trump administration

Latest news and analysis on trump administration

Macro

Iran conflict creates a sharpening geopolitical fault line

What happened?On February 28, the U.S. and Israel launched coordinated military operations against Iran, citing the need to neutralize “imminent threats from the...
Seema Shah
Principal Asset Management
Macro

There’s something about Donald (to worry about)

A follow up from last week, that highlighted two things to worry less about.
Sebastian Ferrando
Koda Capital
Macro

About the Donald - you should worry less about these 2 things

And coming next week - 1 thing to actually worry about.
Sebastian Ferrando
Koda Capital
Macro

Trump's criticism of Powell creates renewed threats to the Fed’s independence

President Donald Trump’s longstanding criticism of Federal Reserve (Fed) Chairman Jerome Powell—ironically, someone Trump appointed during his first...
Seema Shah
Principal Asset Management
Macro

Tariff whipsaw creates mixed signals and market shocks

Markets surged on hopes of a tariff reprieve, only to stumble as new details revealed deeper trade tensions with China. The whiplash underscores how fragile sentiment...
Seema Shah
Principal Asset Management
Macro

Why we freeze: how to profit in times of fear

There are behavioural biases that hold us back, but here are steps you can take when you feel nervous about buying falling stocks.
Michael Skinner
Blackwattle Investment Partners
Macro

Jason Coggins | Globalisation reversal & potential impact of Trump’s tariff initiative

Our Partner & Investment Committee Chair Jason Coggins has written a short note on last week's tariff related move in markets. Enjoy!
Murdoch Gatti
York Wealth Management
Investment Theme

The Trump Dump in shares – what does it mean for Australia and investors?

Share markets have fallen further on US President Trump’s worse than expected tariff policies. Further weakness is likely but at some point, Trump is likely to pivot...
Shane Oliver
AMP
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
Equities

Telix eyes strong growth in 2025, but RFK Jr. poses a wildcard: Shane Fitzgerald

Telix smashes revenue forecasts with $1.2B+ guidance, but RFK Jr. & U.S. regulatory chaos pose risks. Shane Fitzgerald remains bullish.
Vishal Teckchandani
Livewire Markets
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