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.

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 will provide in-depth analysis of the macroeconomic forces shaping Australian and global markets. Explore in-depth coverage across Australian Economics and Commodities, International Economics, Sustainable Economics, Market Strategy and Rates, and more.
 This podcast is not investment research and is for informational purposes only.
See omnystudio.com/listener for privacy information.

CommBank View: Economics & Markets

CommBank View: Economics & Markets - Trailer

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 is approved and distributed by Global Economic & Markets Research (“GEMR”), a business division of the Commonwealth Bank of Australia ABN 48 123 123 124 AFSL 234945 (“the Bank”). 
 Before listening to this podcast, you are advised to read the full GEMR disclaimers, which can be found at www.commbankresearch.com.au.  
 No Reliance 
 This podcast is not investment research and nor does it purport to make any recommendations. Rather, this podcast is for informational purposes only and is not to be relied upon for any investment purposes. 
 This podcast does not take into account your objectives, financial situation or needs. It is not to be construed as a solicitation or an offer to buy or sell any securities or other financial products, or as a recommendation, and/or investment advice. You should not act on the information in this podcast.  
 The Bank believes that the information in this podcast is correct and any opinions, conclusions or recommendations made are reasonably held at the time given, and are based on the information available at the time of its compilation. No representation or warranty, either expressed or implied, is made or provided as to accuracy, reliability or completeness of any statement made. 
 Liability Disclaimer 
 The Bank does not accept any liability for any loss or damage arising out of any error or omission in or from the information provided or arising out of the use of all or part of the podcast.  
 Usage of Artificial Intelligence 
 To enhance efficiency, GEMR may use the Bank approved artificial intelligence (AI) tools to assist in preparing content for this podcast. These tools are used solely for drafting and structuring purposes and do not replace human judgment or oversight. All final content is reviewed and approved by GEMR analysts for accuracy and independence. 

See omnystudio.com/listener for privacy information.

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

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 distributed by Global Economic & Markets Research (“GEMR”), a business division of the Commonwealth Bank of Australia ABN 48 123 123 124 AFSL 234945 (“the Bank”). 
 Before listening to this podcast, you are advised to read the full GEMR disclaimers, which can be found at www.commbankresearch.com.au.  
 No Reliance 
 This podcast is not investment research and nor does it purport to make any recommendations. Rather, this podcast is for informational purposes only and is not to be relied upon for any investment purposes. 
 This podcast does not take into account your objectives, financial situation or needs. It is not to be construed as a solicitation or an offer to buy or sell any securities or other financial products, or as a recommendation, and/or investment advice. You should not act on the information in this podcast.  
 The Bank believes that the information in this podcast is correct and any opinions, conclusions or recommendations made are reasonably held at the time given, and are based on the information available at the time of its compilation. No representation or warranty, either expressed or implied, is made or provided as to accuracy, reliability or completeness of any statement made. 
 Liability Disclaimer 
 The Bank does not accept any liability for any loss or damage arising out of any error or omission in or from the information provided or arising out of the use of all or part of the podcast.  
 Usage of Artificial Intelligence 
 To enhance efficiency, GEMR may use the Bank approved artificial intelligence (AI) tools to assist in preparing content for this podcast. These tools are used solely for drafting and structuring purposes and do not replace human judgment or oversight. All final content is reviewed and approved by GEMR analysts for accuracy and independence. 
See omnystudio.com/listener for privacy information.

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

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 Commonwealth Bank of Australia ABN 48 123 123 124 AFSL 234945 (“the Bank”).  
 Before listening to this podcast, you are advised to read the full GEMR disclaimers, which can be found at www.commbankresearch.com.au.  
 No Reliance  
 Information in this podcast is of a general nature only. It does not take into account your objectives, financial situation or needs and does not constitute personal financial advice.  
 This podcast provides general market-related information only and is not to be construed as a solicitation or an offer to buy or sell any securities or other financial products. It is not investment research and nor does it purport to make any recommendations.  
 Where ‘CBA Data’ is cited, this refers to the Bank’s proprietary data that is sourced from its internal systems and may include, but not be limited to, home loan data, credit card transaction data, merchant facility transaction data and applications for credit. The data used in the ‘CommBank Household Spending Insights’ series is a combination of the CBA Data and publicly available ABS, Cotality and RBA data. As analysis is based on Bank customer transactions, it may not reflect all trends in the market. All customer data used or represented in this podcast is anonymised before analysis and is used, and disclosed, in accordance with the Group Privacy Statement.  
 The Bank believes that the information in this podcast is correct, and any opinions, conclusions or recommendations made are reasonably held and are based on the information available at the time of its compilation. The Bank makes no representation or warranty, either expressed or implied, as to the accuracy, reliability or completeness of any statement made. 
 Liability Disclaimer  
 The Bank does not accept any liability for any loss or damage arising out of any error or omission in or from the information provided or arising out of the use of all or part of the podcast.”   
 Usage of Artificial Intelligence 
 To enhance efficiency, GEMR may use the Bank approved artificial intelligence (AI) tools to assist in preparing content for this podcast. These tools are used solely for drafting and structuring purposes and do not replace human judgment or oversight. All final content is reviewed and approved by GEMR analysts for accuracy and independence. 
See omnystudio.com/listener for privacy information.

