Tag Archives: consumers

Circular economy chat with Craig Lawrence – my latest podcast episode

I recorded a great interview with my colleague Craig Lawrence of Lytton Advisory earlier this week on the concept of a Circular Economy, which is creeping into economic and environmental policy discussions and into government publications. For instance, the Circular … Continue reading

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Aussies over-confident after being over-compensated by Gov’t for COVID-recession

Today we learned that, as Reuters reports, Australia consumer sentiment hits 10-year high (see chart above). This is despite Chinese trade restrictions and the looming insolvency tsunami in the new year and the fiscal cliff in April 2021. Sure, given … Continue reading

Posted in Macroeconomy | Tagged , , , , , | 2 Comments

On the End of Cheap China

At the Venetian Macao earlier this week One of the best guides to the huge economic transformation that has taken place in China in recent decades is Shaun Rein’s The End of Cheap China. I’d agree with commentators who say … Continue reading

Posted in China | Tagged , , , , , , | 11 Comments