Best cbaresearchpodcast Podcasts (2024)

1
CommBank Household Spending Insights July 2024 11:44

3h ago11:44

11:44

The first look at household spending in July showed no change according to the CommBank Household Spending Insights series. The index was flat in seasonally adjusted terms, with annual growth sitting at 4.5% in original terms. Chief Economist, Stephen Halmarick and Belinda Allen, Senior Economist dive into the details in the latest podcast and note…

1
Economics Weekly: RBA deep dive ahead of labour and wage data 16:04

3d ago16:04

16:04

It was a big week with the RBA August Board Meeting and a hawkish tone in the statement and the press conference. Gareth Aird, Head of Australian Economics and Belinda Allen, Senior Economist deep dive into the meeting as well as the forecast updates in the Statement on Monetary Policy. The week ahead is also busy with the release of July employmen…

1
FX Weekly: After the volatility comes key economic data in the US, the UK and Australia 7:10

1d ago7:10

7:10

In this week’s episode we discuss the top three influences affecting currency markets, including the US CPI, Australian employment and wages, and UK employment and CPI. ------ 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.commbankr…

1
FX Weekly: Market volatility surges because of US recession fears 9:02

8d ago9:02

9:02

This week Kristina Clifton and Joseph Capurso discuss the key influences on currency markets, including rising concerns of a US recession, the Reserve Bank of Australia’s impending interest rate decision, and New Zealand’s key employment data. ------ DISCLAIMER ------ Before listening to this podcast, you are advised to read the full Global Economi…

1
Economics Weekly: CPI wrap up and RBA preview 14:45

12d ago14:45

14:45

Finally the Q2 24 CPI printed last week. A softer than expected CPI print removed the chance of a rate hike from the Reserve Bank of Australia (RBA) in August. Belinda Allen and Stephen Wu wrap up the data as well as preview the RBA meeting which should be a low key affair. We stick to our base case that an easing cycle can commence in November 202…

1
FX Weekly – Three important central bank meetings and the Australian CPI 9:31

19d ago9:31

9:31

This week Kristina Clifton and Joseph Capurso discuss the three major central bank meetings this week, that could influence the Australian dollar. They also discuss the upcoming Australian CPI, which is widely regarded to make or break the case for an Reserve Bank of Australian interest rate hike next week. ------ DISCLAIMER ------ Before listening…

1
Economics Weekly: All eyes on Q2 CPI 11:48

18d ago11:48

11:48

The long awaited Q2 24 CPI will be out Wednesday this week. How inflation prints will make or break the case for the RBA to increase interest rates at the August Board Meeting. In this podcast, Senior Economist Belinda Allen and Economist Harry Ottley chat through why the CBA house view remains that a further interest rate rise will not be required…

1
FX Weekly – President Biden steps down, US growth and PCE print, European PMIs. 7:37

25d ago7:37

7:37

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 a…

1
Economics Weekly – Unemployment rises; building activity constrained 14:07

25d ago14:07

14:07

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 cons…

1
FX Weekly – Attempted assassination of President Trump, China’s Third Plenum, Bank of England policy outlook 8:29

29d ago8:29

8:29

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 th…

1
Survey data soft ahead of key labour market data 11:30

1M ago11:30

11:30

Last week was quiet with three private sector surveys on the soft side and the release of the CommBank Household Spending Insights data for June. Harry Ottley, Economist and Belinda Allen, Senior Economist talk through this data as well as preview the all important June labour market data this week. The outcome of the labour market data could have …

1
CommBank Household Spending Insights June 2024 10:51

1M ago10:51

10:51

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 …

1
FX Weekly – French election, US CPI, Powell’s testimony, AUD/USD outlook 9:17

1M ago9:17

9:17

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 throug…

1
Economics Weekly - RBA minutes discuss upside and downside risks, quieter week ahead 13:20

1M ago13:20

13:20

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 Rese…

1
Sustainable - Reconsidering Australia-Europe economic ties 14:31

1M ago14:31

14:31

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 K…

1
Economics Weekly - May CPI Indicator, RBA and US trip thoughts 16:51

2M ago16:51

16:51

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 e…

1
Sustainable - Power down your bill: exploring options for small businesses. 17:55

2M ago17:55

17:55

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, Agricul…

1
Economics Weekly – RBA keeps rates steady; CPI indicator ahead key 10:09

2M ago10:09

10:09

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 o…

1
Economics Weekly – Unemployment rate falls ahead of RBA Board meeting 14:53

2M ago14:53

14:53

In this podcast, Harry Ottley (Economist) and Belinda Allen (Senior Economist) from the Aussie economics team review last week’s May labour force survey and preview the June RBA Board meeting. Last week, the unemployment rate fell to 4.0% in the last major economic data release before this week’s RBA Board meeting. Despite the fall in the unemploym…

