This week Joseph Capurso and John Oh sit down to discuss a range of economic data and political events that could influence the Australian dollar. They discuss the recent announcement of President Biden stepping down from the elections, upcoming data releases in the US and Europe.   ------ DISCLAIMER ------ Before listening to this podcast, you are advised to read the full Global Economic & Markets Research (GEMR) disclaimers which can be found at www.commbankresearch.com.au. Information in this podcast is of a general nature only. It does not take into account your objectives, financ ..read more

In this podcast, Economists Stephen Wu and Harry Ottley discuss last week’s June labour force survey and March quarter building activity data. Despite rising unemployment, the labour force report does not stand in the way of a rate hike of the Q2 24 inflation data is sufficiently strong. Current and future residential building activity remains constrained by various forces, with improved outcomes not likely until 2025.   ------ DISCLAIMER ------ Before listening to this podcast, you are advised to read the full Global Economic & Markets Research (GEMR) disclaimers which can be found a ..read more

This week Carol Kong and Joseph Capurso sit down to discuss a range of economic data and political events that could influence the Australian dollar.   They discuss the assassination attempt on President Trump, the Third Plenum in China, New Zealand and the UK CPIs.   ------ DISCLAIMER ------ Before listening to this podcast, you are advised to read the full Global Economic & Markets Research (GEMR) disclaimers which can be found at www.commbankresearch.com.au. Information in this podcast is of a general nature only. It does not take into account your objectives, financial s ..read more

The CommBank Household Spending Insights (HSI) rose by 0.6%/mth in June with the gains driven by Recreation, Hospitality and Food & beverage goods. Only partly offsetting these gains were falls in Transport, Education, Household goods and Utilities. Stephen Halmarick, Chief Economist and Belinda Allen, Senior Economist dive into details as well as the weakness in spending by renters who are significantly underperforming those with a mortgage and those that own their home outright.   ------ DISCLAIMER ------ Before listening to this podcast, you are advised to read the full Global Econ ..read more

Carol Kong (Economist and FX strategist) and Kristina Clifton (Senior international economist and FX strategist) discuss the outcome of the French parliamentary election and implications for EUR/USD.  They preview the US June CPI and FOMC Chair Jay Powell’s testimony which will likely be the main drivers of currencies this week.  They also run through a few reasons for why they expect further upside in AUD/USD in the coming year.   Disclaimer:    Important Information   This podcast is approved and distributed by Global Economic & Markets Research (“GEMR ..read more

On this weeks podcast, Harry Ottley (Economist) and Belinda Allen (Senior Economist) discuss last week’s RBA minutes and retail trade numbers. They also outline our updated home price forecasts and preview a quieter week ahead.   ------ DISCLAIMER ------ Before listening to this podcast, you are advised to read the full Global Economic & Markets Research (GEMR) disclaimers which can be found at www.commbankresearch.com.au. 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 persona ..read more

Joseph Capurso, Head of International and Sustainable Economics, joins John Oh, Sustainable Economist to discuss potential changes to Australia-Europe ties. In the episode, they find that the competition between the west and China in ‘green technology’ may encourage greater trade and investment between Australia, the European Union and the United Kingdom.   ------ DISCLAIMER ------ Before listening to this podcast, you are advised to read the full Global Economic & Markets Research (GEMR) disclaimers which can be found at www.commbankresearch.com.au. Information in this podcast is of ..read more

In the weekly Global Economic and Markets Research podcast, Stephen Halmarick, Chief Economist joins Belinda Allen, Senior Economist. They recap the stronger than expected May CPI Indicator and what it means for the Reserve Bank of Australia. Stephen has just returned from the US and shares his thoughts on the US economy, politics ahead of the US election in November as well as industry policy, climate change and US China relations.   ------ DISCLAIMER ------ Before listening to this podcast, you are advised to read the full Global Economic & Markets Research (GEMR) disclaimers which ..read more

Whilst electricity prices look to have settled in the coming 2024/25 financial year, further electricity rises look to be a credible risk.  However, there are several options available for small businesses to reduce their exposure to volatile electricity prices.  To discuss these options, John Oh, Sustainable Economist and Dennis Voznesenski, Agricultural and Sustainable Economist, sit down to discuss the findings of CBA’s latest research note.    ------ DISCLAIMER ------ Before listening to this podcast, you are advised to read the full Global Economic & Markets Resear ..read more

In this podcast, Economist Stephen Wu and Head of Australian Economics Gareth Aird sit down to discuss last week’s RBA Board meeting and the upcoming inflation data. Despite some tweaks to the post-meeting Statement, the RBA’s messaging remains the same: they are data dependent and will wait and see what the inflation data says. The CPI indicator out later this week will inform forecasts for the all-important June quarter CPI.   ------ DISCLAIMER ------ Before listening to this podcast, you are advised to read the full Global Economic & Markets Research (GEMR) disclaimers which can be ..read more