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216 - Eight reasons a soft landing is uncertain
Manage episode 468795256 series 2125978
This week, Raphael and Mark dissect the latest inflation data and react to recent rate cuts, examining whether the soft landing declared by the IMF is truly secure.
Mark shares a sneak peek of his upcoming article in Company Director magazine, outlining eight key global uncertainties that could derail the current economic outlook.
They explore topics such as diverging central bank rate paths, the impact of a potential Trump administration, the fraying rules-based international system, demographic transitions, technological revolutions (AI, bioscience, energy), the energy transition, state-based armed conflict, and domestic political uncertainty.
Despite the risks, is there room for optimism, or are we heading towards a "G-Zero" world?
Read Mark's weekly newsletter here: https://www.aicd.com.au/news-media/economic-weekly.html
222 episodes
Manage episode 468795256 series 2125978
This week, Raphael and Mark dissect the latest inflation data and react to recent rate cuts, examining whether the soft landing declared by the IMF is truly secure.
Mark shares a sneak peek of his upcoming article in Company Director magazine, outlining eight key global uncertainties that could derail the current economic outlook.
They explore topics such as diverging central bank rate paths, the impact of a potential Trump administration, the fraying rules-based international system, demographic transitions, technological revolutions (AI, bioscience, energy), the energy transition, state-based armed conflict, and domestic political uncertainty.
Despite the risks, is there room for optimism, or are we heading towards a "G-Zero" world?
Read Mark's weekly newsletter here: https://www.aicd.com.au/news-media/economic-weekly.html
222 episodes
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