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.
Thursday Thinkers (37/24)
Coles and Woolworths aren’t to blame for inflation; the productivity impacts of artificial intelligence; how zoning makes housing less affordable and other bad stuff; China’s monetary easing won’t fix the mess its local governments have created; and who spends the most on healthcare.
Lessons from the Old Country
As Britain grapples with institutional decay and economic stagnation, Australia must learn from its mistakes—especially in housing, infrastructure, and energy—before we face the same fate.
Friday Fodder (36/24)
Will we have an early election; in defence of Qantas; Amazon’s attempt to regain productivity; are AI job losses inevitable; and how good are self-driving cars?
China's deflationary spiral
China’s economic woes, driven by past stimulus, misguided industrial policies, and excessively tight monetary policy, are pushing the country toward deflation and a Japanification of its economy.