Best Interest Rate Forecasts Podcasts (2025)

1
FX Weekly - Australian dollar to ease this week 7:22

Play Pause

14h ago7:22

7:22

Kristina Clifton and Samara Hammoud discuss the top influences on currency markets this week including a modest unwound on recent Australian dollar strength, the Australian CPI and Canadian GDP. Disclaimer: Important Information This podcast is approved and distributed by Global Economic & Markets Research (“GEMR”), a business division of the Commo…

1
Behind the Scenes with 2025 Dealership of the Year Mazergroup 19:46

3d ago19:46

19:46

In this episode, we check back in with the executive leadership team at 2025 Dealership of the Year Mazergroup. Starting off with CFO Wally Butler, the Mazergroup shares how the dealership has evolved over the years and how it is facing its challenges head on, from customer experience to developing its team and sales processes.…

1
Surprising Cycle Timing Discovery with CoStar's Chad Litell 33:08

3d ago33:08

33:08

Get the real story on U.S. property values and transaction volume. Show host Michael Bull, CCIM sites down with Chad Littell, National Director of of U.S. Capital Markets with CoStar Group for an enlightening look at where we are in the cycle including cap rate trends of each of the major U.S. property sectors. C5 + CCIM Global Summit 2025 - The pr…

1
Aussie Weekly - Economy on the improve 13:26

3d ago13:26

13:26

This week, economists Belinda Allen and Harry Ottley discuss some positive signs for the Australian consumer and preview a fairly quiet week 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 AF…

1
A cross-country analysis of budget trends 9:17

7d ago9:17

9:17

Carol Kong and Samara Hammoud unpack the latest trends in government debt across advanced economies. From the US and Japan to Australia and Europe, they explore what’s driving rising budget deficits, how markets are reacting, and whether current debt levels are sustainable. Disclaimer: Important Information This podcast is approved and distributed …

1
FX Weekly - Federal Reserve Chair Powell’s Jackon Hole speech will be the key driver of currencies this week 7:29

8d ago7:29

7:29

Kristina Clifton and Carol Kong discuss the top 3 drivers of currencies this week including Federal Reserve Chair Powell’s speech, CPI inflation data and the Reserve Bank of New Zealand interest rate announcement. Disclaimer: Important Information This podcast is approved and distributed by Global Economic & Markets Research (“GEMR”), a business di…

1
Aussie Weekly - RBA cuts, labour market tracking as forecast 11:11

11d ago11:11

11:11

The RBA cut the cash rate by 25bp to 3.60% this week. In today's podcast, Senior Economist Belinda Allen and Economist Harry Ottley discuss the decision and dissect the key labour market data that was out this week. They also cover off the CommBank HSI which is showing some green shoots for consumer spending. ------ DISCLAIMER ------ Important Info…

1
Markets Soar, Data Wobbles: The Fed’s Tightrope Act 41:02

11d ago41:02

41:02

In episode 42 of Market Enthusiast, Noah and Chris break down the S&P 500’s latest all-time high, the hotter-than-expected PPI report, and what rising wholesale prices could mean for future inflation. They explore the latest jobs data and surprising revisions, discuss the challenges facing the Bureau of Labor Statistics, and consider how tariffs ar…

1
Navigating Real Estate Retail Trends with Tom McGee 19:57

13d ago19:57

19:57

Retail is thriving! Join Michael Bull, CCIM and Tom McGee, President and CEO of ICSC, as we they dive into current market trends, consumer behavior, and the future of retail spaces. C5 + CCIM Global Summit 2025 - The premiere commercial real estate conference for networking, dealmaking, and investment opportunities, September 16-18th in Chicago: ht…

1
FX Weekly - US CPI and Reserve Bank of Australia interest rate decision will be important for the Australian dollar this week. 7:05

15d ago7:05

7:05

Kristina Clifton and Samara Hammoud discuss the top influences on currency markets this week including the US CPI, RBA decision and Australian and UK labour market data. Disclaimer: Important Information This podcast is approved and distributed by Global Economic & Markets Research (“GEMR”), a business division of the Commonwealth Bank of Australia…

