5 in 5 with ANZ
Start your day with 5 in 5 with ANZ. You’ll hear the five things you need to know about the global economy and markets in under 5 minutes. Plus a deep dive into emerging trends and issues. Hosted by business and financial journalist Bernard Hickey, the podcast features exclusive insights from ANZ’s global team of experts.
Episodes
Thursday: Reserve Bank of India hikes rates
The Reserve Bank of India hikes rates as higher energy prices feed into the economy. Japanese wages rise again, which is supporting the Bank of Japan’s tightening. And Taiwan is set to hike rates after an inflation surprise.
In our deep dive interview, ANZ New Zealand Chief Economist Sharon Zollner reviews the latest ANZ customer card spending data for clues on how the Kiwi economy is performing.
Wednesday: RBA dents Australian confidence
Australian consumer confidence drops in the week when the Reserve Bank of Australia hikes, but the labour market is resilient as job ads grow. And business price indicators ease in New Zealand in a good sign for the Reserve Bank of New Zealand.
In our deep dive, interview ANZ FX Analyst Kausani Basak explains how the El Nino weather pattern is set to affect inflation in the Philippines.
Before
Tuesday: Bond markets sell off despite Fed views
US bond yields rise to fresh record-highs, despite markets lowering expectations for imminent Fed rate hikes. The Reserve Bank of New Zealand will eye up a key business survey today for inflation signs. And Vietnam’s economy grows 9.9%.
In part two of our deep dive interview with ANZ Chief Economist for Greater China Raymond Yeung explains the economic implications of the tipping point in China’s
Monday: Europe releases diesel stocks
US jobs growth is lower than expected, but bond yields still rise. Europe agrees to Donald Trump’s demand to release diesel stocks or face a US export ban. The Kiwi dollar is near its lows, and New Zealand consumers aren’t feeling the recovery.
In our deep-dive interview, ANZ’s Chief Economist for Greater China, Raymond Yeung, explains why a peak in China’s working age population this year is imp
Friday: Bonds volatile as inflation fear dominates
Bond yields rise sharply, and then swing down in a volatile night for interest rates and currencies. Bank of Japan rate setters talk about faster hikes. And data centre investment continues to boost Australian imports.
In our deep-dive interview, ANZ Economist Sophia Angala analyses how capital city house prices are faring in a slowing market.
Before accessing this podcast, please read the dis
Thursday: Fed hike bets fall after softer inflation
US inflation is weaker than expected, lowering Fed rate hike bets. Australia’s inflation rate dips, but remains broad. And New Zealand firms may be holding back from passing on higher fuel costs into prices.
In our deep-dive interview, ANZ Senior Economist Miles Workman analyses the latest forecasts from New Zealand’s Treasury, released ahead of the November 7 General Election.
Before accessin
Wednesday: RBA hikes, another on the cards
The Reserve Bank of Australia hikes, with another one expected as high fuel prices feed into inflation, but the Aussie dollar falls to a two-month low. And New Zealand’s Treasury lowers its bond auction plans.
In our deep-dive interview, ANZ Head of Australian Economics Adam Boyton explains why the RBA may hike again.
Before accessing this podcast, please read the disclaimer at https://ww
Tuesday: RBA expected to hike today
Oil prices edge up, and bond yields keep rising, which shunts gold down. The Reserve Bank of Australia is expected to hike today, and New Zealand’s budget deficit forecasts are forecast to fall. And Singapore’s factories are going gangbusters.
In our deep-dive interview, ANZ Senior Economist Miles Workman previews New Zealand’s Budget Update due today before a general election on November 7.
B
Monday: US 30-year bond yield hits 5.5%
Bond yields rise to new 24-year highs. Oil prices closed down on Saturday, but that was before Donald Trump rejected Iran’s latest peace offer. And all eyes are on the yen this week ahead of key Japanese data.
In our deep-dive interview, ANZ Group Chief Economist Richard Yetsenga explains why ANZ Research increased its official cash rate calls for a range of central banks last week.
Before acc
Friday: US bond market selloff marches on
Oil prices and US bond yields rise again. Australia’s labour market continues to gradually weaken. And ANZ Research upgrades its New Zealand farmgate milk price forecast because of higher oil prices.
In our deep-dive interview, ANZ Economist Dhiraj Nim explains how expectations for higher oil prices have led ANZ Research to change its Reserve Bank of India rate call to three hikes at its next thr
Thursday: Trump supports US diesel export ban
Donald Trump supports a US diesel export ban. US Treasury yields surge after a weak bond sale, and after another oil price spike and strong growth data fires up Fed hike expectations. The RBA will focus on Australian jobs data today.
