Justin Pyvis

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. He writes Aussienomics in between freelance gigs and work on a book covering the policies that create the conditions for prosperity.

2025

The Mar-a-Lago Accord Feb 5

Could a global currency accord be Trump's tariff end-game?

More on Trump's tariffs, Albo's upper class welfare, Dutton's housing gimmick, Canada's pain, Australia's challenges, and why are so many of us disabled. Feb 3

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:

The dumbest trade war in history Feb 2

Trump's tariffs on Canada and Mexico are a case of self-flagellation—hurting consumers, exporters, and US credibility with no real gains.

AI's Sputnik moment Jan 30

Has DeepSeek ignited an AI arms race that will reshape productivity and investment worldwide?

Rate cuts are coming soon Jan 29

The December quarter CPI inflation data were softer than expected.

Albanese's future, making housing less affordable, King Dollar, the demise of Britain, and there is no AI moat Jan 23

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 form of a Hot Take on the all-important December quarter inflation figures (Wednesday).

Trump's first day Jan 21

US President Donald Trump has already signed a hundred executive orders with wide-ranging implications, including for Australia.

Striking a balance on immigration Jan 19

Australia should prioritise skilled migrants by using prices and incentives instead of queues and quotas.

The labour market keeps on trucking Jan 16

Strong labour force data in December have all but ruled out a February rate cut.

Barriers to nuclear, the tradie shortage, trade-offs still matter, the deal of the century, and don't fire the bureaucrats Jan 14

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.