Join Dennis Voznesenski as he discusses with John Oh why global wheat prices have been weakening, and why canola prices increased. Disclaimer: Important Information This podcast is approved and distributed by Global Economic & Markets Research (“GEMR”), a business division of the Commonwealth Bank of Australia ABN 48 123 123 124 AFSL 234945 (“the Bank”). Before listening to this podcast, you are advised to read the full GEMR disclaimers, which can be found at www.commbankresearch.com.au . No...
Apr 01, 2025•16 min•Ep. 85
Cattle prices were stronger across the board this week. A continuation of strong offshore beef demand have kept prices high. Disclaimer: Important Information This podcast is approved and distributed by Global Economic & Markets Research (“GEMR”), a business division of the Commonwealth Bank of Australia ABN 48 123 123 124 AFSL 234945 (“the Bank”). Before listening to this podcast, you are advised to read the full GEMR disclaimers, which can be found at www.commbankresearch.com.au . No Relia...
Apr 01, 2025•7 min•Ep. 84
Lacking confirmation about US federal support for the biofuel industry and looming tariffs on Canada have weakened canola markets. While by year end the outlook remains positive, the mid-year outlook is now less optimistic. Disclaimer: Important Information This podcast is approved and distributed by Global Economic & Markets Research (“GEMR”), a business division of the Commonwealth Bank of Australia ABN 48 123 123 124 AFSL 234945 (“the Bank”). Before listening to this podcast, you are advi...
Mar 23, 2025•13 min•Ep. 83
Join Dennis Voznesenski as he discusses with John Oh the improved outlook for Australian grain markets. Disclaimer: Important Information This podcast is approved and distributed by Global Economic & Markets Research (“GEMR”), a business division of the Commonwealth Bank of Australia ABN 48 123 123 124 AFSL 234945 (“the Bank”). Before listening to this podcast, you are advised to read the full GEMR disclaimers, which can be found at www.commbankresearch.com.au . No Reliance This podcast is n...
Mar 21, 2025•12 min•Ep. 82
The outlook for cattle markets remains strong for Australia. This time we also delve into the potential for retaliatory tariffs on the US, and whether Australia could benefit. Disclaimer: Important Information This podcast is approved and distributed by Global Economic & Markets Research (“GEMR”), a business division of the Commonwealth Bank of Australia ABN 48 123 123 124 AFSL 234945 (“the Bank”). Before listening to this podcast, you are advised to read the full GEMR disclaimers, which can...
Mar 21, 2025•11 min•Ep. 81
A lack of bullish news has seen global wheat prices decline over the past week. All eyes are on the Russian crop as it comes out of Dormancy in March and April. Disclaimer: Important Information This podcast is approved and distributed by Global Economic & Markets Research (“GEMR”), a business division of the Commonwealth Bank of Australia ABN 48 123 123 124 AFSL 234945 (“the Bank”). Before listening to this podcast, you are advised to read the full GEMR disclaimers, which can be found at ww...
Feb 27, 2025•12 min•Ep. 79
Cattle prices were stronger across the board this week. A continuation of strong demand form the US and significant rains in parts of QLD have supported markets. Disclaimer: Important Information This podcast is approved and distributed by Global Economic & Markets Research (“GEMR”), a business division of the Commonwealth Bank of Australia ABN 48 123 123 124 AFSL 234945 (“the Bank”). Before listening to this podcast, you are advised to read the full GEMR disclaimers, which can be found at w...
Feb 27, 2025•8 min•Ep. 78
CBA’s agricultural economist Dennis Voznesenski and sustainability economist John oh discuss the latest on why global grain markets and cattle markets are on the rise. Disclaimer: Important Information This podcast is approved and distributed by Global Economic & Markets Research (“GEMR”), a business division of the Commonwealth Bank of Australia ABN 48 123 123 124 AFSL 234945 (“the Bank”). Before listening to this podcast, you are advised to read the full GEMR disclaimers, which can be foun...
Feb 17, 2025•11 min•Ep. 77
Fed cattle prices remained strong this week while other cattle classes softened. Offshore beef markets remain elevated. In this podcast we delve into US and Japanese markets, in addition to the latest on US tariffs. Disclaimer: Important Information This podcast is approved and distributed by Global Economic & Markets Research (“GEMR”), a business division of the Commonwealth Bank of Australia ABN 48 123 123 124 AFSL 234945 (“the Bank”). Before listening to this podcast, you are advised to r...
Feb 12, 2025•10 min•Ep. 76
Join Dennis Voznesenski as he discusses with John Oh why global wheat prices have been rising, the latest on US tariffs, and the recent bird flu outbreak. Disclaimer: Important Information This podcast is approved and distributed by Global Economic & Markets Research (“GEMR”), a business division of the Commonwealth Bank of Australia ABN 48 123 123 124 AFSL 234945 (“the Bank”). Before listening to this podcast, you are advised to read the full GEMR disclaimers, which can be found at www.comm...
