11
September 2023
Investment & Economic Strategy Lunch
#3 Fiscal to Dominate Monetary Policy
‒ Social welfare and healthcare program costs are escalating with wages and scope creep.
•
NDIS, Jobseeker, etc.
‒ After 50 years of a peace dividend, the bill has arrived.
• Nuclear Submarines, Helicopters, etc.
‒ Energy Transition to achieve Net Zero by 2050
• Renewables, Transmission, etc.
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