Justin has a PhD in Economics and over 20 years of experience in applied economic, policy and investment analysis with the WA Treasury and AECOM in Perth, and Aletheia Capital in Hong Kong.
Trade
The Trump Bump has officially become the Trump Slump, with the current US administration's incessant focus on tariffs contributing to one of their greatest tailspins of all time: The crash has been uniquely American: Markets are forward-looking—they reflect investor consensus of what's likely to happen
Deep Dives
Insurance companies aren't 'ripping off' Australians, but navigating complex market forces and inflationary pressures.
Deep Dives
The timing of the upcoming election exposes the economic trade-offs between recurring polls and long-term policy stability.
Deep Dives
Barring major cyclonic damage from Alfred as it barrels into Brisbane tomorrow morning—for those of you in its path, stay safe!—Albo appears all but certain to call an election on either Sunday or Monday, after the week's expenditure review committee (ERC) meetings were all reportedly cancelled.
Growth
Australia's December quarter GDP was robust but there are plenty of gremlins lurking beneath the surface, with implications for inflation and interest rates.
Deep Dives
As the US swings towards isolationism, Australia must forge new alliances to safeguard its interests.
Deep Dives
Trump's failed peace deal leaves Ukraine exposed, allies wary, and aggressors empowered.
Deep Dives
WA's battery subsidy is an expensive fix for today's grid issues that risks undermining its long-term economics.
Deep Dives
How monetary easing and unchecked government spending may threaten Australia's fragile recovery.
Industrial policy
This update has become something of a weekly policy analysis wrap, given the flurry of announcements we're getting ahead of a federal election that now looks like it'll be held on or before 12 April (today is the deadline for a 29 March election to be
Housing
Decades of policy decisions have strangled construction productivity, making housing increasingly unaffordable in Australia.
Monetary policy
The RBA has cautiously cut rates, but was it a mistake? Implications for the federal election and a warning from America.