Australia’s hopes of a modest economic impact from the Trump administration’s actions will require navigating the financial tensions at its heart.

Donald Trump’s policies are a recipe for higher global inflation, greater fragmentation, and more inequality.

Harris is largely a blank slate on China policy. She is likely to stick to Biden policy positions and instincts, which means relations will remain rocky.

Judging by the lack of major policy announcements from the Harris campaign, her administration is likely to largely maintain the Biden trajectory.

Dominance in next-generation industry relies on people and partnerships to short-circuit China’s leading edge.

Renewed connectivity between India, the Middle East and Europe shows how maps are temporary, but geography persists.

Difference in philosophy is not to be feared.

The world is moving away from a rules-based order and towards power politics. Is Canberra ready?

Will a new global reserve currency threaten the greenback's supremacy? The short answer is yes.

Suspicion and economic competition are forcing states back in time, with protectionism and self-sufficiency the new norm.

Washington’s geopolitical strategy threatens to entrench economic hierarchies and undermine the global green transition.

With a new consensus in Washington, it’s time for Canberra to consider a shake-up of misguided industrial policy.

Australia seems to be treading carefully around the G7’s agreement to de-risk dependence on the region’s biggest economy.

Export controls on US semiconductor tech into China didn’t stop with Trump.

Less an ideologue or demagogue, the former US Fed chair had an influence far beyond America, reaching Australia, too.

Australia seems set to end this year about twice as dependent on China for its two-way trade than on the United States.

If Alan Greenspan was “the Maestro”, then Fed chair Jay Powell needs also play to the orchestra to resist Donald Trump.

Donald Trump might be a Republican, but not of the Ronald Reagan ilk, and it shows in his approach to China.

The Federal Reserve faces a president from the world of real estate, where low interest rates are always good.

The lessons of the 2008 banking failures look like they have already been forgotten – or erased.

Rather than continue a race-to-the-bottom on company tax, a sensible global regime is needed.

Quantitative easing was misunderstood from the start, and enough confusion still exists to cause over-reaction.

The United States has reached ‘full employment’ but this hasn’t created satisfactory jobs for a significant part of the work force.

If the economy is already back to full capacity, what hope is there for the many Trump voters who find themselves without satisfying jobs?

Perhaps the Fed has up its sleeve a supplementary way of tightening, in the form of unwinding quantitative easing.

China's huge bilateral surplus with the United States - well over $300 billion each year - means it is high on the President's 'to do-over' list.

The key is a vibrant economy that creates new jobs. Trump’s protectionist measures are a distraction from this bigger challenge.