tariffs

Tariff revenue - which pays for most of the US government's tax cuts - is running behind forecasts in the near term.

The Australian and global stocks that would be impacted by some of the big risks on Plato Investment Management's radar

For Australia, the implications are clear. India is not simply a fast‑growing market; it is a strategic partner.

The equity market is more excited about lower short-term rates and bond yields than a weakening jobs market.

In this update, we explore how long markets can ignore tariff drama, the odds of a Fed rate cut and the good news for small caps.

Trade uncertainty may be easing as the US strikes deals with partners, but import tariffs remain high in the world’s largest economy.

Australia is now less sensitive to China, but Chinese growth is likely to be enough to keep the iron ore price elevated.

From Trump’s tariffs to business conditions and the gap between earnings yields and bond yields, here are key charts to watch.

Morgan Stanley’s Chris Nicol says Australia is in a decent spot despite tariffs, slow growth and an expensive stock market.

The US view suggests a weaker dollar, lower growth and long-term tariffs, but it's not all bad news, especially for Australia.