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Mandy Drury is joined by CommBank’s Head of Market Strategy and Rates Research Adam Donaldson, and Senior Geo-economics Analyst Dr Madison Cartwright for a deeper look at the long-term forces shaping interest rates, markets and the global economy.

Mandy Drury speaks with CommBank’s Belinda Allen and Joe Capurso about Australia’s housing-led economic slowdown, the outlook for RBA rate cuts, data centres, AI spending, oil prices and global trade risks.

CommBank Senior Geo-Economics Analyst Madison Cartwright explains how recent developments in the Middle East have marked a turning point for global trade norms.

Latest articles

Economy

RBA in a holding pattern, with cuts still a 2027 story

CommBank expects the cash rate to stay at 4.35% through 2026, with cuts not forecast until 2027.
30 July 2026
Economy

Cheaper fuel cools inflation, but power bills still bite

CommBank economists say June’s Consumer Price Index shows inflation is easing, giving the RBA room to keep rates on hold.
29 July 2026
Economy

Nasdaq lags on angst over AI spending ahead of earnings

Wall St investors are weighing concerns over AI, the Mideast and tariffs, sending markets lower.
27 July 2026
Agribusiness

The potential fuel security fix growing in Australia's paddocks

Australia already grows enough crops and collects enough waste to produce more jet fuel than it currently uses, according to GrainCorp. The challen...
24 July 2026
Economy

Aussie shares post worst day in a month as oil soars

Mining stocks have dragged on the local stock exchange as geopolitical conflicts continue to drive energy prices higher, darkening the global growt...
24 July 2026
Economy

Shares hold slim gains as red-hot jobs data released

A surprise jump of 76,300 jobs in June knocked the ASX off a five-week high and back to a slim gain.
23 July 2026

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  • Some of the content presented in this section has been provided by Australian Associated Press (AAP). Commonwealth Bank of Australia (CommBank) is not responsible for the accuracy, quality, reliability, or completeness of AAP information or any linked websites. This material is published for general information purposes only.