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Market Wraps
trump administration
Latest news and analysis on trump administration
Macro
March 02, 2026 08:36
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
March 02, 2026 08:36
Macro
November 10, 2025 11:41
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
November 10, 2025 11:41
Macro
November 05, 2025 10:16
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
November 05, 2025 10:16
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Macro
July 25, 2025 08:40
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
July 25, 2025 08:40
Macro
April 14, 2025 08:32
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
April 14, 2025 08:32
Macro
April 10, 2025 09:20
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
April 10, 2025 09:20
Macro
April 08, 2025 15:18
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
April 08, 2025 15:18
Investment Theme
April 07, 2025 12:52
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
April 07, 2025 12:52
Macro
April 04, 2025 09:46
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
April 04, 2025 09:46
Equities
February 21, 2025 13:08
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.
TLX
TELIX Pharmaceuticals Ltd
ASX:TLX
Followed by
306
people
TLX
TELIX Pharmaceuticals Ltd
ASX:TLX
Followed by
306
people
Vishal Teckchandani
Livewire Markets
February 21, 2025 13:08
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