In our deep-dive interview, ANZ Economist Bansi Madhavani explains why ANZ Research expects the Bank of England (BOE) is set to hike rates.
Before accessing this
Wednesday: Inflation expectations rise on oil
Oil prices drop on hopes the Strait of Hormuz and a Saudi pipeline will open, but the energy price spike is hitting inflation. Australian consumers are gloomier, and the RBNZ warns of higher inflation.
In our deep-dive interview, ANZ Commodities Strategist Soni Kumari explains why ANZ Research is expecting persistently higher oil prices.
Before accessing this podcast, please read the disclaime
Tuesday: ANZ Research lifts cash rate forecasts
Oil prices fall on hopes for a peace deal in the Middle East. ANZ Research changes its cash rate forecasts for the Reserve Bank of Australia, the Reserve Bank of New Zealand and the Bank of England to see more hikes, while China stays on hold.
In our deep-dive interview, ANZ’s New Zealand Chief Economist Sharon Zollner, explains why she thinks the RBNZ needs to hike three more times, rather than
Monday: Bank of Japan hikes, but dovishly
The Bank of Japan hikes, but with a dovish split vote. There’s some good inflation news for the Reserve Bank of New Zealand. And the Bank of England extends its bond buy-back programme, which helps lower UK Government borrowing costs.
In our deep-dive interview, ANZ’s Head of Asia Research Khoon Goh details why Asian currencies have done better than expected in recent weeks, despite a cocktail of
Friday: Bank of Japan set to hike after Fed
The Bank of England holds overnight, as expected. The Bank of Japan is expected to follow the Fed and hike today. And New Zealand’s economy holds on to growth, despite the oil price shock, as a few green shoots poke through.
In our deep-dive interview, ANZ Commodities Strategist Soni Kumari analyses how a supply squeeze in copper markets is driving prices.
Before accessing this podcast, please
Thursday: Fed hikes & sees one more in 2026
The Fed hikes US interest rates in a unanimous vote and signals more to come. Higher oil prices are set to slow New Zealand’s economic growth in data due today. And Japan’s exports stay strong, but with a surge in imports as energy prices jump.
In our deep-dive interview, ANZ Group CEO Nuno Matos looks over the horizon at how Australia’s economy can grow with Asia’s as the region continues to be
Wednesday: US 10-year yield over 5%
Oil prices and US bond yields rise again on more news of oil supply restrictions in the Middle East. Signs of stagflation emerge in China. Australian consumer confidence improves. And New Zealand’s housing market weakens again in August.
In our deep-dive interview, ANZ Group CEO Nuno Matos reflects on how geopolitics, and the global economy, are changing.
Before accessing this podcast, please
Tuesday: ANZ Research sees Fed hike this week
Oil hits US$109/barrel and the US 10 year yield briefly tops 5% after the key Yanbu pipeline is blown up. ANZ Research changes its view on the Fed to a hike this week from a hold. And India’s inflation rate rises.
In our deep-dive interview, ANZ’s Chief Economist for Greater China, Raymond Yeung, explains how China wants Hong Kong to amplify its efforts to internationalise the renminbi in Hong Ko
Monday: US inflation rise boosts Fed hike views
US inflation is above forecasts, and markets now see a 85-90% chance the Fed will hike this week. ANZ Research now sees the ECB hiking once more. And New Zealand’s manufacturing sector expands — just.
In our deep-dive interview, ANZ’s Chief Economist for Greater China, Raymond Yeung, unpacks the importance of Hong Kong’s new five-year plan.
Before accessing this podcast, please read the discla
Friday: US bond yields jump to 19-year highs
The European Central Bank hikes rates, but inflation fears over surging oil prices dominate attention, triggering another global bond market selloff. And ANZ Research changes its Fed rate call to three more hikes.
In our deep-dive interview, ANZ Economist Vicky Xiao Zhao analyses a recent large capital injection by China’s government into key financial institutions.
Before accessing this podca
Thursday: Brent crude rises above US$100/bbl
Brent oil rises back over $100 as the Middle East conflict intensifies. Treasury yields rise, despite the expansion of a bond buyback. Markets now turn their attention to an expected European Central Bank (ECB) rate hike tonight.
In our deep-dive interview, ANZ Senior China Strategist Zhaopeng Xing looks at whether China’s latest changes to house sales rules can revive a flagging property market.
