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TARIFFS News & Analysis

Tariffs are a smokescreen to Trump’s real endgame
Markets
Tariffs are a smokescreen to Trump’s real endgame
Behind market volatility and tariff threats lies a deeper strategy. Trump’s real goal isn’t trade reform but managing America’s massive debts,...
John Abernethy | 20 May 2025
Chart of the week: Liberation day ranks amongst the worst selloffs on record
Markets
Chart of the week: Liberation day ranks amongst the worst selloffs on record
As Buffett puts, “the stock market is a device for transferring money from the impatient to the patient”.
Simonelle Mody | 01 May 2025
Chart of the week: Australian retailers equipped to tackle Trump’s tariffs
Markets
Chart of the week: Australian retailers equipped to tackle Trump’s tariffs
Consumer staples offer a relatively safe haven. \n
Simonelle Mody | 27 April 2025
What’s next for gold amid global market turmoil?
Markets
What’s next for gold amid global market turmoil?
The price of gold whipsawed after Trump’s tariff pause, but has hit new highs.
Valerio Baselli | 15 April 2025
ASX software companies relative safe haven from tariffs
Stocks
ASX software companies relative safe haven from tariffs
Online marketplaces may face headwinds.
Roy Van Keulen | 15 April 2025
Trump tariffs set to have ripple effect on this ASX industry
Stocks
Trump tariffs set to have ripple effect on this ASX industry
We lower our Fair Value estimates for several media stocks as economic uncertainty could stifle vital advertising revenues.
Brian Han | 14 April 2025
Chart of the week: What do Trump’s tariffs mean for the Australian economy?
Markets
Chart of the week: What do Trump’s tariffs mean for the Australian economy?
Tariffs on China are in place and growing.
Simonelle Mody | 09 April 2025
Young & Invested: What to do when the market crashes
Personal Finance
Young & Invested: What to do when the market crashes
Worried about your investment portfolio? Here’s what you can do next.
Simonelle Mody | 09 April 2025
First impressions: US tariffs on Australian equities
Stocks
First impressions: US tariffs on Australian equities
Direct impact modest but global growth and inflation are wildcards.
Lochlan Halloway | 06 April 2025
‘Everything is on the table’: How companies are preparing for Trump tariffs
Markets
‘Everything is on the table’: How companies are preparing for Trump tariffs
Price hikes are possible; diverse supply chains are a must.
Sarah Hansen | 26 November 2024