CommBank Global Economic & Markets Update podcast
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CommBank Global Economic & Markets Update podcast
CommBank View: Economics & Markets podcast is your expert guide to what’s shaping domestic and international economies and markets. Hosted by finance journalist Mandy Drury, the podcast draws on insights from CommBank's Global Economic & Markets Research team to break down th...
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Commercial Property Emerges as New Focus for Investors
With major changes to negative gearing and capital gains tax set to dampen the appeal of residential property for investors, where will capital flow t...
Housing Market Outlook: Has the Slowdown Begun?
Australia's housing market has remained remarkably resilient, but is the slowdown only just beginning?
Host Mandy Drury speaks with CommBank Sen...
Energy Markets: Is This the Calm Before the Storm?
Have energy markets become too complacent about the risks of the Iran conflict?
Host Mandy Drury speaks with CommBank's Head of Commodities & Su...
Stuck Behind the Strait: Agriculture in the Firing Line
The closure of the Strait of Hormuz is disrupting global energy markets, but could agriculture be the next sector caught in the firing line?
Hos...
US-China Summit: What Happens Next?
The latest summit between Presidents Trump and Xi maintained the fragile trade truce between the US and China, but how much progress was really made o...
Federal Budget: Big Ambitions, Mixed Results
The Federal Budget attempts to tackle everything from inflation and housing to long-term budget repair, but how much will it really change the outlook...
RBA Rates Decision: What Happens Next?
The Reserve Bank has delivered another interest rate hike, but is the tightening cycle now nearing its end and how concerned should policymakers be ab...
In Conversation with Treasurer Jim Chalmers
For this special bonus episode, CommBank Chief Economist Luke Yeaman sits down with the Treasurer of Australia, Dr Jim Chalmers. They discuss the long...
De-dollarisation: Is the US Dollar at Risk?
The US dollar has long dominated global markets, but is that starting to change and what would it mean for the global economy?
Host Mandy Drury...
Consumer Spending: Feeling the Impact of War
Australia’s consumer spending has remained surprisingly resilient, but early signs suggest that may not last.
Host Mandy Drury speaks with CommB...
Australian Housing: What’s Next For Prices?
Australia’s housing market has remained resilient, but is the strong growth in home prices set to slow as interest rates rise?
Host Mandy Drury...
Global Outlook: War Inflation to Spark Higher Interest Rates
The global economy is facing a new wave of uncertainty, but how much will the Middle East conflict slow growth and push interest rates higher?
H...
The Middle East Conflict: No Easy Way Out
The Middle East conflict has entered its second month, but is a resolution any closer or are markets underestimating the risk of a prolonged war?
Inflation: Has Australia Hit Its Speed Limit?
Inflation has become one of the defining challenges for the Australian economy, but why did it take off and has Australia already hit its economic “sp...
How the Middle East Conflict Is Shaking Energy Markets
The conflict in the Middle East is rattling global energy markets, but how big could the disruption really be?
Host Mandy Drury speaks with Comm...
AI: Boom, Bubble or Both?
Artificial intelligence is dominating headlines, but is it the next economic bubble or a breakthrough that could power global growth for decades?
CommBank View: Economics & Markets - Trailer
Global markets are moving quickly. Policy settings are shifting, and the economic outlook is becoming more complex.
Introducing “CommBank View:...
Aussie Weekly – CPI and capex data keep RBA on its toes
In this week’s podcast, CBA economists Belinda Allen and Ashwin Clarke discuss a busy week of data and RBA communications. CPI remains too high and c...
Aussie Weekly - Labour market remains tight ahead of January CPI data
In this week's podcast, CBA economists Belinda Allen, Trent Saunders and Harry Ottley discuss a busy week in labour market data that continues to sugg...
Aussie Weekly - Economic data and RBA communication galore
In this week's podcast, CBA economists Ashwin Clarke and Harry Ottley break down a week full of economic data and RBA communication.
