https://simplecast.com Market Outlook in conversation Westpac Senior Economists discuss key economic themes published in the monthly Westpac IQ 'Market Outlook' report. Any information provided in this podcast is general in nature and has been prepared without taking into account any personal circumstances. 2022 en Thu, 14 Sep 2023 06:10:53 +0000 Thu, 20 Mar 2025 12:00:12 +0000 https://market-outlook-in-conversation.simplecast.com Market Outlook in conversation https://image.simplecastcdn.com/images/707cc976-17b1-4f88-987d-7cfa0c67580d/77382824-ec80-4233-8f2e-6fca4d579908/3000x3000/565672-1-wbcpod1-0422-3000x3000-d3.jpg?aid=rss_feed https://market-outlook-in-conversation.simplecast.com episodic Westpac Senior Economists discuss key economic themes published in the monthly Westpac IQ 'Market Outlook' report. Any information provided in this podcast is general in nature and has been prepared without taking into account any personal circumstances. Westpac Institutional Bank false https://feeds.simplecast.com/1sztgtrt cash rate, fx, forecasts, markets, economics, labour market, foreign exchange, unemployment, commodities, global economy Westpac Institutional Bank marketoutlookpodcast@westpac.com.au de767d81-9953-4cb3-b9de-759688e4f187 September 2023 Market Outlook - global economy, labour market, consumer, global oil supply, US inflation
  • 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)
    • ]]>     Thu, 14 Sep 2023 06:10:53 +0000 marketoutlookpodcast@westpac.com.au (Justin Smirk, Elliot Clarke, Matthew Hassan, Bill Evans, Ryan Wells) https://market-outlook-in-conversation.simplecast.com/episodes/september-2023-market-outlook-global-economy-labour-market-consumer-global-oil-supply-us-inflation-EFc2gFQ4
  • 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)
    • ]]>     September 2023 Market Outlook - global economy, labour market, consumer, global oil supply, US inflation Justin Smirk, Elliot Clarke, Matthew Hassan, Bill Evans, Ryan Wells 00:28:50 Global central banks are gaining confidence in the fight against inflation even as downside risks for growth dissipate. Balancing these risks will require a lengthy period of on hold policy to mid-2024 and a cautious approach to easing to end-2025. Global central banks are gaining confidence in the fight against inflation even as downside risks for growth dissipate. Balancing these risks will require a lengthy period of on hold policy to mid-2024 and a cautious approach to easing to end-2025. false full 32     2fc209ac-3b21-41d1-89ae-272e8a3985f5 August 2023 – RBA and growth outlook, inflation's downtrend, employment's resilience, US outlook
  • 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)
    • ]]>     Wed, 9 Aug 2023 04:31:53 +0000 marketoutlookpodcast@westpac.com.au (Ryan Wells, Elliot Clarke, Justin Smirk, Andrew Hanlan, Matthew Hassan) https://market-outlook-in-conversation.simplecast.com/episodes/august-2023-rba-and-growth-outlook-inflations-downtrend-employments-resilience-us-outlook-ifpGPorq
  • 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)
    • ]]>     August 2023 – RBA and growth outlook, inflation's downtrend, employment's resilience, US outlook Ryan Wells, Elliot Clarke, Justin Smirk, Andrew Hanlan, Matthew Hassan 00:36:13 Global central banks are gaining confidence in the fight against inflation as uncertainty lingers over the growth outlook. Global central banks are gaining confidence in the fight against inflation as uncertainty lingers over the growth outlook. false full 31     f2ae2d07-60ec-4d00-90d8-f1eee0e996a7 June 2023 - RBA Outlook, Inflation and related risks, Australian consumers, US, growth outlook
  • 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)
    • ]]>     Mon, 19 Jun 2023 22:58:03 +0000 marketoutlookpodcast@westpac.com.au (Matthew Hassan, Elliot Clarke, Bill Evans, Ryan Wells) https://market-outlook-in-conversation.simplecast.com/episodes/june-2023-rba-outlook-inflation-and-related-risks-australian-consumers-us-growth-outlook-SpXnc3Kr
  • 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)
    • ]]>     June 2023 - RBA Outlook, Inflation and related risks, Australian consumers, US, growth outlook Matthew Hassan, Elliot Clarke, Bill Evans, Ryan Wells 00:29:37 Inflation and related risks remain front of mind for policy makers as the growth outlook becomes increasingly uncertain. Inflation and related risks remain front of mind for policy makers as the growth outlook becomes increasingly uncertain. false full 30     62907151-7642-4a23-b08d-e2eae2b036e2 February 2023 – RBA outlook, inflation and interest rates, US, wages
  • 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)
    • ]]>     Wed, 15 Feb 2023 02:47:40 +0000 marketoutlookpodcast@westpac.com.au (Elliot Clarke, Ryan Wells, Justin Smirk, Matthew Hassan) https://market-outlook-in-conversation.simplecast.com/episodes/february-2023-rba-outlook-inflation-and-interest-rates-us-wages-BPu0cQMb
  • 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)
    • ]]>     February 2023 – RBA outlook, inflation and interest rates, US, wages Elliot Clarke, Ryan Wells, Justin Smirk, Matthew Hassan 00:30:40 Inflation and the response function of policy makers remain front of mind for market participants here and abroad. In the US, there are promising signs of disinflation and softening wage momentum, but to call an end to the global rate cycle, these trends must persist and broaden across the world. Inflation and the response function of policy makers remain front of mind for market participants here and abroad. In the US, there are promising signs of disinflation and softening wage momentum, but to call an end to the global rate cycle, these trends must persist and broaden across the world. false full 29     b22f8f03-e9e0-4585-9fe2-98aece91bfe1 December 2022 - big picture view, contractionary policy, household spending, inflation outlook Thu, 15 Dec 2022 05:33:26 +0000 marketoutlookpodcast@westpac.com.au (Ryan Wells, Elliot Clarke, Justin Smirk, Bill Evans, Matthew Hassan) https://market-outlook-in-conversation.simplecast.com/episodes/december-2022-big-picture-view-contractionary-policy-household-spending-inflation-outlook-S3LKoCzd December 2022 - big picture view, contractionary policy, household spending, inflation outlook Ryan Wells, Elliot Clarke, Justin Smirk, Bill Evans, Matthew Hassan 00:30:00 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. 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. false full 28 a87848a2-b7d7-411a-8958-ae0ccdd465f2 November 2022 - RBA outlook, Consumer Sentiment, Australia inflation, FOMC 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)
