you dont make a clear point. how am i wrong exactly?
what else can i see as inflationary. demographics champ. a tight labour market. that is yet to sink in because people havent processed yet the implications of this in the inflation battle. people did though when the late trading selloff began in the us. today the bulls playing the "buy the dip" made the xjo go up but wait until they hear the rhetoric from Lowe tomorrow. it will no doubt scare investors and push yields higher. a bad day for us markets tonight will also exacerbate the selling tomorrow imo. in fact, whether its .25 or .50 tomorrow, i think its just a straight sell the day. .25 would be seen as an rba not wanting to fight inflation and .50 will seal the reality of higher for longer.
you seem to imply that high inflation is a good thing. breaking news for you "bro", its not. in fact, without the right amount of productivity, we are stuffed here in australia. you touch on the capital requirements but zero concerns with the labour market. you cant have increased productivity when you dont have labour and capital working in tandem. the risk of a recession could soon be thought as negligible compared to entrenched inflation. and this is high probability because a) the government is a spending socialist government with record debt and a broken energy policy and b) Lowe is way behind the curb on this.
you make some points that i have no idea what youre on about. stock is capital and capital runs with inflation??? wtf does that even mean lol
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