NAB Morning Call Weekend Edition: Thinking beyond the deal
May 16, 2025
Michael Feller, Chief Strategist at Geopolitical Strategy, shares insights on navigating today's complex investment landscape. He discusses how recent geopolitical tensions, including conflicts from Israel to Ukraine, impact trade and economic stability. Feller examines the implications of evolving tariff policies and a multipolar world, emphasizing Australia's robust economic position amidst global uncertainty. He humorously suggests innovative investment strategies while analyzing the possible future influence of Donald Trump and his family's role in politics.
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Tariffs Reflect Rising Nationalism
- Tariffs are connected to global unrest and stem from rising nationalism, especially in the US.
- Trade policies reflect attempts to respond to domestic grievances tied to globalization's unequal benefits.
Trump's Chaos as Negotiation Tactic
- Trump's deal-making aims to create chaos to gain leverage for better terms.
- There appears to be no coherent grand strategy in his trade policies, causing uncertainty.
China's Strategy Amid Trade War
- China is adapting to trade tensions by focusing on domestic consumption and diversifying markets.
- China targets Southeast Asia, Africa, and Latin America to reduce dependence on the US market.