    ]]>     Tue, 8 Nov 2022 03:40:38 +0000 marketoutlookpodcast@westpac.com.au (bill evans, matthew hassan, andrew hanlan, justin smirk, elliot clarke) https://market-outlook-in-conversation.simplecast.com/episodes/november-2022-rba-outlook-consumer-sentiment-australia-inflation-fomc-fUtrb5iT 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)
    ]]>     November 2022 - RBA outlook, Consumer Sentiment, Australia inflation, FOMC bill evans, matthew hassan, andrew hanlan, justin smirk, elliot clarke 00:31:19 Despite a very strong and broad-based Q3 CPI print, the RBA limited their November rate increase to 25bps. We expect inflation to remain a pressing concern for Australia, requiring the RBA to continue hiking to 3.85% by May 2023 and then remain on hold until 2024. Of particular note this month is the profound weakness in Westpac-MI consumer sentiment, with the November outcome below the GFC low. Despite a very strong and broad-based Q3 CPI print, the RBA limited their November rate increase to 25bps. We expect inflation to remain a pressing concern for Australia, requiring the RBA to continue hiking to 3.85% by May 2023 and then remain on hold until 2024. Of particular note this month is the profound weakness in Westpac-MI consumer sentiment, with the November outcome below the GFC low. rba, economy, inflation, consumer sentiment false full 27     ba154a04-db48-4e2f-b173-76a2bc61b2bc October 2022 - RBA Outlook, inflation and interest rates, global oil supply & demand, the us interest rate cycle 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)
    ]]>     Thu, 13 Oct 2022 03:09:05 +0000 marketoutlookpodcast@westpac.com.au (Bill Evans, Matthew Hassan, Justin Smirk, Elliot Clarke) https://market-outlook-in-conversation.simplecast.com/episodes/october-2022-rba-outlook-inflation-and-interest-rates-global-oil-supply-demand-the-us-interest-rate-cycle-cEuTEgNL 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)
    ]]>     October 2022 - RBA Outlook, inflation and interest rates, global oil supply & demand, the us interest rate cycle Bill Evans, Matthew Hassan, Justin Smirk, Elliot Clarke 00:26:30 The RBA surprised in October, raising the cash rate by 25bps instead of 50bps as expected. The Australian dollar has fallen as a result, with other global central banks continuing to deliver to hawkish expectations. In this edition, we assess the outlook for the RBA, global markets and the consequences for Australia’s economy. The RBA surprised in October, raising the cash rate by 25bps instead of 50bps as expected. The Australian dollar has fallen as a result, with other global central banks continuing to deliver to hawkish expectations. In this edition, we assess the outlook for the RBA, global markets and the consequences for Australia’s economy. rba, oil supply, westpac, us, inflation, bill evans, oil demand, australian economy, interest rates false full 26     86022a05-5347-4531-956a-dda702eb1436 September 2022 - RBA rate hike cycle, housing spring selling season, commodities and FOMC 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) 
    ]]>     Thu, 15 Sep 2022 08:39:11 +0000 marketoutlookpodcast@westpac.com.au (Bill Evans, Andrew Hanlan, Matthew Hassan, Justin Smirk, Elliot Clarke) https://market-outlook-in-conversation.simplecast.com/episodes/september-2022-Gi5obghE 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) 
    ]]>     September 2022 - RBA rate hike cycle, housing spring selling season, commodities and FOMC Bill Evans, Andrew Hanlan, Matthew Hassan, Justin Smirk, Elliot Clarke 00:28:51 With monetary policy the developed world over now at or near neutral levels, market debate is increasingly turning to how long policy will need to remain contractionary and the cost. With monetary policy the developed world over now at or near neutral levels, market debate is increasingly turning to how long policy will need to remain contractionary and the cost. rba, house prices, business outlook, business investment, commodities, fomc, us, inflation, interest rates false full 25     2aae2618-bf2b-4972-87c4-1dee06cfd50f August 2022 - RBA, Australian business sector, housing price correction, and the US economy 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) 
    ]]>     Wed, 10 Aug 2022 06:29:49 +0000 marketoutlookpodcast@westpac.com.au (bill evans, andrew hanlan, matthew hssan, elliot clarke) https://market-outlook-in-conversation.simplecast.com/episodes/august-2022-rba-australian-business-sector-housing-price-correction-and-the-us-economy-DLlu6FdG 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) 
    ]]>     August 2022 - RBA, Australian business sector, housing price correction, and the US economy bill evans, andrew hanlan, matthew hssan, elliot clarke 00:33:40 The persistence of the global inflation threat, the required policy response and the implications for economic activity have continued to be debated by market participants and authorities this month. The persistence of the global inflation threat, the required policy response and the implications for economic activity have continued to be debated by market participants and authorities this month. us recession, rba, house prices, us economy, housing correction, rba policy, australian business, interest rates false full 24     723b7f20-7766-431b-870b-1d6d9c395210 July 2022 - inflation, RBA outlook, Australia's housing correction, recession fears 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) 
    ]]>     Wed, 13 Jul 2022 06:21:31 +0000 marketoutlookpodcast@westpac.com.au (bill evans, matthew hassan, justin smirk, elliot clarke) https://market-outlook-in-conversation.simplecast.com/episodes/july-2022-inflation-rba-outlook-australias-housing-correction-recession-fears-xWhlOgBd 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) 
    ]]>     July 2022 - inflation, RBA outlook, Australia's housing correction, recession fears bill evans, matthew hassan, justin smirk, elliot clarke 00:32:45 Global recession fears continue to grow as the costs related to geopolitical uncertainty, rapid inflation and rising interest rates are felt. Global recession fears continue to grow as the costs related to geopolitical uncertainty, rapid inflation and rising interest rates are felt. growth, rba, commodities, inflation, fx, housing, recession, geopolitics false full 23     f480f5d2-8211-44ab-b487-dbf243b96610 June 2022 - Inflation, monetary policy’s response and the economic consequences.
  • 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 Economist Andrew Hanlan)
  • Commodity markets in flux 21:30min (Senior Economist Justin Smirk)
  • US inflation, the key risks 30:15min (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.

