CommBank View: Economics & Markets
Business & Finance
About
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 the key economic data, market moves and policy decisions shaping our world. Each episode unpacks the forces behind the headlines, explores emerging risks and opportunities, and dives deep into the big themes influencing markets. Information in these podcasts is for informational purposes only and is not to be relied upon for any investment purposes. It does not take into account your...
Episodes
- RBA Rates Decision: What Happens Next?
This episode of CommBank View: Economics & Markets discusses the RBA's decision to raise the cash rate to 4.35% and the ongoing concerns about inflation, stagflation risks, and the economic outlook.
- In Conversation with Treasurer Jim Chalmers
In this episode, CommBank Chief Economist Luke Yeaman and Treasurer Jim Chalmers discuss the long-term direction of the Australian economy. They explore the impact of geopolitical tensions, technological change, and global dynamics, as wel…
- De-dollarisation: Is the US Dollar at Risk?
This episode discusses de-dollarisation and the potential risks to the US dollar's global dominance. It explores factors like geopolitical tensions, Federal Reserve independence, and the challenges faced by alternative currencies like the…
- Consumer Spending: Feeling the Impact of War
This episode explores how the Middle East conflict and rising cost pressures are affecting Australian consumer spending. CommBank Senior Economist Ashwin Clarke discusses household responses, while Dr. Hamid Yahyaei shares market focuses f…
- Australian Housing: What’s Next For Prices?
Host Mandy Drury and CommBank Senior Economist Trent Saunders discuss factors influencing the Australian housing market, including interest rates, supply constraints, and population growth. The episode also covers the outlook for price gro…
- Global Outlook: War Inflation to Spark Higher Interest Rates
Host Mandy Drury and Joseph Capurso discuss how conflict in the Middle East is impacting the global economic outlook, potential inflation, and interest rates. Ryan Felsman also provides a brief overview of key market focuses for the upcomi…
- The Middle East Conflict: No Easy Way Out
Host Mandy Drury and Dr. Madison Cartwright discuss the complexities of the Middle East conflict and why a quick resolution remains unlikely. They examine the impact of the conflict on global energy and commodity markets, as well as the ri…
- Inflation: Has Australia Hit Its Speed Limit?
Mandy Drury discusses the drivers of inflation in Australia and the economic impacts of current supply and demand factors with Belinda Allen. The episode also explores the role of fiscal policy and geopolitical risks, rounded out by a look…
- How the Middle East Conflict Is Shaking Energy Markets
Mandy Drury speaks with Vivek Dhar about the potential impact of Middle East conflict on global oil and gas markets, including risks to the Strait of Hormuz. Harry Ottley also joins to discuss upcoming market movements.
- AI: Boom, Bubble or Both?
In this episode of CommBank View: Economics & Markets, Luke Yeaman discusses the economic impact of artificial intelligence, including its potential to drive productivity growth and address global challenges. Additionally, Carol Kong provi…
- CommBank View: Economics & Markets - Trailer
This trailer introduces the CommBank View: Economics & Markets podcast, hosted by Mandy Dury. The series features the CommBank Global Economic and Markets Research team providing analysis on macroeconomic forces affecting Australian and gl…
- Aussie Weekly – CPI and capex data keep RBA on its toes
CBA economists Belinda Allen and Ashwin Clarke examine recent CPI and capex data and their effects on the RBA. The discussion also covers upcoming December quarter GDP figures.
- Aussie Weekly - Labour market remains tight ahead of January CPI data
CBA economists Belinda Allen, Trent Saunders and Harry Ottley discuss recent labour market data and look ahead to the upcoming release of January CPI figures.
- Aussie Weekly - Economic data and RBA communication galore
CBA economists Ashwin Clarke and Harry Ottley review a week featuring various economic data releases and RBA communications.
- Aussie Weekly - RBA increases cash rate target to 3.85%
Belinda Allen and Harry Ottley discuss the RBA's decision to increase the cash rate to 3.85% and examine interest rate trends. This episode is part of the CommBank View: Economics & Markets podcast series.
- Aussie Weekly - Strong CPI sets up rate hike next week
Economists Trent Saunders and Harry Ottley review recent Q4 25 consumer price index (CPI) data and discuss implications for the upcoming Reserve Bank of Australia meeting.
