Market Outlook in conversation

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

Episode Summary

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.

Episode Notes

• 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)