News

How bad could sustained tariffs on China be for Apple stock?
While the stock’s decline reflects concerns about the impact of tariffs, the real damage to Apple’s business will depend on ...
Even with Trump’s rollback, tariffs would still damage the US economy
We’re expecting a major rise in inflation and see a high risk of a recession. The tariff relief that President Donald Trump ...
Chart of the week: What do Trump’s tariffs mean for the Australian economy?
After Trump’s Liberation Day tariffs we outlined that Australia’s direct economic exposure was modest. In 2023, the US was ...
ASX safe haven from tariffs
Australian gas demand is also unlikely to be hurt by US tariffs and our forecasts for APA Group are unchanged. APA’s gas ...
Initial thoughts on the overnight news on tariffs
We don’t cover the news at Morningstar so I will leave it to others to say what happened. We are not political at Morningstar ...
World’s largest asset manager wants to revolutionise your portfolio
Larry Fink is one of the smartest people in the finance industry. In his latest shareholder letter, the Blackrock CEO outlines his quest to become the biggest player in private assets and upend ...