Australia's dependence on China fades as global trade shifts  

CBA economists say structural shifts in China and changing global supply chains are pushing Australian exporters to diversify.

The first ship of the new direct route from Australia slowly berthed at Qingdao Port in Qingdao, Shandong Province, China on January 4, 2026. (Photo by CFOTO/Sipa USA)

Video features

With prices rising faster than the RBA wants, interest rates are back in focus: CommBank expects the RBA to lift the cash rate at its first meeting of 2026.

CommBank Senior Economist Trent Saunders shares what he does at CBA, what drew him to economics, and the big issues shaping Australia’s economic future.

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Artificial intelligence

Plugging the gaps in Australia’s leaky tech talent pipeline

Australia can’t lead in tech without fixing the 'leaky pipeline' that pushes women out of highly technical roles from school to mid-career, writes ...
29 January 2026
Business

Nasdaq edges up, S&P 500 flat after Fed rates hold

Wall Street finished mixed after the Fed held rates as expected, with chip strength nudging the Nasdaq higher while the S&P 500 ended flat.
29 January 2026
Business

Miners soften blow as shares slide on rate hike worries

Australia's stockmarket has meandered to a slight loss even as mining stocks and gold prices lifted.
29 January 2026
Economy

Aussie dollar soars against slumping greenback

Australia’s dollar briefly broke above 70 US cents after hotter inflation lifted rate-hike expectations, then slipped back.
28 January 2026
Economy

RBA expected to lift cash rate to 3.85% as economy runs hotter than forecast: CBA economists

Economists say stronger‑than‑forecast underlying inflation strengthens the case for a February interest rate rise.
28 January 2026
Economy

Shifting US strategy reshaping global risk: CBA economists

New analysis says Washington’s harder stance is unsettling allies and keeping energy markets on edge.
28 January 2026

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Insights, explainers and features exploring the economy and the latest financial news.

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Featured stories

Michele Bullock

Economy
Faster growth and stubborn price pressures mean a small rate rise may be coming early in the new year, CBA economists say.

 

Economy
Japan’s central bank has lifted interest rates to a 30-year high, a shift that could strengthen the yen and unsettle global markets.

Technology
CBA’s new monthly indicator offers an early read on shifting labour-market conditions.

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