Market Outlook in conversation

October 2022 - RBA Outlook, inflation and interest rates, global oil supply & demand, the us interest rate cycle

Episode Summary

The RBA surprised in October, raising the cash rate by 25bps instead of 50bps as expected. The Australian dollar has fallen as a result, with other global central banks continuing to deliver to hawkish expectations. In this edition, we assess the outlook for the RBA, global markets and the consequences for Australia’s economy.

Episode Notes

October’s key themes include:

• The RBA outlook: implications for the Australian economy and markets (Chief Economist Bill Evans)
• Gauging the sensitivity of Australian households to inflation and rates 8:18min (Senior Economist Matthew Hassan)
• Global oil supply and demand 16:18min (Senior Economist Justin Smirk)
• The US interest rate cycle: beyond the peak 23:07 min (Senior Economist Elliot Clarke)