In this episode of Property Insights, Mark Bouris sits down with economist Stephen Koukoulas to unpack what’s really happening across the Australian economy and what it could mean for interest rates, inflation, households, businesses and the property market.

With the RBA facing a difficult decision when they meet on September 29, the big question is whether Australia could be heading towards another rate hike.

Mark and Stephen break down the latest economic signals, including inflation, interest rates, bond yields, global markets and the uneven state of the Australian economy. They also debate whether the RBA could move sooner rather than later, and what upcoming inflation data could mean for its next decision.

In this video:

Is another RBA rate hike coming?
Why interest rates may remain higher for longer
What inflation is telling us about the economy
September vs November: when could the RBA move?
What bond yields are signalling
How global interest rates could impact Australia
The pressure higher rates are putting on households and businesses
Why the economic downturn is so uneven
What the next inflation numbers could mean
Why the RBA faces a difficult balancing act
The bigger economic issues Australia needs to confront

Chapters

00:00 — September Monthly Economic Update
02:15 — What’s happening in the Australian economy?
06:40 — The inflation picture
11:25 — What the RBA is watching
16:10 — Are interest rates restrictive enough?
21:05 — The warning from bond yields
26:30 — Could rates stay higher for longer?
31:45 — Global markets and interest rates
36:20 — The impact on households and businesses
41:10 — Why the downturn is so uneven
45:35 — Could the RBA hike again?
48:10 — The case for another rate hike
50:10 — Why Stephen thinks the RBA may wait
52:00 — The inflation problem
53:20 — Why the economy can change quickly
54:30 — The bigger economic picture

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