We’re back with our markets and economics podcast, Devils and Details.
After the spectacular rupture in markets following Donald Trump’s US election win, we’re joined on the show by Scott Haslem, the chief economist at UBS for Australia and New Zealand.
On the agenda:
- The US stock rally and the radically altered global inflation outlook
- Haslem’s view that there are “fading headwinds” for Australia’s economy, with a likely surge in the annual rate of GDP growth to 3.5% next year
- The storming rallies in coal and iron ore prices, and the likely impact on the federal budget
- The horror show in the first two cricket Tests between Australia and South Africa.
You can find Devils and Details on iTunes, where you can rate us and leave a review, or you can listen in below. Enjoy!