tariffs

Latest news and analysis on tariffs

Macro

US inflation: big fall in travel-related services

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

US rejig of tariffs makes little difference to the bottom line

Rejigged US "reciprocal" tariffs target China, where the increase in the US effective tariff rate is broadly unchanged from last week.
Kieran Davies
Coolabah Capital
Equities

Trump just blinked - he had to - what now?

The bond market backed Trump into a corner.
Marcus Padley
Marcus Today
Macro

What you need to know about the market regime shift and how to invest

Our flash macro update explores the impact of Trump's tariffs, the silver linings in the market and how to invest.
Henry McVey
KKR Australia
Macro

The Art of the Squeal: markets react to Trump’s tariffs

A tariff-fuelled meltdown, a fake Tweet, and a market rebound — the Trump Slump panic is officially underway.
Patrick Poke
A Rich Life
Equities

How to position yourself against Trump’s tariffs

Investing in domestic-focused companies across different global regions is the best strategy to beat Trump's tariffs.
+4
Garry Laurence
Profeta Investments
Macro

Where are we now, what happens next, and what's the plan?

These are the three questions you need to answer if you want to survive and thrive. Here, I probe Matthew Kidman for answers.
Sara Allen
Livewire Markets
Equities

Why Trump’s tariffs are sheer genius and now is the time to buy ASX shares

Is President Trump's massive tariff gambit a masterstroke in disguise? Have markets overreacted – and is it time to buy? We investigate!
BHP
+6
Carl Capolingua
Livewire Markets
Equities

How will we know it's the bottom?

How to Time the Bottom of this correction
Marcus Padley
Marcus Today
Macro

Transatlantic Reversal?

Trade-related uncertainty is already hurting confidence, including in the US, before the “real” impact of tariffs hits.
Chris Iggo
AXA Investment Managers
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
Macro

Why we now expect four more RBA rate cuts this year

If the RBA were uncertain on Tuesday, then their heads must surely be spinning after Liberation Day.
Tim Toohey
Yarra Capital Management
Equities

Trump could be making the rest of the world great again

A brief note on the investment implications of the Liberation Day tariff announcements
Jacob Mitchell
Antipodes
Macro

Aggressive US tariffs pressure China for a forceful response

To date, the Trump administration has raised the US tariff on Chinese imports from about 22% to 76%.
Kieran Davies
Coolabah Capital
Equities

The ASX 200 is getting smashed, but is now the big opportunity you’ve been waiting for?

To buy or not to buy. That is the question. Fundamentals, technicals, and how historical moves played out. We’ve got you covered.
BHP
+5
Carl Capolingua
Livewire Markets
Investment Theme

Liberation (or rather Retro) Day - some initial thoughts

Every so often the US casts its mind back to the 1950s it seems (eg American Graffiti and Happy Days in the 1970s) and so it is again!
Shane Oliver
AMP
Macro

Liberation Day is here; gold futures surge as Trump slaps 25% tariffs on all cars; 10% on Australia & UK, 20% on EU

AMP’s Shane Oliver tips a 15% market fall from recent highs as Trump eyes the most extreme US protectionist policy in over 100 years.
WLE
WMI
Vishal Teckchandani
Livewire Markets
Macro

March 2025 Podcasts

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

The Fed looks overly optimistic on the US outlook

IMF analysis suggests that the Fed is too optimistic on the likely impact of initial Trump tariffs.
Kieran Davies
Coolabah Capital
Equities

The Trump trade that could send this aluminum stock soaring

The aluminum market is undergoing a structural shift, with tariffs unlocking a potential windfall for investors who act early
Xinyu Ru
Fawkes Capital Management
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