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)