1
Interest Rates Hold Steady, Farmers Sentiment Drops Again 9:26

17d ago9:26

9:26

In this episode of On the Record, brought to you by Associated Equipment Distributors, we take a look at the Fed’s decision to hold interest rates and what to expect for the remainder of the year.By Farm Equipment

1
Aussie Weekly - Lock in an RBA rate cut next week 11:13

18d ago11:13

11:13

With a 25bp cut from the RBA all but locked in, CBA Senior Economist Belinda Allen and Economist Harry Ottley break down what’s driving the decision. They unpack this week’s data, including signs of life in household spending and Australia’s strong position in the global trade war. Plus, a look ahead to next week’s key labour market releases—the Q2…

1
U.S. Medical Market Update with Paul Zeman 10:54

20d ago10:54

10:54

Join Michael as he explores the healthcare real estate market. His guest is Paul Zeman, President of Healthcare Real Estate Services at Bull Realty. Discussions include property level performance trends, cap rates, transaction volume and market timing considerations. C5 + CCIM Global Summit 2025 - The premiere commercial real estate conference for …

1
FX Weekly – US Jobs Report, 1 August Tariff Announcement, and Bank of England July meeting. 9:18

21d ago9:18

9:18

Joe Capurso and Samara Hammoud discuss the key influences on currencies this week including the July US jobs report, tariffs announced on 1 August, and the Bank of England’s July monetary policy decision. Disclaimer: Important Information This podcast is approved and distributed by Global Economic & Markets Research (“GEMR”), a business division of…

1
Aussie Weekly - Q2 25 CPI rubber-stamps August rate cut 12:47

25d ago12:47

12:47

The much-anticipated Q2 2025 CPI data is in, and the news is very positive for both the inflation outlook and the prospect of further interest rate cuts. CBA Senior Economist Belinda Allen and Economist Harry Ottley explain why the data effectively rubber-stamps a rate cut in August. They also unpack a range of other economic releases, including th…

1
GDP Rebounds, Rate Cuts Delayed, and Kiss Cam Chaos 30:34

26d ago30:34

30:34

In Episode 41 of Market Enthusiast, hosts Noah Brooks and Chris Needs break down the latest Federal Reserve meeting, market performance, and key economic indicators shaping investor sentiment. Recorded just hours after the Fed’s announcement to hold rates steady, the episode covers why the central bank paused, who dissented (hint: Waller and Bowman…

1
PwC Outlook from Tariffs and OBBB Plus Interest Rate Expectations with Tim Bodner 32:06

26d ago32:06

32:06

In this episode, Michael Bull welcomes Tim Bodner, the Global Real Estate Leader at PwC, to discuss the implications of the recently passed "One Big Beautiful Bill" on the economy and commercial real estate. Tim shares insights on the bill's impact, including the significance of bonus depreciation and its potential to spur investment in new economy…

1
FX Weekly - Tariff news and central bank announcements in focus this week. 9:10

29d ago9:10

9:10

Kristina Clifton and Samara Hammoud discuss the top three influences on currency markets this week include tariff news, three central bank announcements and the Australian CPI. Disclaimer: Important Information This podcast is approved and distributed by Global Economic & Markets Research (“GEMR”), a business division of the Commonwealth Bank of Au…

1
One on One with Bob Mazer 24:29

1M ago24:29

24:29

In this episode, we have what was likely the last interview with Bob Mazer, president of Mazergroup, who died on July 6, 2025, nearly one month to the day of when this interview was recorded. I was lucky enough to interview Bob back in January for the Farm Equipment Dealer Hall of Fame and then again in June for the Dealership of the Year story. I’…

1
On The Record: Right to Repair Watch & Shortline Manufacturers' Impact on Dealers 13:20

1M ago13:20

13:20

In this episode of On the Record, brought to you by Associated Equipment Distributors, we discuss how the National Defense Authorization Act could impact the right to repair movement. In the Technology Corner, Noah Newman checks in with New Holland and Oxbo on what precision technology products are gaining the most traction with customers. Also in …

