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 pod

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The podcast currently has 416 episodes available.

Best of CommBank View: Economics & Markets

The most played episodes among Podcast App listeners.

Number 1: 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 abundance of money and credit can push investors towards assets even when the headlines are bad. They also explore why liquidity remains supportive in 2026, what happens when it starts to dry up and the warning signs that could signal a shift in the global liquidity cycle. Plus, CommBank Energy & Sustainable Economist John Oh shares the key focuses for markets in the week ahead. 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.
August 18, 202625min
Number 2: 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 gradually and why the RBA isn’t ready to declare victory just yet. They also unpack what could still trigger another rate hike, why the economy needs to slow further and what would need to change for the RBA to begin cutting interest rates in 2027. Plus, CommBank Senior Associate, Market Strategy and Rates Research Michael Tang shares the key focuses for markets in the week ahead. *This episode of CommBank View was recorded on Tuesday 25 August 2026, before CommBank’s Global Economic and Markets Research team revised its RBA interest rate forecast on Thursday 27 August 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 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.
August 25, 202633min
Number 3: 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 infrastructure constraints threatening future supply and what a proposed domestic gas reservation scheme could mean for prices. They unpack why Sydney and Melbourne face a very different outlook to Brisbane, the potential solutions to keep gas prices lower and why gas remains an important part of Australia’s transition to renewable energy. Plus, CommBank Economist Lucinda Jerogin shares the key focuses for markets in the week ahead. 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.
September 08, 202628min
Number 4: 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 simply an inflation story and the structural forces pushing interest rates higher. They unpack growing concerns around US policy credibility and the Fed, why Australian bonds could fare better, and what a higher-rate world could ultimately mean for investors and borrowers. Plus, CommBank Economist and Currency Strategist Samara Hammoud shares the key focuses for markets in the week ahead. 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.
September 01, 202635min
Number 5: 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 Beijing is moving away from the stimulus-led growth model of the past. They discuss the property downturn, weak household confidence and the shift towards advanced manufacturing, technology and greater economic self-reliance. Carol also explains why China is willing to accept slower growth in pursuit of its long-term priorities, the risks that strategy creates for consumers and global trade, and what China’s changing economy could mean for Australian businesses and investors. Plus, CommBank Economist Harry Ottley shares the key focuses for markets in the week ahead. 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.
August 11, 202624min