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
Weak productivity doesn't cause inflation
4 Feb 2026Monetary policy, not productivity, determines inflation.
The RBA's false dawn
3 Feb 2026The precious metals crash
1 Feb 2026Gold had its worst day since 1983. Silver fell 30%. Every outlet blamed Trump's Fed pick. But the data tell a different story.
Canada's new path
28 Jan 2026Mark Carney's Davos speech signalled a new path for Canada. Trump's response is vindicating it.
Australia's inflation problem is back
26 Jan 2026Or did it never go away?
Sell America?
21 Jan 2026Easier said than done.
China's slowing down
19 Jan 2026China's real GDP grew 4.5% in Q4, its slowest pace in three years. But the details are worse than the headline.
Rare earths aren't rare
18 Jan 2026Trump wants Greenland, but it's not because of its rare earth reserves.