Justin Pyvis
Justin holds a PhD in economics and has 20+ years of policy and investment experience across Australia, NZ, and Hong Kong. These days he’s often found walking cities (jwalk.ing, trying to understand how they work.
Housing policy, Albo's record, Election flop, Why pollies don't reform
This is the first of what I intend to become a regular Oz Econ Pulse, a free roundup of the economic, political, and social trends that impact Australia.
Normally I’d send it out on a Friday or Saturday but with the Easter break this is a short week, so here you go!
The tragedy of Albanese
Once brimming with promise, the Albanese government has stumbled through a cost-of-living crisis, divided the nation with polarising politics, and embraced ideological economic experiments, leaving Australia weaker, less competitive, and saddled with debt.
Dumb and dumber housing policy
Both major parties are set to throw cash at first home buyers, which in Australia’s choked housing market, will bid up prices and unleash unintended consequences.
The Trump Put lives on, A rate cut in May, Batteries for everyone, We're still reliant on luck, and Who drives in Australia.
Just like that, and the tariff scare is over—or is it? Global markets rallied 5-10% yesterday because Trump, in the face of a near-certain recession and equity and bond market carnage, backed off and hit pause.