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This is interesting. In an Age of Right-Wing Populism, Why Are Denmark’s Liberals Winning? nytimes.com/2025/02/24/mag…

A fantastic piece from the ⁦Financial Times⁩ on #China. ig.ft.com/china-property…

Last year’s China stimulus is likely to be the first of a sequence over coming years. Ditto with these bank recapitalisations. China is by far the largest economy in the region, but growth will be slow. reuters.com/markets/asia/c…

The situation is serious but this adds some levity.

The Federal Reserve Bank of San Francisco argues "housing supply constraints are quantitatively unimportant in explaining rising housing costs across U.S. cities". frbsf.org/research-and-i…

The Australian budget in three frames. anz.com/institutional/…

Economists often talk about ‘policy errors’. But I have never seen anything like this.

This quote is quite relevant. If the tariffs are sustained, I would be very cautious about model outcomes.

ANZ-Roy Morgan Australian Consumer Confidence is now available at anz.com.au/newsroom/media…

One chart from today's national accounts that neatly summarises why we are in an easing cycle in #Australia

This chart from Sharon Zollner for #NZ neatly summarises the tension in many societies. Consumers fearing the world but business hoping for the best.

In one chart why climate change mitigation policies are so difficult to sustain -- trying to keep oil for producers at circa USD70 a barrel to reduce supply but at circa USD140 a barrel for consumers to reduce demand.