April 2025

By Dr Shane Oliver, Chief Economics and Head of Investment Strategy at AMP.   Investment markets and key developments   Share markets were mixed over the last week with uncertainty remaining high around the impact of Trump’s tariffs but no big new negative announcements. For the holiday shortened week though US shares fell 1.5% with […]

The European Central Bank has delivered its seventh interest rate cut in a year and there are two more to come in 2025, predicts the CEO of one of the world’s largest independent financial advisory and asset allocation organizations.   But this isn’t a one-way road. As fiscal stimulus builds momentum across the eurozone, deVere Group’s Nigel

A look at some of the companies making the news this week. On 16 April 2025, De Grey Mining (ASX:DEG) announced that its shareholders had overwhelmingly approved the proposed acquisition of the company by Northern Star Resources (ASX:NST) via a court-approved scheme of arrangement. The vote saw 99.64% of shares cast in favour and 89.68%

The Trump administration has unveiled a sweeping plan to impose phased fees on Chinese-built and Chinese-owned ships docking at US ports, marking a bold escalation in trade and industrial policy aimed at revitalising America’s long-declined commercial shipbuilding sector.   The new port fees—initially proposed during the Biden administration but finalised under Trump—follow a year-long investigation

Trump’s tariff-led trade war is pushing the world’s two largest economies toward a new front: a currency war— “one that will be gradual, deliberate, and globally disruptive,” warns the CEO of global financial advisory giant, deVere Group.   With US tariffs on Chinese goods now averaging 145%, Beijing is under growing pressure to respond. But with

China’s latest export restrictions on rare earth elements threaten to deepen US supply chain vulnerabilities, with the country’s military production capabilities facing particular risk, according to a new report by the Center for Strategic and International Studies (CSIS).   On April 4, Beijing announced new controls on the export of seven key rare earth elements

US markets took a breather on Tuesday, with the major indexes posting slight declines as tariff volatility subsided and investors digested a fresh wave of corporate earnings. The Dow Jones fell 156 points, or 0.38%, to close at 40,369. The S&P 500 edged down 0.17%, while the Nasdaq was virtually flat, down just 0.05%. After

Boeing has suffered a major setback in its largest international market after China reportedly ordered its airlines to halt deliveries of the US planemaker’s jets, escalating trade tensions between Washington and Beijing.   The move comes days after China raised retaliatory tariffs on US imports to 125%, following President Donald Trump’s latest round of tariffs

Citigroup and Bank of America have reported stronger-than-expected first-quarter results, lifting bank shares despite mounting economic uncertainty linked to new tariffs and policy risks. Bank of America shares rose 4.4% and Citigroup gained 3.4% after both lenders beat Wall Street expectations on the back of robust trading activity, resilient consumer spending, and stable credit quality.