1
CommBank Household Spending Insights May 2024 11:55

2M ago11:55

11:55

The CommBank Household Spending Insights (HSI) rose by 1.1%/mth in May in what has been a choppy few months for the index. Annual growth now sits at 4.3%/yr. In this podcast, Belinda Allen, Senior Economist, and Harry Ottley Economist discuss the results from May and how looking through the volatility in recent months paints a subdued environment f…

1
Economics Weekly – Soft growth, attention shifts to labour market 14:57

2M ago14:57

14:57

In this weeks podcast, Economist Harry Ottley and Head of Australian Economics, Gareth Aird break down the soft Q1 24 GDP figures from last week and preview the critical May labour force survey that is due on Thursday. ------ DISCLAIMER ------ Before listening to this podcast, you are advised to read the full Global Economic & Markets Research (GEM…

1
Economics Weekly – Mixed data ahead of Q1 24 GDP 15:20

2M ago15:20

15:20

The Australian economic data flow over the past week has highlighted three key themes. Soft retail sales data reinforced a weak household sector. A stronger than expected monthly CPI print led to questions over the stickiness of inflation. While capex data reinforced the positive contribution that investment is making in the economy. In this podcas…

1
Economics Weekly – CPI, retail trade headline busy week ahead 15:03

3M ago15:03

15:03

In this Podcast, Economists Harry Ottley and Stephen Wu and Senior Economist, Belinda Allen discuss last week’s RBA Minutes and consumer sentiment data and preview a busy week ahead. The data flow this week is headlined by the April monthly CPI indicator and retail trade figures. ------ DISCLAIMER ------ Before listening to this podcast, you are ad…

1
Economics Weekly – Federal Budget handed down, soft wages and labour data 17:24

3M ago17:24

17:24

Last week was action packed for the Aussie economy. In this week’s podcast, Economists Stephen Wu and Harry Ottley sit down to break it all down. They discuss the major takeaways from the 2024/25 Federal Budget and review the softer data on wages and the labour market from last week. They then briefly preview a much quieter upcoming week with the R…

1
Federal Budget 2024/25 - On the edge of the narrow path 16:42

3M ago16:42

16:42

The 2024/25 Federal Budget was handed down on 14 May 2024. After two consecutive surpluses, a larger than expected profile of budget deficits are forecast for 2024/25 and the years ahead as the Federal government lifts spending on new initiatives while previous revenue gains from a stronger than anticipated economy dry up. In the podcast Belinda Al…

1
CommBank Household Spending Insights April 2024 14:18

3M ago14:18

14:18

The CommBank Household Spending Insights (HSI) fell by 1% in April and annual growth also softened, down to just 2.6%, from 3.9%/yr in March. In this podcast, Belinda Allen, Senior Economist, and Stephen Halmarick, Chief Economist discuss the April results and the new additions to the HSI this month. For April, Food & beverage goods, Hospitality, R…

1
Economics Weekly - RBA holds, waiting for wages and labour force data 15:35

3M ago15:35

15:35

In this podcast, Senior Economist Belinda Allen sits down with Economist Stephen Wu to discuss a busy last week for the Australian economy and financial markets. They cover last week’s May RBA Board Meeting and the fall in retail trade volumes. They also preview an important week ahead with wages and labour force data due, and the 2024/25 Federal B…

1
CommBank Household Spending Insights March 2024 12:49

4M ago12:49

12:49

In this edition of the podcast, Belinda Allen, Senior Economist and Stephen Halmarick, Chief Economist discuss the subdued results of the March CommBank Household Spending Insights series. An early Easter boosted Food & beverage goods spending and higher petrol prices boosted Transport spending. Recreation and Household goods spending was weak. The…

