Relative Return Insider: Markets’ Trump tariff complacency a ‘boiling frog’



In this week’s episode of Relative Return Insider, hosts Maja Garaca Djurdjevic and Keith Ford dive into the week's top news, from investors remaining blasé about tariff announcements to bitcoin surging and unemployment numbers.
Markets appear to have stopped reacting to US President Donald Trump’s tariff updates as the steady stream of changes, deferrals, and new sectors being hit have dulled the impact. But are investors simply boiling frogs that haven’t realised the temperature is heating up?
Tune in to hear:
- What the new unemployment numbers could mean for the upcoming rate decision – and the last one.
- How bitcoin is booming and whether the US$200,000 mark could be hit this year.
- Why misleading reporting about the Compensation Scheme of Last Resort and fund failures is harmful for impacted investors.
Recommended for you
In this episode of Relative Return Insider, host Keith Ford and AMP chief economist Shane Oliver unpack the latest unemployment numbers and what they mean for a rate cut, as well as how the latest flare-up in the ongoing US–China trade dispute has highlighted the remaining disparity between gold and bitcoin.
In this episode of Relative Return Insider, host Keith Ford and AMP chief economist Shane Oliver take a look at the unfolding impacts and potential economic ramifications of the US government shutdown and the surge in gold and bitcoin prices.
In the latest episode of Relative Return Insider, host Keith Ford and AMP chief economist, Dr Shane Oliver, discuss this week’s RBA interest rate decision, a potential government shutdown in the US, and a new property scheme aimed at first home buyers.
In the latest episode of Relative Return Insider, host Keith Ford and AMP chief economist Shane Oliver discuss the latest Australian CPI data and their impact on future interest rate decisions. If the RBA opts to cut rates again, how will this affect investor and consumer behaviour?