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Huw Mckay

Huw Mckay

Financial Review

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Nine rules for investors to navigate the trade war

Trade wars, like pandemics, have the potential to break traditional correlations in financial markets. But do not despair: trade wars also have their...

11.04.2025 3

Financial Review

Huw Mckay

Chalmers should pick ‘superforecasters’ for the new RBA board

The ideal member would have a deep and broad knowledge of many disciplines and be more likely to contribute to better predictions.

01.12.2024 4

Financial Review

Huw Mckay

Erratic Aussie dollar a factor in the RBA’s missed inflation targets

Over the past decade, the central bank’s policy choices have led to exchange rate levels that have made inflation challenges harder, not easier.

24.10.2024 3

Financial Review

Huw Mckay

China needs boldness from its economic policymakers

China is in the middle of its third major deflationary episode in the past three decades. The country’s global footprint is now so large that...

27.09.2024 1

Pearls and Irritations

Huw Mckay

China’s had deflation before. This is what it needs to do this time

Balance sheet issues were central to the contraction in previous deflationary episodes, and the resolution of these was key. Policymakers should...

23.09.2024 2

Financial Review

Huw Mckay

Whole-of-government should cut across ‘legacy’ portfolios

The big and wide-ranging issues that will dominate future decades require an integrated strategy office to be established to wrestle with complex,...

29.08.2024 2

Financial Review

Huw Mckay