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.
Monetary policy
As the Australian government attempts to manipulate inflation metrics through targeted spending, the RBA finds itself in a balancing act between economic stability and political pressure, echoing historical tensions between Nixon and the Fed.
News
Working from home is good for (almost) everyone; QLD Inc wants to operate its service stations, at great cost; lawyers don't make good economists, Google edition; how nations escape poverty; why we should welcome cheap toasters; and the Romans really loved roads.
Inflation
A closer look at the recent market rout reveals underlying concerns about Australia's economy, and that the RBA's next moves will be as crucial as ever.
Growth
Russia's booming consumer spending will eventually crash back down to earth, following a historical pattern seen in times of war and disaster, including the 14th century's Black Death.
News
Rex Airlines' owners should take a haircut; the limits to synthetic AI data; California versus AI; how a cybersecurity firm took out the world's computers; and Paris is showing that it's time to dial back the Olympics.
Housing
To ease the rental crisis and prevent it from happening again, governments should provide targeted assistance while focusing on increasing housing supply through planning reforms, rather than implementing well-intentioned but counterproductive policies like no-fault eviction bans.
China
Xi Jinping's state-led economic vision is crippling China's growth potential, fuelling overcapacity and wasting trillions of dollars, with far-reaching consequences for China, Australia and the world.
News
The Olympics are here, but are they worth it; it's time to stop flogging the greedflation horse; why real wages haven't risen; the future of AI; nuclear is back everywhere except Australia; and an accidental experiment in geoengineering.
Elections
Betting markets may lean towards Trump over Harris, but the considerable uncertainty priced in reflects a fluid race - and one whose result could reshape the geopolitical landscape for Australia and its neighbours.
Growth
As low-productivity sectors like health care rapidly expand, Australia faces a pressing need to boost productivity in other areas to maintain economic growth and living standards.
News
Did we ever really have neoliberalism; inflation is in a sticky spot; Hong Kong is just another mainland city; where are the female managers; Biden will not win another term; and it's not too late for nuclear.
Migration
Inflation is caused by fiscal and monetary policy, not by migrants or other supply shocks, which can only temporarily affect measured inflation by altering relative prices in the economy.