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AI: Boom, bubble, or both?

Why today’s AI surge looks more like a durable economic shift than a speculative bubble.

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Three Wall Street traders on the floor at the NYSE.

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How AI is deployed, and how risks around it are managed, matters. CommBank Newsroom's Michelle Escobar and Chief Behavioural Scientist Will Mailer unpack what Aussies think about AI in banking and responsible practices.

The Reserve Bank of Australia has raised interest rates for the first time since 2023 and signalled another move is on the table. CommBank Head of Australian Economics Belinda Allen unpacks the decision and looks at what could be next.

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Economy

Private demand under the microscope after rate hike

Data due this week will update the outlook for demand and activity following the February rate rise, with markets also focused on offshore leads af...
9 February 2026
Economy

AI: Boom, bubble, or both?

Why today’s AI surge looks more like a durable economic shift than a speculative bubble.
9 February 2026
Economy

Big fall in spending eases Reserve Bank inflation fears

A fall in consumer spending in December might quiet concerns that the economy is running too hot and needs further intervention.
9 February 2026
Business

Aussie market rebounds sharply after heavy losses

ASX shook off an early wobble to close higher, led by miners, energy and the big banks.
9 February 2026
Economy

Bitcoin dips under $US70,000 - down 20 per cent in 2026

Bitcoin has lost about 45 per cent of its value since a November peak of more than $US126,000.
6 February 2026
Business

Wall Street ends sharply down as AI worries weigh

The S&P 500 software and services index fell 4.6%, down for a seventh straight session.
6 February 2026

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Newsroom Insights

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

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A group of young people with their phones. Credit: Adobe Stock

Featured stories

Luke Yeaman

RBA: When the facts change, I change my mind. What do you do?

Economy
The RBA Board was right to adopt a patient approach in the initial fight against inflation. But the game has now changed, and quickly, writes Luke Yeaman.

 

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Interest rates explained: what they are and why they matter

Economy
Interest rates sit behind many of the big economic issues people are navigating right now, from housing and rents to savings and everyday spending.

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Australia's dependence on China fades as global trade shifts

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

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Contact the CBA Media Team

Journalists and members of the media can contact the CBA Media team by calling 02 9595 3219 or email us via [email protected]. For all other enquiries, here's how to get in touch.

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