Recent data has highlighted the tension between the Australian economy’s robust current momentum and the sharp deterioration expected in 2023. We would like to wish all our listeners a Merry Christmas. Market Outlook in conversation will return in February 2023 ..read more

November’s key themes include: The RBA outlook: implications for the Australian economy, sentiment and markets (Chief Economist Bill Evans) Australian consumers under pressure from interest rates and inflation 7:50min (Senior Economist Matthew Hassan) Clouds gather on the horizon for Australian businesses 13:45min (Senior Economist Andrew Hanlan) Australia’s inflation outlook: a deep dive 18:20min (Senior Economist Justin Smirk) FOMC Chair Powell doubles down 25:05 min (Senior Economist Elliot Clarke ..read more

October’s key themes include: The RBA outlook: implications for the Australian economy and markets (Chief Economist Bill Evans) Gauging the sensitivity of Australian households to inflation and rates 8:18min (Senior Economist Matthew Hassan) Global oil supply and demand 16:18min (Senior Economist Justin Smirk) The US interest rate cycle: beyond the peak 23:07 min (Senior Economist Elliot Clarke ..read more

September’s key themes include: The timing and implications of the 2022/23 RBA rate hike cycle (Chief Economist Bill Evans) Business conditions and the investment outlook 8:30min (Senior Economist Andrew Hanlan) Housing’s spring selling season 13:50min (Senior Economist Matthew Hassan) Commodities: the consequence of global policy tightening and uncertainty 20:00min (Senior Economist Justin Smirk) The FOMC’s fight against inflation and the expected hit to growth 23:45 min (Senior Economist Elliot Clarke)  ..read more

August’s key themes include: RBA: a contractionary stance for policy is necessary given inflation risks (Chief Economist Bill Evans) The Australian business sector: strength in activity and price setting 13:15min (Senior Economist Andrew Hanlan) Housing: the price correction is gathering momentum 21:35min (Senior Economist Matthew Hassan) The US economy: nonfarm payrolls’ surprise strength in July and the chance of recession 27:55min (Senior Economist Elliot Clarke)  ..read more

Key themes discussed this month include: High inflation, weak sentiment and the RBA outlook (Chief Economist Bill Evans) Australia’s housing correction 9:18min (Senior Economist Matthew Hassan) Geopolitics, recession fears, commodities and inflation 15:50min (Senior Economist Justin Smirk) FX fundamentals: growth prospects to take over from risk as key driver 22:04min (Senior Economist Elliot Clarke)  ..read more

The RBA’s June decision and the outlook for rates (Chief Economist Bill Evans) Australia’s consumer: re-opening and cost of living pressures collide 8:40min (Senior Economist Matthew Hassan) The outlook for business investment 15:15min (Senior Economist Andrew Hanlan) Commodity markets in flux 21:30min (Senior Economist Justin Smirk) US inflation, the key risks 30:15min (Senior Economist Elliot Clarke)  Any information provided in this podcast is general in nature and has been prepared without taking into account any personal circumstances ..read more

Key themes discussed this month include: The RBA rate hike cycle begins (Chief Economist Bill Evans) Australian inflation: considering the risks 10:10min (Senior Economist Justin Smirk) The outlook for house prices 15:55min (Senior Economist Matthew Hassan) Rising rates and the prospects for business investment 20:23min (Senior Economist Andrew Hanlan) A FX market perspective on global momentum and risks 24:38min (Senior Economist Elliot Clarke)  ..read more

Key themes discussed this month include: Westpac’s revised RBA view (Chief Economist Bill Evans) Budget 2022: the outlook and risks 8:15min (Senior Economist Andrew Hanlan) Australia’s labour market: strength to persist 14:55min (Senior Economist Justin Smirk) Household debt, serviceability and the economy 19:45min (Senior Economist Matthew Hassan) US recession risks 29:25min (Senior Economist Elliot Clarke).  ..read more

Key themes discussed this month include: The Australian dollar and interest rate outlook (Chief Economist Bill Evans) Supply-chain headwinds and Australian investment 9:15min (Senior Economist Andrew Hanlan) Consumer views on housing: an update 13:20min (Senior Economist Matthew Hassan) Commodity prices to hold at elevated levels in 2022 amid uncertainty 19:10min (Senior Economist Justin Smirk) Activity and inflation: risks from Russia’s invasion of Ukraine 26:28min (Senior Economist Elliot Clarke)  ..read more