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(coming soon: michaelpascoe.au)

(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

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(coming soon: michaelpascoe.au)

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  1. (coming soon: michaelpascoe.com.au)

  2. Treasury August 2

  3. 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

  4. The big spend comes later

  5. Source: Treasury August 2

  6. RBA monetary statement May 10

  7. RBA monetary statement August 9

  8. Housing loan approvals Source: RBA chart pack August 7

  9. Investors investing Source: ABS August 7

  10. Owner occupier new dwellings finance Source: ABS August 7

  11. Source: RBA chart pack August 7

  12. Source: Treasury August 2

  13. Westpac/Melbourne Institute August 14

  14. The forgotten recent past May 2008 Unemployment 4.2% Home Mortgage 9.45% RBA core inflation 4.1%

  15. July 30

  16. RESTRUCTURING HAPPENS

  17. Necessity, the mother of productivity

  18. Total capex Source ABS May 30

  19. Canine Corp CEO CFO

  20. Mining capex Source ABS May 30

  21. Treasury PEFO August 13

  22. Manufacturing capex Source ABS May 30

  23. Source: RBA monetary statement May 10

  24. Source: RBA chart pack August 7

  25. Source: RBA chart pack August 7

  26. 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

  27. Bell ringer

  28. Change a gonna come… Source: ASFA white paper May 15

  29. The China exports myth Source: CEIC, ANZ Bank projection

  30. Source: CEIC, ANZ Bank projection

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