Chris Weston

Goldman tracking rate for G4 now 1.3% - Barclays 1.5%..Westpac still calling for taper to start in 2015, so makes sense that they are one of the more dovish/bearish houses

Jordan Eliseo

Thanks James - even Westpac out this morning saying GDP for Q4 likely to be sub 1% now.

James Marlay

Interesting points on the inventory Jordan particularly in light of the slightly disappointing sales that were reported over Thanksgiving.