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Topic

Trade

A collection of 10 issues

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?

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.

What the US election means for Australia [update]

The US election is happening right now, with the outcome to have potentially significant implications for Australia.

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.

Should we be worried about the US?

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.

There is no next China

Australia's economic outlook hinges on shifting global supply chains and iron ore demand, as China's manufacturing dominance faces challenges from emerging competitors and geopolitical tensions.

Russia's Black Death

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.

What's up with Canada?

Despite its proximity to the US and abundant natural resources, Canada's economy is hampered by inter-provincial trade barriers, powerful domestic cartels, and declining productivity, leaving it vulnerable to global trade tensions.

The dangers of neopopulism

Whether it's being sold under the banner of a "New Paradigm", "new centrism", "neopopulism", or a "Future Made in Australia", industrial policy will lead to less growth, insipid labour productivity, and a much poorer and more vulnerable Australia.

The return of the Tariff Man

Biden's new China tariffs are driven by politics, not economics or national security. But protectionism tends to beget more protectionism, risking trade wars that could cause significant damage to the global economy.