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Richard Holden

Yesterday

There is no grand strategy underlying Trump’s plans.

There is no cunning theory behind Trump’s tariff plan

The White House cited my classmate’s economic research to justify its reciprocal tariffs – it got the maths wrong. But it gets worse.

This Month

President Donald Trump unveils the reciprocal tariffs.

Libs and Labor election agendas not fit for Trump’s new trade world

Now, more than ever, we need leaders capable of acting in the national interest rather than in favour of sectional interests.

March

Treasurer Jim Chalmers.

Chalmers is wrong. The worst is not behind us, it is yet to come

Not only are there no plans to increase productivity and hence living standards, the budget actively makes this harder.

Trump could target our healthcare system next. We don’t need to panic

If there are retaliatory tariffs because of standing up for our PBS jewel, so be it. That would be unfortunate and unfair, but Australia can weather it.

Former US Treasury secretary and former Chair of the Federal Reserve, Janet Yellen at Icebergs, Bondi.

If Musk aims to save trillions, he’s doing it wrong: Yellen

America’s former Treasury secretary Janet Yellen speaks candidly about Trump, getting DOGED, choosing economics and why she’s an inveterate planner.

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We have restrictive zoning laws that, combined with our national preference for detached housing, have led to low housing density in major capital cities.

Productivity problem empowers populist right

We had better get our act together in Australia or we may court the kind of poisonous politics wreaking havoc in the United States and across Europe.

Anthony Albanese and Peter Dutton.

Budget is not in shape for age of uncertainty

Australia’s fiscal position is anything but healthy. If we don’t take serious action soon we will be unable to respond to global shocks – which are not exactly out of the question.

February

Treasurer Jim Chalmers says the reforms to the RBA will improve its decision making process.

Bullock and the board playing dice with Australia’s economy

The Australian public needs more than a good luck charm to finally tame inflation and our ongoing cost-of-living crisis.

Ross Gittins

Ross Gittins’ rebuke of economics today is wrong, silly and offensive

Ross Gittins is a legend of Australian journalism. But his column on Monday was a shocker. I guess even legends can be wrong.

LNG tankers.

How Australia’s gas boom turned into a nightmare

Our nation exports gas – but now we’re paying the price as a result of a huge and entirely predictable bipartisan policy failure.

January

President Joe Biden walks to speak in the Rose Garden of the White House in Washington.

Albanese must learn from these 3 mistakes of Bidenomics

If the prime minister doesn’t change his approach quickly he will face the same fate as the outgoing US president. Booted out of office, and with a legacy he’ll regret.

The usual suspects are putting political pressure on Michele Bullock to deliver pre-election rate relief next month.

Reserve Bank should not bow to political pressure for February rate cut

Giving in to the pile-on by Labor-aligned commentators calling for cuts would be a bad look and would damage the central bank’s credibility.

The treasurer has been clear that he believes in something different to—he might say “beyond”—the Hawke-Keating-Clinton-Blair economic model. A “values-based capitalism.”

No Christmas rate cut because Chalmers fought economic laws and lost

The treasurer made a bet he could spend expansively but still see multiple interest-rate cuts from the Reserve Bank before the next election.

December 2024

When Jones speaks of Google having very large market share in search as if it’s a bad thing one naturally wonders what kind of action he has in mind.

No Minister Jones. Big is good for consumers in the digital economy

The default idea that new regulation should aim at reducing the market shares of tech companies is old economy thinking.

Personalised pricing is becoming more common.

Why price discrimination can be a good thing

The online age may make it easier for companies to predict what we’re willing to pay. But it also makes it easier for us to share stories of nasty corporate behaviour.

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November 2024

You tell me what the cash flows of a toll road are going to be for the next 50 years.

Unlisted assets mask awkward questions about super governance

We need to be sure that on valuations, trustees are not conducting some tick-a-box exercise and playing with the retirement savings of members.

The economics behind ‘credible threats’

Good strategy involves knowing the game, including your opponents, and committing to a strategy.

It’s just absurd to think in the face of new election laws that Clive Palmer is going to say “OK, I’ll just get of showbusiness.”

Campaign finance laws could reduce not increase political competition

The community independents are right that this legislation is too important to be rushed through parliament in the final two sitting weeks.

Treasurer Jim Chalmers with US Treasury Secretary Janet Yellen in Washington last month.

An OECD global tax deal is close. Australia should jump on board

It wasn’t a good look for Australia to be on the world stage at last month’s IMF meetings as a noted holdout on a crucial international agreement.

Trump’s win shows voters want lower prices at any cost

The hard truth for Labor is that inflation is kryptonite for centre-left governments, and Anthony Albanese’s record on prices is very similar to Joe Biden’s.

Original URL: https://www.afr.com/by/richard-holden-p4yvjy