1. (coming soon: michaelpascoe.com.au)

2. Treasury August 2

3. Deficits, thankfully! Actual Estimates Projections 2011-12 2012-13 2013-14 2014-15 2015-16 2016-17 Underlying cash balance ($b) -43.4 -19.4 -30.1 -24.0 -4.7 4.0 Per cent of GDP - 2.9 -1.3 -1.9 -1.5 -0.3 0.2 Source: Treasury August 2

4. The big spend comes later

5. Source: Treasury August 2

7. RBA monetary statement May 10

8. RBA monetary statement August 9

9. Housing loan approvals Source: RBA chart pack August 7

10. Investors investing Source: ABS August 7

11. Owner occupier new dwellings finance Source: ABS August 7

12. Source: RBA chart pack August 7

14. Source: Treasury August 2

16. Westpac/Melbourne Institute August 14

17. The forgotten recent past May 2008 Unemployment 4.2% Home Mortgage 9.45% RBA core inflation 4.1%

18. July 30

19. RESTRUCTURING HAPPENS

20. Necessity, the mother of productivity

21. Total capex Source ABS May 30

22. Canine Corp CEO CFO

23. Mining capex Source ABS May 30

24. Treasury PEFO August 13

25. Manufacturing capex Source ABS May 30

26. Source: RBA monetary statement May 10

28. Source: RBA chart pack August 7

30. PEOPLE – our future 2008 Net migration 315,700 (up 29%) Population growth 2.2% (467,300) 2012 Net migration 235,900 (up 17%) Population growth 1.8% (394,200) (NSW 1.2% Vic 1.8% Qld 2.0% WA 3.5%) Source: ABS June 20

31. Bell ringer

32. Change a gonna come… Source: ASFA white paper May 15

35. The China exports myth Source: CEIC, ANZ Bank projection