TRUMP & Tariffs

Mr Frazis plans to bring his brash style to more ASX investors with the launch of a tech stock focused ETF by October.

The U.S. administration has decided to delay its self-imposed deadline for implementing reciprocal tariffs until August 1. Reciprocal tariffs, originally announced on...

The great US momentum trade continues. The data shows the economy is nowhere near to a recession.

Despite concessions, the trade war still entails a very large shock for the US economy.

Given US equities’ recent performance investors will be assessing what conditions are necessary to re-enter the market.

The 2025 trade shock redrew economic lines. With alliances shifting, what does it mean for investors in a fractured world?

The Market Matters lead portfolio manager talks the recent recovery, Trump, gold, and why he thinks there's plenty of opportunities.

Current market conditions mean staying local might be your best bet. Here's what the pros are buying.

All the insights from T.Rowe Price's recent webinar, featuring Scott Berg and Sam Ruiz.

Volatility is all part of investing in the equity market and now is a good time to allocate

Economists argue trade imbalances have forced real interest rates too low and explain today's economic problems and asset price movements.

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

Flight Centre, Brambles, Yowie, Bubs, and Reliance Worldwide warn tariffs may hurt their profits as share buyers shrug off the risk.

Hang Seng leads global markets as China weathers the storm

Trump’s tariffs, bond shocks, and a 5x microcap win - Forager’s Steve Johnson and Harvey Migotti unpack the situation and what’s next.

PM Capital Market Update with Paul Moore

An oft-repeated mantra from the Trump regime is that tariffs in Trump’s first term barely affected inflation. Which is true.

Over the past few years, the press has been full of articles about tariffs and trade policy, and politicians from Trump to Albanese have trumpeted the desire to...

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...

Markets can’t do their work when policy decisions critical to the global economy, and therefore the pricing of risk, are made on the fly.