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More and more I see Aussie property as a proxy for commodities and dependent on foreign credit flows. (higher global risk appetite -> increased global demand for commodities -> increased aussie exports -> increased aud -> increased foreign capital available to Aussie banks via carry trade and...

My thinking parallels Player's, and most analysts are saying growth will decrease to single digits this year. But I also believe downside risk associated with European credit default and China credit contraction is rising. If I had to state a probability of this happening, and adversely...