Market Outlook in conversation

October 2021 - inflation expectations, the health of Australian manufacturers, global energy uncertainty and the US

Episode Summary

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.

Episode Notes

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.