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Given your predictions in the first post: ;)

Cheap immigrant labour makes the US go 'round, particularly on the West Coast and the South East. For the rest, scale and subsidies are a big help.

Gail was talking about reductions in funding margins medium term as some of the crazy funding costs incurred post 2007 are replaced by less crazy ones. However, this is quite different to the overall rate position as, if banking funding margins dropped in a year or so but the RBA still saw the...

I'd submit you are wrong just about everywhere ;) 1. Interest Rates. Next move is up. The question is when. The RBA pause is largely about identifying potential flow-on from Japan taking the edge off China and thereby easing inflationary pressures. 2. Cost of Living. The argument that...