Market Outlook in conversation

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

Episode Summary

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.

Episode Notes

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.