1
Aussie Weekly - All eyes on Q2 25 CPI 9:58

1M ago9:58

9:58

In this episode, economist Harry Ottley discusses the communication from RBA this week and previews the all important Q2 25 CPI data due next 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…

1
2025 C5 + CCIM Global Summit with Scott Overby 13:55

1M ago13:55

13:55

In this week’s show we spotlight the 2025 C5 + CCIM Global Summit, scheduled for September 16–18 in Chicago. This premier three‑day commercial real estate conference—co‑hosted by the National Association of REALTORS® and the CCIM Institute—brings together investors, brokers, developers, economic leaders, and CCIM designees for deal‑driven networkin…

1
From Japan to Jackson Hole: What’s Next for Markets and the Fed? 43:51

1M ago43:51

43:51

In Episode 40 of Market Enthusiast, Noah and Chris dive into the U.S.–Japan trade deal and the ripple effect it's having on global markets, with the S&P 500 and international indexes hitting all-time highs for the first time since 2017. They cover the value vs. growth shift, strength in small and mid-caps, inflation updates, Fed policy outlook, and…

1
FX Weekly – US tariffs, ECB meeting and Japan’s upper house election 6:55

1M ago6:55

6:55

Kristina Clifton and Carol Kong discuss the top influences affecting currency markets this week including the US-led tariff war, the European Central Bank policy meeting and Japan’s upper house election. Disclaimer: Important Information This podcast is approved and distributed by Global Economic & Markets Research (“GEMR”), a business division of …

1
Aussie Weekly - Labour market weakens in June 10:08

1M ago10:08

10:08

The main talking point this week was the Australian labour market after the labour force survey weakened in June. Economists Harry Ottley and Belinda Allen talk through the data and what it means for the RBA going forward. ------ DISCLAIMER ------ Important Information   This podcast is approved and distributed by Global Economic & Markets Research…

1
Economist's View on the OBBB's Impact on Real Estate with Ryan Severino 34:18

1M ago34:18

34:18

BGO Chief Economist Ryan Severino joins Michael Bull, CCIM to share his perspective on the OBBB's potential impact on the economy and real estate. Discussions also include the current and long term impact of tariffs, and what the Fed will announce on interest rates towards the end of 2025. C5 + CCIM Global Summit 2025 - The premiere commercial real…

1
FX Weekly – US tariffs, US June CPI and China’s monthly ‘data dump’ 8:57

1M ago8:57

8:57

Kristina Clifton and Carol Kong discuss the top influences affecting currency markets this week including the US-led tariff war, the US June CPI report and China’s monthly economic activity data. Disclaimer: Important Information This podcast is approved and distributed by Global Economic & Markets Research (“GEMR”), a business division of the Comm…

1
Texas Flood Impact, Dealers Rank the Main Lines & Used Combine Update 8:26

2M ago8:26

8:26

In this episode of On the Record, brought to you by Associated Equipment Distributors, we take a look at how the flooding in Texas will impact the ag industry and check in with some dealers in the region. In the Tech Corner, Noah Newman heads to the Flickner Innovation Farm in Moundridge, Kan., where John Deere dealer PrairieLand Partners is teamin…

1
OBBB Impact on Economy & Commercial Real Estate with Mitch Roschelle 30:18

2M ago30:18

30:18

Mitch Roschelle joins show host Michael Bull to share the expected impact of the Big Beautiful Bill signed by President Trump. Discussions include bonus depreciation, tax cuts and incentives, and the impact on jobs, the economy, and real estate. C5 + CCIM Global Summit 2025 - The premiere commercial real estate conference for networking, dealmaking…

1
Aussie Weekly - RBA shocks market with on hold decision 11:37

2M ago11:37

11:37

The big news this week was a surprise on hold decision from the RBA. Economists Belinda Allen and Harry Ottley run through the decision, and why it was such a shock. They also review the CommBank HSI data and preview the labour force survey due next week. ------ DISCLAIMER ------ Important Information   This podcast is approved and distributed by G…

