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I have an article in the latest Australian Economic Review, State of Confusion: Economic Policy Uncertainty and International Trade and Investment.
The article quantifies the effect of global economic policy uncertainty on global industrial production and trade volumes. It also quantifies the effect of Australian and US economic policy uncertainty on cross-border trade and investment.
posted on 27 March 2019 by skirchner in Economics, Foreign Investment
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I have a new report out with the United States Studies Centre at the University of Sydney, Unbroken: Productivity and Worker Compensation in Australia and the United States.
There is a fairly good write-up in today’s AFR. There is more media coverage here and here.
posted on 20 March 2019 by skirchner in Economics
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I have an op-ed in the AFR noting that the rise in the capital share of income in the US, other G7 economies and Australia, is largely attributable to an increased scarcity of housing driven by regulation.
posted on 27 February 2019 by skirchner in Economics, House Prices
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I have an article in Medium on the demise of Australia’s Brisbane Action Plan at the G20 leaders’ meeting in Buenos Aires.
posted on 06 December 2018 by skirchner in
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I have a new report out with the United States Studies Centre, An open door: How globalised are the Australian and US economies?
There is an essay length version in The Australian Financial Review.
There is also a write-up of the report by David Uren in The Australian.
posted on 14 November 2018 by skirchner in
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Ahead of this week’s CPI release, David Uren quotes me and Nic Gruen on the costs of trading off the inflation target against financial stability concerns.
posted on 29 October 2018 by skirchner in Monetary Policy
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My piece for Business Insider on why rising US real interest rates are a good news story, have little to do with the Fed, and help explain the Australian yield curve’s record inversion to the US.
posted on 12 October 2018 by skirchner in Financial Markets
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I have a new publication in the journal Economic Analysis and Policy on the evolution of the RBA’s financial stability mandate and its relationship to the inflation target. Copyright restrictions prevent posting full text online, but DM if interested.
Nic Gruen has a similar take here.
posted on 12 October 2018 by skirchner in Monetary Policy
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I have an op-ed in the AFR on how a 40% decline in FDI in the US undermines one of the motivations for Donald Trump’s rising tariff wall
posted on 01 October 2018 by skirchner in Foreign Investment
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My reflection on the 10th anniversary of the failure of Lehman argues that we are focused on the wrong anniversary. The failure of the Congressionally-mandated GSEs one week before should be the exemplar of the crisis.
posted on 12 September 2018 by skirchner in Financial Markets
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In the latest installment of the United States Studies Centre’s Debate Papers series, Alan Oxley takes the affirmative and I take the negative on whether the global trading system will survive President Trump’s tariffs.
posted on 04 September 2018 by skirchner in Free Trade & Protectionism
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I have a new report out with the United State Studies Centre, State of confusion: How policy uncertainty harms international trade and investment.
posted on 21 August 2018 by skirchner in Foreign Investment, Free Trade & Protectionism, Rule of Law
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I have a new report out with the United States Studies Centre, Deal-breakers? Regulating foreign direct investment for national security in Australia and the United States.
David Uren’s write-up in The Australian here.
There is an op-ed version in the Sydney Morning Herald.
posted on 26 July 2018 by skirchner in Foreign Investment
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I get a mention in this article by David Uren on the end game for the Trump Administration’s trade war with the rest of the world.
posted on 19 July 2018 by skirchner in Free Trade & Protectionism
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I have a piece at ABC News Online arguing we should not underestimate the seriousness of the trade war unfolding between the US and the rest of the world.
posted on 11 July 2018 by skirchner in Free Trade & Protectionism
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