Economics and markets
30
May
2025
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min read
U.S. Trade and Economic Forecasts for 2025
Michael Knox
Chief Economist and Director of Strategy
Michael Knox outlines the economic outlook for growth and inflation in the U.S., the Euro area, China, India, and Australia, drawing data from the International Monetary Fund, the Congressional Budget Office, European sources, and his own analysis for Australia.
30
May
2025
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min read
Why the US and China Were Forced to Cooperate on Tariffs
Michael Knox
Chief Economist and Director of Strategy
The U.S. and China, through negotiations led by the Chinese Deputy Premier and U.S. Treasury Secretary Scott Bessent, agreed to a 90-day tariff reduction from over 125% to 30% and 10% respectively
30
May
2025
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min read
Bessent's Tariff Triumph
Michael Knox
Chief Economist and Director of Strategy
Treasury Secretary Scott Bessent’s adept negotiation of a US-China tariff deal and his method for assessing tariffs’ modest impact on inflation, using a 20.5% effective rate, position him as a formidable successor to Henry Morganthau’s legacy.
30
April
2025
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min read
Will Tariffs Kill U.S. Growth?
Michael Knox
Chief Economist and Director of Strategy
In a lively presentation to the Economic Club of New York, Federal Reserve Bank of Chicago President Austan Goolsbee highlighted tariffs as a minor stagflation risk but emphasized strong U.S. GDP growth of around 2.6%, suggesting a resilient economy and potential for a soft landing.
30
April
2025
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min read
How Tariffs Shape the US Business Cycle
Michael Knox
Chief Economist and Director of Strategy
This discussion simplifies the US business cycle, highlighting how tariffs are projected to lower growth to 1.8% in 2025, reduce the budget deficit, and foster an extended soft landing, boosting equities and commodities through 2027.
30
April
2025
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min read
Tariffs, Inflation, and the Fed: A 2025 Economic Outlook
Michael Knox
Chief Economist and Director of Strategy
Michael Knox dives into the robust U.S. economy, the effects of proposed tariffs on inflation and Federal Reserve decisions, and how tariff funds and corporate tax reductions could boost job growth and stock market performance in 2026, though markets may stabilise in the short term.
30
April
2025
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min read
Quarterly Economic Outlook
Michael Knox
Chief Economist and Director of Strategy
In this extensive breakdown, Michael Knox discusses everything across the broad economic spectrum, including tariffs, commodities and much more.
30
April
2025
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min read
Navigating the Tariff Rollercoaster
Andrew Tang
Equity Strategist
Andrew Tang, Analyst, Equity Strategy, breaks down the importance of upgrading portfolio quality and identifying stocks with long-term growth potential.
30
April
2025
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min read
The Art of the Real Deal
Kylie Harding
Principal/Investment Adviser
In the ever-shifting landscape of global markets, sometimes looking back can help us move forward. You may recall a book with a similar title to this article. Here’s an analysis of how the principles of this book are currently being applied.
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