
Growth
Hot Take: Solid growth, hidden pressures
Australia's December quarter GDP was robust but there are plenty of gremlins lurking beneath the surface, with implications for inflation and interest rates.
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.
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
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
Monetary policy
A new report warns Australia's path to economic stability hinges on tackling inflation, tax reform, and curbing overspending.
Growth
Australia's economy risks stagnation as government spending crowds out the private sector, increasing inflation, slowing productivity, and leaving the nation vulnerable to European-style economic malaise.
Growth
Despite Australia's sluggish economic growth and record-high government spending, a closer look at the data reveals that the situation may not be quite as dire as it seems.
Reform
The Albanese government took the guillotine to democracy; Argentina is getting a good old-fashioned dose of microeconomic reform; what Victoria can teach the rest of Australia; prediction markets and the future of forecasting; and trade works in roundabout ways.
Growth
The US election is happening right now, with the outcome to have potentially significant implications for Australia.
Energy
Australia's partisan energy debate overlooks the real goal of achieving energy abundance, which requires an 'all of the above' approach that pragmatically embraces every viable energy source rather than getting bogged down in tribal politics.
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.
Growth
The recent Nobel Prize in Economics sheds light on Australia's biggest challenges and offers insights into whether they can be truly solved.