- Aussie Weekly – Labour market strength ahead of key inflation data
CBA economists discuss the December labour force report, its implications for the Australian economy, and preview the upcoming Q4 CPI release. The conversation also considers how this data may influence the RBA's interest rate decisions.
- FX Weekly - US dollar and Australian dollar outlook
Kristina Clifton and Samara Hammoud analyze the outlook for the US dollar and its implications for the Australian dollar and related cross rates.
- Aussie Weekly - Why we expect the RBA to hike in February
CBA economists Belinda Allen, Ashwin Clarke, and Harry Ottley discuss why they expect the RBA to raise interest rates in February. They also provide an outlook for the Australian economy in 2026.
- FX Weekly: US economic data and central bank policy meetings in the UK, Eurozone and Japan
Kristina Clifton and Samara Hammoud review factors impacting currency markets, focusing on US economic data and central bank policy meetings in the UK, the Eurozone, and Japan.
- Aussie Weekly - RBA flags rate hikes in 2026
CBA economists Belinda Allen and Harry Ottley discuss the RBA Board meeting and recent economic data regarding the labour market and consumer spending.
- FX Weekly: Central bank policy meetings in Australia, the US and Canada
In this episode, Kristina Clifton and Samara Hammoud examine key currency market influences, focusing on central bank policy meetings in Australia, the US, and Canada.
- Aussie weekly: GDP recap and RBA preview
Belinda Allen and Ashwin Clarke examine the recent September quarter National Accounts data, which showed annual growth reaching 2.1%. They also discuss what these figures mean for the Reserve Bank of Australia.
- FX Weekly - Global economic outlook to improve in 2026 but with risks
The CBA international economics team outlines their recent global economic forecasts, including expectations for central bank interest rates and an assessment of global risks.
- FX Weekly - Stronger economic data and the improving global economy can support the Australian dollar this week.
Kristina Clifton and Samara discuss the influences on currency markets, including the improving global economy, Australian GDP data, and Canadian labour market data. They also examine the potential impact of these factors on the Australian…
- Aussie Weekly - Surprise CPI and investment data
Trent Saunders and Belinda Allen discuss Australia's recent economic indicators, including stronger-than-expected monthly CPI data for October and robust business investment and construction figures that suggest a strong Q3 GDP. They consi…
- FX Weekly – Fed’s Beige book, RBNZ meeting, UK budget and Japan’s FX intervention
Kristina Clifton and Carol Kong examine key factors in currency markets this week, including Australia's October CPI, the Federal Reserve's Beige book, the RBNZ policy announcement, the UK Autumn Budget, and potential Japanese FX intervent…
- Aussie Weekly - Deep dive on inflation
Trent Saunders and Harry Ottley discuss the introduction of the full monthly CPI in Australia and share their outlook for inflation over the coming years. They also review recent data on wages and RBA minutes.
- FX Weekly: US Payrolls, Australia’s Wage Data and Japan’s FX Intervention Risks
Samara Hammoud and Carol Kong discuss key influences on currency markets, including US payrolls, Australia's Wage Price Index, RBA meeting minutes, and the risk of FX intervention in Japan.
- Aussie Weekly - A week of strong economic data
Belinda Allen and Harry Ottley discuss recent strong Australian economic data, highlighting the decline in the unemployment rate to 4.3% in a capacity-constrained economy.
- FX Weekly: China’s Monthly Data Dump and Labour Market Data from Australia and the UK
Kristina Clifton and Samara Hammoud review the key influences on currency markets for the week, including China’s October economic data and labour market releases from Australia and the UK.
- Aussie Weekly - Cautious RBA on hold as expected
CBA economists Harry Ottley and Belinda Allen discuss the RBA's decision to keep the cash rate at 3.6%. The episode covers the RBA's cautious approach, inflation pressures, the labour market, and the economic outlook.
- CPI shock and RBA call change
Belinda Allen and Trent Saunders discuss the September quarter CPI results, noting broad-based pricing pressures. They explain how these findings have led to a change in expectations regarding RBA interest rate cuts.
- FX Weekly – President Trump-Xi meeting, Australian inflation data, and central bank decisions
Samara Hammoud and Carol Kong discuss key influences on currency markets, including US-China trade talks, Australian inflation data, and central bank decisions from the US, Canada, Japan, and the Eurozone.
