I joined Juliette Saly from Ausbiz last week to discuss the market reaction to Trump’s on-again off-again tariffs. The unpredictable nature of these trade measures has fuelled volatility in markets, further compounded by China’s retaliatory actions.

China, a dominant global processor of rare earth materials – essential components of semiconductors (used in telecommunication, automotive, aerospace, and healthcare products) – has suspended the export of these resources in order to swing back at the U.S. Furthermore, China has halted the purchase of US$40 billion worth of Boeing aircrafts, instead redirecting those orders to Airbus, a European aerospace giant. China’s leverage over the U.S. in global trade partnerships is also adding to the tension. 

Amid this turbulence, investor interest in private credit is rising, given its insulation from public market swings.

Watch my full segment here to learn more.