‘North Head from above Balmoral, Sydney Harbour’ 1866 Conrad Martens, Art Gallery of NSW
Global Macro
- Nvidia becomes world’s first $4tn company– BBC
- Why is Trump targeting Brazil – and will it backfire for Bolsonaro?– BBC
- Snap, crackle, sale: Nutella maker Ferrero plans to buy WK Kellogg for $3 billion– AP
- US economy shrank 0.5% in the first quarter, worse than earlier estimates had revealed– AP
- EU ready ‘for all scenarios’ amid trade talks with US– RTE
- How Trump’s trade war is upending the global economy– RTE
- Are we witnessing the end of US exceptionalism — and the beginning of European renaissance?– Euronews
- Trump’s budget and the 21st century great divergence– Pearls & Irritations
- Trump puts 35% tariff on Canada, eyes 15%-20% tariffs for others
Europe
- Europe must not waste its currency moment– VoxEU
- Can defence investment be sustainable? The European Commission thinks so– Bruegel
- What Europe must learn from China’s ascent in critical technologies– Bruegel
- Can Ukraine drone builders help rearm Europe?– DW
- Germany pledges Patriot air defense for Ukraine– DW
- Most of UK stranded in ‘junk bond’ territory as London dominates, research says– Reuters
- UK sees record rise in households in temporary accommodation, think tank says– Reuters
- How close to a crisis is Russia’s banking sector?– BNE Intellinews
- Trump at his most pro-Ukraine yet, but still no sanctions action– BNE Intellinews
- Mrs Thatcher’s bastards– New Statesman
Americas
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- Canada axes digital tax to ease Trump trade tensions– DW
- US government to invest in rare earths production– BBC
- Trump’s previous tariff push terrified the world economy. He’s betting this time is different– AP
- CEO pay rose nearly 10% in 2024 as stock prices and profits soared– AP
- Trump’s flip-flop on emergency oil reserves has its merits– Reuters
- Canada can become an LNG powerhouse, but it will take innovation and determination– Financial Post
- Canadian natural gas prices could climb 60% this year as LNG exports ramp up, Deloitte predicts– Financial Post
- Americans are more scared of going broke in retirement than they are of death, study finds– CBS
- How US multinationals escaped the global minimum corporate tax– Peterson Institute
- The US trade deficit and foreign borrowing: How long can it continue?– Peterson Institute
- Three ways the big budget bill fails Americans– Peterson Institute
- US government sues California over egg prices– RTE
- Government employees in Canada face job cuts as Carney looks to trim spending– Financial Post
Asia
- Beyond tariffs: Chinese state-owned enterprises in the trade war– VoxEU
- Asia is reeling from Trump’s tariff salvo – is anyone winning?– BBC
- China factor: Trump’s Asian tariff plan– DW
- China’s first-half sales of construction equipment surge, in a sign of economic recovery – SCMP
- How China wields rare earths as a strategic weapon– DW
- China and renewable energy: The global impact– Pearls & Irritations
- Rare earth realisation: US must tackle tech, pollution despite Pentagon move, CEO says – SCMP
Terra Specufestor
- Trump has flagged 200% tariffs on Australian pharmaceuticals. What do we produce here, and what’s at risk?– The Conversation
- The hard questions NZ must ask about the claimed economic benefits of fast-track mining projects– The Conversation
- Is there any hope for a fairer carve-up of the GST between the states?– The Conversation
- New laws to make it harder for large Australian and foreign companies to avoid paying tax– The Conversation
- Australian CEOs are still getting their bonuses. Performance doesn’t seem to matter so much– The Conversation
- Australia is quietly introducing ‘unprecedented’ age checks for search engines like Google– ABC
- Childcare policy failure holds many lessons for politicians and bureaucrats– ABC
- More Engines Flame Out For The Aussie Consumer Economy– Avid Commentator
- Former top RBA official says it risks falling into persistent policy error on interest rates– ABC
- Why ‘scarred’ home owners are choosing to spend more and save less– Ninefax
- There’s a change coming to the number that guides the Reserve Bank on interest rates– Ninefax
- Doctors, managers, farmers, engineers hardest hit by super tax– AFR
- Fair Work Commission rules against BHP, but ignores wage theft– Michael West
- Reserve Bank board still looking for yesterday’s news– Michael West
- House values break ceiling in almost half of suburbs– Michael West, AAP
- Snowy 2.0. Will the Auditor-General get snowed again?– Michael West
- The housing crisis is everyone’s problem– Pearls & Irritations
- The RBA’s misdiagnosis of this economic ailment will lead to more unnecessary hardship– New Daily
Capital Markets
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- White House slams Powell over Fed finances, project cost overruns– Reuters
- The macroeconomic effects of introducing a central bank digital currency– VoxEU
- Fed considers changes to how it grades big banks– Reuters
- Australia’s Johns Lyng Group to be acquired by Pacific Equity Partners for $725 million– Reuters
- Dimon notes ‘complacency’ in financial markets– RTE
- The bond market has rescued Rachel Reeves from Keir Starmer– New Statesman
Commodities
- Trump’s 50% copper tariff could raise the cost of appliances, EVs and other goods, experts warn– CBS
- Trump’s copper tariffs won’t lift US output, will boost costs– Reuters
- Gold and its miners may enjoy a ‘critical mineral’ upgrade– Reuters
- Coal used to be Australia’s commodity export king, but gold is coming– Reuters
- Fossil fuels show staying power as EU clean energy output dips– Reuters
- Russia seizes $50 billion in assets as economy shifts during war in Ukraine, research shows – Reuters
…and furthermore…
- Inflation targeting: Its current state and key challenges– VoxEU
- The making of a supply shock: Tariff propagation via domestic production networks– VoxEU
- World’s longest immersed tunnel progresses– DW
- ‘Notable reductions’ in graduate hiring due to AI – report– RTE
- Strictly embargoed! The gaming of the press release– Michael West
- Why Trump might not get rapid interest-rate cuts even after he replaces Fed chief Powell–MarketWatch
- Is Russia really ‘grooming’ Western AI?– Al Jazeera
- Trump didn’t start the war on the poor – but he’s taking it to new extremes– Al Jazeera
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