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CommBank View: Economics & Markets

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Latest episodes

  • Australia & New Zealand: Rates, Risks and the Road Ahead (Live from GMC)

    October 20, 2026 · 39 min

    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…

  • Global Trade Is Changing. How Vulnerable Is Australia?

    October 13, 2026 · 28 min

    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…

  • Are Interest Rates and Bond Yields Nearing a Peak?

    October 6, 2026 · 24 min

    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…

  • How Far Could Australian House Prices Fall?

    September 29, 2026 · 23 min

    Australia’s housing market is losing momentum, so how far could prices fall and what will eventually turn the market around? Host Mandy Drury speaks with CommBank Senior Economist Trent Saunders about why housing weakness has spread beyond…

  • In Conversation with Mirvac CEO Campbell Hanan

    September 22, 2026 · 36 min

    What’s next for Australian property and what will it take to build the homes and infrastructure the country needs? In this special episode, CommBank Chief Economist Luke Yeaman sits down with Mirvac Group CEO & Managing Director Campbell…

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  • What’s Driving Australia’s State Economies?

    September 15, 2026 · 38 min

    Australia’s economy may be slowing overall, but the picture looks very different depending on where you live. So which states are performing the strongest, and what’s driving the divide? Host Mandy Drury speaks with CommBank Economist…

  • Unpacking Australia’s East Coast Gas Market

    September 8, 2026 · 27 min

    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…

  • We Need To Talk About Bonds

    September 1, 2026 · 34 min

    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…

  • Where Are Interest Rates Headed From Here?

    August 25, 2026 · 33 min

    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…

  • Making Sense of Global Liquidity

    August 18, 2026 · 25 min

    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…

  • China’s Two-Speed Economy

    August 11, 2026 · 24 min

    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…

  • Australia's Data Centre Build-Out

    August 4, 2026 · 25 min

    Australia is attracting billions of dollars in data centre investment, but can the country deliver the infrastructure needed to support the AI boom? Host Mandy Drury speaks with CommBank Economist Lucinda Jerogin about Australia's rapidly…

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About the show

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 headlines, explores emerging risks and opportunities, and dives deep into the big themes influencing markets. Information in these podcasts is for informational purposes only and is not to be relied upon for any investment purposes. It does not take into account your objectives, financial situation or needs and does not constitute personal finance advice.