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Aussie Weekly - RBA increases cash rate target to 3.85%
The RBA increased the cash rate to 3.85% this week. In this week's podcast, Head of Australian Economics Belinda Allen and Economist Harry Ottley disc...
Aussie Weekly - Strong CPI sets up rate hike next week
The Q4 25 CPI data was strong in line with CBA expectations. In this podcast, economists Trent Saunders and Harry Ottley dissect the inflation data an...
Aussie Weekly – Labour market strength ahead of key inflation data
In this week’s Aussie Weekly podcast, CBA economists Harry Ottley and Trent Saunders unpack a strong December labour force report and what it signals...
FX Weekly - US dollar and Australian dollar outlook
Kristina Clifton and Samara Hammoud discuss the outlook for the US dollar, the implications for the Australian dollar and the broader outlook for Aust...
Aussie Weekly - Why we expect the RBA to hike in February
In the final podcast of the year, CBA economists Belinda Allen, Ashwin Clarke and Harry Ottley outline why an RBA rate hike in February is likely. The...
FX Weekly: US economic data and central bank policy meetings in the UK, Eurozone and Japan
Kristina Clifton and Samara Hammoud discuss the top influences on currency markets this week including a range of US economic data and central bank po...
Aussie Weekly - RBA flags rate hikes in 2026
CBA economists Belinda Allen and Harry Ottley dissect the hawkish RBA Board meeting and analyse economic data on the labour market and consumer spendi...
FX Weekly: Central bank policy meetings in Australia, the US and Canada
Kristina Clifton and Samara Hammoud discuss the top influences on currency markets this week including the central bank policy meetings in Australia,...
Aussie weekly: GDP recap and RBA preview
September quarter National Accounts data was the key highlight this past week. Annual growth lifted to 2.1% reaching our estimate of Australia’s speed...
FX Weekly - Global economic outlook to improve in 2026 but with risks
CBA’s international economics team discuss their latest forecasts for the global economy and outlook for central bank interest rates.
D...
FX Weekly - Stronger economic data and the improving global economy can support the Australian dollar this week.
Kristina Clifton and Samara discuss the top influences effecting currency markets this week including an improving global economy, Australian GDP data...
Aussie Weekly - Surprise CPI and investment data
It was a week full of surprises in Australia. The inaugural monthly CPI data came in stronger than expected for October. Business investment and const...
FX Weekly – Fed’s Beige book, RBNZ meeting, UK budget and Japan’s FX intervention
Kristina Clifton and Carol Kong discuss the top influences on currency markets this week including Australia’s October CPI, the Federal reserve’s Beig...
Aussie Weekly - Deep dive on inflation
Wages data and the RBA minutes were broadly as expected so the focus now turns to next week's inflation data for October. This will be the first relea...
FX Weekly: US Payrolls, Australia’s Wage Data and Japan’s FX Intervention Risks
Samara Hammoud and Carol Kong discuss the top influences on currency markets this week including the much-anticipated US payrolls data, Australia’s Wa...
Aussie Weekly - A week of strong economic data
In this week's podcast, Head of Australian Economics Belinda Allen and Economist Harry Ottley discuss what was a very strong week of Australian econom...
FX Weekly: China’s Monthly Data Dump and Labour Market Data from Australia and the UK
Kristina Clifton and Samara Hammoud discuss the top influences on currency markets this week including China’s monthly data dump for October and labou...
Aussie Weekly - Cautious RBA on hold as expected
In this episode, CBA economists Harry Ottley and Belinda Allen break down the Reserve Bank of Australia’s decision to keep the cash rate on hold at 3....
CPI shock and RBA call change
It was a busy week of economic news but the September quarter CPI stole the show. The policy relevant trimmed mean lifted by 1%/qtr and 3.0%/yr amongs...
FX Weekly – President Trump-Xi meeting, Australian inflation data, and central bank decisions
Samara Hammoud and Carol Kong discuss the top influences on currency markets this week including the latest US-China trade talks, Australian inflation...