MB Radio: Are we ready for the capex cliff?

The June Quarter 2013 ABS Capital Expenditure data release on Thursday weakened substantially, and pointed to a further deterioration in the economic outlook.  Gunnamatta spoke with David Llewellyn Smith about the current figures and future forecasts, as well as the possible moves to address this deterioration from both the fiscal and monetary side, as well


MB Radio: The delusional election

With less than 3 weeks before the LNP coalition returns power in what looks increasingly like it may be an election landslide, Gunnamatta spoke with David Llewellyn Smith and Leith Van Onselen about the way economic issues have played out in the campaign, the economic backdrop, and the increasing disconnect between the economic outlook and


MB Radio: AUD eyeing a dive?

With the AUD already under the cosh from weak dwelling approvals and Glenn Stevens mid-week comments, Gunnamatta spoke with Greg McKenna of Global FX about sentiment surrounding the Aussie and the way markets may react if a large revenue hole is unveiled, and the way the RBA will look at future cuts in 2H 2013,


MB Radio: Housing affordability and politics

With Australia in the midst of a phoney war before an election campaign Leith van Onselen and Catherine Cashmore discuss with Gunnamatta the silence of Australia’s political process (and both sides of politics) on the subject of affordable housing. The discussion ranges over the factors which have created Australia’s extraordinary real estate prices, and the


MB Radio: Farewell China Harbour?

Upon the release of the Chinese 2Q 2013 GDP data showing 7.5% annual growth, Gunnamatta spoke with David Llewellyn Smith about how the outlook for China’s GDP has changed over the last few months, the influences at play in shaping the Chinese economy and the  implications and risks associated with this, as well as how


MB Radio: Demographic headwinds & property

With the Australian economy past a major workers to dependents demographic tipping point, Leith Van Onselen and Catherine Cashmore spoke with Gunnamatta about the implications this has for Australian Real Estate as well as the risks involved for future Real Estate buyers and those already invested.  The discussion also considers the role immigration and negative


MB Radio: A Prime Minister out of touch

Less than six weeks after declaring a “budget crisis” Prime Minister Gillard used a speech to CEDA to attack what she saw as unduly negative press commentary about Australia’s economy. David Llewellyn Smith spoke with Gunnamatta about the economic backdrop to the Prime Minister’s comments, the economic narrative the government portrays, and the increasing disconnect


MB Radio: Future of Australian property special

David Llewellyn Smith, Leith van Onselen, and respected Australian real estate journalist and buyers advocate, Catherine Cashmore, talk with Gunnamatta about where the real estate market currently is, where it has come from, and the factors which will determine where it is going. The discussion explores the role rising real estate prices play in spurring