Macro & Policy Drivers
Did Trump’s Tariffs Actually Shrink The Trade Deficit?
The data behind Trump’s 77% trade deficit claim—and why tariffs weren’t the main driver.
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Further Analysis & Commentary
China Equity Market 2026: Is Now the Time to Buy?
As China’s mainland equity markets reopened after the Lunar New Year break, investors returned to a markedly different global backdrop.…
Iron Ore Benchmark Index Battle: What It Means for Australian Miners
Iron ore is not just another commodity for Australia. It is the country’s largest export, forecast to generate $114 billion…
RBA Interest Rate for 2026: One and Done After February Hike?
When the Reserve Bank of Australia lifted rates at its first meeting of 2026, markets quickly shifted into defensive mode.…
Japan’s Election, Sanae Takaichi: Japan’s Thatcher or Truss?
Prime Minister Sanae Takaichi’s won a decisive landslide in Japan’s snap election on February 8, securing a supermajority in the…
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