AMP Capital's Mousina on the Economic Recovery

The video discusses the US labor market's recovery post-COVID, highlighting employment levels and Fed policy expectations. It contrasts this with Australia's economic challenges, including supply chain issues and GDP growth. The impact of China's COVID-19 strategy on global supply chains is also examined. Finally, the potential effects of US fiscal stimulus on inflation are considered.

What are the expectations regarding the inflation rate in the US?

How does the employment outlook in Australia compare to that in the US?

What factors are contributing to the lower employment levels in the US post-COVID?

What are the implications of the Fed's potential decisions on interest rates?

How have supply chain issues affected economic activity in Australia?

What are the expected GDP growth rates for Australia in the upcoming quarter?

What are the potential effects of new stimulus measures in the US on inflation?