In this unscripted rant I discuss some of the main questions I think about concerning the Australian economy. Do central banks know what they are doing? Is the property market set for a shake-up? Will migration be powered up again? Where are the growth engines for our strategic future? And where might investment be placed?
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We look at the latest data from our household surveys, with a focus on mortgages.
Robbie Barwick from the Citizens Party and I discuss the countdown to the Cash Restrictions Bill Senate Report, on the 7th February, and what...
Financial markets are bracing for what could be another momentous week, with a Federal Reserve meeting, U.S. employment data and earnings from technology heavyweight...