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CommBank View: Economics & Markets

LiSTNR
Reserve Bank Of Australia
Australian Dollar
Inflation
Australian Economy
Australia
Consumer Spending
Interest Rates
US Dollar
China
Tariffs
Consumer Price Index
CPI
Labor Market
Federal Reserve
Retail Trade
GDP
Unemployment Rate
Bank Of England
Bank Of Japan
Consumer Sentiment

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 headli... more

PublishesWeeklyEpisodes415Founded6 years ago
Number of ListenersCategories
BusinessGovernment

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Artwork for CommBank View: Economics & Markets

Latest Episodes

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 ... more

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 ... more

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 ... more

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 ... more

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Recent Guests

Adam Donaldson
Head of Market Strategy and Rates Research
Commonwealth Bank of Australia
Episode: A New Era for Interest Rates and the Global Economy
Kristina Clifton
CommBank Senior Economist and Currency Strategist
Commonwealth Bank
Episode: The Fed: From Rate Cuts to Rate Hikes?
Danielle Wood
Chair of the Productivity Commission of Australia
Productivity Commission of Australia
Episode: In Conversation with Productivity Commission Chair Danielle Wood
Kevin Stanley
Director of Commercial Property, Global Economic and Markets Research at Comm Bank
Commonwealth Bank of Australia
Episode: Commercial Property Emerges as New Focus for Investors
Harry Ottley
Economics/Markets commentator providing weekly market preview
CommBank
Episode: Commercial Property Emerges as New Focus for Investors
Samara Hammoud
Market commentator providing week-ahead market outlook
Commonwealth Bank of Australia
Episode: Energy Markets: Is This the Calm Before the Storm?
Dennis Voznesenski
Agricultural and Sustainability Economist
Commonwealth Bank of Australia
Episode: Stuck Behind the Strait: Agriculture in the Firing Line
John Oh
Sustainability and Energy Economist
Commonwealth Bank of Australia
Episode: Stuck Behind the Strait: Agriculture in the Firing Line
Madison Cartwright
CommBank Senior Geoeconomics Analyst
Commonwealth Bank of Australia
Episode: US-China Summit: What Happens Next?

Host

Mandy Drury
Host of CommBank View: Economics & Markets

Reviews

4.8 out of 5 stars from 73 ratings
  • Great podcast

    AI discussion very insightful

    Apple Podcasts
    5
    a_mw
    Australia6 months ago
  • Excellent economics podcast

    I’ve been enjoying listening to the insights and learning more about the levers our central bank have to make corrections to our country’s economic health. Well done guys!

    Apple Podcasts
    5
    Herms7
    Australia6 years ago
  • Great digestible content

    Great insights, thanks for continuing to share these

    Apple Podcasts
    5
    LouiseButlerGree
    Australia6 years ago
  • Really helpful in uncertain times

    It was great to get a quick snapshot of what is happening in our economy and what to expect. Ill be tuning in again.

    Apple Podcasts
    5
    Pallister1
    Australia6 years ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

Geopolitical angles are balanced with market implications and data points.
Insights on policy shifts feel timely for business planning and investment.
Experts from a major bank lend credibility and depth to complex topics.
Listeners appreciate accessible macro context with practical takeaways.

Chart Rankings

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Apple Podcasts
#179
Norway/Business

Talking Points

Recent interactions between the hosts and their guests.

Where Are Interest Rates Headed From Here?
Q: What would need to be seen to justify the first rate cut in May 2027?
A period of subdued growth around 1.5%, inflation printing around 0.6-0.7% quarterly, and unemployment nearer 4.6-4.7%, allowing policy to glide toward neutral without triggering another round of tightening.
Where Are Interest Rates Headed From Here?
Q: So what would have to happen for the RBA to pull the trigger on another rate hike being a reality?
The base case requires inflation to slow consistently, unemployment to move toward balance, and growth to slow to around 1.5% below potential, creating a case for loosening policy rather than tightening further.
We Need To Talk About Bonds
Q: Adam, what's the root cause behind the rise in yields beyond inflation concerns?
The rise is driven primarily by higher real yields and a structural shift in the neutral rate, fueled by a global increase in savings and investment needs, including CAPEX and geopolitics, rather than just inflation expectations.
China’s Two-Speed Economy
Q: What is China's new growth model and why is Beijing prioritizing it over traditional stimulus?
The new growth model, termed 'high-quality growth,' focuses on productivity, innovation, and advanced manufacturing to build a more self-reliant economy rather than relying on debt-fueled infrastructure and property booms.
China’s Two-Speed Economy
Q: So the headlines about China's economy seem actually quite confusing. What's going on with the two-speed description?
Carol explains that China is effectively operating with two speeds: a booming export sector supporting growth and a weak domestic demand side, with the housing downturn and consumer caution dampening consumption.

Audience Metrics

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Frequently Asked Questions About CommBank View: Economics & Markets

What is CommBank View: Economics & Markets about and what kind of topics does it cover?

A data-driven economics and markets show with a strong focus on Australia, global macro themes, energy and policy. Episodes routinely dissect inflation, monetary policy, housing dynamics, and the growth of data centers, AI, and energy markets, often weaving in geopolitics and fiscal policy. Guests are economists and strategists from a major bank, plus policy-focused experts, delivering practical context for investors, business leaders, and policymakers. Notable strengths include a clear macro narrative, timely links between policy shifts and markets, and a readiness to connect global trends to domestic Australian outcomes.

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Which podcasts are similar to CommBank View: Economics & Markets?

These podcasts share a similar audience with CommBank View: Economics & Markets:

1. NAB Morning Call
2. CommSec Market Update
3. Chanticleer
4. 5 in 5 with ANZ
5. The Fin

How many episodes of CommBank View: Economics & Markets are there?

CommBank View: Economics & Markets launched 6 years ago and published 415 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on CommBank View: Economics & Markets?

Recent guests on CommBank View: Economics & Markets include:

1. Adam Donaldson
2. Kristina Clifton
3. Danielle Wood
4. Kevin Stanley
5. Harry Ottley
6. Samara Hammoud
7. Dennis Voznesenski
8. John Oh

To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.

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