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2009 = 2008!? An interesting read from Hugh Hendry Eclectica June 09 letter Reading this would indicate the themes of 08 might just come into play again in 09, would certainly catch many people on the wrong foot.

From the following article: Lowest rates in 50 years InfoChoice managing director Shaun Cornelius said about 40,000 customers rushed to lock in loans as fears rose last year about rates rising above 9 per cent. But if they now tried to refinance, some of those customers faced loan-break costs...

Boz are you able explain the logic behind this? As a macro novice my thinking was: Rising AUD = strong commodities = strong economy and higher/rising interest rates. Falling AUD (especially rapidly) = deflationary forces and sinking economy = lower pressure on rates. I know there are volumes...

Starting to get interesting those numbers, especially if this rally in pretty much everything shows itself to be sustainable. I don't believe it yet and think the theme of reflation and higher variable rates is still some ways off. I will be trying to add a dash of timing into the mix which...

Anybody formed a strategy for when/if they are going to fix some debt? I'm considering the period 5 or 7 years to fix something in the region of 50% of my debt, need to work out more details however.

Terry McCrann is worth listening to. I have read it about TM that he has pretty good sources re: RBA moves.

The Aussie dollar is jumping on the trade balance figures, I expect the RBA might hold now and that is being reflected in the currency move. Any more disconcerting (good) news like this and I will be looking very closely at the 5 & 7 yr fixed rates. Will wait to see some interpretation of the...

Only an 83% expectation of a 25bp cut presently. With the AUD, ASX and CRB index relatively quite perky I could easily see the surprise being no cut, can't see 50 BP at the moment sadly for my variable rate mortgage.

Great thread, keep up the good work. I'm watching fixed rates carefully at the moment in line with my present view that at some point I would like a 10yr fix.