1
What Makes a Dealership of the Year — Lowe & Young 21:05

2M ago21:05

21:05

In this episode of the Farm Equipment podcast is brought to you by Machinery Scope, Managing Editor Christine Book sits down with Bill Hartzler, co-owner of Lowe & Young. Lowe & Young is the 2025 Dealership of the Year in the small operation category. Bill shares the history of Lowe & Young, the company's defining moments and what challenges they f…

1
FX Weekly - Tariff news to drive currency markets this week 8:34

2M ago8:34

8:34

Kristina Clifton and Carol Kong discuss the key drivers of currency markets this week including important tariff news and the Reserve Bank of Australia and Reserve Bank of New Zealand monetary policy announcements. Disclaimer: Important Information This podcast is approved and distributed by Global Economic & Markets Research (“GEMR”), a business d…

1
Real Estate & the Cannabis Industry in 2025 with Anthony Coniglio 19:24

2M ago19:24

19:24

Niche commercial real estate sectors often offer attractive risk adjusted returns. On this week's show, Michael gets the latest on real estate and REIT investing strategies in the current market and the latest on the cannabis industry from CEO of Newlake Capital Partners (NLCP) Anthony Coniglio. Discussions include economic outlook, interest rates,…

1
Aussie Weekly - Consumer data remains mixed ahead of RBA July meeting 11:35

2M ago11:35

11:35

There was a steady stream of data this week headlined by retail trade and the ABS Monthly Household Spending Indicator. The data was broadly mixed but taken in totality, the Australian consumer remains subdued. Elsewhere, home prices increased again in June and there was a rebound in building approvals. In this week's podcast, economists Belinda Al…

1
FX Weekly - US trade negotiations, US labour market data and Bank of Japan’s Tankan survey 7:31

2M ago7:31

7:31

Kristina Clifton and Carol Kong discuss the top influences affecting currency markets this week, including US trade negotiations, US labour market data and the Bank of Japan’s Tankan survey. Disclaimer: Important Information This podcast is approved and distributed by Global Economic & Markets Research (“GEMR”), a business division of the Commonwea…

1
Dealers Less Pessimistic in Forecast than OEMs 8:26

2M ago8:26

8:26

In this episode of On the Record, brought to you by Associated Equipment Distributors, we take a look at how dealers sales forecast compares to the major line OEMs. In the Technology Corner, Noah Newman shares a glimpse of Horsch’s new AgTech building in Cottage Grove, Minn. Also in this episode, Lindsay reports revenue growth in the third quarter …

1
Aussie Weekly - RBA to now cut rates in July and CPI wrap up 13:09

2M ago13:09

13:09

A benign monthly CPI print for May led us to bring forward our next RBA rate cut forecast to July. Belinda Allen and Harry Ottley from the Australian Economics team run through the details of the change in call as well as deep dive into the CPI print. Important Information   This podcast is approved and distributed by Global Economic & Markets Rese…

1
Industrial Outlook & Forecast with Ermengarde Jabir 19:38

2M ago19:38

19:38

How are tariffs, wars, consumer spending, oil prices, and new supply impacting industrial real estate? Moody's Economist Ermengarde Jabir joins Michael Bull for an inside look at what to expect from the current industrial market. C5 + CCIM Global Summit 2025 - The premiere commercial real estate conference for networking, dealmaking, and investment…

1
Heatwaves and Highs: Markets Sizzle Despite Global Tensions 36:40

2M ago36:40

36:40

In Episode 39 of Market Enthusiast, Noah Brooks and Chris Needs break down the heat—literally and financially. As record-setting temperatures scorch the East Coast, markets remain red-hot despite rising geopolitical tensions, including U.S. airstrikes in Iran. They discuss why investors stayed calm, what’s driving oil and energy stocks, and how tar…

1
FX Weekly - Middle East conflict, NATO summit and Bank of Japan policy outlook 8:30

2M ago8:30

8:30

Kristina Clifton and Carol Kong discuss the top influences affecting currency markets this week including the conflict in the Middle East, the annual NATO summit as well as the Bank of Japan’s interest rate outlook. Disclaimer: Important Information This podcast is approved and distributed by Global Economic & Markets Research (“GEMR”), a business …

