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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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:
Important Information...
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...
FX Weekly - Tariff news and central bank announcements in focus this week.
Kristina Clifton and Samara Hammoud discuss the top three influences on currency markets this week include tariff news, three central bank announcemen...
Aussie Weekly - All eyes on Q2 25 CPI
In this episode, economist Harry Ottley discusses the communication from RBA this week and previews the all important Q2 25 CPI data due next week.
FX Weekly – US tariffs, ECB meeting and Japan’s upper house election
Kristina Clifton and Carol Kong discuss the top influences affecting currency markets this week including the US-led tariff war, the European Central...
Aussie Weekly - Labour market weakens in June
The main talking point this week was the Australian labour market after the labour force survey weakened in June. Economists Harry Ottley and Belinda...
FX Weekly – US tariffs, US June CPI and China’s monthly ‘data dump’
Kristina Clifton and Carol Kong discuss the top influences affecting currency markets this week including the US-led tariff war, the US June CPI repor...
Aussie Weekly - RBA shocks market with on hold decision
The big news this week was a surprise on hold decision from the RBA. Economists Belinda Allen and Harry Ottley run through the decision, and why it wa...
FX Weekly - Tariff news to drive currency markets this week
Kristina Clifton and Carol Kong discuss the key drivers of currency markets this week including important tariff news and the Reserve Bank of Australi...
Aussie Weekly - Consumer data remains mixed ahead of RBA July meeting
There was a steady stream of data this week headlined by retail trade and the ABS Monthly Household Spending Indicator. The data was broadly mixed but...
FX Weekly - US trade negotiations, US labour market data and Bank of Japan’s Tankan survey
Kristina Clifton and Carol Kong discuss the top influences affecting currency markets this week, including US trade negotiations, US labour market dat...
Aussie Weekly - RBA to now cut rates in July and CPI wrap up
A benign monthly CPI print for May led us to bring forward our next RBA rate cut forecast to July. Belinda Allen and Harry Ottley from the Australian...
FX Weekly - Middle East conflict, NATO summit and Bank of Japan policy outlook
Kristina Clifton and Carol Kong discuss the top influences affecting currency markets this week including the conflict in the Middle East, the annual...
Aussie Weekly - Labour force down, monthly CPI to go
The labour force survey was broadly a non-event, with the unemployment rate holding steady at 4.1%. The final key data point ahead of the July RBA Boa...
FX Weekly - Middle East conflict and central banks meetings can drive currencies this week.
Kristina Clifton and Carol Kong discuss the key influences on currencies this week include conflict in the Middle East and meetings by the US...
Aussie Weekly - Surveys point to subdued economy ahead of labour force survey
It was quieter week for Aussie economy data this week with private sector releases dominating. The CommBank HSI as well as updates on business and con...
Opportunities and threats from trade diversion
Kristina Clifton and Carol Kong discuss insights from Kristina’s note on trade diversion
Disclaimer:
Important Informatio...
FX Weekly - US CPI, UK labour market data and US-China trade talks
Kristina Clifton and Carol Kong discuss the top influences affecting currency markets this week, including US consumer price index for May, UK labour...
Aussie Weekly - RBA minutes hold the line and GDP disappoints
It was an important week with the RBA minutes and Q1 25 GDP data released. The RBA minutes retained a dovish tone and economic growth disappointed kee...