Market insights

Despite the changes announced last week to President Trump’s tariff program, delaying for three months the bigger tariff hikes for some and a reprieve for US IT companies from the super-sized retaliatory tariffs imposed on China, the US Administration remains wedded...

Risk assets fell in March and then fell much more in the first week of April after President Trump’s announcement of higher trade tariffs. The US tariffs could cause recession in the US combined with higher inflation. Financial markets are not accepting President...

Economic data released in March show economic growth threatening to decelerate in the in the US, but firmer economic indicators for the most part in China, Europe and Australia. The Trump Administration’s imposition of higher trade tariffs with the promise of more to...

The Federal Budget to be delivered tomorrow is unlikely to provide steppingstones towards a less inflationary, more productive, fairer and more prosperous Australia. Hopefully it will not push backwards achieving those objectives but being a pre-election Budget, the...

Financial market sentiment has swung sharply towards counting the cost of the Trump Administration’s America First economic policies over recent weeks driving down share prices and government bond yields. The bounce in European and US share markets on Friday recovers...