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US ECONOMY News & Analysis

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
Is it time to buy the Magnificent Seven?
Stocks
Is it time to buy the Magnificent Seven?
After the recent selloff, the bull market’s most in-demand stocks look much cheaper.
Sarah Hansen | 12 March 2025
The case for and against US stock market exceptionalism
Personal Finance
The case for and against US stock market exceptionalism
The outlook for equities in 2025 has been dominated by one question: will the US market's supremacy continue? Whichever side of the debate you sit...
Duncan Lamont | 23 January 2025
US markets are priced to perfection, but will it last?
Markets
US markets are priced to perfection, but will it last?
In a stretched market, positioning is increasingly important.
David Sekera, CFA | 11 January 2025
5 reasons stocks keep hitting record highs
Personal Finance
5 reasons stocks keep hitting record highs
Investors can thank big tech and a resilient economy.
Sarah Hansen | 11 December 2024
US stock market outlook: tariffs are 2025's wild card
Personal Finance
US stock market outlook: tariffs are 2025's wild card
Macrodynamic tailwinds persist, but stocks are already priced to perfection. Will tariffs derail the market in 2025?
David Sekera, CFA | 04 December 2024
ASX players that might thrive under a Trump administration
Stocks
ASX players that might thrive under a Trump administration
Recent election results have sent US markets into a record-high rally however implications remain mixed for the Australian share market. See our top...
Simonelle Mody | 14 November 2024
What if the Fed cuts interest rates by half a percent?
Markets
What if the Fed cuts interest rates by half a percent?
A smaller cut is narrowly expected, but a more aggressive move is possible.
Sarah Hansen | 16 September 2024
4 charts on the US rotation out of growth and tech stocks
Markets
4 charts on the US rotation out of growth and tech stocks
Value stocks among financials, healthcare and consumer defensive sectors are supporting the market.
09 September 2024