Categories
Australian Economy
Morgan Stanley does the Big Australian Short
Fro Morgan Stanley: The RBA’s Rock and a Hard Place; On Hold Until 2019 The RBA is stuck at 1.50%, unable to cut given housing risks, yet unable to follow the Fed’s hikes given labour market weakness.
David Llewellyn-Smith
7 years ago
5
The elites must lead the way on pay cuts
Leith van Onselen
7 years ago
20
The Big Australian Short returns
From Adam Creighton comes the return of the Big Australian Short: The hedge fund consultant who made national headlines for his “big short” housing report has attacked regulators for acting too late to cool the “bubble”, claiming they ignored their own warning signs and were hostile to suggestions property was too expensive.
David Llewellyn-Smith
7 years ago
9
Coalition: Divert population ponzi to regions
By Leith van Onselen After telling us for the past year that Sydney’s and Melbourne’s housing woes have been caused by a ‘lack of supply’, immigration minister Peter Dutton has finally acknowledged that Australia’s mass immigration settings are causing major indigestion, and has called for immigrants to be diverted to the regions.
Leith van Onselen
7 years ago
86
FIRB to appoint spy chief top dog
From the real estate Treasurer today: Treasurer Scott Morrison has today announced the appointment of David Irvine AO as Chair of the Foreign Investment Review Board, replacing outgoing Chair Brian Wilson.
David Llewellyn-Smith
7 years ago
12
Amid population ponzi, Vic Government cuts tram services
By Leith van Onselen In what reads like a bad April Fools Day joke, the Victorian Government will cut tram services amid booming population growth and record patronage.
Leith van Onselen
7 years ago
24
Sustainable Australia demolishes population ponzi
Leith van Onselen
7 years ago
38
Chappypie ‘China World’ white elephant sinks
Via Sinofax: Sydney residents wanting to experience the majesty of imperial China may have to continue to travel further than Wyong, following the seeming disintegration of plans for a Chinese theme-park on the Central Coast.
David Llewellyn-Smith
7 years ago
20
Melbourne grinds to a halt on mad population growth
Leith van Onselen
7 years ago
41
Son of BREE still too bullish on dirt
The Office of the Chief Economist, formerly BREE, is out with its quarterly price updates for dirt and, although it is improved, it remains too bullish.
David Llewellyn-Smith
7 years ago
1
Previewing CPI
From Deutsche: Our pick for Q1-17 headline CPI is for a 0.6%qoq/2.2%yoy outturn. We expect the average of the core measures to print at 0.4%qoq/1.8%yoy. We see headline CPI printing at 0.6%qoq in Q1-17 (due 26 April), and for the average of the core measures to print at 0.4%qoq.
David Llewellyn-Smith
7 years ago
3
Construction PMI firms
From the AIG: The Australian Industry Group/Housing Industry Association Australian Performance of Construction Index (Australian PCI®) registered 51.2 points in March (readings above 50 points indicate expansion).
David Llewellyn-Smith
7 years ago
NSW land registry is everything that’s wrong with privatisation
By Leith van Onselen The Age’s Editorial has penned a stringing rebuke of the NSW State Government’s privatisation of the Land Registry: The government stands ready to sell to the highest bidder a highly profitable public asset that performs a vital, efficient and reliable service.
Leith van Onselen
7 years ago
22
Measuring the energy shock carnage
UBS has a go at it today: Executive Summary – Electricity & Gas Prices Surging We believe energy prices (both electricity and gas) are highly likely to undergo sustained upward pressure across the eastern states (SA, VIC, NSW and QLD) over the next few years.
David Llewellyn-Smith
7 years ago
Much has been lost from decades of asset privatisation
Cross-posted from The Conversation: The privatisation of urban infrastructure in Australia is an ironic story.
Guest
7 years ago
7
Scott Morrison lies about household debt
By Leith van Onselen Australia’s fake Treasurer, Scott Morrison, has demonstrated yet again that he does not know what he is talking about.
Leith van Onselen
7 years ago
24
Australia’s visa abuse system continues
Leith van Onselen
7 years ago
25
Tin-ear Morrison has no idea why Australians are angry
By Leith van Onselen Treasurer Scott Morrison is seemingly angry that his big business paymasters are not pulling their weight in articulating the case for company tax cuts.
Leith van Onselen
7 years ago
8
Coalition’s company tax brain fart a ’rounding error’
Leith van Onselen
7 years ago
6
14-point plan to address Australian inequity (revisited)
To recap, my last post was about my tribe of children being disillusioned.
Deep T.
7 years ago
28
Aussie internet data usage rockets
By Leith van Onselen The ABS today released its half-yearly Internet Activity report, which reported near exponential growth in data usage despite only moderate (4.7%) annual growth in internet subscribers: The total volume of data downloaded in the three months ended 31 December 2016 was 2.6 million Terabytes (or 2.6 Exabytes).
Leith van Onselen
7 years ago
31
Gittins wails at what he hath wrought
Leith van Onselen
7 years ago
22
Services PMI holds up
David Llewellyn-Smith
7 years ago
Household debt panic everywhere!
Leith van Onselen
7 years ago
32
As the RBA caps household debt, how will we grow?
From RBA head Backbone Phil overnight: This is something we have been focused on for some time.
David Llewellyn-Smith
7 years ago
15
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