tag:blogger.com,1999:blog-8299436555685260398.post2984115911193423145..comments2023-10-30T21:19:26.074+09:00Comments on The Fundamental Analyst: Australian Business Confidence Lowest Since 9/11The Fundamental Analysthttp://www.blogger.com/profile/16783431753822952360noreply@blogger.comBlogger2125tag:blogger.com,1999:blog-8299436555685260398.post-5623980704497990072008-02-12T15:01:00.000+09:002008-02-12T15:01:00.000+09:00Yep,The RBA is reacting to the current data which ...Yep,<BR/><BR/>The RBA is reacting to the current data which all points to a strong economy and rising inflation. However that can all change pretty quickly if businesses start cutting back on their capital expenditure and consumers start to be more conservative.The Fundamental Analysthttps://www.blogger.com/profile/16783431753822952360noreply@blogger.comtag:blogger.com,1999:blog-8299436555685260398.post-5481538683662687142008-02-12T11:23:00.000+09:002008-02-12T11:23:00.000+09:00It all looks pretty gruesome.I have been thinking ...It all looks pretty gruesome.<BR/><BR/>I have been thinking of buying bonds late this year/ early next and looking for a 6-12 month trade.<BR/><BR/>The RBA seems hell bent on forcing a recession. And I don't think you can do that without cocking it up completely and screwing with otherwise strong sectors.Glenhttps://www.blogger.com/profile/13567507999931041847noreply@blogger.com