• 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.

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) 

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). 

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) 

Key themes discussed this month include:

• The year ahead for the RBA (Chief Economist Bill Evans)
• Westpac’s 2022 outlook for the Australian economy 11:58min (Senior Economist Andrew Hanlan)
• Assessing the sustainability of the 2021/22 commodity price rally 17:15min (Senior Economist Justin Smirk)
• Australian housing in 2022, lessons from history 21:40min (Senior Economist Matthew Hassan)
• The US FOMC: inflation, uncertainty and policy normalisation 26:55min (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.

Key themes discussed this month include:

• Vigorous recovery and the implications for policy (Chief Economist Bill Evans)
• Australian household wealth, a robust foundation for strength in consumption 11:25 min (Senior Economist Matthew Hassan)
• Business investment’s promising pipeline 15:18 min (Senior Economist Andrew Hanlan)
• Key commodity market dynamics for the year ahead 18:16 min (Senior Economist Justin Smirk)
• The global economy: opportunities to outweigh the risks in 2022 27:00 min (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.

Key themes discussed this month include:

• The RBA’s revised outlook and the implications for interest rates (Chief Economist Bill Evans)
• Australian inflation: assessing its persistence and the risks 15:15 min (Senior Economist Justin Smirk)
• A view of Australia’s re-opening from Westpac’s Card Tracker 20:35 min (Senior Economist Matthew Hassan)
• The three key drivers of Australian business investment into 2022 24:50 min (Senior Economist Andrew Hanlan)
• Global inflation: pro-active markets and the response of central banks 30:55 min (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.

Key themes discussed this month include:

• Inflation expectations, real rates, macroprudential policy and the AUD (Chief Economist Bill Evans)
• Lockdowns and re-opening: evidence from the Card Tracker 9:18 min (Senior Economist Matthew Hassan)
• Assessing the health of Australian manufacturers 13:21 min (Senior Economist Andrew Hanlan)
• Global energy uncertainty: demand, supply and regulatory change 17:44 min (Senior Economist Justin Smirk)
• The US labour market and inflation: justifying a November taper 24:10 min (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.

Key themes discussed this month include:

• The heavy cost of lockdowns and the promise of recovery (Chief Economist Bill Evans)
• Global context for Australia’s re-opening  9:26 min (Senior Economist Matthew Hassan)
• The efficacy of fiscal policy for households and business 16:53 min (Senior Economist Andrew Hanlan)
• Full employment still in view despite Q3’s short, sharp shock 20:38 min (Senior Economist Justin Smirk)
• COVID-19, financial turmoil and China’s property market 24:46 min (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.

Key themes discussed this month include:

• Delta, the immediate economic cost, the necessary conditions for recovery, and considerations for the RBA (Chief Economist Bill Evans)
• Australia’s lockdowns and the chance of recession in 2021 6:20 min (Senior Economist Andrew Hanlan)
• The sensitivity of consumer and business confidence to 2021’s outbreaks 9:50 min (Senior Economist Matthew Hassan)
• Labour market dynamics of an Australian lockdown 15:40 min (Senior Economist Justin Smirk)
• Australia’s vaccine rollout, an indicative timeline and how we compare globally 20:05 min (Economist Lochlan Halloway)
• Delta’s spread, a global perspective on the economic and FX consequences 24:00 min (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.