Market Outlook in conversation artwork

October 2021 - inflation expectations, the health of Australian manufacturers, global energy uncertainty and the US

Market Outlook in conversation

English - October 11, 2021 04:48 - 34 minutes - 31.9 MB
Business News Business News cash rate forecasts markets economics labour market foreign exchange unemployment commodities global economy Homepage Download Google Podcasts Overcast Castro Pocket Casts RSS feed
Previous Episode: Market Outlook September 2021 - the heavy cost of lockdowns, Australia's reopening, employment data and China's property market
Next Episode: November 2021 - RBA's revised outlook, Australian inflation and key drivers of business investment into 2022

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.