It’s Stephen’s birthday and it’s the budget! What a time to be the AICD Chief Economist. Discussed in this episode: [1:01] May RBA decision)
[1:14] Copy-and-paste March decision)
[1:40] April RBA decision)
[1:45] April RBA minutes)
[2:53] AICD Director Sentiment Index)
[3:35] 2H16 Director Sentiment Index)
[5:31] NAB March Business Survey)
[6:03] Consumer confidence still subdued)
[6:32] Treasurer’s good/bad debt speech)
[6:37] Badgerys Creek airport)
[6:41] Inland rail)
[6:52] Company tax cut)
[6:59] Stephen on tax reform)
[7:52] South Australia renewables debate)
[8:35] Budget countdown)
[8:58] Treasurer’s flags housing package)
[9:29] Negative gearing changes ruled out)
[9:52] Retiree incentives to downsize)
[10:06] Salary sacrificing a deposit)
[10:21] Barbecue stoppers)
[10:53] AICD’s negative gearing position)
[11:43] Health and education good debt?)
[12:17] $50bn infra package)
[12:20] 2014 $50bn promise)
[12:48] Stephen on infrastructure debt)
[13:18] Snowy hydro plan)
[13:38] Sydney second airport history)
[14:15] 2014 proposed university cuts)
[14:26] Abbott’s Gonski unity ticket)
[14:33] Gonski double backflip)
[14:36] Turnbull questions Gonski)
[14:45] Gonski )Company Director )profile)
[14:57] Gonski 2.0)
[15:47] Higher education cuts)
[16:07] Gonski 1.0)
[16:23] Gonski and the forward estimates)
[16:28] More or less funding for schools?)
[16:51] 2.0 changes to status quo)
[17:10] Greens support)
[17:17] Private school cuts)
[17:38] Gonski 2.0 Labor strategy)
[18:29] ’Overfunded’ cuts consensus)
[19:10] i give a gonski campaign)
[19:34] Gonski and Turnbull schoolmates)
[21:14] Labor’s Mediscare campaign)
[21:31] PBS generics push)
[22:21] Medicare rebate freeze to be lifted?)
[22:48] Fairfax strike)
[23:33] Government bonds on issue)
[24:02] OECD government debt-to-gdb)
[24:45] Net operating vs net cash balance)
[25:07] Register for Stephen’s budget webinar)
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