Market Outlook in conversation

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

Episode Summary

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.

Episode Notes

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• Risks for the Australian labour market as fiscal support is withdrawn 12:20 min (Senior Economist Justin Smirk)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.