Exports would almost certainly have weighed on China’s growth whatever happened this year, but US tariffs – even at their reduced rate – will worsen the drag. Fiscal support has been propping up...

The threat posed by US trade protectionism to the region, for now, appears muted. An improvement in the terms of trade for most countries should mean less downward pressure on currencies and...

With price pressures easing markedly in May, the RBA may well front-load monetary easing to a greater degree than we’re predicting.

The latest data suggest that the boost to industry and trade from businesses front-running US tariffs is over. Manufacturing activity softened in April and May, and new orders have weakened. While...