A wide-ranging conversation for the audio-inclined
Some initial thoughts based on the AFRE, banking, and preliminary balance of payments numbers
The export and manufacturing surge that had helped offset consumer weakness is fading at the same time as the housing market is starting to roll over
For now, anyway.
A podcast and chart collection for anyone trying to get up to speed on how things are going, from GDP to jobs to wages to inflation to savings to entre…
Making sense of the recent wild ride in the front end, with a special focus on the expiration of Australia's yield target
Some thoughts on the implications of "soft budget constraints", featuring Eastern bloc economics, China's development model, and Perpetual Peace
The downturns in everything from car sales to dining out will probably either bottom out or at least moderate in the months ahead.
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