    ]]>     Tue, 14 Jun 2022 09:59:22 +0000 marketoutlookpodcast@westpac.com.au (bill evans, matthew hassan, andrew hanlan, justin smirk, elliot clarke) https://market-outlook-in-conversation.simplecast.com/episodes/june-2022-inflation-monetary-policys-response-and-the-economic-consequences-FQLoHx2O
  • 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 Economist Andrew Hanlan)
  • Commodity markets in flux 21:30min (Senior Economist Justin Smirk)
  • US inflation, the key risks 30:15min (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.

    ]]>     June 2022 - Inflation, monetary policy’s response and the economic consequences. bill evans, matthew hassan, andrew hanlan, justin smirk, elliot clarke 00:36:20 Inflation, monetary policy’s response and the economic consequences are the focus this month. Inflation, monetary policy’s response and the economic consequences are the focus this month. rba, business investment, commodities, inflation, bill evans, australian economy, interest rates, consumer sentiment, cost of living false full 22     32f6c794-1bf9-4aae-8975-0f58b0f2b570 May 2022 - RBA rate cycle, Australian inflation and the outlook for houseprices 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 Matthew Hassan)
    • Rising rates and the prospects for business investment 20:23min (Senior Economist Andrew Hanlan)
    • A FX market perspective on global momentum and risks 24:38min (Senior Economist Elliot Clarke) 
    ]]>     Mon, 9 May 2022 08:18:28 +0000 marketoutlookpodcast@westpac.com.au (Bill Evans, Andrew Hanlan, Matthew Hassan, Justin Smirk, Elliot Clarke) https://market-outlook-in-conversation.simplecast.com/episodes/may-2022-rba-rate-cycle-australian-inflation-and-the-outlook-for-houseprices-jzwzRA9I 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 Matthew Hassan)
    • Rising rates and the prospects for business investment 20:23min (Senior Economist Andrew Hanlan)
    • A FX market perspective on global momentum and risks 24:38min (Senior Economist Elliot Clarke) 
    ]]>     May 2022 - RBA rate cycle, Australian inflation and the outlook for houseprices Bill Evans, Andrew Hanlan, Matthew Hassan, Justin Smirk, Elliot Clarke 00:31:54 Inflation and interest rate expectations have continued to build over the past month. In this edition, we focus on the implications for the Australian economy, particularly the housing sector and business investment. Inflation and interest rate expectations have continued to build over the past month. In this edition, we focus on the implications for the Australian economy, particularly the housing sector and business investment. rba, house prices, business investment, inflation, fx, australian economy, interest rates false full 21     6d259ee7-628b-4bf6-8fc0-e54515ceded1 April 2022 - revised RBA view, Budget 2022, Australia's labour market, household debt, and US recession risks 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 Justin Smirk)
    • Household debt, serviceability and the economy 19:45min (Senior Economist Matthew Hassan)
    • US recession risks 29:25min (Senior Economist Elliot Clarke). 
    ]]>     Tue, 12 Apr 2022 01:14:32 +0000 marketoutlookpodcast@westpac.com.au (Bill Evans, Andrew Hanlan, Justin Smirk, Matthew Hassan, Elliot Clarke) https://market-outlook-in-conversation.simplecast.com/episodes/april-2022-revised-rba-view-budget-2022-australias-labour-market-household-debt-and-us-recession-risks-J8CtcYfu 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 Justin Smirk)
    • Household debt, serviceability and the economy 19:45min (Senior Economist Matthew Hassan)
    • US recession risks 29:25min (Senior Economist Elliot Clarke). 
    ]]>     April 2022 - revised RBA view, Budget 2022, Australia's labour market, household debt, and US recession risks Bill Evans, Andrew Hanlan, Justin Smirk, Matthew Hassan, Elliot Clarke 00:36:58 In this episode, our revised RBA view and the implications for Australia’s economy are in focus along with US recession risks. In this episode, our revised RBA view and the implications for Australia’s economy are in focus along with US recession risks. us recession, rba, economy, labour market, household debt, employment, unemployment, federal budget, australian economy false full 20     a2801c36-850a-4d3a-94c1-e7df9fbabe9a 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. 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 13:20min (Senior Economist Matthew Hassan)
    • Commodity prices to hold at elevated levels in 2022 amid uncertainty 19:10min (Senior Economist Justin Smirk)
    • Activity and inflation: risks from Russia’s invasion of Ukraine 26:28min (Senior Economist Elliot Clarke) 
    ]]>     Mon, 14 Mar 2022 05:03:48 +0000 marketoutlookpodcast@westpac.com.au (Bill Evans, Matthew Hassan, Andrew Hanlan, Justin Smirk, Elliot Clarke) https://market-outlook-in-conversation.simplecast.com/episodes/march-2022-the-implications-of-russias-invasion-of-ukraine-and-rising-global-rates-for-our-economy-the-australian-dollar-and-the-world-at-large-facRKdBG 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 13:20min (Senior Economist Matthew Hassan)
    • Commodity prices to hold at elevated levels in 2022 amid uncertainty 19:10min (Senior Economist Justin Smirk)
    • Activity and inflation: risks from Russia’s invasion of Ukraine 26:28min (Senior Economist Elliot Clarke) 
    ]]>     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. Bill Evans, Matthew Hassan, Andrew Hanlan, Justin Smirk, Elliot Clarke 00:30:00 In this episode of the podcast, we investigate the implications of Russia’s invasion of Ukraine and rising global rates for our economy, the Australian dollar and the world at large. In this episode of the podcast, we investigate the implications of Russia’s invasion of Ukraine and rising global rates for our economy, the Australian dollar and the world at large. aud, commodities, commodity prices, australian dollar, inflation, supply chains, housing, consumer sentiment false full 19     d543416a-e0ba-4965-80f6-ea2407db7806 February 2022 - the year ahead for the RBA, the 2021/22 commodity price rally, Australian housing and US FOMC 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 price rally 17:15min (Senior Economist Justin Smirk)
    • Australian housing in 2022, lessons from history 21:40min (Senior Economist Matthew Hassan)
    • The US FOMC: inflation, uncertainty and policy normalisation 26:55min (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.

    ]]>     Tue, 8 Feb 2022 23:01:26 +0000 marketoutlookpodcast@westpac.com.au (bill evans, andrew hanlan, justin smirk, matthew hassan, elliot clarke) https://market-outlook-in-conversation.simplecast.com/episodes/february-2022-the-year-ahead-for-the-rba-the-commodity-price-rally-australian-housing-and-us-fomc-m9KF8efS 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 price rally 17:15min (Senior Economist Justin Smirk)
    • Australian housing in 2022, lessons from history 21:40min (Senior Economist Matthew Hassan)
    • The US FOMC: inflation, uncertainty and policy normalisation 26:55min (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.

