for more information.

Eyes now on Greenland's March 11 election; Plus, James Bay joins the gold party with 1.36Moz maiden JORC resource in Nevada.

Australia remains a place of calm in the global economy, and a win-win investment opportunity is emerging as more people keep coming here.

There is still significant opportunity in defence stocks, despite the stellar run investors have witnessed in the last few weeks.

Plus, Ioneer’s lithium baby could go to Rio and recent copper deals suggest red metal juniors such as KGL and Havilah are going cheap.

Trump’s second term is driving shifts in crypto markets and investor sentiment in 2025

Earnings season divides winners and losers as rate cut bets shift and US inflation rattles markets.

Trump has begun an unprecedented attack on the norms of US lawmaking. The scale and scope of the attack are significant and mostly unconstitutional. The two most...

Markets were recently rattled by three executive orders announcing tariff increases on Mexico, Canada, and China, marking an opening salvo of President Donald Trump’s...

Key Points: • Trump’s first two weeks in office have featured a flurry of policy announcements. • Of most consequence to markets are tariffs, immigration enforcement...

The delay to tariffs with Canada & Mexico is a sign they may be averted, but the uncertainty means a volatile ride for investment markets.

US faces economic headwinds in 2025 as tariffs, deficit concerns, and government spending cuts dominate fiscal negotiations.

US President Donald Trump has launched a new US$500 billion AI initiative in partnership with SoftBank, OpenAI and Oracle.

With an ambitious policy agenda, President Donald Trump's first 100 days in office will provide an early indication of his ability to sustain momentum in delivering on...