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Because they know they're going to go back up again... We've got a small, two year max?, reprieve from inflation thanks to the US. We're still the lucky country and Chindia is still industrialising. The commodity super cycle is still in place, just taking a side step for the deleverage game...

OK, Not trying to be political here, but I don't understand that comment. Are you suggesting the government's $10Bn stimulus package was too "hands off"? Or, are you suggesting that Rudd's "War on Inflation" was ill advised as it appears to have been with 20/20 hindsight. Just looking...

Boz, All of the above would be good indicators that its worse than I'm projecting, but none of them would change my strategy. If you haven't sold your IPs now and are still holding this as an option then you're too late. The only game left is hold on and ride the downturn. Eventually it...

TC, Do you seriously think our entire economy is driven by commodity exports? That's showing your personal rural farming bias I think... We're a bit like the US in that domestic consumption is also a large part of our economy as is real estate construction and infrastructure and other...

Hi Guys, Well, based on Shadow's linked outlook here: http://www.asx.com.au/data/trt/ib_expectation_curve_graph.pdf It looks like a toss-up now between whether the RBA goes 75bp or 100bp next month. 50bp is a dead cert, and 75bp looks like being almost a given. The only question is...