Australia: Principal to come, Donald and Elon, NEG, Turkey, CSL, and who is the whale?

The big issue facing the Australian economy, and the Australians within the economy, is the coming problem with interest-only loans. But forcing them all to convert to principal and interest when house prices are falling and real wages growth is zero looks like madness to Alan Kohler. There are also some interesting yarns out of the US this morning, with Trump asking the SEC to study dropping quarterly reports and Elon Musk tearfully confessing that the funding to take Tesla private is not exactly lined up.   And of course, Alan provides a detailed update on the gathering global storm clouds, including Turkey and the rest of the emerging markets, plus some good news on Kogan and CSL, including an exclusive interview with CSL CEO Paul Perrault.

Last Night's Markets
Australia: Principal to come
Donald and Elon’s Tweets
Quarterly 4C reports
The NEG
Storm Clouds (cont.)
Turkey: goose cooked?
What’s the whale?
Kogan: Australian amazon
CSL: red-blooded
Research and Diversions
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