Wednesday: Australian confidence slides again
Oil prices jump as the Middle East conflict widens to attacks on Saudi Arabian cities. Australian consumer and business confidence slides as inflation concerns grow. And China’s trade surges with rising chip prices.
In our deep-dive interview, ANZ’s Senior Commodities Strategist Daniel Hynes details the fallout from extended delays to normalising oil supply from the Persian Gulf.
Before access
Tuesday: Australian job ads hold their strength
Oil prices rise after fresh strikes in the Middle East. Australian job ads show a more resilient labour market. The mood among employers in New Zealand is improving. And inflation in Thailand is hotter than forecast.
In our deep-dive interview, ANZ Senior Economist Matthew Galt reviews how New Zealand’s housing market is tracking.
Before accessing this podcast, please read the disclaimer at&nb
Monday: US jobs growth above forecasts
US jobs growth in August is much stronger than forecast. Markets now see a 50/50 chance the Fed will hike this month, but the US dollar is still soft. And New Zealand’s construction output beats expectations.
In our deep-dive interview,ANZ Economist Sophia Angala reviews how Australia’s housing market slowed further in August.
Before accessing this podcast, please read the disclaimer at h
Friday: US Fed September hike bets fall
US September hike expectations fall on Fed comments - so stocks rise. The Yen strengthens on BoJ hike bets. Australia imports more data processing tech. Higher import prices hit New Zealand’s terms of trade.
In our deep-dive interview, ANZ New Zealand Chief Economist Sharon Zollner reviews where New Zealand’s economy is headed after the RBNZ hiked rates again this week.
Before accessing this p
Thursday: Aus growth eases across first half of 2026
Global bond yields take a breather and US stocks rise. Australia’s growth eased in the first half of 2026, but a November rate hike remains on the cards. The RBNZ lifts rates but the Kiwi drops as guidance changes.
In our deep-dive interview, ANZ Head of Australian Economics Adam Boyton analyses how Australia’s economy was placed after the second quarter.
Before accessing this podcast, please
Wednesday: Oil and global bond yields spike
Oil jumps and Government bond yields rise on inflation worries as the US launches new Iran strikes. ANZ Research upgrades its Australian Q2 GDP forecast. And the RBNZ is expected to hike rates today.
In our deep-dive interview, ANZ Group Chief Economist Richard Yetsenga reviews the economic opportunities from Australia’s data centre construction boom.
Before accessing this podcast, please read
Tuesday: Aus business data tips GDP upside
Brent jumps 5% on renewed conflict in the Middle East. Stronger company profits mean upside risk to Australia’s Q2 GDP. Kiwi businesses report mixed inflation views ahead of the RBNZ’s rate call.
In our deep-dive interview, ANZ FX Analyst Preksha Jain analyses whether dividend conversions, off the back of the ASX reporting season, could affect the Aussie as US dollar payments are converted into A
Monday: US rate hike bets up on Warsh speech
The Fed Chair delivers a hawkish Jackson Hole speech - US rate hike bets firm up. But jobs data this week could ease the pressure. New Zealand consumer inflation expectations stay steady. Australia has Q2 GDP this week.
In our deep-dive interview, ANZ Head of FX Research Mahjabeen Zaman explains the implications of Kevin Warsh’s speech for rate expectations and currencies.
Before accessing thi
Friday: Household spending keeps RBA on its toes
US Treasuries are steady ahead of the Fed chair’s Jackson Hole speech; Australian household spending jumps - supporting ANZ Research’s November rate hike call. Korea and the Philippines hike rates.
In our deep-dive interview, ANZ Senior Rates Strategist Jack Chambers explains why it’s so important to keep an eye on longer-dated US Treasury yields.
Before accessing this podcast, please read the d
Thursday: ANZ Research says RBA to hike in November
Australia’s July CPI is stronger than expected, after RBA minutes highlighted concerns about prices. So ANZ Research has changed its rate call to another hike in November. US inflation backs the Fed to hold.
In our deep-dive interview, ANZ Economist Maddy Dunk analyses what was behind the strength in Australia’s July CPI data.
Before accessing this podcast, please read the disclaimer at htt
Wednesday: Eyes on PCE inflation for Fed clues
US Treasury yields drop as attention turns to PCE inflation data tonight. RBA August meeting minutes lean to the hawkish side. Australia’s July CPI inflation today will be watched for any upside surprise.
