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Artwork for CommBank View: Economics & Markets

CommBank View: Economics & Markets

LiSTNR
Reserve Bank Of Australia
Australian Dollar
Inflation
Australian Economy
Australia
Consumer Spending
Interest Rates
China
US Dollar
Tariffs
Consumer Price Index
CPI
Federal Reserve
Labor Market
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

PublishesWeeklyEpisodes422Founded7 years ago
Number of ListenersCategories
BusinessGovernment

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Artwork for CommBank View: Economics & Markets

Latest Episodes

El Niño, bird flu and disruptions to global grain exports are creating new risks for Australian agriculture, but what could they mean for food prices and the broader economy?

Host Mandy Drury speaks with CommBank Agricultural and Sustainability Econ... more

Australia and New Zealand are navigating very different economic cycles, but both face the challenge of persistent inflation and higher interest rates. So what lies ahead for the two economies?

Recorded live at the CommBank Global Markets Conference... more

Global trade has made economies more connected than ever, but has that interconnectedness also left Australia more vulnerable to disruption?

Host Mandy Drury speaks with CommBank Head of Commodities and Sustainable Economics Vivek Dhar about why oil... more

The RBA and US Federal Reserve are raising interest rates, but could bond yields already be approaching their peak?

Host Mandy Drury speaks with CommBank Head of Market and Rates Strategy Adam Donaldson and Head of FX, International and Geoeconomics... more

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Recent Guests

Luke Yeaman
Chief Economist at Commonwealth Bank
Commonwealth Bank
Episode: Australia & New Zealand: Rates, Risks and the Road Ahead (Live from GMC)
Kim Mundy
Acting Chief Economist at ASB
ASB
Episode: Australia & New Zealand: Rates, Risks and the Road Ahead (Live from GMC)
Vivek Dhar
Head of Commodities and Sustainable Economics, CommBank
Commonwealth Bank of Australia
Episode: Global Trade Is Changing. How Vulnerable Is Australia?
Dr. Madison Cartwright
Senior Geoeconomics Analyst, CommBank
Commonwealth Bank of Australia
Episode: Global Trade Is Changing. How Vulnerable Is Australia?
Adam Donaldson
Head of Market and Rate Strategy
CommBank
Episode: Are Interest Rates and Bond Yields Nearing a Peak?
Joe Capurso
Head of Forex International and Geoeconomics
CommBank
Episode: Are Interest Rates and Bond Yields Nearing a Peak?
Lucinda Jerogin
Economist at CommBank
CommBank
Episode: Are Interest Rates and Bond Yields Nearing a Peak?
Trent Saunders
Senior Economist at CommBank
Commonwealth Bank of Australia
Episode: How Far Could Australian House Prices Fall?
John Oh
Energy and Sustainable Economist at CommBank
Commonwealth Bank of Australia
Episode: How Far Could Australian House Prices Fall?

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
    Australia8 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
    Australia7 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
    Australia7 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
#171
Australia/Business
Apple Podcasts
#219
Saudi Arabia/Business
Apple Podcasts
#241
Hong Kong/Business

Talking Points

Recent interactions between the hosts and their guests.

Australia & New Zealand: Rates, Risks and the Road Ahead (Live from GMC)
Q: How much more work does the RBA need to do to bring inflation down?
Yeaman says CommBank expects no further rate hikes in its central forecast, but persistent inflation and structural pressures create a clear risk that the RBA may need two or three more hikes.
Australia & New Zealand: Rates, Risks and the Road Ahead (Live from GMC)
Q: Are we heading towards a recession?
Luke Yeaman says some households and housing-related sectors may feel recessionary, but Australia is not currently forecast to enter a recession because population growth, government spending, and AI investment support overall activity.
Unpacking Australia’s East Coast Gas Market
Q: What is the main driver behind East Coast gas prices rising so sharply over the past decade?
The linkage of domestic gas prices to international LNG prices after Queensland LNG export terminals came online, increasing the LNG netback and pulling domestic prices higher.
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.

Audience Metrics

Listeners, social reach, demographics and more for this podcast.

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

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

CommBank View: Economics & Markets launched 7 years ago and published 422 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

How do I contact CommBank View: Economics & Markets?

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

Recent guests on CommBank View: Economics & Markets include:

1. Luke Yeaman
2. Kim Mundy
3. Vivek Dhar
4. Dr. Madison Cartwright
5. Adam Donaldson
6. Joe Capurso
7. Lucinda Jerogin
8. Trent Saunders

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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