    ]]>     February 2022 - the year ahead for the RBA, the 2021/22 commodity price rally, Australian housing and US FOMC bill evans, andrew hanlan, justin smirk, matthew hassan, elliot clarke 00:34:48 In our first podcast back for 2022, Westpac Economics assess recent economic and market developments and distil the implications for 2022. In our first podcast back for 2022, Westpac Economics assess recent economic and market developments and distil the implications for 2022. rba, house prices, economy, commodities, fomc, westpac economics, us, bill evans, australian economy false full 18     8342081f-2cbd-4097-9e2e-28bf7d328f5b December 2021 - Westpac’s revised growth view and the significance of global developments for the RBA, Australian household wealth and the investment outlook. 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)
    • Business investment’s promising pipeline 15:18 min (Senior Economist Andrew Hanlan)
    • Key commodity market dynamics for the year ahead 18:16 min (Senior Economist Justin Smirk)
    • The global economy: opportunities to outweigh the risks in 2022 27:00 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.

    ]]>     Thu, 9 Dec 2021 04:40:50 +0000 marketoutlookpodcast@westpac.com.au (Bill Evans, Matthew Hassan, Andrew Hanlan, Justin Smirk, Elliot Clarke) https://market-outlook-in-conversation.simplecast.com/episodes/december-2021-westpacs-revised-growth-view-and-the-significance-of-global-developments-for-the-rba-australian-household-wealth-and-the-investment-outlook-uKB0xIt0 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)
    • Business investment’s promising pipeline 15:18 min (Senior Economist Andrew Hanlan)
    • Key commodity market dynamics for the year ahead 18:16 min (Senior Economist Justin Smirk)
    • The global economy: opportunities to outweigh the risks in 2022 27:00 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.

    ]]>     December 2021 - Westpac’s revised growth view and the significance of global developments for the RBA, Australian household wealth and the investment outlook. Bill Evans, Matthew Hassan, Andrew Hanlan, Justin Smirk, Elliot Clarke 00:37:02 Chief Economist Bill Evans outlines Westpac’s revised growth view and the significance of global developments for the RBA. Australian household wealth and the investment outlook are then investigated in depth. Chief Economist Bill Evans outlines Westpac’s revised growth view and the significance of global developments for the RBA. Australian household wealth and the investment outlook are then investigated in depth. business investment, housing market, growth forecast, iron ore, house wealth, commodity market, australian economy false full 17     aecbccd2-1da1-4ec1-bd08-9e89a42a3dcf November 2021 - RBA's revised outlook, Australian inflation and key drivers of business investment into 2022 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 of Australia’s re-opening from Westpac’s Card Tracker 20:35 min (Senior Economist Matthew Hassan)
    • The three key drivers of Australian business investment into 2022 24:50 min (Senior Economist Andrew Hanlan)
    • Global inflation: pro-active markets and the response of central banks 30:55 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.

    ]]>     Tue, 9 Nov 2021 06:44:58 +0000 marketoutlookpodcast@westpac.com.au (Bill Evans, Justin Smirk, Matthew Hassan, Andrew Hanlan, Elliot Clarke) https://market-outlook-in-conversation.simplecast.com/episodes/november-2021-rbas-revised-outlook-australian-inflation-and-key-drivers-of-business-investment-into-2022-fOqtQ_Gx 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 of Australia’s re-opening from Westpac’s Card Tracker 20:35 min (Senior Economist Matthew Hassan)
    • The three key drivers of Australian business investment into 2022 24:50 min (Senior Economist Andrew Hanlan)
    • Global inflation: pro-active markets and the response of central banks 30:55 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.

    ]]>     November 2021 - RBA's revised outlook, Australian inflation and key drivers of business investment into 2022 Bill Evans, Justin Smirk, Matthew Hassan, Andrew Hanlan, Elliot Clarke 00:38:37 Chief Economist Bill Evans discusses developments in interest rate markets around the November RBA meeting and details Westpac’s view on the domestic policy outlook. Key themes from our November Market Outlook are then discussed, including the strength of the Australian consumer and inflation as well as the promise of business investment. Offshore, inflation and policy expectations remain the focus. Chief Economist Bill Evans discusses developments in interest rate markets around the November RBA meeting and details Westpac’s view on the domestic policy outlook. Key themes from our November Market Outlook are then discussed, including the strength of the Australian consumer and inflation as well as the promise of business investment. Offshore, inflation and policy expectations remain the focus. rba, central banks, business investment, westpac card tracker, inflation, australian economy, interest rates false full 16     9dcde93a-8e35-4dc7-9303-cde52ce68af1 October 2021 - inflation expectations, the health of Australian manufacturers, global energy uncertainty and the US 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.

    ]]>     Mon, 11 Oct 2021 04:48:40 +0000 marketoutlookpodcast@westpac.com.au (Justin Smirk, Elliot Clarke, Andrew Hanlan, Matthew Hassan, Bill Evans) https://market-outlook-in-conversation.simplecast.com/episodes/october-2021-zOYwf1Rs 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.

    ]]>     October 2021 - inflation expectations, the health of Australian manufacturers, global energy uncertainty and the US Justin Smirk, Elliot Clarke, Andrew Hanlan, Matthew Hassan, Bill Evans 00:34:46 This month, chief economist Bill Evans and the team discuss an array of issues, from financial markets’ growth and inflation expectations to our view on Australia’s nascent economic recovery, the underlying mechanics of global energy markets and the timing of US monetary policy normalisation. This month, chief economist Bill Evans and the team discuss an array of issues, from financial markets’ growth and inflation expectations to our view on Australia’s nascent economic recovery, the underlying mechanics of global energy markets and the timing of US monetary policy normalisation. energy supply, card tracker, aud, australia economy, inflation, westpaciq, us inflation, manufacturing, us labour false full 15     c73230a0-27ed-4d9c-ab42-8e3c7779a5d5 Market Outlook September 2021 - the heavy cost of lockdowns, Australia's reopening, employment data and China's property market 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 households and business 16:53 min (Senior Economist Andrew Hanlan)
    • Full employment still in view despite Q3’s short, sharp shock 20:38 min (Senior Economist Justin Smirk)
    • COVID-19, financial turmoil and China’s property market 24:46 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.

