The Dismal Science

By The Australian Institute of Company Directors

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Subscribers: 16
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Episodes: 225

Description

Join the AICD's Chief Economist Mark Thirlwell GAICD for this weekly deep dive into the latest economic news from Australia and around the world. From interest rates to trade wars and everything in between, we have you covered.

Episode Date
220 - The RBA's Confident-but-also-Uncertain rate cut
May 23, 2025
219 - Markets, Tariffs, and the RBA Outlook
May 16, 2025
218 - What should the RBA do?
May 02, 2025
Special - Trump, Tariffs and Turmoil
Apr 16, 2025
Dismal Science Live at AGS: US Markets, CHIPS Act, Geopolitical Shifts, and Australian Economic Concerns
Mar 13, 2025
217 - GDP Relief and a Fracturing Global Order
Mar 06, 2025
216 - Eight reasons a soft landing is uncertain
Feb 27, 2025
215 - 🍾 Rate Cut Victory Lap! 🍾 AI's Sputnik Moment & the US' Smoot-Hawley Moment.
Feb 19, 2025
Special - Tech, AI, the New World Order, and the Future of Growth
Jan 06, 2025
Special - 2024 Wrap Up: A Year of Living Conservatively Ft. Su-Lin Ong
Dec 17, 2024
214 - February Rate Cut Back On The Table?
Dec 11, 2024
213 - GDP Growth Stumbles, Per Capita Recession Deepens, Will the RBA Hold Firm?
Dec 04, 2024
212 - Is Germany Kaput? Lessons for Australia in a Deglobalising World
Nov 27, 2024
211 - Rate Cut Prediction on Life Support? Labour Market Holds Strong & COP29 Gets Political
Nov 20, 2024
US Election Special: The Return of Tariff Man
Nov 14, 2024
210 - Wage Growth Slows, Consumer Sentiment Lifts...but for How Long?
Nov 14, 2024
209 - US Election Volatility! Plus the RBA Holds, But For How Long?
Nov 08, 2024
208 - Inflation Cools, But Services Stay Hot. Will Rate Cuts Come Sooner?
Nov 01, 2024
207 - IMF says "Mission Accomplished"? Bumper jobs numbers, and revisiting Mark's prediction...
Oct 25, 2024
206 - Oil price swings, China stimulus fallout, RBA minutes, and consumer confidence.
Oct 10, 2024
205 - Housing is cooling, back to back surpluses, we're still unproductive, and the complexities of oil pricing.
Oct 03, 2024
204 - Inflation trends maybe good? Interest rates stuck & China's sweeping monetary moves.
Sep 26, 2024
203 - Labour market news, a pacy 50 bps Fed rate cut, and how Middle East unrest affects us down here.
Sep 20, 2024
202 - Central bank independence in a changing world; from the RBA to the CBRT
Sep 13, 2024
201 - Mark's Return: A brief global market meltdown, the RBA's "don't call it forward guidance" guidance, and our sluggish GDP numbers.
Sep 05, 2024
200 - A long goodbye
Jul 28, 2024
199 - A marriage of convenience
Jul 17, 2024
198 - Tour de Canberra
Jul 05, 2024
197 - I mean it's one burrito Mark, what could it cost? $111?
Jun 28, 2024
196 - Succulent Chinese deal
Jun 24, 2024
195 - Diverging paths
Jun 16, 2024
194 - The shipping news
May 30, 2024
193 - Risky business (with guest Roger Dennis)
May 24, 2024
192 - The juggler (Budget 24/25)
May 16, 2024
191 - Chart with decreasing yen emoji
May 09, 2024
190 - A Cook's tour
May 01, 2024
189 - Not out of the woods
Apr 26, 2024
188 - Industrial chic
Apr 16, 2024
187 - Lost in the supermarket
Apr 11, 2024
186 - Statistical error
Apr 05, 2024
185 - Productivity puzzle (Live at the AGS)
Mar 30, 2024
184 - Per capita pain
Mar 13, 2024
183 - Narrowing path
Mar 07, 2024
182 - Trade daze
Feb 29, 2024
181 - Bumpy road
Feb 18, 2024
180 - Speak now
Feb 11, 2024
179 - This one's optimistic
