Trade
Trump's Liberation Day
The US will impose a minimum 10% tariff on all of its trading partners, including Australia.
Trade
Budget
The unwanted Budget, Don't blame Alfred for inflation, Productivity not protectionism, You don't need six figures to afford rent, Dutton's dangerous idea, and Solar's Achilles' heel
Please note that I'm travelling internationally this week and will have limited access to a computer, so Aussienomics will be taking a short breather ahead of the inevitable chaos that will be the run-up to the federal election, which—if called by the end of this month—could
Trade
The Trump Slump, Full marks for Albo, Energy prices are telling us something, and Gittins it wrong on inflation (again)
The Trump Bump has officially become the Trump Slump, with the current US administration's incessant focus on tariffs contributing to one of their greatest tailspins of all time: The crash has been uniquely American: Markets are forward-looking—they reflect investor consensus of what's likely to happen
Elections
The federal election, Trumpian uncertainty, Europe goes to war, and Australia's political productivity problem
Barring major cyclonic damage from Alfred as it barrels into Brisbane tomorrow morning—for those of you in its path, stay safe!—Albo appears all but certain to call an election on either Sunday or Monday, after the week's expenditure review committee (ERC) meetings were all reportedly cancelled.
Geopolitics
It's time for CANZUK
As the US swings towards isolationism, Australia must forge new alliances to safeguard its interests.
Geopolitics
The economic consequences of the peace
Trump's failed peace deal leaves Ukraine exposed, allies wary, and aggressors empowered.
Transport
Don't nationalise Rex, A blow for democracy, Will Trump tariff Australia, Beating megafires, and When billionaires feud
The Albanese government dropped a policy bomb on Sunday: a complete ban on foreign investors and temporary residents purchasing established homes for two years. I would write something about it, but I already did when Dutton proposed the same policy a couple of weeks ago. TL;DR: it's
Trade
The Mar-a-Lago Accord
Could a global currency accord be Trump's tariff end-game?
Trade
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
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
Hot Take: The dumbest trade war in history
Trump's tariffs on Canada and Mexico are a case of self-flagellation—hurting consumers, exporters, and US credibility with no real gains.
Trade
Trade War Two, China's supply subsidies, unintended consequences, and the mother of all bubbles
Trump will almost certainly usher in Trade War Two; how China subsidises supply and restricts demand; the Australian Greens reveal yet another awful policy idea; and is the US stock market in the mother of all bubbles?
Reform
Parliament's hectic week, a new era in policymaking, and a glimpse into Australia's future
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.