CommBank View: Economics & Markets
by LiSTNR
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 objectives, financial situation or needs and does not constitute personal finance advice.
Episodes
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RBA Special: Have Interest Rates Finally Peaked?
The RBA has lifted interest rates for the fifth time this year, taking the cash rate to 4.85%, its highest level since 2008. But could this finally be the last hike? In this special episode, host Mandy Drury speaks with CommBank Head of Australian Economics Belinda Allen about what drove the...
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Why Bond Yields Can Fall as Rates Rise
Higher interest rates usually mean higher borrowing costs, but what if longer-term bond yields actually start to fall? It's a surprising possibility explored in new research from CommBank's Dr Hamid Yahyaei, Director Fixed Income and Interest Rate Strategy. He joins host Mandy Drury to explain…
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El Niño, Bird Flu and Australia's Food Price Outlook
El Niño, bird flu and disruptions to global grain exports are creating new risks for Australian agriculture, but what could they mean for food prices and the broader economy? Host Mandy Drury speaks with CommBank Agricultural and Sustainability Economist Dennis Voznesenski and Economist Harry...
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Australia & New Zealand: Rates, Risks and the Road Ahead (Live from GMC)
Australia and New Zealand are navigating very different economic cycles, but both face the challenge of persistent inflation and higher interest rates. So what lies ahead for the two economies? Recorded live at the CommBank Global Markets Conference 2026, host Mandy Drury is joined by CommBank...
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Global Trade Is Changing. How Vulnerable Is Australia?
Global trade has made economies more connected than ever, but has that interconnectedness also left Australia more vulnerable to disruption? Host Mandy Drury speaks with CommBank Head of Commodities and Sustainable Economics Vivek Dhar about why oil prices remain elevated, how Iran's influence…
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Are Interest Rates and Bond Yields Nearing a Peak?
The RBA and US Federal Reserve are raising interest rates, but could bond yields already be approaching their peak? Host Mandy Drury speaks with CommBank Head of Market and Rates Strategy Adam Donaldson and Head of FX, International and Geoeconomics Joseph Capurso about the outlook for interest...
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How Far Could Australian House Prices Fall?
Australia’s housing market is losing momentum, so how far could prices fall and what will eventually turn the market around? Host Mandy Drury speaks with CommBank Senior Economist Trent Saunders about why housing weakness has spread beyond Sydney and Melbourne, why rental conditions remain so…
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In Conversation with Mirvac CEO Campbell Hanan
What’s next for Australian property and what will it take to build the homes and infrastructure the country needs? In this special episode, CommBank Chief Economist Luke Yeaman sits down with Mirvac Group CEO & Managing Director Campbell Hanan to discuss the forces shaping Australia’s property...
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What’s Driving Australia’s State Economies?
Australia’s economy may be slowing overall, but the picture looks very different depending on where you live. So which states are performing the strongest, and what’s driving the divide? Host Mandy Drury speaks with CommBank Economist Harry Ottley about why Queensland has taken the top spot in...
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Unpacking Australia’s East Coast Gas Market
Australia is one of the world’s biggest LNG exporters, so why could the east coast face gas shortages later this decade? Host Mandy Drury speaks with CommBank Head of Commodities and Sustainable Economics Vivek Dhar about why east coast gas prices have nearly tripled over the past decade, the...
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We Need To Talk About Bonds
Bond yields are hitting multi-year highs around the world, so what is the bond market telling us about where interest rates are headed? Host Mandy Drury speaks with CommBank Head of Market and Rates Strategy Adam Donaldson about what’s driving the global bond sell-off, why higher yields aren’t...
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Where Are Interest Rates Headed From Here?
Inflation has come in softer than expected, but is Australia really getting closer to the end of the fight against rising prices? Host Mandy Drury speaks with CommBank Head of Australian Economics Belinda Allen about the latest inflation data, why price pressures are expected to ease only…
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Making Sense of Global Liquidity
Markets are hitting new highs despite war, inflation and higher interest rates, so what’s keeping asset prices rising? Host Mandy Drury speaks with CommBank Director, Fixed Income and Interest Rate Strategy Dr Hamid Yahyaei about liquidity, why it matters for financial markets and how an…
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China’s Two-Speed Economy
China’s exports are booming while its property market and consumers remain under pressure, so what’s really happening in the world’s second-largest economy? Host Mandy Drury speaks with CommBank Economist & Currency Strategist Carol Kong about China’s increasingly two-speed economy and why…
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Australia's Data Centre Build-Out
Australia is attracting billions of dollars in data centre investment, but can the country deliver the infrastructure needed to support the AI boom? Host Mandy Drury speaks with CommBank Economist Lucinda Jerogin about Australia's rapidly expanding data centre pipeline, what is driving demand and...
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What's Next for the Middle East Conflict and Oil Markets?
The Middle East conflict has entered a new phase, but where could it go from here and what would it mean for the global economy? Host Mandy Drury speaks with CommBank Senior Geo-Economics Analyst Dr Madison Cartwright about why the Memorandum of Understanding collapsed, the three most likely…
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Australia's Defence Investment Boom
Australia is entering a major defence investment cycle, but what will it mean for the economy and which businesses and industries stand to benefit? Host Mandy Drury speaks with CommBank Senior Economist, Business & Industry Ryan Felsman about why the global peace dividend is over, Australia's...