Feb 04, 2024
178 - Stage 3 and me
Jan 27, 2024
177 - Twenty twenty more
Jan 19, 2024
176 - A merry little quizmas
Dec 24, 2023
175 - Polyphonic spree
Dec 15, 2023
174 - Hitting the wall
Dec 08, 2023
173 - Mileinarianism
Nov 24, 2023
172 - Raise you
Nov 17, 2023
171 - Higher, longer, faster, stronger?
Nov 12, 2023
170 - Here we go again
Oct 31, 2023
169 - Geo noir
Oct 19, 2023
168 - Goldin hour
Oct 15, 2023
167 - The red and the white
Sep 29, 2023
166 - Proceed carefully
Sep 22, 2023
165 - Slow Gurner
Sep 17, 2023
164 - Lowe's last stand
Sep 08, 2023
163 - The consolation of philosophy
Sep 01, 2023
162 - Talkin bout intergeneration
Aug 25, 2023
161 - Missing values
Aug 18, 2023
160 - Is China the new Japan?
Aug 11, 2023
159 - Are we there yet?
Aug 04, 2023
158 - Heading in the right direction
Jul 28, 2023
157 - Bullock at the gate
Jul 17, 2023
156 - Skip it
Jun 16, 2023
155 - The 400 blows
Jun 10, 2023
154 - Dancing on the ceiling
Jun 02, 2023
153 - Talking the talk
May 26, 2023
152 - Predictably rational
May 19, 2023
151 - Lucky Jim
May 12, 2023
150 - Surprise!
May 05, 2023
149 - Past the peak
Apr 28, 2023
148 - The review is in
Apr 21, 2023
147 - Cold comfort
Apr 14, 2023
146 - Rising again
Apr 07, 2023
145 - A pause please
Mar 31, 2023
144 - Suisse miss
Mar 24, 2023
143 - Silicon Valley Bank: 5 big questions from the collapse
Mar 14, 2023
142 - Vox moderatoris, vox dei
Mar 12, 2023
141 - Stable diffusion (Live at the AGS)
Mar 05, 2023
140 - They go Lowe
Feb 24, 2023
139 - 5 big economic questions for 2023
Jan 23, 2023
138 - Wonderful Quizmastime
Dec 19, 2022
137 - AI told you so
Dec 08, 2022
136 - Back in the bottle?
Dec 02, 2022
135 - Loss and damage
Nov 24, 2022
134 - Korea, guidance
Nov 18, 2022
133 - It must mean we're DSGEsting
Nov 11, 2022
132 - Without reservation
Nov 04, 2022
131 - Chalmers, China, and Cheese
Oct 27, 2022
130 - Migration, Minutes and Missing Data
Oct 20, 2022
129 - Doom, Gloom and Working on Zoom
Oct 13, 2022
128 - Rising Rates, Tax Talk, and a UK U-turn
Oct 06, 2022
127 - Market Mayhem, Recession Risks and the Plunging Pound
Sep 29, 2022
126 - House Prices, a House Committee and the House of Windsor
Sep 23, 2022
125 - Lowe blow
Sep 09, 2022
124 - Keeping at it
Sep 02, 2022
123 - Not so flash
Aug 26, 2022
122 - China sinks
Aug 18, 2022
121 - Taipei story
Aug 12, 2022
120 - Gloomy and uncertain
Aug 05, 2022
119 - Meditations in an EMergency
Jul 22, 2022
118 - The technocracy project
Jul 01, 2022
117 - Compare the market
Jun 23, 2022
116 - Tight said Fed
Jun 16, 2022
115 - That 70s show
Jun 10, 2022
114 - Review that
Jun 02, 2022
113 - Vibe shift
May 27, 2022
112 - Feels like wages only go backwards
May 20, 2022
111 - Rate expectations
May 06, 2022
110 - Gotcha
Apr 15, 2022
109 - Feeling QT, might retreat later
Apr 08, 2022
108 - L'aussie en rose
Apr 04, 2022
107 - Simulation hypothesis
Mar 25, 2022
106 - Between a shock and a hard place
Mar 22, 2022
105 - How I learned to start worrying (Live at the AGS)
Mar 11, 2022
104 - NAIRU collar
Feb 25, 2022
103 - Interesting times
Feb 11, 2022
102 - It's quizmas time
Dec 24, 2021
101 - Shortages and mortgages
Dec 16, 2021
100 - Raising the bat 🏏
Dec 07, 2021
99 - The wisdom of the DAO
Nov 26, 2021
98 - COP out?
Nov 20, 2021
97 - We'll always have Paris
Nov 05, 2021
96 - Net zero plans
Oct 29, 2021
95 - China growth chimerical
Oct 21, 2021
94 - Natural experiments
Oct 15, 2021
93 - All brakes no gas
Oct 10, 2021
92 - Evergrande Illusion
Sep 24, 2021
91 - Wait, survive and see
