171 - Higher, longer, faster, stronger?

Debating the reasons behind Australia's recent interest rate hike and its implications for future growth. Examining the ongoing debate about the duration of higher interest rates and its impact on inflation and real rates. Discussing the effects of zero interest rates on the economy and the falling director sentiment index. Exploring insights from directors and the revised growth forecast for China. Analyzing the restoration of diplomatic relations between China and Australia and the challenges it presents for exports.