    ]]>     Thu, 9 Sep 2021 05:36:56 +0000 marketoutlookpodcast@westpac.com.au (Elliot Clarke, Bill Evans, Justin Smirk, Andrew Hanlan, Matthew Hassan) https://market-outlook-in-conversation.simplecast.com/episodes/market-outlook-september-2021-the-heavy-cost-of-lockdowns-australias-reopening-employment-data-and-chinas-property-market-vc1F3GLY 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 households and business 16:53 min (Senior Economist Andrew Hanlan)
    • Full employment still in view despite Q3’s short, sharp shock 20:38 min (Senior Economist Justin Smirk)
    • COVID-19, financial turmoil and China’s property market 24:46 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.

    ]]>     Market Outlook September 2021 - the heavy cost of lockdowns, Australia's reopening, employment data and China's property market Elliot Clarke, Bill Evans, Justin Smirk, Andrew Hanlan, Matthew Hassan 00:31:39 Chief economist Bill Evans and the team assess in detail the factors behind recent revisions to our Australian growth view. The speed and scale of our vaccine drive, the protection vaccination is providing in other countries and the underlying strength of our economy all point to a strong rebound. Chief economist Bill Evans and the team assess in detail the factors behind recent revisions to our Australian growth view. The speed and scale of our vaccine drive, the protection vaccination is providing in other countries and the underlying strength of our economy all point to a strong rebound. business, lockdowns, economy, recovery, employment, china property, household, fiscal policy false full 14     90c7a272-48ba-4927-ad61-06eaa538fffa Market Outlook August 2021 - chief economist Bill Evans and the team investigate the economic cost of Delta’s global spread 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 (Senior Economist Andrew Hanlan)
    • The sensitivity of consumer and business confidence to 2021’s outbreaks 9:50 min (Senior Economist Matthew Hassan)
    • Labour market dynamics of an Australian lockdown 15:40 min (Senior Economist Justin Smirk)
    • Australia’s vaccine rollout, an indicative timeline and how we compare globally 20:05 min (Economist Lochlan Halloway)
    • Delta’s spread, a global perspective on the economic and FX consequences 24:00 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.

    ]]>     Thu, 19 Aug 2021 07:35:16 +0000 marketoutlookpodcast@westpac.com.au (justin smirk, andrew hanlan, matt hassan, bill evans, lochlan halloway, elliot clarke) https://market-outlook-in-conversation.simplecast.com/episodes/market-outlook-august-2021-chief-economist-bill-evans-and-the-team-investigate-the-economic-cost-of-deltas-global-spread-GaVfJo1_ 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 (Senior Economist Andrew Hanlan)
    • The sensitivity of consumer and business confidence to 2021’s outbreaks 9:50 min (Senior Economist Matthew Hassan)
    • Labour market dynamics of an Australian lockdown 15:40 min (Senior Economist Justin Smirk)
    • Australia’s vaccine rollout, an indicative timeline and how we compare globally 20:05 min (Economist Lochlan Halloway)
    • Delta’s spread, a global perspective on the economic and FX consequences 24:00 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.

    ]]>     Market Outlook August 2021 - chief economist Bill Evans and the team investigate the economic cost of Delta’s global spread justin smirk, andrew hanlan, matt hassan, bill evans, lochlan halloway, elliot clarke 00:31:14 This month, Chief Economist Bill Evans and the team investigate the economic cost of Delta’s global spread. For Australia, the outlook has been revised lower and near-term risks are skewed to the downside. However, we remain confident of a strong recovery into 2022. This month, Chief Economist Bill Evans and the team investigate the economic cost of Delta’s global spread. For Australia, the outlook has been revised lower and near-term risks are skewed to the downside. However, we remain confident of a strong recovery into 2022. rba, labour market, covid, jobs, delta, fx, australian economy, consumer sentiment, business sentiment false full 13     c717965a-7448-4746-a695-03b0ee5d84e0 July 2021 - potential implications of Sydney's lockdown, updated forecasts for US FOMC and Australia's RBA, and commodity prices impressive strength 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 Westpac’s Card Tracker 9:20 min (Senior Economist Matthew Hassan)
    • Australia’s state budgets in recovery 14:30 min (Senior Economist Andrew Hanlan)
    • The demand and supply factors driving commodity prices’ impressive strength 17:15 min (Senior Economist Justin Smirk)
    • A constructive, pragmatic FOMC and the implications for the US dollar 24:15 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.

    ]]>     Mon, 12 Jul 2021 05:33:53 +0000 marketoutlookpodcast@westpac.com.au (Matthew Hassan, Andrew Hanlan, Bill Evans, Justin Smirk, Elliot Clarke) https://market-outlook-in-conversation.simplecast.com/episodes/july-2021-potential-implications-of-sydneys-lockdown-updated-forecasts-for-us-fomc-and-australias-rba-and-commodity-prices-impressive-strength-7otIbTPR 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 Westpac’s Card Tracker 9:20 min (Senior Economist Matthew Hassan)
    • Australia’s state budgets in recovery 14:30 min (Senior Economist Andrew Hanlan)
    • The demand and supply factors driving commodity prices’ impressive strength 17:15 min (Senior Economist Justin Smirk)
    • A constructive, pragmatic FOMC and the implications for the US dollar 24:15 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.

    ]]>     July 2021 - potential implications of Sydney's lockdown, updated forecasts for US FOMC and Australia's RBA, and commodity prices impressive strength Matthew Hassan, Andrew Hanlan, Bill Evans, Justin Smirk, Elliot Clarke 00:30:17 This month, chief economist Bill Evans and the team focus on our updated views for the US FOMC and Australia’s RBA. The potential implications of Sydney’s lockdown are also assessed and an in-depth analysis of commodity demand and supply given. This month, chief economist Bill Evans and the team focus on our updated views for the US FOMC and Australia’s RBA. The potential implications of Sydney’s lockdown are also assessed and an in-depth analysis of commodity demand and supply given. rba, state budgets, card tracker, commodity prices, consumer spending, australian economy, us fomc, sydney lockdown false full 12     7cef697e-8a8a-4f1c-b553-0a8b366ddea9 June 2021 - Melbourne lockdown, JobKeeper’s end, our revised growth view, the RBA’s next steps and US inflation. 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 Andrew Hanlan)
    • The implications for employment of JobSeeker’s end 12:25 min (Senior Economist Justin Smirk)
    • Gauging the strength of housing construction’s upcycle 16:30 min (Senior Economist Matthew Hassan)
    • US inflation, its drivers, persistence, and the implications for the FOMC 22:05 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.

