House building forecast slumps by $11b/year by 2025; Wood scraps forced contracting-out model for buses; Services sector sags from post-Covid bounce; China's economy cooling fast
Very long read but makes total sense. Have recently had a conversation with a friend along the same lines. Bernard's wood scraps more important than ever.
Oh dear! Bernard this is your most shutting down Kaka ever isn't it? Nothing left for it but go and sleep it all off. I did wonder why wood scraps were forcing contracting-out model for buses, but after that bit of excitement, now ... Oh dear!
I find it difficult to retain conviction in your analysis when you throw around strident comments such as this Bernard: "House prices are *likely* to be bouncing by late next year as vendors and landlords celebrate the likelihood of a National/ACT win." - based on such shakey foundations as latest opinion polls. What is the point?
I'd like less forecasting / speculation and to see you stick to your more nuanced scenario analyses type approach as to when/how the facts might (will) change.
Bernard, I read this last night and thought it might be of interest to you and others. It's UK based, but relevant globally https://surplusenergyeconomics.wordpress.com/2022/08/08/237-asking-for-the-moon/
Very long read but makes total sense. Have recently had a conversation with a friend along the same lines. Bernard's wood scraps more important than ever.
Oh dear! Bernard this is your most shutting down Kaka ever isn't it? Nothing left for it but go and sleep it all off. I did wonder why wood scraps were forcing contracting-out model for buses, but after that bit of excitement, now ... Oh dear!
I find it difficult to retain conviction in your analysis when you throw around strident comments such as this Bernard: "House prices are *likely* to be bouncing by late next year as vendors and landlords celebrate the likelihood of a National/ACT win." - based on such shakey foundations as latest opinion polls. What is the point?
I'd like less forecasting / speculation and to see you stick to your more nuanced scenario analyses type approach as to when/how the facts might (will) change.