Nick Goodall

So again, it probably lines up with what we've been talking about, albeit we haven't had an official forecast there.

And the other thing, as I've been doing, is the uncertain watch.

The number of times the word uncertain or uncertainty pops up and it has dropped once again is

I had it 32 in November, down at 25 now.

So again, I suppose that's got to be a good thing to market.

The certainty is removing.

That's despite lots of things going on globally, which do mean we're not sure exactly which way things might go, whether it's inflation, labour market, the economy.

There's still a bit of uncertainty about that, but it's certainly improved on where it was a few years ago, or even last year.

In May, there was sort of 80 references to all the uncertainty out there globally.

So I think that certainty is also helping with that confidence and where things are going.

Yes, there's some concern with some inflation being a bit higher than we expected.

The selected price indices this week showed that food was continuing to be at the higher end and we don't want that.

But overall, they seem pretty comfortable with those core inflation measures.

It is tracking downwards and that allows them to be comfortable to be in that, what do they call it, accommodative settings for the official cash rate to encourage a bit more borrowing

and get that lending going on, which in their mind will hopefully boost the economy off the back of that as well.

So, yeah, look, I think that's pretty much all from my notes.

Anything else jump to mind as I was rambling on there, mate?

Yeah, slightly more damper on the house prices than we expected or had thought previously.

And good point on the interest rates too.

Like I said, most of the movements have been made in advance.