I am still having trouble positng, but it comes and goes .. so while its back, a headline from Westpac:

  • They are cutting their Q2 GDP forecast to 0.4% q/q from 0.6%
  • Cite the poorer capex data
  • On the positive side they say the +12% y/y on services investment plans in 2014/15 “should comfort the RBA “