1
Aussie Weekly - Labour force down, monthly CPI to go 14:04

2M ago14:04

14:04

The labour force survey was broadly a non-event, with the unemployment rate holding steady at 4.1%. The final key data point ahead of the July RBA Board meeting is due next week: the monthly CPI indicator. Belinda Allen and Harry Ottley discuss the key takeaways from this week and preview the upcoming inflation data. Disclaimer: Important Informati…

1
Could the Office Sector Be Changing? with Phil Mobley 38:53

2M ago38:53

38:53

CoStar National Director of Office Analytics Phil Mobley joins Office Investment Sales Broker and Host Michael Bull, CCIM. Phil shares his insights on office performance expectations moving forward, with discussions including leasing and transaction velocity strategies for occupiers, lenders, and investors. C5 + CCIM Global Summit 2025 - The premie…

1
Mexico’s Economic Crossroads: Inflation, Growth, and Policy Shifts 7:47

2M ago7:47

7:47

Explore the intricate dynamics of Mexico's economy in 2025 as it grapples with sluggish growth, persistent inflation, and evolving monetary policies. Discover how fiscal consolidation and external pressures shape the economic landscape, and what the future holds for Mexico's economic trajectory. Join us for an in-depth analysis of the challenges an…

1
FX Weekly - Middle East conflict and central banks meetings can drive currencies this week. 7:00

2M ago7:00

7:00

Kristina Clifton and Carol Kong discuss the key influences on currencies this week include conflict in the Middle East and meetings by the US Federal Reserve, Bank of England and Bank of Japan. Disclaimer: Important Information This podcast is approved and distributed by Global Economic & Markets Research (“GEMR”), a business division of the Common…

1
Tracking Big Dealers, the Big Beautiful Bill & How Trade Policy is Impacting Canada 11:40

2M ago11:40

11:40

In this episode of On the Record, brought to you by Associated Equipment Distributors, we take a look at dealer consolidation has impacting the number of big dealers in 2025. In the Technology Corner, John Preheim, head of precision and electronics product development for CNH, shares CNH’s precision vision. Also in this episode, Pinion’s Marc Johns…

1
AI Meets the Grid: Powering the Next Market Cycle 41:01

2M ago41:01

41:01

In Episode 38 of Market Enthusiast, Noah Brooks and Chris Needs dive into a whirlwind of economic forces shaping mid-2025. From market rebounds following early-year panic to the surprising outperformance of Europe, they cover what’s driving investor optimism. The duo tackles inflation trends, Fed policy, the housing market standstill, and the real …

1
Aussie Weekly - Surveys point to subdued economy ahead of labour force survey 11:29

2M ago11:29

11:29

It was quieter week for Aussie economy data this week with private sector releases dominating. The CommBank HSI as well as updates on business and consumer sentiment continue to point to subdued economic conditions in Australia. Next week, the May labour force survey is in focus. ------ DISCLAIMER ------ Important Information   This podcast is appr…

1
Time to Buy or Sell? with Michael Bull, CCIM 28:13

2M ago28:13

28:13

Is it time to buy? Should we be selling today? What about development? On this week’s show, commercial real estate veteran broker Michael Bull, CCIM shares insight into the current market including acquisition, disposition and development timing. C5 + CCIM Global Summit 2025 - The premiere commercial real estate conference for networking, dealmakin…

1
Opportunities and threats from trade diversion 9:31

2M ago9:31

9:31

Kristina Clifton and Carol Kong discuss insights from Kristina’s note on trade diversion 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, y…

1
FX Weekly - US CPI, UK labour market data and US-China trade talks 7:10

3M ago7:10

7:10

Kristina Clifton and Carol Kong discuss the top influences affecting currency markets this week, including US consumer price index for May, UK labour market data and US-China trade talks. Disclaimer: Important Information This podcast is approved and distributed by Global Economic & Markets Research (“GEMR”), a business division of the Commonwealth…