Feb 12, 2025•19 min•Ep. 75
Join Dennis Voznesenski and John Oh as they delve US tariff impacts on Australian agriculture. Disclaimer: Important Information This podcast is approved and distributed by Global Economic & Markets Research (“GEMR”), a business division of the Commonwealth Bank of Australia ABN 48 123 123 124 AFSL 234945 (“the Bank”). Before listening to this podcast, you are advised to read the full GEMR disclaimers, which can be found at www.commbankresearch.com.au . No Reliance This podcast is not invest...
Feb 03, 2025•12 min•Ep. 74
Join Dennis Voznesenski and John Oh as they delve into the latest on grains and oilseed markets. This week we delve into the impact on canola markets from both a possible repeal of the US biofuel 45z tax credit and President Trump’s tariffs on Canada. We also look into the key factor that will drive wheat prices moving forward. Disclaimer: Important Information This podcast is approved and distributed by Global Economic & Markets Research (“GEMR”), a business division of the Commonwealth Ban...
Jan 29, 2025•8 min•Ep. 73
Cattle prices were lower across the board this week. A rise in cattle yardings has weighed on cattle prices, however, overseas beef prices continue to remain strong. Disclaimer: Important Information This podcast is approved and distributed by Global Economic & Markets Research (“GEMR”), a business division of the Commonwealth Bank of Australia ABN 48 123 123 124 AFSL 234945 (“the Bank”). Before listening to this podcast, you are advised to read the full GEMR disclaimers, which can be found ...
Jan 29, 2025•6 min•Ep. 72
Join Dennis Voznesenski and John Oh as they delve into the outlook for crop markets in 2025. The podcast covers everything from Black Sea wheat exports, Indian tariffs on pulses, poor beer demand and the impact of biofuels on canola. Disclaimer: Important Information This podcast is approved and distributed by Global Economic & Markets Research (“GEMR”), a business division of the Commonwealth Bank of Australia ABN 48 123 123 124 AFSL 234945 (“the Bank”). Before listening to this podcast, yo...
Jan 22, 2025•22 min•Ep. 71
Join Dennis Voznesenski and John Oh as they delve into the outlook for Australian cattle and beef markets for the year ahead. Disclaimer: Important Information This podcast is approved and distributed by Global Economic & Markets Research (“GEMR”), a business division of the Commonwealth Bank of Australia ABN 48 123 123 124 AFSL 234945 (“the Bank”). Before listening to this podcast, you are advised to read the full GEMR disclaimers, which can be found at www.commbankresearch.com.au . No Reli...
Jan 22, 2025•6 min•Ep. 70
Our 2025 outlook assesses how changing global politics will impact Australian agricultural markets. We delve into the impact of President Trump’s tariff plans, in addition to growing prioritisation of food security in import reliant markets. Join Dennis Voznesenski and John Oh as they delve into the details. A podcast on our 12 month commodity outlook will also soon be released. Disclaimer: Important Information This podcast is approved and distributed by Global Economic & Markets Research (...
Jan 21, 2025•14 min•Ep. 69
Cattle prices were mostly higher across the board this week, supported by US beef markets and plentiful rainfall locally across key cattle regions. Disclaimer: Important Information This podcast is approved and distributed by Global Economic & Markets Research (“GEMR”), a business division of the Commonwealth Bank of Australia ABN 48 123 123 124 AFSL 234945 (“the Bank”). Before listening to this podcast, you are advised to read the full GEMR disclaimers, which can be found at www.commbankres...
Dec 17, 2024•11 min•Ep. 68
Global wheat prices have risen over the past week, particularly in Europe. In this podcast we discuss the reasons why, including declining ending stocks in key export markets. We also delve into Russia’s withdrawal of troops and equipment for Syria, and what that could mean for Ukraine’s exports. Disclaimer: Important Information This podcast is approved and distributed by Global Economic & Markets Research (“GEMR”), a business division of the Commonwealth Bank of Australia ABN 48 123 123 12...
Dec 17, 2024•14 min•Ep. 67
Recent global price gains were driven largely by increasing uncertainty over prospects for Russia’s 2025/26 wheat crop and geopolitical risks in the middle-east. We also delve into when the RBA may start cutting interest rates. Disclaimer: Important Information This podcast is approved and distributed by Global Economic & Markets Research (“GEMR”), a business division of the Commonwealth Bank of Australia ABN 48 123 123 124 AFSL 234945 (“the Bank”). Before listening to this podcast, you are ...
Dec 10, 2024•10 min•Ep. 66
Cattle markets were mostly higher over the past week. Heavy steer was the only category with price declines. Offshore beef prices were marginally higher. US seasonal conditions appear to be improving, but the question is for how much longer. We also delve into when the RBA may start to lower interest rates. Disclaimer: Important Information This podcast is approved and distributed by Global Economic & Markets Research (“GEMR”), a business division of the Commonwealth Bank of Australia ABN 48...
