Market Outlook in conversation

The outlook for Australia and the global economy (Chief Economist Bill Evans)Australia’s labour market, strong demand met by supply 6:05min (Economist Ryan Wells)The consumer picture 11:45min (Senior Economist Matthew Hassan)Global oil market dynamics and the Australian CPI 16:00min (Senior Economist Justin Smirk)US inflation and the road ahead for the FOMC 21:10 min (Senior Economist Elliot Clarke)

Monetary policy and the consumer outlook (Senior Economist Matthew Hassan)A reprieve for GDP: Westpac’s revised 2023 and 2024 forecasts – 6:00min (Senior Economist Andrew Hanlan)Australian inflation: promising signs, but a long road ahead – 13:30min (Senior Economist Justin Smirk)Employment’s resilience, a critical support for activity – 19:45min (Economist Ryan Wells)Gauging the end of the US and global tightening cycles – 26:00 min (Senior Economist Elliot Clarke)

Views from offshore and the RBA outlook (Chief Economist Bill Evans)The sustainability of the labour market’s historic strength 9:40min (Economist Ryan Wells)Australian consumers, a tough road ahead 16:00min (Senior Economist Matthew Hassan)The evolution of risks for the US economy 23:00 min (Senior Economist Elliot Clarke)

Inflation uncertainty, the path of policy and the implications for consumer spending (Senior Economist Matthew Hassan)US disinflation: promising but not yet definitive 6:54 min (Senior Economist Elliot Clarke)Australian businesses resilience 14:20min (Economist Ryan Wells)Inflation’s evolving drivers and the outlook for 2023 21:21min (Senior Economist Justin Smirk)

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.

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)

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)

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) 

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) 

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)