The Dismal Science

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220 - The RBA's Confident-but-also-Uncertain rate cut

vendredi 23 mai 2025 • Durée 08:33

When the RBA cut rates back in February this year it sounded cautious. This time it sounded confident. At least kind of. It also sounded pretty uncertain about the global economy...but then who isn't these days? This week's episode of the pod gives its quick take on the May 2025 rate cut and the prospects for more to come.

For more insights from the AICD's Chief Economist Mark Thirlwell head to https://www.aicd.com.au/news-media/economic-weekly.html.

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219 - Markets, Tariffs, and the RBA Outlook

vendredi 16 mai 2025 • Durée 09:38

In this week's episode, we unpack the post-election market rally, Trump's unexpected retreat on tariffs and renewed trade talks with China, fresh data on wages and unemployment, and what to expect from next week's RBA meeting. A quick but sharp look at the key economic signals shaping the week.

For more from AICD's Chief Economist Mark Thirlwell, head to: https://www.aicd.com.au/news-media/economic-weekly.html

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214 - February Rate Cut Back On The Table?

mercredi 11 décembre 2024 • Durée 13:27

The RBA keeps interest rates on hold, but the big news is a change in tone that suggests Mark's long predicted February rate cut is back on the table.

Also, Mark looks back at his predictions from a year ago, revisiting his forecasts for inflation, unemployment, and economic growth.

Get your ticket to AGS: https://www.aicd.com.au/events/australian-governance-summit.html

Subscribe to Mark's weekly column here: https://www.aicd.com.au/news-media/economic-weekly.html

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125 - Lowe blow

Épisode 125

vendredi 9 septembre 2022 • Durée 43:03

The Reserve Bank keeps hiking and there's more to go Governor Lowe says. But with protesters hitting Martin Place, will the bank be able to withstand the public pressure to slow up? Plus, Australian GDP keeps growing despite the cost pressures, job ads are up again and we talk about the persistence of inequality in Communist China.

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124 - Keeping at it

Épisode 124

vendredi 2 septembre 2022 • Durée 39:33

Fed Reserve Chair Jerome Powell has promised to 'keep at it' raising interest rates, house prices in Australia are falling, we take a look at the ideas from the Jobs Summit, and the future of Ethereum.

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123 - Not so flash

Épisode 123

vendredi 26 août 2022 • Durée 26:10

Australia's flash Purchasing Managers' Index has fallen into contractionary territory. Is it a sign of a slowdown to come? Plus, we preview this week's Jackson Hole monetary policy jamboree.

122 - China sinks

Épisode 122

jeudi 18 août 2022 • Durée 39:34

The latest data out of China shows the slowdown deepening. The People's Bank of China has bucked the trend in the rest of the world by cutting interest rates. Will Chinese authorities also be forced to reconsider their zero covid stance? Plus, Australian unemployment falls again but wages remain sluggish and UK inflation hits double digits.

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121 - Taipei story

Épisode 121

vendredi 12 août 2022 • Durée 35:36

As tensions increase between China and Taiwan, we look at the risks for the global economy. Plus, business and consumer confidence continue to diverge and US inflation eases.

120 - Gloomy and uncertain

Épisode 120

vendredi 5 août 2022 • Durée 44:26

The IMF says the outlook for global growth is increasingly gloomy and uncertain, Australia's productivity growth is its lowest in 60 years, the Reserve Bank continues to hike rates and the US is in recession. We're not called The Dismal Science for nothing.

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119 - Meditations in an EMergency

Épisode 119

vendredi 22 juillet 2022 • Durée 51:15

Is the situation in Sri Lanka a harbinger of an emerging market debt crisis? We look at the pressure emerging markets face from rising costs and interest rates. Plus, we catch up on the extraordinary unemployment result for June, the RBA review and the mortgage boycott in China.

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The Dismal Science – Détails, épisodes et analyse

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Classements récents

Apple Podcasts

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Liens partagés entre épisodes et podcasts

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Qualité et score du flux RSS

Historique des publications

Derniers épisodes publiés

Podcasts et contenus similaires

Podcasts Similaires Basées sur le Contenu

Apple Podcasts

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