Dec 10, 2024•9 min•Ep. 65
This week we delve into Russian export measures to curb local food price growth, and also look into the declining Australian Dollar. Disclaimer: Important Information This podcast is approved and distributed by Global Economic & Markets Research (“GEMR”), a business division of the Commonwealth Bank of Australia ABN 48 123 123 124 AFSL 234945 (“the Bank”). Before listening to this podcast, you are advised to read the full GEMR disclaimers, which can be found at www.commbankresearch.com.au . ...
Dec 03, 2024•11 min•Ep. 64
Cattle markets declined over the past week with the exclusion of young cattle that rose. Offshore prices showed more positive signs, with US import beef prices rising. Disclaimer: Important Information This podcast is approved and distributed by Global Economic & Markets Research (“GEMR”), a business division of the Commonwealth Bank of Australia ABN 48 123 123 124 AFSL 234945 (“the Bank”). Before listening to this podcast, you are advised to read the full GEMR disclaimers, which can be foun...
Dec 03, 2024•9 min•Ep. 63
This week we delve into the recent tariffs President-Elect Donald Trump is planning implementing on Canada and Mexico. We look into the potential impact on canola and grain markets. We also delve into our latest global economic growth forecast with CBA’s International Economist, Carol Kong. Disclaimer: Important Information This podcast is approved and distributed by Global Economic & Markets Research (“GEMR”), a business division of the Commonwealth Bank of Australia ABN 48 123 123 124 AFSL...
Nov 27, 2024•11 min•Ep. 62
US tariffs on Canada and Mexico could mean extra support for Australian beef exports. How and why? We delve into it here. Disclaimer: Important Information This podcast is approved and distributed by Global Economic & Markets Research (“GEMR”), a business division of the Commonwealth Bank of Australia ABN 48 123 123 124 AFSL 234945 (“the Bank”). Before listening to this podcast, you are advised to read the full GEMR disclaimers, which can be found at www.commbankresearch.com.au . No Reliance...
Nov 27, 2024•13 min•Ep. 61
Young cattle prices were flat over the past week while feeder cattle, processor cows and heavy steer prices all increased nationally. Disclaimer: Important Information This podcast is approved and distributed by Global Economic & Markets Research (“GEMR”), a business division of the Commonwealth Bank of Australia ABN 48 123 123 124 AFSL 234945 (“the Bank”). Before listening to this podcast, you are advised to read the full GEMR disclaimers, which can be found at www.commbankresearch.com.au ....
Nov 19, 2024•6 min•Ep. 60
Global wheat prices declined by 0.9%/wk following improved season conditions in winter wheat growing regions in Russia and the US. The decline in prices came despite escalating conflict in Ukraine and Kursk, raising the potential of export disruption. Disclaimer: Important Information This podcast is approved and distributed by Global Economic & Markets Research (“GEMR”), a business division of the Commonwealth Bank of Australia ABN 48 123 123 124 AFSL 234945 (“the Bank”). Before listening t...
Nov 19, 2024•8 min•Ep. 59
Canola prices on a tear. Dennis Voznesenski and Kristina Clifton explore why. They also delve into how the Australian dollar reacted to US President Donald Trump’s election. Disclaimer: Important Information This podcast is approved and distributed by Global Economic & Markets Research (“GEMR”), a business division of the Commonwealth Bank of Australia ABN 48 123 123 124 AFSL 234945 (“the Bank”). Before listening to this podcast, you are advised to read the full GEMR disclaimers, which can b...
Nov 13, 2024•14 min•Ep. 58
Despite China’s stimulus announcement, cattle and beef markets remain subdued for another week. Disclaimer: Important Information This podcast is approved and distributed by Global Economic & Markets Research (“GEMR”), a business division of the Commonwealth Bank of Australia ABN 48 123 123 124 AFSL 234945 (“the Bank”). Before listening to this podcast, you are advised to read the full GEMR disclaimers, which can be found at www.commbankresearch.com.au . No Reliance This podcast is not inves...
Nov 13, 2024•9 min•Ep. 57
US President Donald Trump has been re-elected. What does it mean for the grains and beef sectors in Australia. Join Dennis Voznesenski and John Oh as they delve into the upside, downside and uncertainties. Disclaimer: Important Information This podcast is approved and distributed by Global Economic & Markets Research (“GEMR”), a business division of the Commonwealth Bank of Australia ABN 48 123 123 124 AFSL 234945 (“the Bank”). Before listening to this podcast, you are advised to read the fu...
Nov 08, 2024•17 min•Ep. 56
Dennis Voznesenski and Joseph Capurso delve into Wheat, canola and cattle markets before delving into the latest with US elections. Disclaimer: Important Information This podcast is approved and distributed by Global Economic & Markets Research (“GEMR”), a business division of the Commonwealth Bank of Australia ABN 48 123 123 124 AFSL 234945 (“the Bank”). Before listening to this podcast, you are advised to read the full GEMR disclaimers, which can be found at www.commbankresearch.com.au . N...
Nov 04, 2024•12 min•Ep. 55
