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 week’s episode of Relative Return Insider, AMP chief economist Shane Oliver joins the show to dissect the ongoing government economic reform roundtable and reflect on the wish lists of industry stakeholders – and whether there is hope for meaningful reform.
In this week’s episode of Relative Return Insider, hosts Maja Garaca Djurdjevic and Keith Ford take a look at the Reserve Bank’s latest rate cut call, the factors influencing the unanimous decision, and what economists expect from the rest of the year.
In this episode of Relative Return Insider, host Keith Ford is joined by Accountants Daily journalist Imogen Wilson to take a look at why there has been such broad support for a more comprehensive tax reform discussion at the Treasurer’s economic roundtable.
In this week’s episode of Relative Return Insider, AMP chief economist Shane Oliver joins the show to discuss Australia’s stagnating productivity ahead of the government’s economic reform roundtable, and how picking all the “low-hanging fruit” for reform in the ’90s helped kick off a surge that has since stalled out.