- Aussie Weekly - All is calm ahead of Q3 25 CPI
In this episode of CommBank View: Economics & Markets, economists Trent Saunders and Harry Ottley discuss expectations for the upcoming Q3 25 CPI inflation report.
- FX Weekly - China’s data dump, Japanese politics, the ongoing US government shutdown and the latest inflation data from around the world.
Samara Hammoud and Carol Kong discuss currency market influences, including developments in China, Japan's politics, the US government shutdown, and global inflation data.
- Aussie Weekly – Unemployment rate lifts to 4.5%
CBA economists Belinda Allen and Trent Saunders discuss the rise in Australia's unemployment rate, the CommBank Household Spending Insights for September, and research regarding the neutral cash rate.
- FX Weekly - US-China trade tensions, FOMC Chair Powell’s speech, and the evolving political situation in Japan and France.
Samara Hammoud and Carol Kong analyze the current influencers on currency markets, including US-China trade relations, monetary policy comments from Fed Chair Powell, and political developments in Japan and France.
- Aussie Weekly - Consumer sentiment dips
CBA economists Belinda Allen and Harry Ottley discuss recent consumer sentiment data, household spending, the labour market, and RBA communications. They also provide an overview of key economic developments in Australia and offshore.
- FX Weekly - US government shutdown, Japan’s leadership race, and Canada’s labour market data
Samara Hammoud and Carol Kong discuss key influences on currency markets, including the US government shutdown, the Liberal Democratic Party leadership race in Japan, and recent labour market data from Canada.
- Aussie Weekly – RBA on Hold Until 2026
Belinda Allen, Trent Saunders, and Harry Ottley discuss the September RBA Board meeting and the revised expectation for a rate cut in February 2026. The episode also covers household spending trends and the Commonwealth Treasury’s Final Bu…
- FX Weekly – US non-farm payrolls, RBA meeting, Japanese’s LDP election
Joseph Capurso and Carol Kong analyze key factors influencing currency markets, including US non-farm payrolls, the Reserve Bank of Australia meeting, and the Liberal Democratic Party leadership race in Japan.
- Aussie Weekly - Hot CPI casts doubt on November rate cut
Economists Harry Ottley, Belinda Allen and Trent Saunders analyze the stronger-than-expected August Monthly CPI data and discuss how these figures affect the Reserve Bank of Australia’s interest rate outlook.
- FX Weekly - A quieter week for currency markets ahead
Kristina Clifton and Carol Kong discuss market influences for the week, including the US PCE deflator and the Australian CPI indicator. This episode of CommBank View: Economics & Markets provides an update on currency markets.
- Aussie Weekly - Softer labour market data ahead of CPI
Belinda Allen and Harry Ottley examine Australia's August labour force data, population growth trends, and the upcoming August CPI indicator. The discussion covers the implications of these economic figures for the Reserve Bank of Australi…
- FX Weekly – Four major central banks meet this week
Kristina Clifton and Carol Kong discuss the upcoming central bank meetings for the US Federal Reserve, Bank of Japan, Bank of England, and Bank of Canada, and their potential impact on currency markets.
- Aussie Weekly - Further signs that the economy is improving
Harry Ottley and Belinda Allen discuss recent Australian economic data, including consumer spending, business surveys, and labor market shifts. They analyze the impact on the unemployment rate, interest rates, and the broader economic outl…
- FX Weekly - US payrolls revisions, US CPI and French and Japanese political uncertainty will drive currencies this week.
Kristina Clifton and Carol Kong discuss the key factors influencing currency markets this week, including US payroll revisions, US CPI, and political developments in France and Japan.
- Aussie Weekly - Economic growth surprises to the upside
Harry Ottley and Belinda Allen discuss the Australian economy, focusing on Q2 GDP growth, household spending, home prices, and building approvals. They also consider the implications for the RBA's interest rate outlook and preview upcoming…
- FX Weekly – US non-farm payrolls, RBA speeches, Japanese wages growth
Joseph Capurso and Carol Kong discuss key currency market drivers for the week, including US non-farm payrolls, statements from Reserve Bank of Australia officials, and wage growth in Japan.