TRUMP

Latest news and analysis on TRUMP

Macro

Iran conflict sparks geopolitical shockwave as markets brace for impact

Twelve days ago, Israel launched a major military campaign targeting Iranian nuclear facilities, air defense, surface-to-surface missile sites, and senior military and...
Seema Shah
Principal Asset Management
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

Trump announces 90-day trade truce on China

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%...
Seema Shah
Principal Asset Management
Equities

Trump just blinked - he had to - what now?

The bond market backed Trump into a corner.
Marcus Padley
Marcus Today
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
6