AMP's market tilts and outlook

The Australian economy looks steady on paper- low unemployment, inflation is off its peak and markets have held up. But talk to most Australians and it’s a very different story.

So we sat down with Deputy Chief Economist at AMP, Diana Mousina, to unpack why the data says we’re “okay” while households feel stretched. 

We hear Diana’s take on what’s driving this disconnect across; housing and interest rates, productivity and wages. Plus, her outlook for where the Australian economy (and markets) are heading next.

In this episode:

00:00:00 Making Economics Accessible

00:06:27 How Aussie Households Are Coping

00:12:17 Can Housing Become Affordable?

00:19:01 What First Home Buyers Face

00:22:57 Where Rates And Inflation Are Heading

00:27:01 What Productivity Means For You

00:38:44 Australia’s Economic Plan To 2040

Stocks & ETFs mentioned: AMP ltd (ASX: AMP)

Links mentioned: The book Ren references is: ‘Abundace: What Progress Looks Like’ by Ezra Klein and Derek Thompson'

———

Want to get involved in the podcast? Record a voice note or send us a message.

And come and join the conversation in the Equity Mates Facebook Discussion Group.

———

Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – [we’ve got you covered.

Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)

We’re particularly excited to share our latest show: Basis Points

Listen to the podcast (Apple | [Spotify)

Watch on YouTube

Read the monthly email

———

Looking for some of our favourite research tools?

• Download our free Basics of ETF handbook
• Or our free 4-step stock checklist
• Find company information on TIKR
• Research reports from Good Research
• Track your portfolio with Sharesight

———

In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. 

———

Equity Mates Investing is a product of Equity Mates Media.

This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. Equity Mates Media operates under Australian Financial Services Licence 540697.

Hosted on Acast. See acast.com/privacy for more information.