tariffs

Latest news and analysis on tariffs

Macro

The case for optimism: Inside our macro pivot this month

Trump’s pivot on fiscal and trade policy has changed our macro view. We no longer expect a recession - here’s why we’ve turned bullish.
Xinyu Ru
Fawkes Capital Management
Macro

President Trump’s policies and the equity risk premium – the good, the bad and the ugly

Shares have rebounded on Trump’s tariff retreat, but his erratic policy shifts could weigh on long-term return expectations.
Shane Oliver
AMP
Macro

Tariffs, policy, and valuations

Given US equities’ recent performance investors will be assessing what conditions are necessary to re-enter the market.
Chris Iggo
AXA Investment Managers
Equities

Copper stocks lagging red metal’s strong price, fuelling M&A talk

The disconnect is highlighted by fast-growing FireFly; Bellevue Gold offers investors two ways to win: strong free cashflow or a take-out.
BGL
Barry FitzGerald
Independent Journalist
Macro

Liberation Day and the road to recession?

The US is redrawing the trade map. China’s not backing down. Investors should brace for impact.
Xinyu Ru
Fawkes Capital Management
Macro

US inflation: big fall in travel-related services

An oft-repeated mantra from the Trump regime is that tariffs in Trump’s first term barely affected inflation. Which is true.
Damien Klassen
Nucleus Wealth
Macro

US rejig of tariffs makes little difference to the bottom line

Rejigged US "reciprocal" tariffs target China, where the increase in the US effective tariff rate is broadly unchanged from last week.
Kieran Davies
Coolabah Capital
Equities

Trump just blinked - he had to - what now?

The bond market backed Trump into a corner.
Marcus Padley
Marcus Today
Macro

What you need to know about the market regime shift and how to invest

Our flash macro update explores the impact of Trump's tariffs, the silver linings in the market and how to invest.
Henry McVey
KKR Australia
Macro

The Art of the Squeal: markets react to Trump’s tariffs

A tariff-fuelled meltdown, a fake Tweet, and a market rebound — the Trump Slump panic is officially underway.
Patrick Poke
A Rich Life
Equities

How to position yourself against Trump’s tariffs

Investing in domestic-focused companies across different global regions is the best strategy to beat Trump's tariffs.
+4
Garry Laurence
Profeta Investments
Macro

Where are we now, what happens next, and what's the plan?

These are the three questions you need to answer if you want to survive and thrive. Here, I probe Matthew Kidman for answers.
Sara Allen
Livewire Markets
Equities

Why Trump’s tariffs are sheer genius and now is the time to buy ASX shares

Is President Trump's massive tariff gambit a masterstroke in disguise? Have markets overreacted – and is it time to buy? We investigate!
BHP
+6
Carl Capolingua
Livewire Markets
Equities

How will we know it's the bottom?

How to Time the Bottom of this correction
Marcus Padley
Marcus Today
Macro

Transatlantic Reversal?

Trade-related uncertainty is already hurting confidence, including in the US, before the “real” impact of tariffs hits.
Chris Iggo
AXA Investment Managers
Macro

Trump tariffs vs Market expectation

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...
Seema Shah
Principal Asset Management
Macro

Why we now expect four more RBA rate cuts this year

If the RBA were uncertain on Tuesday, then their heads must surely be spinning after Liberation Day.
Tim Toohey
Yarra Capital Management
Equities

Trump could be making the rest of the world great again

A brief note on the investment implications of the Liberation Day tariff announcements
Jacob Mitchell
Antipodes
Macro

Aggressive US tariffs pressure China for a forceful response

To date, the Trump administration has raised the US tariff on Chinese imports from about 22% to 76%.
Kieran Davies
Coolabah Capital
Equities

The ASX 200 is getting smashed, but is now the big opportunity you’ve been waiting for?

To buy or not to buy. That is the question. Fundamentals, technicals, and how historical moves played out. We’ve got you covered.
BHP
+5
Carl Capolingua
Livewire Markets
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