Running Commentary on the SP Movements., page-15439

In opinion:
The tariff increase will have a positive inflation affect which as rates rise will flow onto end consumers. As inflation and interest rates rise in US this will be passed on to Australia banks which will pass it on to mortgage home lenders who fueled up on too much debt will struggle to pay off property portfolios flooding the market with supply. Good for those cashed up in a few years.

Commodities historically rise in a higher inflation environment which is great for commodities and lithium! Bonds and equities will fall in trend over the next few years as Commodities and miners outperform. Aussie commodity and miners will make a motsa. Resources are back as demand is ramping up and supply struggles to catch up.

Chinas steel into US I believe is not massive as Asia consumes most of Chinese steel.
America it appears, is gearing up for infrastructure overdrive using American jobs and ramping up its steel sector capabilities. Aussie money and resources will most likely help fuel the US.