Growth
What the US election means for Australia
As the US election approaches, the risks of renewed inflation and unpredictable fiscal policies could complicate the global economic landscape, with significant implications for Australia.
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.
Growth
As the US election approaches, the risks of renewed inflation and unpredictable fiscal policies could complicate the global economic landscape, with significant implications for Australia.
Growth
While the US economy is hitting all the right notes—low unemployment, stable inflation, and strong wage growth—massive deficits and reckless policy proposals could tip the scales.
Monetary policy
Monetary policy missteps can arise when journalists and politicians confuse relative price movements for inflation, leading to misguided calls for rate cuts based on things like food price fluctuations rather than the underlying drivers of inflation.
News
What a strong jobs market means for inflation and growth; no, brickies don't cause inflation; landlord greed isn't driving rents; the problem with measuring skills shortages; and Victoria moves on housing.
Growth
The recent Nobel Prize in Economics sheds light on Australia's biggest challenges and offers insights into whether they can be truly solved.
Education
Steven Miles' promise of 'free' school lunches not only ignores basic economic principles but also risks burdening future generations with debt and inflation.
News
China's stimulus under-whelms; the laws of mathematics trump the laws of Australia's former Prime Minister; what the future holds for AI and autonomous vehicles; protectionism and industrial policy are failing the world; and India's institutional limits under Modi.
Competition
As Australia grapples with declining productivity and mounting economic challenges, the government continues to favour gimmicks over crucial reforms to housing, regulation and fiscal policy.
Budget
A closer look at Australia's budget surplus reveals a mix of fiscal accidents, hidden tax hikes, and misguided government spending that could leave the country facing a decade of deficits.
Energy
The Albanese government's Hydrogen Headstart was always going to struggle, as even generous subsidies can't overcome the high costs and inefficiencies of green hydrogen production.
News
Australia gets less productive; Qatar Airways flies over Qantas' protectionist wall; Xi Jinping's big bazooka; why so many kids have peanut allergies; fraud, fraud, everywhere; AI's huge boom and likely bust; and Australia's boys and young men are struggling.
Housing
Australia's housing crisis won't be solved by federal policies alone, and demand-side measures from both major parties risk pushing prices even higher, while critical supply-side barriers—like restrictive zoning laws and regulations—remain largely unaddressed.