Aussie Weekly - Economic data and RBA communication galore

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 Research (“GEMR”), a business division of the Commonwealth Bank of Australia ABN 48 123 123 124 AFSL 234945 (“the Bank”).  
 Before listening to this podcast, you are advised to read the full GEMR disclaimers, which can be found at www.commbankresearch.com.au.  
 No Reliance  
 Information in this podcast is of a general nature only. It does not take into account your objectives, financial situation or needs and does not constitute personal financial advice.  
 This podcast provides general market-related information only and is not to be construed as a solicitation or an offer to buy or sell any securities or other financial products. It is not investment research and nor does it purport to make any recommendations.  
 Where ‘CBA Data’ is cited, this refers to the Bank’s proprietary data that is sourced from its internal systems and may include, but not be limited to, home loan data, credit card transaction data, merchant facility transaction data and applications for credit. The data used in the ‘CommBank Household Spending Insights’ series is a combination of the CBA Data and publicly available ABS, Cotality and RBA data. As analysis is based on Bank customer transactions, it may not reflect all trends in the market. All customer data used or represented in this podcast is anonymised before analysis and is used, and disclosed, in accordance with the Group Privacy Statement.  
 The Bank believes that the information in this podcast is correct, and any opinions, conclusions or recommendations made are reasonably held and are based on the information available at the time of its compilation. The Bank makes no representation or warranty, either expressed or implied, as to the accuracy, reliability or completeness of any statement made. 
 Liability Disclaimer  
 The Bank does not accept any liability for any loss or damage arising out of any error or omission in or from the information provided or arising out of the use of all or part of the podcast.”   
 Usage of Artificial Intelligence 
 To enhance efficiency, GEMR may use the Bank approved artificial intelligence (AI) tools to assist in preparing content for this podcast. These tools are used solely for drafting and structuring purposes and do not replace human judgment or oversight. All final content is reviewed and approved by GEMR analysts for accuracy and independence. 
See omnystudio.com/listener for privacy information.

Aussie Weekly - RBA increases cash rate target to 3.85%

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 Economic & Markets Research (“GEMR”), a business division of the Commonwealth Bank of Australia ABN 48 123 123 124 AFSL 234945 (“the Bank”).
 Before listening to this podcast, you are advised to read the full GEMR disclaimers, which can be found at www.commbankresearch.com.au.
 No Reliance
 This podcast is not investment research and nor does it purport to make any recommendations. Rather, this podcast is for informational purposes only and is not to be relied upon for any investment purposes.
 This podcast does not take into account your objectives, financial situation or needs. It is not to be construed as a solicitation or an offer to buy or sell any securities or other financial products, or as a recommendation, and/or investment advice. You should not act on the information in this podcast.
 The Bank believes that the information in this podcast is correct and any opinions, conclusions or recommendations made are reasonably held at the time given, and are based on the information available at the time of its compilation. No representation or warranty, either expressed or implied, is made or provided as to accuracy, reliability or completeness of any statement made.
 Liability Disclaimer
 The Bank does not accept any liability for any loss or damage arising out of any error or omission in or from the information provided or arising out of the use of all or part of the podcast.
 Usage of Artificial Intelligence
 To enhance efficiency, GEMR may use the Bank approved artificial intelligence (AI) tools to assist in preparing content for this podcast. These tools are used solely for drafting and structuring purposes and do not replace human judgment or oversight. All final content is reviewed and approved by GEMR analysts for accuracy and independence.
See omnystudio.com/listener for privacy information.

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CommBank View: Economics & Markets