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US Recession
US Recession Fears Are Rising: What Sectors and Stocks Will Stay Strong and Which Will Struggle?
As the possibility of a US recession looms over global financial markets, investors are grappling with the implications of this economic uncertainty. With fears of a downturn gaining momentum, questions about which sectors and stocks will perform well—and which will struggle—become increasingly important. While recessions are typically characterised by a slowdown in economic activity, not…
Trump vs. Jerome Powell
Trump vs. Jerome Powell: What Happens to the Market If Powell Is Fired?
The relationship between President Donald Trump and Federal Reserve Chair Jerome Powell has often been tumultuous, particularly around decisions regarding interest rates and monetary policies. Trump has repeatedly criticised Powell's stance on rate hikes, viewing them as detrimental to the economy, while Powell has defended the Fed’s decisions based on the long-term health of the…
Trump Tariffs
Trump’s Tariffs Are Back in the News—What’s the Impact on Global Supply Chains?
In recent months, the conversation around trade tariffs has re-emerged, with former President Donald Trump's trade policies making headlines once again. Although Trump is no longer in office, his administration’s approach to tariffs continues to shape global supply chains in significant ways. These tariffs, initially implemented in 2018 during his tenure, had far-reaching consequences for…
archer
Semiconductors Next in Line: What Trump’s Tariff Shift Means for Global Chipmakers
Global chipmakers are bracing for another geopolitical tremor, and this time, the ripple effects might be more significant than the last. In our view, former US President Donald Trump’s proposed tariff shift signals a renewed phase of economic nationalism, and the semiconductor industry could soon find itself squarely in the crosshairs. This is not merely…
2025 Australian election
As the 2025 Australian Election Approaches: Here are 6 ASX Stocks to Watch
With the 2025 Australian election approaching, investors are focusing on the Australian Securities Exchange (ASX) to understand how the election may impact market performance. Elections typically create some degree of market uncertainty, but the extent of that uncertainty varies significantly based on the political landscape, economic policies, and global economic environment.   Understanding the Election's Market Implications…
DroneShield
Is Now the Time to Buy DroneShield? Here’s Why the Stock’s Been Rising Recently
In recent months, investors have been closely monitoring the performance of DroneShield (ASX: DRO), a company known for its innovative solutions in so-called 'counter-drone technology'. The company's stock price has seen a significant uptick, sparking questions among investors: Is now the time to buy DroneShield? In this article, we’ll explore the reasons behind the stock’s recent rise,…
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