Sep 19, 2021
90 - The stammer and the chance
Sep 09, 2021
89 - Mistakes were made
Sep 05, 2021
88 - Epoch of belief, epoch of incroodulity
Aug 27, 2021
87 - gOlD StAnDaRd
Aug 20, 2021
86 - Dose of hope
Aug 15, 2021
85 - Fear, uncertainty and Doherty
Aug 06, 2021
84 - Turn up the base
Jul 31, 2021
83 - Deconstruction
Jul 23, 2021
82 - Home and away
Jul 16, 2021
81 - Phaseology
Jul 09, 2021
80 - Delta blues
Jul 01, 2021
79 - Ready for the four
Jun 18, 2021
78 - Cheeky Beveridge
Jun 11, 2021
77 - Jabs and growth
Jun 04, 2021
76 - Short supply
May 28, 2021
75 - Phillips curveball
May 21, 2021
74 - Vive la révolution
May 14, 2021
73 - Syntax and sin taxes
May 07, 2021
72 - Road to debtmascus
Apr 30, 2021
71 - Money computer go brrr
Apr 23, 2021
70 - Vax on? Vax off
Apr 16, 2021
69 - The house always wins
Apr 13, 2021
68 - Reimagining Capitalism with HBS' Rebecca Henderson
Apr 01, 2021
67 - The Inflationary Universe
Mar 26, 2021
66 - Vaccine is gonna save the day
Mar 19, 2021
65 - Running hot
Mar 12, 2021
64 - Lessons learned (Live at the AGS)
Mar 05, 2021
63 - Heal the world economy
Feb 12, 2021
62 - GameStop theory 💎🙌
Feb 05, 2021
61 - Merry Quizmas
Dec 22, 2020
60 - Feeling good
Dec 11, 2020
59 - More if necessary
Dec 04, 2020
58 - Yellenism
Nov 27, 2020
57 - Boy, Georgism
Nov 20, 2020
56 - Good news week
Nov 13, 2020
55 - Quant uncertainty
Nov 06, 2020
54 - One day in November
Oct 30, 2020
53 - Playing catch-up
Oct 23, 2020
52 - Welcome to the new age
Oct 08, 2020
51 - K
Oct 02, 2020
50 - Grindin'
Sep 28, 2020
49 - Jobs surprise
Sep 18, 2020
48 - Life at the outpost
Sep 11, 2020
47 - Abnormal people
Sep 04, 2020
46 - On the belt and road
Aug 28, 2020
45 - Nordic noir
Aug 21, 2020
44 - Wages freeze
Aug 14, 2020
43 - Second quarter blues
Aug 07, 2020
42 - Down, down, prices are down
Jul 31, 2020
41 - Mini budget, maxi debt
Jul 28, 2020
40 - Forward guidance recommended
Jul 15, 2020
39 - Could you leave me with a scar?
Jul 03, 2020
38 - Prattle, jobs and the IMF
Jun 29, 2020
37 - Jobs go low, shares go high
Jun 24, 2020
36 - Testing times
Jun 14, 2020
35 - What's $60 billion between friends?
May 30, 2020
34 - Jobs catastrophe
May 25, 2020
33 - So what, so what, so what's the scenario?
May 19, 2020
32 - Can we live without China?
May 10, 2020
31 - Inflation to right of us, deflation to left of us
May 03, 2020
30 - Is the cure worse than the disease?
Apr 26, 2020
29 - Till debt do us part
Apr 19, 2020
28 - How long will this be going on?
Apr 11, 2020
27 - The mitigator's dilemma
Apr 04, 2020
26 - Corona crisis
Mar 27, 2020
25 - Unconventional wisdom
Dec 15, 2019
24 - Less than one
Oct 27, 2019
23 - Culture eats strategy for Brexit
Sep 08, 2019
22 - Oh, inverted world
Aug 28, 2019
21 - The art of trade war
Aug 15, 2019
20 - Scepticism with Chinese characteristics
Jun 07, 2018
19 - iPhone X factor
Jan 25, 2018
(20)18 - HNY
Dec 31, 2017
17 - Retail of woe
Oct 16, 2017
16 - Change in the change
Oct 16, 2017
15 - I dream of Gini
Sep 09, 2017
14 - Dollar dazzler
Aug 12, 2017
13 - Labour market Lowedown
Jul 28, 2017
12 - Take a minute
Jul 26, 2017
11 - In the realm of the census
Jul 05, 2017
10 - BONUS EPISODE: Jeff Gramm talks shareholder activism
Jul 03, 2017
9 - Taxes, not axes
May 14, 2017
8 - Of budgets and birthdays
May 05, 2017
7 - On target
Apr 30, 2017
6 - Talk infra to me
Apr 22, 2017
5 - The Blueprint
Apr 08, 2017
4 - Safe harbour
Mar 31, 2017
3 - Is it a bubble?
Mar 24, 2017
2 - Jobs disaster
Mar 17, 2017
1 - RBA's ctrl+c
Mar 10, 2017