the graph that would scare the pants off a leveraged up housing buyer is the "Planned Mining Investment as % of GDP"
Various treasury documents released state that the australian consumers must "make way" for investment boom. Higher interest rates, higher aussie dollar is part of this strategy.
Forget retail sales, forget consumer confidence. We're within a whisker of NAIRU full employment, and planned mining investment is at unprecedented levels.
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the graph that would scare the pants off a leveraged up housing...
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