    ]]>     Thu, 10 Jun 2021 23:05:10 +0000 marketoutlookpodcast@westpac.com.au (justin smirk, elliot clarke, bill evans, lochlan holloway, matthew hassan, andrew hanlan) https://market-outlook-in-conversation.simplecast.com/episodes/june-2021-aLmxy_9d 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 Andrew Hanlan)
    • The implications for employment of JobSeeker’s end 12:25 min (Senior Economist Justin Smirk)
    • Gauging the strength of housing construction’s upcycle 16:30 min (Senior Economist Matthew Hassan)
    • US inflation, its drivers, persistence, and the implications for the FOMC 22:05 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.

    ]]>     June 2021 - Melbourne lockdown, JobKeeper’s end, our revised growth view, the RBA’s next steps and US inflation. justin smirk, elliot clarke, bill evans, lochlan holloway, matthew hassan, andrew hanlan 00:29:46 This month Chief Economist Bill Evans and the team focus on the hit to confidence from the Melbourne lockdown, employment and JobKeeper’s end, our revised growth view and the RBA’s next steps. US inflation is also in frame. This month Chief Economist Bill Evans and the team focus on the hit to confidence from the Melbourne lockdown, employment and JobKeeper’s end, our revised growth view and the RBA’s next steps. US inflation is also in frame. economy, fomc, us, employment, us inflation, housing, consumer sentiment, jobkeeper false full 11     bb5b5ae8-330f-42f4-8ac7-570d1e39053e April 2021 - consumer sentiment soars, house prices, business sentiment and US economy Any information provided in this podcast is general in nature and has been prepared without taking into account any personal circumstances.

    ]]>     Wed, 14 Apr 2021 08:00:28 +0000 marketoutlookpodcast@westpac.com.au (Elliot Clarke, Lochlan Halloway, Matt Hassan, Andrew Hanlan, Bill Evans) https://market-outlook-in-conversation.simplecast.com/episodes/april-2021-bill-evans-and-team-discuss-the-westpac-melbourne-institute-consumer-sentiment-report-FIso69Rp Any information provided in this podcast is general in nature and has been prepared without taking into account any personal circumstances.

    ]]>     April 2021 - consumer sentiment soars, house prices, business sentiment and US economy Elliot Clarke, Lochlan Halloway, Matt Hassan, Andrew Hanlan, Bill Evans 00:27:29 Westpac chief economist Bill Evans and team discuss the strong consumer sentiment report - "an extraordinary result" says Bill and explore the broader issues around housing, business confidence, the end of JobKeeper and the US. Westpac chief economist Bill Evans and team discuss the strong consumer sentiment report - "an extraordinary result" says Bill and explore the broader issues around housing, business confidence, the end of JobKeeper and the US. business, house prices, aud, useconomy, economy, housing, consumer sentiment, jobkeeper, usd false full 10     dff76b48-1f7b-4a8a-b33c-95d792a9ece1 March 2021 - the Westpac economics team investigate Australia’s COVID-19 recovery 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, Q4 GDP highlighted Australia’s exceptional performance in the recovery to date; indeed, Westpac now believes the pre-pandemic level of GDP will be regained by March 2021. That said, in Australia and across the world, there remains a need for highly-accommodative monetary policy for the foreseeable future in pursuit of full employment, wages growth and consequently at target inflation.  

    Amongst the team, key themes discussed this month include:

    • Forecast updates and the implications for policy (Chief Economist Bill Evans)
    • Wages, the underlying trend and outlook 9:00 min (Senior Economist Justin Smirk)
    • Housing affordability: actual and perceived 14:50 min (Senior Economist Matthew Hassan)
    • Business investment, promising prospects for 2021 19:40 min (Senior Economist Andrew Hanlan)
    • The US’ consumer fuelled recovery and China’s investment-driven future 22:30 min (Senior Economist Elliot Clarke)

    Read the full report >

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

    ]]>     Thu, 11 Mar 2021 06:47:53 +0000 marketoutlookpodcast@westpac.com.au (Elliot Clark, Justin Smirk, Bill Evans, Andrew Hanlan, Matt Hassan) https://market-outlook-in-conversation.simplecast.com/episodes/march-2021-the-westpac-economics-team-investigate-australias-covid-19-recovery-iTsieB6k 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, Q4 GDP highlighted Australia’s exceptional performance in the recovery to date; indeed, Westpac now believes the pre-pandemic level of GDP will be regained by March 2021. That said, in Australia and across the world, there remains a need for highly-accommodative monetary policy for the foreseeable future in pursuit of full employment, wages growth and consequently at target inflation.  

    Amongst the team, key themes discussed this month include:

    • Forecast updates and the implications for policy (Chief Economist Bill Evans)
    • Wages, the underlying trend and outlook 9:00 min (Senior Economist Justin Smirk)
    • Housing affordability: actual and perceived 14:50 min (Senior Economist Matthew Hassan)
    • Business investment, promising prospects for 2021 19:40 min (Senior Economist Andrew Hanlan)
    • The US’ consumer fuelled recovery and China’s investment-driven future 22:30 min (Senior Economist Elliot Clarke)

    Read the full report >

    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 Elliot Clark, Justin Smirk, Bill Evans, Andrew Hanlan, Matt Hassan 00:29:50 Chief economist Bill Evans and the Westpac economics team investigate Australia’s COVID-19 recovery in their March podcast, highlighting the importance of the consumer and the implications for wages, housing affordability, business investment and financial markets. Chief economist Bill Evans and the Westpac economics team investigate Australia’s COVID-19 recovery in their March podcast, highlighting the importance of the consumer and the implications for wages, housing affordability, business investment and financial markets. inflation, employment, gdp, housing, wages, consumer, financial markets false full 9     8eb07aef-97a3-43ac-a01a-3fe2d133a84f Market Outlook Feb 2021 - the mood of business, JobKeeper withdrawal, the housing market & the US economy  

    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 labour market as fiscal support is withdrawn 12:20 min (Senior Economist Justin Smirk)
    • The housing market: the distribution of price gains and the outlook for construction 16:00 min (Senior Economist Matthew Hassan)
    • The US economy in 2021: strong tailwinds to drive rapid recovery 20:35 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.

