@eshmun
@Seth Davis
@Ophir
@AverageJoe
Eshmun what are your thoughts with the government budget deficit and the inaction by Turnbull/ Morrision to deal with this and household debt levels? Do you think the credit agencies will downgrade Australia's AAA credit rating? This would force banks to raise rates without the RBA and push borrowing costs on to mortgage holders when housing sector in Sydney/Melbourne and household debt at records levels....possible defaults.
Fundamentals haven't changed, page-411
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