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 d

August 2023 – RBA and growth outlook, inflation's downtrend, employment's resilience, US outlook

Aug 9th, 2023 36m 13s

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:

June 2023 - RBA Outlook, Inflation and related risks, Australian consumers, US, growth outlook

Jun 19th, 2023 29m 37s

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

February 2023 – RBA outlook, inflation and interest rates, US, wages

Feb 15th, 2023 30m 40s

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

December 2022 - big picture view, contractionary policy, household spending, inflation outlook

Dec 15th, 2022 30m

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 ret

November 2022 - RBA outlook, Consumer Sentiment, Australia inflation, FOMC

Nov 8th, 2022 31m 19s

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 Ha

October 2022 - RBA Outlook, inflation and interest rates, global oil supply & demand, the us interest rate cycle

Oct 13th, 2022 26m 30s

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)Globa

September 2022 - RBA rate hike cycle, housing spring selling season, commodities and FOMC

Sep 15th, 2022 28m 51s

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:

August 2022 - RBA, Australian business sector, housing price correction, and the US economy

Aug 10th, 2022 33m 40s

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)H

July 2022 - inflation, RBA outlook, Australia's housing correction, recession fears

Jul 13th, 2022 32m 45s

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 inflati

June 2022 - Inflation, monetary policy’s response and the economic consequences.

Jun 14th, 2022 36m 20s

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 Ec

May 2022 - RBA rate cycle, Australian inflation and the outlook for houseprices

May 9th, 2022 31m 54s

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 Matth

April 2022 - revised RBA view, Budget 2022, Australia's labour market, household debt, and US recession risks

Apr 12th, 2022 36m 58s

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

March 2022 - the implications of Russia’s invasion of Ukraine and rising global rates for our economy, the Australian dollar and the world at large.

Mar 14th, 2022 30m

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

February 2022 - the year ahead for the RBA, the 2021/22 commodity price rally, Australian housing and US FOMC

Feb 8th, 2022 34m 48s

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 pric

December 2021 - Westpac’s revised growth view and the significance of global developments for the RBA, Australian household wealth and the investment outlook.

Dec 9th, 2021 37m 2s

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)Busine

November 2021 - RBA's revised outlook, Australian inflation and key drivers of business investment into 2022

Nov 9th, 2021 38m 37s

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

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

Oct 11th, 2021 34m 46s

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)Assess

Market Outlook September 2021 - the heavy cost of lockdowns, Australia's reopening, employment data and China's property market

Sep 9th, 2021 31m 39s

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 h

Market Outlook August 2021 - chief economist Bill Evans and the team investigate the economic cost of Delta’s global spread

Aug 19th, 2021 31m 14s

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 (Se

July 2021 - potential implications of Sydney's lockdown, updated forecasts for US FOMC and Australia's RBA, and commodity prices impressive strength

Jul 12th, 2021 30m 17s

Key themes discussed this month include:Westpac’s updated forecasts for the US FOMC and Australia’s RBA as well as our initial economic assessment of the Sydney lockdown (chief economist Bill Evans)The impact of lockdowns through the lens of We

June 2021 - Melbourne lockdown, JobKeeper’s end, our revised growth view, the RBA’s next steps and US inflation.

Jun 10th, 2021 29m 46s

Key themes discussed this month include:Westpac’s revised growth view; consumer sentiment and the Melbourne lockdown; and next steps for the RBA (Chief Economist Bill Evans)Growth dynamics coming out of a pandemic 8:35 min (Senior Economist And

April 2021 - consumer sentiment soars, house prices, business sentiment and US economy

Apr 14th, 2021 27m 29s

Any information provided in this podcast is general in nature and has been prepared without taking into account any personal circumstances.

March 2021 - the Westpac economics team investigate Australia’s COVID-19 recovery

Mar 11th, 2021 29m 50s

Confidence in the pandemic recovery has continued to build over the past month. Globally this has come as a result of early success in the roll out of vaccines and, particularly in the US, the benefit of never before seen stimulus. In Australia

Market Outlook Feb 2021 - the mood of business, JobKeeper withdrawal, the housing market & the US economy

Feb 11th, 2021 26m 47s

Key themes for discussion this month include:Westpac Economics’ forecasts: a new-year review (Chief Economist Bill Evans)The mood of business and the prospects for investment 8:20 min (Senior Economist Andrew Hanlan)Risks for the Australian la