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A New Era for Interest Rates and the Global Economy
The global economy is entering a new era, but what does that mean for interest rates, inflation and long-term growth? Host Mandy Drury speaks with CommBank Head of Market Strategy & Rates Research Adam Donaldson about the long-term forces reshaping interest rates. They discuss the rising neutral...
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Australia and the Global Economy: An Updated Outlook
Australia’s economy is slowing, but what does the global outlook mean for the path ahead? Host Mandy Drury speaks with CommBank Head of Australian Economics Belinda Allen about why housing has become the key headwind for the Australian economy. They discuss weaker market momentum, consumer...
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The Fed: From Rate Cuts to Rate Hikes?
Markets began the year expecting US interest rate cuts, so why are they now preparing for hikes instead? Host Mandy Drury speaks with CommBank Senior Economist & Currency Strategist Kristina Clifton about the changing outlook for US monetary policy and what it means for global markets. They…
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In Conversation with Productivity Commission Chair Danielle Wood
Productivity growth has slowed across Australia and much of the developed world, but what will it take to turn the trend around? CommBank Chief Economist Luke Yeaman sits down with Productivity Commission Chair Danielle Wood about the forces shaping productivity growth in Australia and globally....
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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 to instead? Host Mandy Drury speaks with CommBank Director, Commercial Property Kevin Stanley about why commercial property may become a more...
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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 Senior Economist Trent Saunders about the latest trends in the housing market and why sentiment is starting to weaken. They discuss softer auction clearance...
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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 & Sustainability Research Vivek Dhar about why oil and fuel prices have eased despite ongoing disruptions in the Strait of Hormuz. They discuss the role of...
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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? Host Mandy Drury speaks with CommBank Agricultural & Sustainability Economist Dennis Voznesenski about how the conflict in the Middle East is driving up...
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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 on the issues shaping the global economy? Host Mandy Drury speaks with CommBank Senior Geo-Economics Analyst Dr Madison Cartwright about what the...
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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 for the Australian economy? Host Mandy Drury speaks with CommBank Chief Economist Luke Yeaman and Head of Market Strategy & Rates Research Adam...
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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 about stagflation risks? Host Mandy Drury speaks with CommBank Head of Australian Economics Belinda Allen about the RBA’s latest decision to lift the...
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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-term direction of the Australian economy in a world shaped by geopolitical tensions, technological change and shifting global dynamics. From the...
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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 speaks with CommBank Senior Economist and Currency Strategist Kristina Clifton about what de-dollarisation really means and why it’s back in focus. From...
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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 CommBank Senior Economist Ashwin Clarke about how households are responding to rising cost pressures linked to the Middle East conflict. From higher petrol...
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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 speaks with CommBank Senior Economist Trent Saunders about how the housing market has evolved and what’s driving price growth across the country. From...
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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? Host Mandy Drury speaks with CommBank Head of Foreign Exchange, International & Geoeconomics Joseph Capurso about the impact of the conflict on the global...
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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? Host Mandy Drury speaks with CommBank Senior Geo-Economics Analyst Dr Madison Cartwright about why a quick end to the conflict remains unlikely despite...
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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 “speed limit”? Host Mandy Drury speaks with CommBank Head of Australian Economics Belinda Allen about how inflation re-accelerated and why the Reserve...
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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 CommBank Head of Commodities and Sustainable Economics Vivek Dhar about risks to global oil and gas supply as tensions escalate around the Strait of Hormuz....
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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? In this episode of CommBank View: Economics & Markets, host Mandy Drury speaks with CommBank Chief Economist Luke Yeaman about the forces driving the…
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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: Economics and Markets”, a new podcast from the CommBank Global Economic and Markets Research team, hosted by Mandy Dury. Each week, CommBank economists...
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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 capex intentions were upgraded, keeping the RBA on alert. Next stop is December quarter GDP figures. Disclaimer: Important Information This podcast…
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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 suggest it remains too tight. They also preview the key January CPI due next week. Disclaimer: Important Information This podcast is approved and...
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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. ------ DISCLAIMER ------ Important Information This podcast is approved and distributed by Global Economic & Markets Research (“GEMR”), a business division of the...
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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 discuss the why interest rates are heading higher in 2026. Important Information This podcast is approved and distributed by Global Economic & Markets...
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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 and explore what it means for the RBA meeting next week. Disclaimer: Important Information This podcast is approved and distributed by Global…
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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 about tightening conditions in the Australian economy. They also preview next week’s critical Q4 CPI release. The discussion also explores what the...
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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 Australian dollar cross rates. Disclaimer: Important Information This podcast is approved and distributed by Global Economic & Markets Research…
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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. They also preview what lies ahead for the Australian economy in 2026. Disclaimer: Important Information This podcast is approved and distributed by...
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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 policy meetings in the UK, Eurozone and Japan. Disclaimer: Important Information This podcast is approved and distributed by Global Economic &…
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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 spending. ------ DISCLAIMER ------ Important Information This podcast is approved and distributed by Global Economic & Markets Research (“GEMR”), a...
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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, the US and Canada. Disclaimer: Important Information This podcast is approved and distributed by Global Economic & Markets Research (“GEMR”), a...
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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 limit. Consumers are spending, businesses are investing and the public sector continues to add to growth. Belinda Allen and Ashwin Clarke unpack…
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About this show
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 objectives, financial situation or needs and does not constitute personal finance advice.
Hosted by
LiSTNR
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