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.
Inflation
Sometime this week US President Trump is set to unveil reciprocal tariffs "that match the duties imposed by other countries". Australia has very few tariffs left these days and has had a trade agreement with the US since 2005, so presumably won't be targeted (the agricultural
Trade
Could a global currency accord be Trump's tariff end-game?
Trade
The fallout from the first Trump 2.0 tariffs has continued into the week, with the latest casualty (other than global equities) being the risky crypto that had been bid up on what was 'supposed' to be a market-friendly Trump government: Crypto and equities subsequently rebounded a little
Trade
Trump's tariffs on Canada and Mexico are a case of self-flagellation—hurting consumers, exporters, and US credibility with no real gains.
Artificial intelligence
Has DeepSeek ignited an AI arms race that will reshape productivity and investment worldwide?
Inflation
The December quarter CPI inflation data were softer than expected.
Industrial policy
An Australia-wide long weekend kicks off tomorrow, and between the Perth Rugby Sevens tournament and Australia Day festivities I'm not going to have all that much time for the usual reading and writing. So the next time you'll hear from me will probably be in the
Elections
US President Donald Trump has already signed a hundred executive orders with wide-ranging implications, including for Australia.
Migration
Australia should prioritise skilled migrants by using prices and incentives instead of queues and quotas.
Employment
Strong labour force data in December have all but ruled out a February rate cut.
For whatever reason I've read more than the usual amount of interesting content over the past week, so here's another post replete with my thoughts on several topical issues. Nuclear is easier said than done In somewhat of a cautionary tale for Peter Dutton's
Reform
I trust everyone had a lovely weekend, or for those just getting back into the office, a wonderful summer break! The people want reform The Pew Research Centre released the results of its latest survey measuring the "support for changing the current economic system" across 36 countries: "