Inflation
Australia's coming inflation
The Strait of Hormuz delivered the price shock. Whether it becomes inflation is up to Canberra and Martin Place.
Justin Pyvis
Justin has a PhD in economics and 20+ years of experience in policy and investment analysis from working at the WA Treasury and AECOM in Perth, and Aletheia Capital in Hong Kong.
Energy
Gas, taxes, and wishful thinking
Comparing Australia's gas tax to Norway's is a masterclass in false equivalence that ignores physical and economic reality.
Debt
Low debt buys you optionality
Australia has been burning its fiscal buffers in the good times, leaving it with little in the tank for the next real crisis.
Energy
Australia's two fuel crises
How Canberra's response to the first is making the second worse.
Housing
The housing wealth illusion
Australia's $12.3 trillion housing stock isn't a pool of misallocated capital, but a mark-to-market valuation of a policy-induced supply constraint.
Growth
The economists who cried wolf
Argentina under Milei is a case study in how easily economists' politics can override the lessons of their own discipline.
Trade
Just another TACO Tuesday
Trump chickened out, markets rallied, and global consumers are left footing the bill for a new toll in the Strait of Hormuz.
Transport
Free public transport and a puppy
If you wanted to ease pressure on fuel prices, free public transport would be near the bottom of the list.
Energy
Albanese's convenient crisis
Albanese is framing a foundational principle of prosperity as a policy failure because it makes a convenient origin story for the intervention he already wanted.
Debt
The GST windfall that isn't
State Premiers are performing generosity with a GST windfall that doesn't exist, adding to debt and stoking inflation at the worst possible time.
Energy
How much fuel does Australia really have?
Australia's fuel reserves are thin, but they aren't the reason you're paying more at the pump.
Energy
There's no shortage of bad ideas in Australia
Almost every proposed response to Australia's fuel crisis would make it worse.