Paints an interesting picture when tied in with the Australian budget.
We will suffer increased inflation when the drought starts to break, their will be a shortage of beef due to breeding stock expansion.
I still think housing will crash from 20% to 30% mid year.
Gold will run and then fall back to around $240 Oz over the next 2 years.
http://www.budget.gov.au/2002-03/MYEFO/Downloads/PDF/Part_2.pdf