     

    ]]>     Thu, 11 Feb 2021 04:30:31 +0000 marketoutlookpodcast@westpac.com.au (Andrew Hanlan, Bill Evans, Matthew Hassan, Justin Smirk, Elliot Clarke) https://market-outlook-in-conversation.simplecast.com/episodes/market-outlook-feb-2021-the-mood-of-business-jobkeeper-withdrawal-the-housing-market-the-us-economy-LV_My330  

    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 labour market as fiscal support is withdrawn 12:20 min (Senior Economist Justin Smirk)
    • The housing market: the distribution of price gains and the outlook for construction 16:00 min (Senior Economist Matthew Hassan)
    • The US economy in 2021: strong tailwinds to drive rapid recovery 20:35 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.

     

    ]]>     Market Outlook Feb 2021 - the mood of business, JobKeeper withdrawal, the housing market & the US economy Andrew Hanlan, Bill Evans, Matthew Hassan, Justin Smirk, Elliot Clarke 00:26:47 2021 has begun at a swift pace. The global recovery is strengthening and downside risks are dissipating. Ultra-accommodative stimulus globally and vaccine deployment are expected to provide further support in the months ahead. 2021 has begun at a swift pace. The global recovery is strengthening and downside risks are dissipating. Ultra-accommodative stimulus globally and vaccine deployment are expected to provide further support in the months ahead. business, aud, us economy, employment, market, economics, housing, investment, china, jobkeeper false full 8     7d7b2242-d516-4ece-8bdc-c65581f30f91 Market Outlook November 2020 - RBA commences QE to support recovery and protect against global risks 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)
    ]]>     Tue, 10 Nov 2020 23:51:04 +0000 marketoutlookpodcast@westpac.com.au (Bill Evans, Elliot Clarke, Matthew Hassan, Justin Smirk, Andrew Hanlan) https://market-outlook-in-conversation.simplecast.com/episodes/market-outlook-november-2020-key-domestic-and-global-themes-from-our-november-market-outlook-bKHubWox 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)
    ]]>     Market Outlook November 2020 - RBA commences QE to support recovery and protect against global risks Bill Evans, Elliot Clarke, Matthew Hassan, Justin Smirk, Andrew Hanlan 00:28:42 This month we have seen further evidence of Australia’s economy regaining strength. However, considerable slack remains, limiting the prospects for wages and inflation. Given the status quo and global risks, the RBA has introduced QE in addition to yield curve control and the TFF. In the US, swift passage of fiscal stimulus seems unlikely post-election, leaving the FOMC to provide necessary support. Any information provided in this podcast is general in nature and has been prepared without taking into account any personal circumstances. This month we have seen further evidence of Australia’s economy regaining strength. However, considerable slack remains, limiting the prospects for wages and inflation. Given the status quo and global risks, the RBA has introduced QE in addition to yield curve control and the TFF. In the US, swift passage of fiscal stimulus seems unlikely post-election, leaving the FOMC to provide necessary support. Any information provided in this podcast is general in nature and has been prepared without taking into account any personal circumstances. rba, qe, quantitative easing, cpi, business confidence, market outlook, economy, housing market, us economy, economics, rba policy, us election, market update, global risks, fx markets false full 7     028d00a1-2260-487c-afd9-d67f58cc1d9b Market Outlook September 2020 - improving growth outlook and implications for markets. Westpac Economists discuss improving growth outlook and implications for markets. 

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

    ]]>     Thu, 10 Sep 2020 04:18:43 +0000 marketoutlookpodcast@westpac.com.au (Justin Smirk, Andrew Hanlan, Matthew Hassan, Bill Evans, Elliot Clarke) https://market-outlook-in-conversation.simplecast.com/episodes/market-outlook-september-2020-improving-growth-outlook-and-implications-for-markets-zexqrr7M Westpac Economists discuss improving growth outlook and implications for markets. 

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

    ]]>     Market Outlook September 2020 - improving growth outlook and implications for markets. Justin Smirk, Andrew Hanlan, Matthew Hassan, Bill Evans, Elliot Clarke 00:34:18 Westpac has lifted its growth forecasts for 2020 and lowered its unemployment rate forecasts; monetary and fiscal policy and a strong outlook for the AUD also figure. Westpac has lifted its growth forecasts for 2020 and lowered its unemployment rate forecasts; monetary and fiscal policy and a strong outlook for the AUD also figure. growth, aud, westpac economics, us, employment, economics, federal budget, australian economy, china, consumer sentiment false full 6     cd4e9aa5-a3a1-4c4f-b51d-554560c76ea2 Market Outlook August 2020 - stage 4 restrictions, consumer sentiment and the US presidential elections Read the accompanying Market Outlook August 2020 report

    ]]>     Fri, 14 Aug 2020 03:54:22 +0000 marketoutlookpodcast@westpac.com.au (Elliot Clarke, Andrew Hanlan, Justin Smirk, Bill Evans, Matthew Hassan) https://market-outlook-in-conversation.simplecast.com/episodes/market-outlook-august-2020-Gwu0vs_3 Read the accompanying Market Outlook August 2020 report

    ]]>     Market Outlook August 2020 - stage 4 restrictions, consumer sentiment and the US presidential elections Elliot Clarke, Andrew Hanlan, Justin Smirk, Bill Evans, Matthew Hassan 00:34:22 The introduction of stage 4 restrictions in Melbourne this month has resulted in a sharp fall in consumer sentiment and heightened fears over the state of Australia’s labour market. In this month’s podcast, Chief Economist Bill Evans and the Westpac Economics team investigate the likely implications for growth in the short and medium-term as well as the balance of risks. Following the dramatic developments of the past month, and with November’s US Presidential election nearing, the Australian and US dollar outlooks are also discussed. Any information provided in this podcast is general in nature and has been prepared without taking into account any personal circumstances. The introduction of stage 4 restrictions in Melbourne this month has resulted in a sharp fall in consumer sentiment and heightened fears over the state of Australia’s labour market. In this month’s podcast, Chief Economist Bill Evans and the Westpac Economics team investigate the likely implications for growth in the short and medium-term as well as the balance of risks. Following the dramatic developments of the past month, and with November’s US Presidential election nearing, the Australian and US dollar outlooks are also discussed. Any information provided in this podcast is general in nature and has been prepared without taking into account any personal circumstances. westpac iq, economy, elections, melbourne, us, us dollar, employment, consumer sentiment, wages, consumer false full 5     c63dff3e-54f1-4a8e-a5cb-1c006c312176 Market Outlook July 2020 - Australia & global economy, fiscal policy, population growth and housing Here is Bill Evan's accompanying presentation. You can also find the full Market Outlook July 2020 report in Westpac IQ. 

