Market Outlook in conversation
by Westpac Institutional Bank
Westpac Senior Economists discuss key economic themes published in the monthly Westpac IQ 'Market Outlook' report. Any information provided in this podcast is general in nature and has been prepared without taking into account any personal circumstances.
Episodes
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September 2023 Market Outlook - global economy, labour market, consumer, global oil supply, US inflation
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...
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August 2023 – RBA and growth outlook, inflation's downtrend, employment's resilience, US outlook
Monetary policy and the consumer outlook (Senior Economist Matthew Hassan) A reprieve for GDP: Westpac’s revised 2023 and 2024 forecasts – 6:00min (Senior Economist Andrew Hanlan) Australian inflation: promising signs, but a long road ahead – 13:30min (Senior Economist Justin Smirk) Employment’s...
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June 2023 - RBA Outlook, Inflation and related risks, Australian consumers, US, growth outlook
Views from offshore and the RBA outlook (Chief Economist Bill Evans) The sustainability of the labour market’s historic strength 9:40min (Economist Ryan Wells) Australian consumers, a tough road ahead 16:00min (Senior Economist Matthew Hassan) The evolution of risks for the US economy 23:00 min...
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February 2023 – RBA outlook, inflation and interest rates, US, wages
Inflation uncertainty, the path of policy and the implications for consumer spending (Senior Economist Matthew Hassan) US disinflation: promising but not yet definitive 6:54 min (Senior Economist Elliot Clarke) Australian businesses resilience 14:20min (Economist Ryan Wells) Inflation’s evolving...
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December 2022 - big picture view, contractionary policy, household spending, inflation outlook
Recent data has highlighted the tension between the Australian economy’s robust current momentum and the sharp deterioration expected in 2023. We would like to wish all our listeners a Merry Christmas. Market Outlook in conversation will return in February 2023.
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November 2022 - RBA outlook, Consumer Sentiment, Australia inflation, FOMC
November’s key themes include: The RBA outlook: implications for the Australian economy, sentiment and markets (Chief Economist Bill Evans) Australian consumers under pressure from interest rates and inflation 7:50min (Senior Economist Matthew Hassan) Clouds gather on the horizon for Australian...
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October 2022 - RBA Outlook, inflation and interest rates, global oil supply & demand, the us interest rate cycle
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...
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September 2022 - RBA rate hike cycle, housing spring selling season, commodities and FOMC
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)…
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August 2022 - RBA, Australian business sector, housing price correction, and the US economy
August’s key themes include: RBA: a contractionary stance for policy is necessary given inflation risks (Chief Economist Bill Evans) The Australian business sector: strength in activity and price setting 13:15min (Senior Economist Andrew Hanlan) Housing: the price correction is gathering momentum...
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July 2022 - inflation, RBA outlook, Australia's housing correction, recession fears
Key themes discussed this month include: High inflation, weak sentiment and the RBA outlook (Chief Economist Bill Evans) Australia’s housing correction 9:18min (Senior Economist Matthew Hassan) Geopolitics, recession fears, commodities and inflation 15:50min (Senior Economist Justin Smirk) FX...
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June 2022 - Inflation, monetary policy’s response and the economic consequences.
The RBA’s June decision and the outlook for rates (Chief Economist Bill Evans) Australia’s consumer: re-opening and cost of living pressures collide 8:40min (Senior Economist Matthew Hassan) The outlook for business investment 15:15min (Senior Economist Andrew Hanlan) Commodity markets in flux...
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May 2022 - RBA rate cycle, Australian inflation and the outlook for houseprices
Key themes discussed this month include: The RBA rate hike cycle begins (Chief Economist Bill Evans) Australian inflation: considering the risks 10:10min (Senior Economist Justin Smirk) The outlook for house prices 15:55min (Senior Economist Matthew Hassan) Rising rates and the prospects for...
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April 2022 - revised RBA view, Budget 2022, Australia's labour market, household debt, and US recession risks
Key themes discussed this month include: Westpac’s revised RBA view (Chief Economist Bill Evans) Budget 2022: the outlook and risks 8:15min (Senior Economist Andrew Hanlan) Australia’s labour market: strength to persist 14:55min (Senior Economist Justin Smirk) Household debt, serviceability and…
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March 2022 - the implications of Russia’s invasion of Ukraine and rising global rates for our economy, the Australian dollar and the world at large.
Key themes discussed this month include: The Australian dollar and interest rate outlook (Chief Economist Bill Evans) Supply-chain headwinds and Australian investment 9:15min (Senior Economist Andrew Hanlan) Consumer views on housing: an update 13:20min (Senior Economist Matthew Hassan) Commodity...
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February 2022 - the year ahead for the RBA, the 2021/22 commodity price rally, Australian housing and US FOMC
Key themes discussed this month include: The year ahead for the RBA (Chief Economist Bill Evans) Westpac’s 2022 outlook for the Australian economy 11:58min (Senior Economist Andrew Hanlan) Assessing the sustainability of the 2021/22 commodity price rally 17:15min (Senior Economist Justin Smirk)...
