Market Outlook in conversation

September 2022 - RBA rate hike cycle, housing spring selling season, commodities and FOMC

Episode Summary

With monetary policy the developed world over now at or near neutral levels, market debate is increasingly turning to how long policy will need to remain contractionary and the cost.

Episode Notes

September’s key themes include:

• The timing and implications of the 2022/23 RBA rate hike cycle (Chief Economist Bill Evans)
• Business conditions and the investment outlook 8:30min (Senior Economist Andrew Hanlan)
• Housing’s spring selling season 13:50min (Senior Economist Matthew Hassan)
• Commodities: the consequence of global policy tightening and uncertainty 20:00min (Senior Economist Justin Smirk)
• The FOMC’s fight against inflation and the expected hit to growth 23:45 min (Senior Economist Elliot Clarke)