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220 - The RBA's Confident-but-also-Uncertain rate cut
Manage episode 484352965 series 2125978
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.
225 episodes
Manage episode 484352965 series 2125978
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.
225 episodes
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1 220 - The RBA's Confident-but-also-Uncertain rate cut 8:33




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1 217 - GDP Relief and a Fracturing Global Order 18:52

1 216 - Eight reasons a soft landing is uncertain 36:24

1 215 - 🍾 Rate Cut Victory Lap! 🍾 AI’s Sputnik Moment & the US’ Smoot-Hawley Moment. 44:15

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1 213 - GDP Growth Stumbles, Per Capita Recession Deepens, Will the RBA Hold Firm? 13:40

1 212 - Is Germany Kaput? Lessons for Australia in a Deglobalising World 29:55

1 211 - Rate Cut Prediction on Life Support? Labour Market Holds Strong & COP29 Gets Political 26:59

1 US Election Special: The Return of Tariff Man 47:08

1 210 - Wage Growth Slows, Consumer Sentiment Lifts...but for How Long? 16:48

1 209 - US Election Volatility! Plus the RBA Holds, But For How Long? 16:45

1 208 - Inflation Cools, But Services Stay Hot. Will Rate Cuts Come Sooner? 14:15

1 207 - IMF says "Mission Accomplished"? Bumper jobs numbers, and revisiting Mark's prediction... 26:12

1 206 - Oil price swings, China stimulus fallout, RBA minutes, and consumer confidence. 18:53

1 205 - Housing is cooling, back to back surpluses, we're still unproductive, and the complexities of oil pricing. 23:39

1 204 - Inflation trends maybe good? Interest rates stuck & China's sweeping monetary moves. 25:21

1 203 - Labour market news, a pacy 50 bps Fed rate cut, and how Middle East unrest affects us down here. 17:05

1 202 - Central bank independence in a changing world; from the RBA to the CBRT 37:02

1 201 - Mark’s Return: A brief global market meltdown, the RBA’s “don’t call it forward guidance” guidance, and our sluggish GDP numbers. 25:27



1 197 - I mean it's one burrito Mark, what could it cost? $111? 27:41

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