(coming soon: michaelpascoe.com.au). Treasury August 2.
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Transcript of (coming soon: michaelpascoe.com.au). Treasury August 2.
(coming soon: michaelpascoe.com.au)
Treasury August 2
Deficits, thankfully!
Actual Estimates Projections
2011-12 2012-13 2013-14 2014-15 2015-16 2016-17
Underlying cash balance ($b) -43.4 -19.4 -30.1 -24.0 -4.7 4.0
Per cent of GDP - 2.9 -1.3 -1.9 -1.5 -0.3 0.2
Source: Treasury August 2
The big spend comes later
Source: Treasury August 2
RBA monetary statement May 10
RBA monetary statement August 9
Housing loan approvals
Source: RBA chart pack August 7
Investors investing
Source: ABS August 7
Owner occupier new dwellings finance
Source: ABS August 7
Source: RBA chart pack August 7
Source: Treasury August 2
Westpac/Melbourne Institute August 14
The forgotten recent past
May 2008
Unemployment 4.2%
Home Mortgage 9.45%
RBA core inflation 4.1%
July 30
RESTRUCTURING HAPPENS
Necessity, the mother of productivity
Total capex
Source ABS May 30
Canine Corp
CEO CFO
Mining capex
Source ABS May 30
Treasury PEFO August 13
Manufacturing capex
Source ABS May 30
Source: RBA monetary statement May 10
Source: RBA chart pack August 7
Source: RBA chart pack August 7
PEOPLE – our future
2008 Net migration 315,700 (up 29%) Population growth 2.2% (467,300) 2012 Net migration 235,900 (up 17%) Population growth 1.8% (394,200) (NSW 1.2% Vic 1.8% Qld 2.0% WA 3.5%)Source: ABS June 20
Bell ringer
Source: ASFA white paper May 15
The China exports myth
Source: CEIC, ANZ Bank projection
Source: CEIC, ANZ Bank projection