1
Sustainable - New Vehicle Efficiency Standard (NVES): A change for the light vehicle market? 12:39

5M ago12:39

12:39

Media coverage in the past month have highlighted diverging views towards the Government’s New Vehicle Efficiency Standard (NVES). The NVES will, for the first time in Australia’s history, set tailpipe emission targets for new light vehicles sold in Australia. Indeed, the NVES will send a strong signal that Australia will prioritise low-emissions v…

1
Sustainable - A guidebook to finding hot spots in Scope 3 greenhouse gas emissions 11:12

5M ago11:12

11:12

Introduction to mandatory climate reporting in Australia could mean large businesses would need to estimate and report scope 3 emissions. What are scope 3 emissions? And how do they differ by industry? To answer these questions, John Oh, Sustainable Economist and Joseph Capurso, Head of International and Sustainable Economics sit down to discuss th…

1
CommBank Household Spending Insights February 2024 10:27

5M ago10:27

10:27

February 2024 showed further evidence of a slowdown in consumer spending according to the CommBank Household Spending Insights series. A fall of 0.3%/mth occurred in February, with the peak in the index occurring in November 2023. There was evidence of a Taylor Swift, and other musical acts induced lift in spending with parts of Recreation and Hosp…

1
CommBank Household Spending Insights January 2024 9:36

6M ago9:36

9:36

The CommBank Household Spending Insights shows a solid lift of 3.1% in seasonally adjusted terms over January 2024. The last three months of spending has been volatile, due to shifting summer spending patterns. Overall though the HSI shows spending running at 3.6%/yr, which when taking into account inflation and population growth suggests spending …

1
Our updated global economic outlook 17:10

6M ago17:10

17:10

In our latest podcast Joseph Capurso, Kristina Clifton and Carol Kong from the International and Sustainable Economics team discuss our updated outlook for the major economies and their central banks. We now predict the FOMC will pull off a ‘soft landing’ in the US economy. Japan, Canada, the Eurozone and the UK will skirt close to recession in 202…

1
The Australian economy in 2024 36:02

7M ago36:02

36:02

In our latest podcast the Australian Economics team run through a detailed outlook for the Australian economy over 2024. Gareth Aird, Belinda Allen, Stephen Wu and Harry Ottley discuss GDP, the RBA, inflation, wages, the labour market, home prices, investment and housing construction. We expect GDP growth to run below trend in 2024 and for the unem…

1
CommBank Household Spending Insights November 2023 11:04

8M ago11:04

11:04

The November edition of the CommBank Household Spending Insights shows a solid lift of 1.8% in seasonally adjusted terms. The impact of Black Friday and Cyber Monday promotional activities can be seen through the data with a lift in the Retail category of 3.5% in the month and a 9.3% lift in Household goods. In our latest podcast, Stephen Halmarick…

1
Electric vehicle charging: Opportunities & challenges 2023 9:39

8M ago9:39

9:39

In our latest podcast, Joseph Capurso, Head of International Economics and Sustainable Economics, and John Oh, Sustainable Economist discuss some of the opportunities and challenges for electric vehicle charging in Australia. The build out of electric vehicle charging looks different within and outside the major capital cities. Inside the major cit…

1
CommBank Household Spending Insights October 2023 11:31

9M ago11:31

11:31

In our latest podcast, Stephen Halmarick, Chief Economist, and Belinda Allen, Senior Economist discuss the October edition of the CommBank Household Spending Insights report. The October results showed a fall of 1.0% in the month and annual growth sitting at 2.0%/yr. Weakness in Recreation, Hospitality and Food & beverage goods led the falls. While…

1
CommBank Household Spending Insights September 2023 11:54

10M ago11:54

11:54

The CommBank Household Spending Insights (HSI) index for September 2023 rose by 0.5%/mth in seasonally adjusted terms, to 137.4. This was the same monthly increase as the revised outcome for August. Gains in September were led by Hospitality (fast food and restaurants), Food & beverage goods (liquor stores), Transport (higher fuel prices) and Educa…

1
CommBank Household Spending Insights - August 2023 11:35

11M ago11:35

11:35

In this podcast, Stephen Halmarick, Chief Economist and Belinda Allen, Senior Economist discuss the revamped CommBank Household Spending Insights report. The data is now seasonally adjusted and weighted to the ABS census. For August, the Commbank HSI rose by 0.7%/mth to 137.0pts. Gains in August were led by Education (surge in international student…

