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    the big picture

    The world's foremost macro minds, economists and strategists join us for a daily conversation about the data that most matters to investors.

    Weekdays, 11:45am
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    12:00

    The argument for another RBA rate hike is sinking into the sunset

    11:02

    What will it take for the RBA to start cutting?

    06:04

    Fear of heights? Steep US rate cuts by mid-2024

    18:58

    Japan, a secular growth story emerges

    11:08

    RBA February rate hike is expected

    23:18

    Lower bond yields set up for positive equity markets in 2024

    12:14

    Will RBA find room to cut in 2024?

    13:02

    Australian household savings and spending under pressure

    14:50

    Persistent inflation likely to lead to market volatility

    12:01

    Identifying 2024's macro risks

    11:47

    Australia's improved budgetary position

    11:29

    Migration the 'big story' of 2023

    10:37

    Jobless rate expected to rise as economy slows

    10:24

    RBA to weigh sluggish growth with lacklustre productivity

    12:36

    The RBA's hiking bias

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    Stephen KoukoulasManaging Director

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    Adelaide TimbrellEconomist

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    Vivek DharDirector Mining And Energy

    Commonwealth Bank

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    Sean CallowSenior FX Analyst at InTouch Capital Markets ("ITC Markets")
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    Jo MastersChief Economist & Partner

    EY

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    Jeremy ThorpeChief Economist

    PricewaterhouseCoopers

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    Dr Matthew PeterChief Economist

    QIC

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    Phil O'DonaghoeChief Economist, Australia

    Deutsche Bank

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    Diana MousinaSenior Economist

    AMP

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    Prashant NewnahaSenior Asia-Pacific Rates Strategist

    TD Securities

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    Felicity EmmettSenior Economist

    ANZ

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    Warren HoganManaging Director

    EQ Economics

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    Paul BloxhamChief Economist, Australia and NZ

    HSBC

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    Tim BakerHead of Macro Research, Macro Strategist

    Deutsche Bank

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    Paul BrennanChief Economist

    Suncorp

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    Su-Lin OngChief Economist and Senior Relationship Manager

    RBC Capital Markets

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    Alex JoinerChief Economist

    Ifm Investors