Friday: Why the US investment pivot matters
New RBA Governor Michele Bullock is talking hawkishly about demand-driven inflation, which is set to keep Australian interest rates high, and possibly higher, for longer. In part two of our bonus deep-dive interview, ANZ’s Head of G3 Economics Brian Martin details why massive US public investment spending is holding global interest rates up for longer. Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/