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 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
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
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….