Australia's Economic Race: Capacity Constraints, Inflation Targets, and the Path Off the Rail | RBA Outlook

Australia's Economic Race: Capacity Constraints, Inflation Targets, and the Path Off the Rail | RBA Outlook

Delve into the Australian economic outlook with insights derived from the speech of Andrew Hauser, Deputy Governor of the Reserve Bank of Australia (RBA). This episode explores the "unusual challenge" facing monetary policy, noting that the GDP recovery began with the highest level of capacity utilisation in over 40 years. We analyze the RBA's decision to maintain a restrictive policy stance until confidence is achieved that underlying inflation will settle sustainably at the 2–3 per cent target range.Learn about the three potential tracks the economy could take, framed by the Melbourne Cup metaphor:

1. Track A: Still ground to make up? (Policy easing may be necessary).

2. Track B: Boxed in on the rail? (Little scope for further policy easing due to capacity constraints).

3. Track C: Off to the races? (Escape through growing the economy’s supply capacity via productivity and investment).Understand why addressing weak growth in supply capacity and driving investment is crucial for Australia to avoid being "boxed in on the rail" and instead be "off to the races.

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 Australia's Green Hydrogen Collapse: Why High Costs and Uncertain Demand Grounded Major Projects

Australia's Green Hydrogen Collapse: Why High Costs and Uncertain Demand Grounded Major Projects

Australia's green hydrogen transition faces severe setbacks due to high production costs, currently AUD 5−6 per kilogram, which developers cite as making the technology unviable. This cost hurdle, com...

25 Loka 202514min

The $60 Billion Gold Surge: Why LNG is Ceding Its Place as Australia’s Second Largest Export?

The $60 Billion Gold Surge: Why LNG is Ceding Its Place as Australia’s Second Largest Export?

Welcome to Inside the Economist's Mind. In this episode, we deep dive into the Resources and Energy Quarterly (REQ) September 2025 report. We analyze the dramatic shifts reshaping Australia's export l...

11 Loka 202515min

Understanding Australian Petrol Prices: Costs, Taxes & Competition Explained

Understanding Australian Petrol Prices: Costs, Taxes & Competition Explained

Discover how Australian petrol pump prices are determined by key factors, including international product costs (like the Singapore MOPS95 benchmark), government taxes (excise and GST), and industry o...

21 Elo 202514min

The World Ahead 2025

The World Ahead 2025

"The World Ahead" is an **annual predictive publication** from The Economist, released every November. It serves as a **forward-looking guide**, offering in-depth analysis, forecasts, and informed spe...

24 Heinä 202518min

ATO Behavioral Questions & STAR Responses- Career Conversations

ATO Behavioral Questions & STAR Responses- Career Conversations

Welcome to Inside’s Economists Mind—a podcast where economic thinking meets real-world impact.You’re listening to our Career Conversations series, where we explore the journeys, challenges, and strate...

12 Kesä 202537min

Australia's Q1 2025 GDP Preview: Private Sector Strength

Australia's Q1 2025 GDP Preview: Private Sector Strength

In this episode, we dive into NAB Economics' preview of Australia's Q1 2025 GDP, which forecasts a 0.5% quarter-on-quarter rise. The growth is expected to be led by private sector momentum, particular...

3 Kesä 202543min

Australia's Population Slowdown and Economic Impacts

Australia's Population Slowdown and Economic Impacts

Key points:Population growth peaked just above 2.5%yr in Q3 2023 due to a surge following the reopening of international borders, driven by the return of students and arrival of approved permanent res...

2 Kesä 202513min

Australia & New Zealand Weekly Economic Insight

Australia & New Zealand Weekly Economic Insight

Australia's population growth surge following the reopening of international borders is now unwinding faster than previously indicated, reaching an annual rate of 1.8% in Q3 2024 and is now assumed to...

2 Kesä 202512min

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