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CommBank View: Economics & Markets, 417 episodes. Page 1 of 5.

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1

RBA Special: Have Interest Rates Finally Peaked?

2

Why Bond Yields Can Fall as Rates Rise

3

El Niño, Bird Flu and Australia's Food Price Outlook

4

Australia & New Zealand: Rates, Risks and the Road Ahead (Live from GMC)

5

Global Trade Is Changing. How Vulnerable Is Australia?

6

Are Interest Rates and Bond Yields Nearing a Peak?

7

How Far Could Australian House Prices Fall?

8

In Conversation with Mirvac CEO Campbell Hanan

9

What’s Driving Australia’s State Economies?

10

Unpacking Australia’s East Coast Gas Market

11

We Need To Talk About Bonds

12

Where Are Interest Rates Headed From Here?

13

Making Sense of Global Liquidity

14

China’s Two-Speed Economy

15

Australia's Data Centre Build-Out

16

What's Next for the Middle East Conflict and Oil Markets?

17

Australia's Defence Investment Boom

18

A New Era for Interest Rates and the Global Economy

19

Australia and the Global Economy: An Updated Outlook

20

The Fed: From Rate Cuts to Rate Hikes?

21

In Conversation with Productivity Commission Chair Danielle Wood

22

Commercial Property Emerges as New Focus for Investors

23

Housing Market Outlook: Has the Slowdown Begun?

24

Energy Markets: Is This the Calm Before the Storm?

25

Stuck Behind the Strait: Agriculture in the Firing Line

26

US-China Summit: What Happens Next?

27

Federal Budget: Big Ambitions, Mixed Results

28

RBA Rates Decision: What Happens Next?

29

In Conversation with Treasurer Jim Chalmers

30

De-dollarisation: Is the US Dollar at Risk?

31

Consumer Spending: Feeling the Impact of War

32

Australian Housing: What’s Next For Prices?

33

Global Outlook: War Inflation to Spark Higher Interest Rates

34

The Middle East Conflict: No Easy Way Out

35

Inflation: Has Australia Hit Its Speed Limit?

36

How the Middle East Conflict Is Shaking Energy Markets

37

AI: Boom, Bubble or Both?

38

CommBank View: Economics & Markets - Trailer

39

Aussie Weekly – CPI and capex data keep RBA on its toes

40

Aussie Weekly - Labour market remains tight ahead of January CPI data

41

Aussie Weekly - Economic data and RBA communication galore

42

Aussie Weekly - RBA increases cash rate target to 3.85%

43

Aussie Weekly - Strong CPI sets up rate hike next week

44

Aussie Weekly – Labour market strength ahead of key inflation data

45

FX Weekly - US dollar and Australian dollar outlook

46

Aussie Weekly - Why we expect the RBA to hike in February

47

FX Weekly: US economic data and central bank policy meetings in the UK, Eurozone and Japan

48

Aussie Weekly - RBA flags rate hikes in 2026

49

FX Weekly: Central bank policy meetings in Australia, the US and Canada

50

Aussie weekly: GDP recap and RBA preview

51

FX Weekly - Global economic outlook to improve in 2026 but with risks

52

FX Weekly - Stronger economic data and the improving global economy can support the Australian dollar this week.

53

Aussie Weekly - Surprise CPI and investment data

54

FX Weekly – Fed’s Beige book, RBNZ meeting, UK budget and Japan’s FX intervention

55

Aussie Weekly - Deep dive on inflation

56

FX Weekly: US Payrolls, Australia’s Wage Data and Japan’s FX Intervention Risks

57

Aussie Weekly - A week of strong economic data

58

FX Weekly: China’s Monthly Data Dump and Labour Market Data from Australia and the UK

59

Aussie Weekly - Cautious RBA on hold as expected

60

CPI shock and RBA call change

61

FX Weekly – President Trump-Xi meeting, Australian inflation data, and central bank decisions

62

Aussie Weekly - All is calm ahead of Q3 25 CPI

63

FX Weekly - China’s data dump, Japanese politics, the ongoing US government shutdown and the latest inflation data from around the world.

64

Aussie Weekly – Unemployment rate lifts to 4.5%

65

FX Weekly - US-China trade tensions, FOMC Chair Powell’s speech, and the evolving political situation in Japan and France.

66

Aussie Weekly - Consumer sentiment dips

67

FX Weekly - US government shutdown, Japan’s leadership race, and Canada’s labour market data

68

Aussie Weekly – RBA on Hold Until 2026

69

FX Weekly – US non-farm payrolls, RBA meeting, Japanese’s LDP election

70

Aussie Weekly - Hot CPI casts doubt on November rate cut

71

FX Weekly - A quieter week for currency markets ahead

72

Aussie Weekly - Softer labour market data ahead of CPI

73

FX Weekly – Four major central banks meet this week

74

Aussie Weekly - Further signs that the economy is improving

75

FX Weekly - US payrolls revisions, US CPI and French and Japanese political uncertainty will drive currencies this week.

76

Aussie Weekly - Economic growth surprises to the upside

77

FX Weekly – US non-farm payrolls, RBA speeches, Japanese wages growth

78

Aussie Weekly - July CPI surprise, RBA and GDP building blocks

79

FX Weekly - Australian dollar to ease this week

80

Aussie Weekly - Economy on the improve

81

A cross-country analysis of budget trends

82

FX Weekly - Federal Reserve Chair Powell’s Jackon Hole speech will be the key driver of currencies this week

83

Aussie Weekly - RBA cuts, labour market tracking as forecast

84

FX Weekly - US CPI and Reserve Bank of Australia interest rate decision will be important for the Australian dollar this week.

85

Aussie Weekly - Lock in an RBA rate cut next week

86

FX Weekly – US Jobs Report, 1 August Tariff Announcement, and Bank of England July meeting.

87

Aussie Weekly - Q2 25 CPI rubber-stamps August rate cut

88

FX Weekly - Tariff news and central bank announcements in focus this week.

89

Aussie Weekly - All eyes on Q2 25 CPI

90

FX Weekly – US tariffs, ECB meeting and Japan’s upper house election

91

Aussie Weekly - Labour market weakens in June

92

FX Weekly – US tariffs, US June CPI and China’s monthly ‘data dump’

93

Aussie Weekly - RBA shocks market with on hold decision

94

FX Weekly - Tariff news to drive currency markets this week

95

Aussie Weekly - Consumer data remains mixed ahead of RBA July meeting

96

FX Weekly - US trade negotiations, US labour market data and Bank of Japan’s Tankan survey

97

Aussie Weekly - RBA to now cut rates in July and CPI wrap up

98

FX Weekly - Middle East conflict, NATO summit and Bank of Japan policy outlook

99

Aussie Weekly - Labour force down, monthly CPI to go

100

FX Weekly - Middle East conflict and central banks meetings can drive currencies this week.