With the Government under mounting pressure to identify how it will attempt budget reform while supporting consumer spending Gunnamatta spoke with David Llewellyn-Smith and Leith van Onselen about how the Australian economy shapes up in the early months of 2016 and the major influences on how it will withstand the continued fall in Mining Capex, the
With 2015 coming to a close amidst stronger than anticipated GDP and employment data, but with the MYEFO drawing veiled warnings from the ratings agencies about potential AAA implications, while prices for Australia’s major exports crash, Gunnamatta spoke with Leith van Onselen & David Llewellyn-Smith about how the Australian economy has fared throughout the year,
After the release of the 1Q 2015 Capex data by the ABS, Gunnamatta spoke with David Llewellyn-Smith and Leith van Onselen about the significance of the data for the national economy. In a wide ranging discussion, they covered the outlook for aggregate demand, interest rates, and employment, and discussed how the economic outlook will
With the government under increasing pressure and the economy remaining soft against a backdrop of an increasingly deflationary international environment, David Llewellyn-Smith and Leith Van Onselen talk with Gunnamatta about the implications this has for the Australian economy over the coming year or more. In a wide ranging discussion about the pressures coming onto the economic radar –
With ‘Hog Wild’ investors pushing Australian real estate to all time highs, as the global macro backdrop turns more ominous and the domestic economy prepares for a more austere environment, Gunnamatta spoke with David Llewellyn Smith, Leith Van Onselen, and Lindsay David, author of ‘Australia: Boom to bust’ about the dizzying ascent of Australian real
With mainstream media attention focused on whether Australia is or isn’t in a real estate bubble, and the atmosphere around Sydney prices becoming rarefied, Gunnamatta spoke with Leith Van Onselen, Catherine Cashmore, and special guest, Professor Steve Keen, on the current real estate market, the supply and demand drivers articulated by that market, and the
With major global market players warning about equities and bond bubbles and the RBA warning again about the risk of an Australian real estate bubble, Gunnamatta spoke with David Llewellyn Smith about the bubbles in play, how they are being fuelled by global monetary policy, the likelihood and potential timeframes of “tapering”, and the likely
With auction clearance rates in Sydney and Melbourne climbing above 80% and with the RBA, APRA, the media and real estate groups increasingly talking about, warning about, or mulling whether Australia is facing a renewed real estate price bubble, Gunnamatta spoke with David Llewellyn Smith and Leith Van Onselen about whether we are in a
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
Ahead of the release of the July FOMC Minutes, widely expected to provide further guidance on when the US Federal Reserve begins to taper, Gunnamatta spoke with Deus Forex Machina about the lay of the land in global FX markets, and how this is shaping up for the AUD, as well as the changing role of
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
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,
With dwelling construction approvals down in June but real estate prices taking off, Gunnamatta spoke with David Llewellyn Smith and Leith van Onselen about further RBA rate cuts, a lower dollar and the prospects for Australian rebalancing.
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
After a week which began with the AUD sold off on concerns about a slowing Chinese, but getting support from Bern Bernanke’s mid week testimony about the future of US monetary policy mid week, Greg McKenna spoke with Gunnamatta about the direction of the Australian dollar, the factors shaping the RBA’s next steps in Australia,
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
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
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
In the wake of Ben Bernanke’s comments, about when the US Federal Reserve is looking to bring an end to Quantitative Easing, Greg McKenna spoke with Gunnamatta about the impact of the announcement, the way it will play globally, and the short term prospects they hold for a sharp fall in the AUD.
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
Here’s this week’s podcast with Greg McKenna (aka Deus Forex Machina) of GlobalFX, talking about the recent falls in the AUD, the outlook, impact on interest rates and the longer term view particularly for small/medium business and corporations. We’ve also uploaded this to the MacroBusiness Youtube channel:
Ahead of this Thursday’s release of the Capex spend data for 1Q 2013, David Llewellyn-Smith spoke with Gunnamatta about the significance of Mining Capex as an Australian economic driver in recent years, why it has started to weaken, and the implications for the Australian economy, moving forward, of a declining Capex spend.
After getting a bath over two weeks since the budget, and being slapped in the face with the Ford operations closure announcement on Thursday, the mood around the Australian dollar is darkening. In today’s broadcast, Deus Forex Machina and Gunnamatta chew over the backdrop and the outlook, the potential for an AUD bounce, key support
Find below or from our dedicated podcast feed (click the purple icon in the “Follow Us” sidebar to subscribe) a new podcast with Leith van Onselen and Gunnmatta examining recent released tax statistics covering the use of negative gearing in the Australian property market. The discussion is drawn from a much more comprehensive report available
Click for an MB discussion with David Llewellyn-Smith and Leith van Onselen (narrated by Gunnamatta) on the import and otherwise of tonight’s Federal Budget, as well as its place in the history and future of the Australian economy.
Today we continue our podcasts with Greg McKenna, AKA Deus Forex Machina, talking with Gunnamatta about the Australian Dollar, where it could be going and what the average Australian can do as we revert from a permanently high “safe harbor” dollar to one possibly below parity for a long, long time….
Following from Houses and Holes podcast yesterday on his views before the RBA rates meeting, here is Chris Becker A.K.A The Prince, our resident trader talking with Gunnamatta about trading and beginning in the markets.
Here readers is another little trial for you to give us feedback on with me starring in an internal radio interview. Let us know your thoughts. Note the first player format – OGG – will not work on iPad/iPod/iPhone devices, but is smaller. The second is in MP3 format and should work on all devices.