    ]]>     Thu, 16 Jul 2020 00:36:58 +0000 marketoutlookpodcast@westpac.com.au (Matthew Hassan, Bill Evans, Elliot Clark) https://market-outlook-in-conversation.simplecast.com/episodes/market-outlook-july-2020-australia-global-economy-fiscal-policy-population-growth-and-housing-NkiBKIIi Here is Bill Evan's accompanying presentation. You can also find the full Market Outlook July 2020 report in Westpac IQ. 

    ]]>     Market Outlook July 2020 - Australia & global economy, fiscal policy, population growth and housing Matthew Hassan, Bill Evans, Elliot Clark 01:03:10 In this edition, Chief Economist Bill Evans provides an update on the outlook for Australia’s economy with a focus on the immediate recovery from COVID-19, the role of fiscal policy and significance of population growth. Any information provided in this podcast is general in nature and has been prepared without taking into account any personal circumstances. Senior Economist Matthew Hassan follows with an in-depth look at the consumer and housing. Senior Economist Elliot Clarke then extends the discussion offshore with an overview of the outlook for the global economy, highlighting both the risks of COVID-19 as well as the opportunity for recovery once the virus is contained. Q&A follows on both the Australian and global outlook. In this edition, Chief Economist Bill Evans provides an update on the outlook for Australia’s economy with a focus on the immediate recovery from COVID-19, the role of fiscal policy and significance of population growth. Any information provided in this podcast is general in nature and has been prepared without taking into account any personal circumstances. Senior Economist Matthew Hassan follows with an in-depth look at the consumer and housing. Senior Economist Elliot Clarke then extends the discussion offshore with an overview of the outlook for the global economy, highlighting both the risks of COVID-19 as well as the opportunity for recovery once the virus is contained. Q&A follows on both the Australian and global outlook. migration, covid19, immigration, westpaciq, globaleconomy, population, australian economy, housing, international students, jobkeeper, fiscal policy false full 4     1e2c737f-d279-49cb-9812-c07b4ca81d23 Market Outlook June 2020 - Australian labour market, consumer sentiment and housing. Westpac Market Outlook June 2020 Report

    ]]>     Fri, 12 Jun 2020 00:07:21 +0000 marketoutlookpodcast@westpac.com.au (Westpac Institutional Bank) https://market-outlook-in-conversation.simplecast.com/episodes/market-outlook-june-2020-australian-labour-market-consumer-sentiment-and-housing-1mWAgtc6 Westpac Market Outlook June 2020 Report

    ]]>     Market Outlook June 2020 - Australian labour market, consumer sentiment and housing. Westpac Institutional Bank 00:30:04 Hosted by Westpac Chief Economist Bill Evans. Bill chats to Senior Economists Elliot Clarke, Justin Smirk and Matthew Hassan about the Australian labour market, consumer sentiment and housing, with the conversation turning to the fundamental drivers of of the Australian dollar and the prospects for global growth. Any information provided in this podcast is general in nature and has been prepared without taking into account any personal circumstances. Hosted by Westpac Chief Economist Bill Evans. Bill chats to Senior Economists Elliot Clarke, Justin Smirk and Matthew Hassan about the Australian labour market, consumer sentiment and housing, with the conversation turning to the fundamental drivers of of the Australian dollar and the prospects for global growth. Any information provided in this podcast is general in nature and has been prepared without taking into account any personal circumstances. aussie dollar, labour market, consumer confidence, covid19, unemployment, australian economy, housing, consumer sentiment, global growth false full 3     5577bafe-3bb6-4688-bfee-7bb95e6bed16 Market Outlook May 2020 - economic cost of COVID-19 Thu, 14 May 2020 23:45:44 +0000 marketoutlookpodcast@westpac.com.au (Westpac Institutional Bank) https://market-outlook-in-conversation.simplecast.com/episodes/market-outlook-may-2020-economic-cost-of-covid-19-rTfriKOG Market Outlook May 2020 - economic cost of COVID-19 Westpac Institutional Bank 00:34:20 Since we spoke last, COVID-19 has continued to spread across the globe, more so in the US than Europe, and also in emerging markets. In stark contrast stands Australia and New Zealand. What has been consistent across all jurisdictions is the economic cost which looks set to see global GDP fall 3.0 per cent this year. Any information provided in this podcast is general in nature and has been prepared without taking into account any personal circumstances. Since we spoke last, COVID-19 has continued to spread across the globe, more so in the US than Europe, and also in emerging markets. In stark contrast stands Australia and New Zealand. What has been consistent across all jurisdictions is the economic cost which looks set to see global GDP fall 3.0 per cent this year. Any information provided in this podcast is general in nature and has been prepared without taking into account any personal circumstances. westpac iq, economy, retail, currencies, us, gdp, bill evans, china, consumer sentiment, europe, financial markets false full 2 616ae5d0-2719-4334-9ab3-3cabc2f6bb16 Market Outlook April 2020 - economic and market impact of COVID-19 Thu, 16 Apr 2020 10:06:54 +0000 marketoutlookpodcast@westpac.com.au (Westpac Institutional Bank) https://market-outlook-in-conversation.simplecast.com/episodes/market-outlook-april-2020-258Srknm Market Outlook April 2020 - economic and market impact of COVID-19 Westpac Institutional Bank 00:30:50 Senior Economist Elliot Clarke talks to Westpac Chief Economist Bill Evans and Robert Rennie, Head of Financial Market Strategy, on the economic and market impact of the COVID-19 virus on Australia. Any information provided in this podcast is general in nature and has been prepared without taking into account any personal circumstances. Senior Economist Elliot Clarke talks to Westpac Chief Economist Bill Evans and Robert Rennie, Head of Financial Market Strategy, on the economic and market impact of the COVID-19 virus on Australia. Any information provided in this podcast is general in nature and has been prepared without taking into account any personal circumstances. coronavirus, covid-19, sterling, us dollar, unemployment, economics, australian economy, consumer sentiment, euro, global economy false full 1