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.
Posts by Justin Pyvis
Call it Jimflation
7 May 2026Australia's inflation is home brewed.
The intergenerational ruse
5 May 2026The coming budget isn't really about helping young Australians.
Australia should legalise nuclear
4 May 2026Belgium, Germany, Denmark and Japan are reversing course. Yet Australia is still pretending it has a choice.
Canada's borrowed wealth
30 Apr 2026Canada might be getting a sovereign wealth fund. Whether Canadians ever get any wealth out of it is a different question.
Australia's coming inflation
27 Apr 2026The Strait of Hormuz delivered the price shock. Whether it becomes inflation is up to Canberra and Martin Place.
Gas, taxes, and wishful thinking
24 Apr 2026Comparing Australia's gas tax to Norway's is a masterclass in false equivalence that ignores physical and economic reality.
Low debt buys you optionality
17 Apr 2026Australia has been burning its fiscal buffers in the good times, leaving it with little in the tank for the next real crisis.
Australia's two fuel crises
14 Apr 2026How Canberra's response to the first is making the second worse.
The housing wealth illusion
12 Apr 2026Australia'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.
The economists who cried wolf
9 Apr 2026Argentina under Milei is a case study in how easily economists' politics can override the lessons of their own discipline.