Economics and markets
19
April
2025
This is some text inside of a div block.
This is some text inside of a div block.
min read
How Tariffs Shape the US Business Cycle
Michael Knox (AR: 000259340)
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
This is some text inside of a div block.
This is some text inside of a div block.
min read
Tariffs, Inflation, and the Fed: A 2025 Economic Outlook
Michael Knox (AR: 000259340)
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
This is some text inside of a div block.
This is some text inside of a div block.
min read
Quarterly Economic Outlook
Michael Knox (AR: 000259340)
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
This is some text inside of a div block.
This is some text inside of a div block.
min read
Navigating the Tariff Rollercoaster
Andrew Tang (AR: 001007335)
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
This is some text inside of a div block.
This is some text inside of a div block.
min read
The Art of the Real Deal
Kylie Harding (AR: 000259299)
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.
30
April
2025
This is some text inside of a div block.
This is some text inside of a div block.
min read
Investment Watch: Autumn 2025 Outlook
Andrew Tang (AR: 001007335)
Equity Strategist
Investment Watch is a quarterly publication for insights in equity and economic strategy. US President Donald Trump’s “liberation day” tariffs have rattled global markets. Since the pronouncement, most global indices have been down by over 10%.
30
March
2025
This is some text inside of a div block.
This is some text inside of a div block.
min read
Trump's Reciprocal Tariffs Explained
Michael Knox (AR: 000259340)
Chief Economist and Director of Strategy
Michael addresses President Trump's decision to introduce reciprocal tariffs to address high foreign tariffs on U.S. goods. Learn how this policy aims to balance trade and reduce the U.S. budget deficit, impacting countries like China, the EU, Vietnam, and Australia.
30
March
2025
This is some text inside of a div block.
This is some text inside of a div block.
min read
The Federal Budget Fallout
Michael Knox (AR: 000259340)
Chief Economist and Director of Strategy
Michael explores the implications for future generations and whether the government's economic strategies are sustainable.
30
February
2025
This is some text inside of a div block.
This is some text inside of a div block.
min read
Cash Rate Cut 25bps: The Easing Cycle Begins
Andrew Tang (AR: 001007335)
Equity Strategist
The start of an easing cycle is upon us, but the path forward remains unclear, much like the post-pandemic economy.
Preferences
Privacy is important to us, so you have the option of disabling certain types of storage that may not be necessary for the basic functioning of the website. Blocking categories may impact your experience on the website.
You're in control