global macro

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

2024 was a fantastic year for markets. But do our readers think this year will be just as great?

Sixteen major Australian & global research reports distilled into one tidy wire for your viewing pleasure!

Whatever you think Trump's actions over the next 4 years will deliver in capital markets, you're probably wrong.

The US budget deficit is over US$2T for the last year - that's almost 8% of GDP, highest since the GFC.

The US budget deficit is over US$2T for the last year - that's almost 8% of GDP, highest since the GFC.

We canvas the views of leading commentators to answer an important question that is hanging over markets.

In hindsight, August was a sharp sneeze in an otherwise historic bull market. But what would you buy if a meaningful pullback arrives?

The looming copper shortage jeopardises our dreams. Where is the activism of aspiration & abundance? For mining: a grand opportunity awaits.

There is good reason to expect the $A to rise into next year, and a strong case for a slight weighting toward hedged global investments