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December 2021 - Westpac’s revised growth view and the significance of global developments for the RBA, Australian household wealth and the investment outlook.
Key themes discussed this month include: Vigorous recovery and the implications for policy (Chief Economist Bill Evans) Australian household wealth, a robust foundation for strength in consumption 11:25 min (Senior Economist Matthew Hassan) Business investment’s promising pipeline 15:18 min…
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November 2021 - RBA's revised outlook, Australian inflation and key drivers of business investment into 2022
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...
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October 2021 - inflation expectations, the health of Australian manufacturers, global energy uncertainty and the US
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…
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Market Outlook September 2021 - the heavy cost of lockdowns, Australia's reopening, employment data and China's property market
Key themes discussed this month include: The heavy cost of lockdowns and the promise of recovery (Chief Economist Bill Evans) Global context for Australia’s re-opening 9:26 min (Senior Economist Matthew Hassan) The efficacy of fiscal policy for households and business 16:53 min (Senior Economist...
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Market Outlook August 2021 - chief economist Bill Evans and the team investigate the economic cost of Delta’s global spread
Key themes discussed this month include: Delta, the immediate economic cost, the necessary conditions for recovery, and considerations for the RBA (Chief Economist Bill Evans) Australia’s lockdowns and the chance of recession in 2021 6:20 min (Senior Economist Andrew Hanlan) The sensitivity of...
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July 2021 - potential implications of Sydney's lockdown, updated forecasts for US FOMC and Australia's RBA, and commodity prices impressive strength
Key themes discussed this month include: Westpac’s updated forecasts for the US FOMC and Australia’s RBA as well as our initial economic assessment of the Sydney lockdown (chief economist Bill Evans) The impact of lockdowns through the lens of Westpac’s Card Tracker 9:20 min (Senior Economist...
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June 2021 - Melbourne lockdown, JobKeeper’s end, our revised growth view, the RBA’s next steps and US inflation.
Key themes discussed this month include: Westpac’s revised growth view; consumer sentiment and the Melbourne lockdown; and next steps for the RBA (Chief Economist Bill Evans) Growth dynamics coming out of a pandemic 8:35 min (Senior Economist Andrew Hanlan) The implications for employment of...
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April 2021 - consumer sentiment soars, house prices, business sentiment and US economy
Any information provided in this podcast is general in nature and has been prepared without taking into account any personal circumstances.
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March 2021 - the Westpac economics team investigate Australia’s COVID-19 recovery
Confidence in the pandemic recovery has continued to build over the past month. Globally this has come as a result of early success in the roll out of vaccines and, particularly in the US, the benefit of never before seen stimulus. In Australia, Q4 GDP highlighted Australia’s exceptional...
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Market Outlook Feb 2021 - the mood of business, JobKeeper withdrawal, the housing market & the US economy
Key themes for discussion this month include: Westpac Economics’ forecasts: a new-year review (Chief Economist Bill Evans) The mood of business and the prospects for investment 8:20 min (Senior Economist Andrew Hanlan) Risks for the Australian labour market as fiscal support is withdrawn 12:20…
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Market Outlook November 2020 - RBA commences QE to support recovery and protect against global risks
All these themes and more is discussed in this month’s Market Outlook in Conversation. RBA policy stance and outlook (Chief Economist Bill Evans) Business confidence and capacity 10:10 min (Senior Economist Andrew Hanlan) Deferred loans and the housing market 13:50 min (Senior Economist Matthew...
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Market Outlook September 2020 - improving growth outlook and implications for markets.
Westpac Economists discuss improving growth outlook and implications for markets. Any information provided in this podcast is general in nature and has been prepared without taking into account any personal circumstances.
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Market Outlook August 2020 - stage 4 restrictions, consumer sentiment and the US presidential elections
Read the accompanying Market Outlook August 2020 report
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Market Outlook July 2020 - Australia & global economy, fiscal policy, population growth and housing
Here is Bill Evan's accompanying presentation. You can also find the full Market Outlook July 2020 report in Westpac IQ.
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Market Outlook June 2020 - Australian labour market, consumer sentiment and housing.
Westpac Market Outlook June 2020 Report
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Market Outlook May 2020 - economic cost of COVID-19
Since we spoke last, COVID-19 has continued to spread across the globe, more so in the US than Europe, and also in emerging markets. In stark contrast stands Australia and New Zealand. What has been consistent across all jurisdictions is the economic cost which looks set to see global GDP fall…
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Market Outlook April 2020 - economic and market impact of COVID-19
Senior Economist Elliot Clarke talks to Westpac Chief Economist Bill Evans and Robert Rennie, Head of Financial Market Strategy, on the economic and market impact of the COVID-19 virus on Australia. Any information provided in this podcast is general in nature and has been prepared without taking...
About this show
Westpac Senior Economists discuss key economic themes published in the monthly Westpac IQ 'Market Outlook' report. Any information provided in this podcast is general in nature and has been prepared without taking into account any personal circumstances.
Hosted by
Westpac Institutional Bank