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Episodes
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 objectives, financial situation or needs and does not constitute personal financial advice.
Episodes
Sep 29, 2025
Sep 29, 2025
7 min
Joseph Capurso and Carol Kong discuss the top influences on currency markets this week including the US non-farm payrolls, the Reserve Bank of Australia’s policy meeting and Japan’s ruling Liberal Democratic Party leadership race.
Disclaimer:
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.
Sep 26, 2025
Sep 26, 2025
12 min
In this week's podcast, economists Harry Ottley, Belinda Allen and Trent Saunders discuss the stronger-than-expected August Monthly CPI and its implications for the RBA.
Disclaimer:
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.
Sep 22, 2025
Sep 22, 2025
5 min
Kristina Clifton and Carol Kong discuss the top influences on currency markets this week including the US PCE deflator and Australia’s CPI indicator.
Disclaimer:
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.
Sep 19, 2025
Sep 19, 2025
12 min
Belinda Allen and Harry Ottley discuss August’s Labor Force data, which showed steady unemployment at 4.2% but softer employment and participation. They explore implications for the RBA, population growth normalising faster than expected, and what that means for labour supply. Looking ahead, they preview the August CPI indicator, expecting a slight easing to 2.7%, and highlight market services inflation as a key focus. Overall, the outlook remains positive with inflation near target and growth improving.
Disclaimer:
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.
Sep 15, 2025
Sep 15, 2025
9 min
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 Bank of Canada. Kristina Clifton and Carol Kong discuss their expectations for each central bank and the potential impact on currency markets.
Disclaimer:
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.
Sep 12, 2025
Sep 12, 2025
11 min
Harry Ottley and Belinda Allen break down the latest Aussie economic data, including consumer spending and sentiment trends, business surveys, and the crucial shift from non-market to market sector jobs. They discuss why the unemployment rate is expected to rise only modestly, the risks if the market sector can’t absorb slack, and what it all means for interest rates and Australia’s economic outlook.
------ DISCLAIMER ------
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
Information in this podcast is of a general nature only. It does not take into account your objectives, financial situation or needs and does not constitute personal financial advice. This podcast provides general market-related information and is not investment research and nor does it purport to make any recommendations. The information contained in this podcast is solely for informational purposes and is not to be construed as a solicitation or an offer to buy or sell any securities or other financial products. It does not constitute a personal recommendation or take into account the particular investment objectives, financial situations, or needs of individual clients. Where ‘CBA Data’ is cited, this refers to the Bank proprietary data that is sourced from the Bank’s internal systems and may include, but not be limited to, home loan data, credit card transaction data, merchant facility transaction data and applications for credit. The data used in the ‘CommBank Household Spending Insights’ series is a combination of the CBA Data and publicly available ABS, CoreLogic and RBA data. As analysis is based on Bank customer transactions, it may not reflect all trends in the market. All customer data used or represented in this podcast is anonymised before analysis and is used, and disclosed, in accordance with the Group Privacy Statement. The Bank believes that the information in this podcast is correct, and any opinions, conclusions or recommendations made are reasonably held and are based on the information available at the time of its compilation. The Bank makes no representation or warranty, either expressed or implied, as to the 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.”
Sep 8, 2025
Sep 8, 2025
7 min
Kristina Clifton and Carol Kong discuss the top drivers of currency markets this week.
Disclaimer:
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.
Sep 5, 2025
Sep 5, 2025
10 min
In this episode of the CommBank Global Economic and Markets Research Aussie Weekly podcast, Harry Ottley and Belinda Allen unpack a data-heavy week for the Australian economy. They dive into the stronger-than-expected Q2 GDP figures, the evolving handover from public to private sector-led growth, and what it means for the RBA’s rate outlook. The pair also explore July’s household spending data, rising home prices, and building approvals, before previewing key upcoming releases including consumer and business sentiment and CommBank’s Household Spending Insights report for August.
------ DISCLAIMER ------
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
Information in this podcast is of a general nature only. It does not take into account your objectives, financial situation or needs and does not constitute personal financial advice. This podcast provides general market-related information and is not investment research and nor does it purport to make any recommendations. The information contained in this podcast is solely for informational purposes and is not to be construed as a solicitation or an offer to buy or sell any securities or other financial products. It does not constitute a personal recommendation or take into account the particular investment objectives, financial situations, or needs of individual clients. Where ‘CBA Data’ is cited, this refers to the Bank proprietary data that is sourced from the Bank’s internal systems and may include, but not be limited to, home loan data, credit card transaction data, merchant facility transaction data and applications for credit. The data used in the ‘CommBank Household Spending Insights’ series is a combination of the CBA Data and publicly available ABS, CoreLogic and RBA data. As analysis is based on Bank customer transactions, it may not reflect all trends in the market. All customer data used or represented in this podcast is anonymised before analysis and is used, and disclosed, in accordance with the Group Privacy Statement. The Bank believes that the information in this podcast is correct, and any opinions, conclusions or recommendations made are reasonably held and are based on the information available at the time of its compilation. The Bank makes no representation or warranty, either expressed or implied, as to the 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.”
Sep 1, 2025
Sep 1, 2025
5 min
Joseph Capurso and Carol Kong discuss the top influences on currency markets this week including the US non-farm payrolls, comments by the Reserve Bank of Australia’s officials and Japan’s labour cash earnings.
Disclaimer:
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.
Aug 29, 2025
Aug 29, 2025
9 min
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 next week and Belinda discusses where the drivers and the number sits before the rest of the partial data.
Disclaimer:
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.