End of Credit Supercyle, Unfrastructure projects to save the day .

. GFC 2009/2010 was the eye of the storm.
. We are living through it's ripples and aftermath.
. Which could be a lot more messier and fiercer.
. There could be 1/3 chance recession in US & Europe
. 1/4 chance recession in Australia.
. This is the end of the Credit Supercycle.
. Money taps is turned to the fullest, with interest rates at a low or negligible.
. People go on a savings replenishment mode and may not spend even if there is credit.
. So Govt may have to spend on big Infrastructure projects.
. Which globally anyway, Governments are preparing for to the tune of $6trillion
. In what could be the biggest Public-Private joint venture for the rest of this decade.

http://www.theaustralian.com.au/business/wealth/little-room-for-the-federal-government-to-move-this-time-around/story-e6frgac6-1226114054388