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CommBank Global Economic & Markets Update podcast

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The world's population is ageing, birth rates are falling and the economic consequences are already being felt. But could these demographic shifts also push inflation and interest rates higher?

Host Mandy Drury is joined by CommBank Economist and Currency Strategist Samara Hammoud to explore why demographics are becoming an economic headwind, which countries are most vu...


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The RBA has lifted interest rates for the fifth time this year, taking the cash rate to 4.85%, its highest level since 2008. But could this finally be the last hike?

In this special episode, host Mandy Drury speaks with CommBank Head of Australian Economics Belinda Allen about what drove the November decision, why three Board members voted against another increase, and ...


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Higher interest rates usually mean higher borrowing costs, but what if longer-term bond yields actually start to fall?

It's a surprising possibility explored in new research from CommBank's Dr Hamid Yahyaei, Director Fixed Income and Interest Rate Strategy. He joins host Mandy Drury to explain why bond markets don't always move in step with central banks and what this c...


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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 Economist Dennis Voznesenski and Economist Harry Ottley about why this year's El Niño has had an uneven impact across Australia...


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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 2026, host Mandy Drury is joined by CommBank Chief Economist Luke Yeaman and ASB Acting Chief Economist Kim Mundy to explo...


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