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Aussienomics

Trade

The Trump Put lives on, A rate cut in May, Batteries for everyone, We're still reliant on luck, and Who drives in Australia.
Monetary Policy Energy Budget Trade Transport
Just like that, and the tariff scare is over—or is it? Global markets rallied 5-10% yesterday because Trump, in the face of a near-certain recession and equity and bond market carnage, backed off and hit pause.
Investment will suffer in the age of Trumpian uncertainty
Trade Investing
Trump’s unpredictability threatens global investment with chaos, zero-sum thinking, and rent-seeking, even if he winds back his tariffs.
Trump isn't playing 4D chess
Trade Tax
He just really likes tariffs.
Government by AI
Artificial Intelligence Trade
Did the Trump administration use AI to devise its tariffs?
Trump's Liberation Day
Trade
The US will impose a minimum 10% tariff on all of its trading partners, including Australia.