Gemma Dale
speaker
283 appearances
1 recordings
1 series
first heard Aug 2024
last heard Aug 2024
Gemma Dale’s voice in public audio — every appearance, attributed to the second.
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Appearances
Yeah, it was not bad at all.
I mean it's
It's an interesting time.
Most of our uh concerns about where the economy would be have not come to fruition.
And to that extent you would expect that company earnings are gonna hold up okay.
It's yeah, it's not bad at all.
It's really turned out okay.
Yeah, this is super interesting and it is
I know you have Ray on regularly and he's talking about the iron ore price frequently and the other guys also, you know, it has such a material impact for
Australian government revenues more than anything else.
You know, not everyone is involved in the iron ore trade in Australia, but it feels like they are.
And to that extent, yeah, the iron ore price is off ten percent year on year, roughly.
Uh, and it's off
What a bit recently.
There's been this talk about peak iron ore in terms of prices for ages, and as you say, the China story.
The reopening was just not what anyone hoped for.
Where is that dramatic stimulus that everyone was expecting and then hoping for and then maybe disappointed by?
And yet the price has held up relatively well.
You know, it's all relative, but it's held up relatively well.
It's dramatically better than uh the forecasts that are always put into the federal budget papers.
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