CommBank Global Economic & Markets Update podcast
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CommBank Global Economic & Markets Update podcast
Commonwealth Bank of Australia’s Global Economic & Markets Research team will cover off on the latest market and economic news and dive deep into the big issues impacting the Australian and global economy. Information in this podcast is of a general nature only. It does not take into account your ob...
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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 spendi...
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,...
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...
FX Weekly - Global economic outlook to improve in 2026 but with risks
CBA’s international economics team discuss their latest forecasts for the global economy and outlook for central bank interest rates.
D...
FX Weekly - Stronger economic data and the improving global economy can support the Australian dollar this week.
Kristina Clifton and Samara discuss the top influences effecting currency markets this week including an improving global economy, Australian GDP data...
Aussie Weekly - Surprise CPI and investment data
It was a week full of surprises in Australia. The inaugural monthly CPI data came in stronger than expected for October. Business investment and const...
FX Weekly – Fed’s Beige book, RBNZ meeting, UK budget and Japan’s FX intervention
Kristina Clifton and Carol Kong discuss the top influences on currency markets this week including Australia’s October CPI, the Federal reserve’s Beig...
Aussie Weekly - Deep dive on inflation
Wages data and the RBA minutes were broadly as expected so the focus now turns to next week's inflation data for October. This will be the first relea...
FX Weekly: US Payrolls, Australia’s Wage Data and Japan’s FX Intervention Risks
Samara Hammoud and Carol Kong discuss the top influences on currency markets this week including the much-anticipated US payrolls data, Australia’s Wa...
Aussie Weekly - A week of strong economic data
In this week's podcast, Head of Australian Economics Belinda Allen and Economist Harry Ottley discuss what was a very strong week of Australian econom...
FX Weekly: China’s Monthly Data Dump and Labour Market Data from Australia and the UK
Kristina Clifton and Samara Hammoud discuss the top influences on currency markets this week including China’s monthly data dump for October and labou...
Aussie Weekly - Cautious RBA on hold as expected
In this episode, CBA economists Harry Ottley and Belinda Allen break down the Reserve Bank of Australia’s decision to keep the cash rate on hold at 3....
CPI shock and RBA call change
It was a busy week of economic news but the September quarter CPI stole the show. The policy relevant trimmed mean lifted by 1%/qtr and 3.0%/yr amongs...
FX Weekly – President Trump-Xi meeting, Australian inflation data, and central bank decisions
Samara Hammoud and Carol Kong discuss the top influences on currency markets this week including the latest US-China trade talks, Australian inflation...
Aussie Weekly - All is calm ahead of Q3 25 CPI
It was a quiet week locally but next week brings the all important Q3 25 CPI report. In this week's podcast, Economists Trent Saunders and Harry Ottle...
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 the top influences on currency markets this week including China’s data dump, Japanese politics, the ongoing US...
Aussie Weekly – Unemployment rate lifts to 4.5%
In this week’s podcast CBA economists Belinda Allen and Trent Saunders unpack the shock lift in the unemployment rate and what is means for the Reserv...
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 discuss the top influences on currency markets this week including rising US-China trade tensions, FOMC Chair Powell’s r...
Aussie Weekly - Consumer sentiment dips
In this week’s podcast, CBA economists Belinda Allen and Harry Ottley discuss the latest consumer sentiment data, trends in household spending, the ou...
FX Weekly - US government shutdown, Japan’s leadership race, and Canada’s labour market data
Samara Hammoud and Carol Kong discuss the top influences on currency markets this week including the US government shutdown, Japan’s Liberal Democrati...
Aussie Weekly – RBA on Hold Until 2026
In this week’s podcast, Head of Australian Economics Belinda Allen unpacks the key takeaways from the September RBA Board meeting and explains why CBA...
FX Weekly – US non-farm payrolls, RBA meeting, Japanese’s LDP election
Joseph Capurso and Carol Kong discuss the top influences on currency markets this week including the US non-farm payrolls, the Reserve Bank of Austral...
Aussie Weekly - Hot CPI casts doubt on November rate cut
In this week's podcast, economists Harry Ottley, Belinda Allen and Trent Saunders discuss the stronger-than-expected August Monthly CPI and its implic...
FX Weekly - A quieter week for currency markets ahead
Kristina Clifton and Carol Kong discuss the top influences on currency markets this week including the US PCE deflator and Australia’s CPI indicator.<...
Aussie Weekly - Softer labour market data ahead of CPI
Belinda Allen and Harry Ottley discuss August’s Labor Force data, which showed steady unemployment at 4.2% but softer employment and participation. Th...
FX Weekly – Four major central banks meet this week
It’s a huge week for currency markets, with four major central bank meetings — the US Federal Reserve, the Bank of Japan, the Bank of England, and the...
Aussie Weekly - Further signs that the economy is improving
Harry Ottley and Belinda Allen break down the latest Aussie economic data, including consumer spending and sentiment trends, business surveys, and the...
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 top drivers of currency markets this week.
Disclaimer:
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Aussie Weekly - Economic growth surprises to the upside
In this episode of the CommBank Global Economic and Markets Research Aussie Weekly podcast, Harry Ottley and Belinda Allen unpack a data-heavy week fo...
FX Weekly – US non-farm payrolls, RBA speeches, Japanese wages growth
Joseph Capurso and Carol Kong discuss the top influences on currency markets this week including the US non-farm payrolls, comments by the Reserve Ban...
Aussie Weekly - July CPI surprise, RBA and GDP building blocks
This week Belinda Allen wraps up the surprise CPI result for July and unpacks the RBA Board Meeting Minutes for August. June quarter GDP is released n...
FX Weekly - Australian dollar to ease this week
Kristina Clifton and Samara Hammoud discuss the top influences on currency markets this week including a modest unwound on recent Australian dollar st...
Aussie Weekly - Economy on the improve
This week, economists Belinda Allen and Harry Ottley discuss some positive signs for the Australian consumer and preview a fairly quiet week ahead.
A cross-country analysis of budget trends
Carol Kong and Samara Hammoud unpack the latest trends in government debt across advanced economies. From the US and Japan to Australia and Europe, th...
FX Weekly - Federal Reserve Chair Powell’s Jackon Hole speech will be the key driver of currencies this week
Kristina Clifton and Carol Kong discuss the top 3 drivers of currencies this week including Federal Reserve Chair Powell’s speech, CPI inflation data...
Aussie Weekly - RBA cuts, labour market tracking as forecast
The RBA cut the cash rate by 25bp to 3.60% this week. In today's podcast, Senior Economist Belinda Allen and Economist Harry Ottley discuss the decisi...
FX Weekly - US CPI and Reserve Bank of Australia interest rate decision will be important for the Australian dollar this week.
Kristina Clifton and Samara Hammoud discuss the top influences on currency markets this week including the US CPI, RBA decision and Australian and UK...
Aussie Weekly - Lock in an RBA rate cut next week
With a 25bp cut from the RBA all but locked in, CBA Senior Economist Belinda Allen and Economist Harry Ottley break down what’s driving the decision....
FX Weekly – US Jobs Report, 1 August Tariff Announcement, and Bank of England July meeting.
Joe Capurso and Samara Hammoud discuss the key influences on currencies this week including the July US jobs report, tariffs announced on 1 August, an...
Aussie Weekly - Q2 25 CPI rubber-stamps August rate cut
The much-anticipated Q2 2025 CPI data is in, and the news is very positive for both the inflation outlook and the prospect of further interest rate cu...