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216 - Eight reasons a soft landing is uncertain

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Manage episode 468795256 series 2125978
Content provided by Australian Institute of Company Directors and The Australian Institute of Company Directors. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Australian Institute of Company Directors and The Australian Institute of Company Directors or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.

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

  continue reading

222 episodes

Artwork
iconShare
 
Manage episode 468795256 series 2125978
Content provided by Australian Institute of Company Directors and The Australian Institute of Company Directors. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Australian Institute of Company Directors and The Australian Institute of Company Directors or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.

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

  continue reading

222 episodes

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