Squawk Australia

Renzo Casarotto, portfolio manager of the Global Soft Commodity Fund at Colonial First State Global Asset Mgmt, sheds light on the performance of his fund over the Feb-May period, with Ashraf Laidi, chief market strategist at CMC Markets, CNBC's Oriel Morrison & Sri Jegarajah.

The Reserve Bank of Australia is expected to hold firm on interest rates at its policy meeting today, says Nicki Hutley, principal economist at Access Economics, though she believes it will be under pressure to move later this year. She shares her thoughts with Ashraf Laidi, chief market strategist at CMC Markets and CNBC's Oriel Morrison.

The latest headlines this hour, with CNBC's Sri Jegarajah.

Discussing the reasons behind the Loonie's recent ascent against the Aussie and the interest rate direction both central banks are set to take, with Ray Attrill, global head of research at Forecast, Ashraf Laidi, chief market strategist at CMC Markets, CNBC's Oriel Morrison & Sri Jegarajah.

If a full blown private banking crisis takes place in Europe, Ashraf Laidi, chief market strategist at CMC Markets, says this could lead to a double-dip recession, which would in turn, hurt Chinese exports. Chris Stott, equity analyst at Wilson Asset Management also weighs in, with CNBC's Oriel Morrison & Sri Jegarajah.

Expect to see a switch from miners to banking plays, says Geoff Beeston, investment advisor at Lonsec. He discusses the factors are set to drive the market today, with CNBC's Oriel Morrison & Sri Jegarajah.

Demand for gasoline is set to rise with oil prices seen in the $80-85 range, says Peter McGuire, managing director at Commodity Warrants Australia. He shares his outlook, with CNBC's Oriel Morrison & Sri Jegarajah.

Duncan McBain, managing director at IMX Resources, explains why the proposed super tax is driving Australian resource firms to invest outside of the country, like China. He shares his strategy, with CNBC's Oriel Morrison & Sri Jegarajah.

The latest headlines this hour, with CNBC's Sri Jegarajah.

The Reserve Bank of Australia is set to hold interest rates firm for at least a month or two, believes John Horner, FX Strategist at Deutsche Bank. He shares his rationale, with Matthew Sherwood, head of Investment Market Research at Perpetual, CNBC's Oriel Morrison & Sri Jegarajah.

Spain's credit ratings downgrade is set to pressure market sentiment today. Glenn Rosewall, MD & CEO of BBY and Matthew Sherwood, head of Investment Market Research at Perpetual, share their investment strategies, with CNBC's Oriel Morrison & Sri Jegarajah.

The risks in the market "can be contained," says Justin O'Brien, vice president of Morgan Stanley Smith Barney. He shares his market outlook, while Geoff Wilson, director of Wilson Asset Management shares his thoughts about the proposed mining tax, with CNBC's Oriel Morrison.