Market Outlook in conversation

September 2023 Market Outlook - global economy, labour market, consumer, global oil supply, US inflation

Episode Summary

Global central banks are gaining confidence in the fight against inflation even as downside risks for growth dissipate. Balancing these risks will require a lengthy period of on hold policy to mid-2024 and a cautious approach to easing to end-2025.

Episode Notes

• The outlook for Australia and the global economy (Chief Economist Bill Evans)
• Australia’s labour market, strong demand met by supply 6:05min (Economist Ryan Wells)
• The consumer picture 11:45min (Senior Economist Matthew Hassan)
• Global oil market dynamics and the Australian CPI 16:00min (Senior Economist Justin Smirk)
• US inflation and the road ahead for the FOMC 21:10 min (Senior Economist Elliot Clarke)