1
RBA on hold in September and Q2 23 GDP 14:15

12M ago14:15

14:15

In this podcast, we discuss the RBA’s most recent cash rate decision and the latest economic growth figures. The RBA kept the cash rate unchanged at 4.1% at their September Board meeting. This was the third consecutive on-hold decision, although the RBA continued to retain a tightening bias. The RBA seem comfortable that interest rate hikes are wor…

1
China’s growth target in danger 8:30

12M ago8:30

8:30

The Chinese economy is weak and the government’s policy response has been underwhelming. Despite its reluctance, the government may be forced to unveil a large economic stimulus package in coming months to aid the economy. In this podcast, we discuss some of the key considerations in China’s fiscal and monetary policy debate. We also discuss our up…

1
RBA on hold in August 11:41

1y ago11:41

11:41

The RBA left the cash rate on hold at 4.10% in August, the second consecutive on hold decision. The material lift in interest rates so far, lags in the transmission of monetary policy and uncertainty around the economic outlook drove the on hold decision. There are also growing signs inflation is coming down and consumer demand is moderating. We no…

1
Electric vehicles: trade-offs and government policy overview 12:18

1y ago12:18

12:18

Electric vehicle (EV) uptake can help decarbonise transport in Australia. Joseph Capurso, Head of International and Sustainability Economics and John Oh, Sustainable Economist sit down to discuss the financial, emissions and driving-range trade-offs associated with EV purchase and ownership. They also discuss the range of government incentives avai…

1
RBA holds the cash rate steady in July 11:12

1y ago11:12

11:12

The RBA left the cash rate on hold in July at 4.10% as we had expected. In this podcast, Stephen Halmarick, Chief Economist and Belinda Allen, Senior Economist, run through the three main reasons why the RBA left the cash rate on hold. The material lift in interest rates to date, the deceleration in the pace of the monthly CPI and the opportunity t…

1
Update of global economic and monetary policy outlook 12:09

1y ago12:09

12:09

Inflation, while coming down, remains too high for central banks’ comfort. A recession is likely needed in some economies to bring inflation back to target. Joseph Capurso, Head of International and Sustainability Economics and Carol Kong, Economist discuss their updated forecasts on the global economy and foreign central banks’ policies. ------ DI…

1
Nature Repair Market Bill 10:27

1+ y ago10:27

10:27

The Nature Repair Market Bill was introduced to parliament on the 29 March 2023. Joseph Capurso, Head of International and Sustainability Economics and John Oh, Sustainable Economist sit down to discuss how the Nature Repair Market offers an alternative to the existing offset markets. They identify demonstrated-outcome and standardised units of mea…

1
Federal Budget 2023/24 14:41

1+ y ago14:41

14:41

In a special Budget night podcast, Stephen Halmarick, Chief Economist and Belinda Allen, Senior Economist discuss the 2023/24 Budget in detail. Stephen and Belinda discuss what drove the surplus forecast for 2022/23, the first in 15 years and the key policy initiatives to reduce cost of living pressures. A key focus of the Budget was smaller budget…

1
Household Spending Intentions April 2023 11:48

1+ y ago11:48

11:48

The CommBank Household Spending Intentions (HSI) index for April 2023 declined by 4.3%/mth in original terms, led lower by Home buying, Health & fitness, Transport and Household services. The weakness in April was partly driven by seasonal factors, ie. less trading days on the month due to the public holidays, but in seasonally adjusted terms the H…

1
RBA hikes in May, as anticipated 11:10

1+ y ago11:10

11:10

The RBA Board today increased the cash rate by 25bp to 3.85%, as we had anticipated. But today’s outcome was not expected by financial markets or the forecasting community. In this podcast, Gareth Aird, Head of Australian Economics and Belinda Allen, Senior Economist discuss how the Bank’s forward guidance has been further watered down to a soft ti…

1
Household Spending Intentions Index March 2023 10:58

1+ y ago10:58

10:58

The CommBank Household Spending Intentions (HSI) index for March 2023 rose by a solid 8%/mth in original terms, following on from declines in January and February. The increase in March was partly due to the increased number of calendar days in March and other seasonal factors. Importantly the annual rate of growth continues to moderate. Stephen Ha…

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