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

• 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)

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)