All these themes and more is discussed in this month’s Market Outlook in Conversation.

RBA policy stance and outlook (Chief Economist Bill Evans)Business confidence and capacity 10:10 min (Senior Economist Andrew Hanlan)Deferred loans and the housing market 13:50 min (Senior Economist Matthew Hassan)Q3 CPI review and outlook 17:40 min (Senior Economist Justin Smirk)US election: implications for the US economy and FX markets 21:20 min (Senior Economist Elliot Clarke)