Market Outlook in conversation

November 2021 - RBA's revised outlook, Australian inflation and key drivers of business investment into 2022

Episode Summary

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.

Episode Notes

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.