Growth

2025
A tug-of-war between tariff hard-liners and pro-trade advisors leaves jittery markets waiting on Trump's next make-or-break reversal.
Australia's December quarter GDP was robust but there are plenty of gremlins lurking beneath the surface, with implications for inflation and interest rates.
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:
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).
2024
A new report warns Australia's path to economic stability hinges on tackling inflation, tax reform, and curbing overspending.
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.
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.
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.
The US election is happening right now, with the outcome to have potentially significant implications for Australia.
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.