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US Economy
JD Vance vs Canada and Australia
Recently U.S.
Tarric Brooker
10 months ago
6
Trump pump coming to housing
When looking at a chart of U.S.
Tarric Brooker
10 months ago
5
Trump’s support implodes with the young
In the first poll after his inauguration, from YouGov, U.S.
Tarric Brooker
10 months ago
23
New York turns hard left, the driving numbers
With the election of Zohran Mamdani to the office of Mayor of New York, an event thought practically impossible just a few decades ago has come to pass: the most populous city in the United States and the centre of the financial world has an avowed socialist as its mayor.
Tarric Brooker
11 months ago
13
AI job shock begins in America
David Llewellyn-Smith
11 months ago
6
MB Fund Podcast: Vaccinate or Evacuate?
In this week’s podcast, Nucleus Wealth’s Chief Investment Officer, Damien Klassen, examines the political storm hitting the healthcare sector — how comments and policy risks from Trump and RFK Jr.
Damien Klassen
11 months ago
When will the US government shutdown end?
Goldman with the note.
David Llewellyn-Smith
11 months ago
USA: Land of the mega-wealthy and inequality
Data released in the U.S.
Leith van Onselen
11 months ago
6
Can the US and China make friends?
Are the US and China getting back together?
David Llewellyn-Smith
11 months ago
1
U.S. freight sector signals recession
In the world of traditional metrics of economic activity, there are few indicators that are more important than the volume of freight moving through a nation.
Tarric Brooker
1 year ago
4
Google points to doom for American households?
Recently on Twitter (also known as X), I came across a series of charts purporting to show the trend in certain search terms on Google indicative of financial stress.
Tarric Brooker
1 year ago
5
Trump’s America loses hope
For a long time, Middle America has found itself struggling at an aggregate level.
Tarric Brooker
1 year ago
11
America, Australia and the gun control debate
In the wake of the recent assassination of American conservative commentator Charlie Kirk at an event at Utah Valley University, there has been a renewed drive for greater levels of gun control in the United States.
Tarric Brooker
1 year ago
29
Is Trump’s America heading for recession?
The latest benchmark revision from the U.S.
Tarric Brooker
1 year ago
4
US jobs to rebound?
Friday’s NFP is a massive release for markets. BofA offers its preview. August payrolls:re-acceleration? We expect Aug payrolls to rise by 90k (consensus:75k, Jul: 73k). Although initial claims increased during the survey week, the four-week average remained at modest levels and not far from the July average (Exhibit 2).
David Llewellyn-Smith
1 year ago
1
Will data centres bleed money?
Recently here at MacroBusiness, I explored how during the industrial revolution the investors in the stocks of American railroad companies did not see the huge returns that one might have expected, despite railroads dramatically transforming and boosting the U.S.
Tarric Brooker
1 year ago
6
How AI could end the Fed
Deutsche with the note.
David Llewellyn-Smith
1 year ago
AI – Revolutionary but not overly profitable?
In the history of the industrialised world, there have been many technological innovations that have transformed the way we collectively live our lives.
Tarric Brooker
1 year ago
3
The construction cycle is the economy
In the world of United States economics, it has been said that “the construction cycle is the economic cycle”.
Tarric Brooker
1 year ago
Trump’s appeal and the rise of political extremism
On the 16th of June 2015, Donald Trump declared that he was going to run for the presidency of the United States.
Tarric Brooker
1 year ago
16
Why should Australia negotiate another US FTA?
US President Donald Trump has flagged an increase in his ‘liberation day’ baseline tariff to between 15% and 20%.
Leith van Onselen
1 year ago
8
Warning lights flash for youth unemployment
In recent months, media coverage surrounding the impact of AI on the labour force has increasingly featured anecdotes of companies across multiple industries scaling back hiring for entry-level positions, as they attempt to utilise AI to fill these roles.
Tarric Brooker
1 year ago
1
Trump burns allies on trade
Japan has been a key security ally of the United States for seven decades and a vital partner in US efforts to counter an increasingly assertive China.
Leith van Onselen
1 year ago
15
US dominates AI…so far
Yesterday, I started paying for ChatGPT.
David Llewellyn-Smith
1 year ago
9
Australia should withdraw from its FTA with the USA
Leith van Onselen
1 year ago
7
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