tariffs

If the RBA were uncertain on Tuesday, then their heads must surely be spinning after Liberation Day.

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

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

To buy or not to buy. That is the question. Fundamentals, technicals, and how historical moves played out. We’ve got you covered.

Every so often the US casts its mind back to the 1950s it seems (eg American Graffiti and Happy Days in the 1970s) and so it is again!

AMP’s Shane Oliver tips a 15% market fall from recent highs as Trump eyes the most extreme US protectionist policy in over 100 years.

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

IMF analysis suggests that the Fed is too optimistic on the likely impact of initial Trump tariffs.

The aluminum market is undergoing a structural shift, with tariffs unlocking a potential windfall for investors who act early

There’s a lot happening in global markets just two months into the new year. Trump’s tariffs, DeepSeek, European defence spending and Bitcoin all headline a shifting...

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

Global equities have just delivered a second year of stellar gains, but a range of investment risks may bring more volatile share markets in 2025. However, there are...

Global trade is entering a new era—tariffs, retaliation, and shifting alliances are reshaping markets. Who stands to gain and who will lose?

Copper’s strong run in face of trade wars piques investor interest in stocks such as Develop, discovery runaway AusQuest, Coda and Noronex.

In this feature interview, we have a wide-ranging conversation on the short and long-term effects of the US' tariff policy with Lazard.

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

The prospect of the new Trump administration raising tariffs may have helped push up interest rate expectations, bond yields, and the US dollar. While US equity...

There are never any clear “winners” in trade disputes.

A two-pronged tweet from President Trump over the weekend threatening to increase tariffs on Chinese imports has shattered the relative calm currently being enjoyed by...

With the economy chugging along nicely, and equity markets grinding higher, it’s been pretty smooth sailing for investors in recent years. But there’s one important...