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…
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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 abundance of money and credit can push investors towards assets even when the headlines are bad. They also…
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 Beijing is moving away from the stimulus-led growth model of the past. They discuss the property downturn,…
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 why the sector is set to become the biggest contributor to business investment growth over the next…
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 paths for the conflict and why a diplomatic solution may become more likely over the coming months. Mandy…
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 growing defence investment, the role of AUKUS and the challenges of building Australia's sovereign defence…
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 interest rate, the impact of AI investment, defence spending and the energy transition, and why central…
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 spending, the outlook for interest rates and whether AI investment can help offset softer domestic demand.…
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 discuss why expectations for the Federal Reserve have shifted so dramatically, how stronger US growth and AI…
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. They discuss the causes of the productivity slowdown, the opportunities and challenges presented by…
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 attractive option for some investors as a result of the recent tax reforms. They discuss the outlook for…