In our deep-dive interview, ANZ Commodities Strategist Soni Kumari reviews how Gold has been tracking as US rate hike expectations change, fiscal concerns rise and the Middle East conflict conti
Tuesday: NZ retail sales show economy stalled
Oil and Treasury yields drop as the US sets out more Iran sanctions; Singapore’s core inflation jumps but was weaker than expected. New Zealand retail sales drop, highlighting a stalled economy in Q2.
In our deep-dive interview, ANZ Senior Asia Rates Strategist Jennifer Kusuma reviews how Asia sovereign risks are tracking amid the Middle East conflict and bond market uncertainty.
Before access
Monday: US business activity rises
US business activity rises in August as price growth eases. The US dollar settles lower after last week’s Treasury bond market intervention. Stronger inflation boosts Bank of Japan rate hike expectations.
In our deep-dive interview, ANZ Group Chief Economist Richard Yetsenga reviews the US Treasury’s moves last week to bring borrowing costs down, and the implications for Australia and New Zealand
Friday: Long US Treasury yields rise again
Long Treasury yields are back up - the US is looking at what else it can do to get borrowing costs down. Australia’s labour market softens, taking pressure off the RBA. And Japan’s exports surge on AI demand.
In our deep-dive interview, ANZ Economist Vicky Xiao Zhou looks at what’s driving Asia’s AI tech export boom.
Before accessing this podcast, please read the disclaimer at https://www
Thursday: US Treasury targets long bond yields
The US Treasury doubles a bond buyback programme, sending long-term yields and the dollar down - the Aussie and Kiwi dollars both rise. Australia’s private sector wage growth is the weakest since 2021.
In our deep-dive interview, ANZ Chief Economist for Greater China Raymond Yeung dissects China’s weak July activity data.
Before accessing this podcast, please read the disclaimer at https:
Wednesday: ANZ Research sees higher Aus GDP
Stocks fall as inflation fears rise. ANZ Research upgrades its Australian growth forecasts. And Australian consumers are more confident as RBA hikes appear off the table.
In our deep-dive interview, ANZ Senior Commodities Strategist Daniel Hynes analyses how diesel has become a crunch point in the global oil market.
Before accessing this podcast, please read the disclaimer at https://www.
Tuesday: China activity slumps in July
The Bank of Japan is given food for thought from a weak GDP print. China’s activity slows sharply. Oil prices are back up around 3% on renewed conflict worries. New Zealand price pressures ease.
In our deep-dive interview, ANZ Economist Maddy Dunk explains why ANZ Research has cut its Australian house price forecasts.
Before accessing this podcast, please read the disclaimer at https://ww
Monday: Attention on Aus jobs for RBA clues
Fed hike pricing retreats further after weak US retail sales; Australian housing lending drops as the RBA looks for signs of reduced activity. New Zealand’s patchy recovery continues.
In our deep-dive interview, ANZ Group Chief Economist Richard Yetsenga analyses how the Fed is placed after last week’s US inflation data.
Before accessing this podcast, please read the disclaimer at https:/
Friday: Pressure coming off Fed to hike
There’s more pressure off the Fed to hike as US producer prices ease more than expected. New Zealand inflation expectations fall. And Japan’s government is reported to favour a near term rate hike.
In our deep-dive interview, ANZ FX Analyst Kausani Basak analyses the implications of an investment surge in Thailand.
Before accessing this podcast, please read the disclaimer at https://www.a
Thursday: Fed hike expectations ease after CPI
US inflation comes in as expected - Fed rate hike expectations fall. Bank of Korea says more rate rises are likely. And ANZ Research downgrades its Australian house price forecasts.
In our deep-dive interview, ANZ Economist Aaron Luk explains how Australia’s unemployment rate has become less sensitive to growth in recent years.
Before accessing this podcast, please read the disclaimer at
Wednesday: RBA holds rates
The RBA holds but is ready to act if inflation doesn’t come down. Australian consumer and business confidence hold steady. And Singapore’s economy grew faster than first thought last quarter.
In our deep-dive interview, ANZ Head of Australian Economics Adam Boyton analyses the RBA’s latest forecasts for clues on rates.
Before accessing this podcast, please read the disclaimer at https://w
Tuesday: Oil up 5%; RBA set to hold today
Oil prices are up 5% as worries grow about when the Strait of Hormuz will reopen. The RBA is set to hold rates today. And Bank of Japan members grow more hawkish as inflation expectations grow.
In our deep-dive interview, ANZ Group Chief Economist Richard Yetsenga says there are some key similarities between 1990s Japan and China’s economy today.
Before accessing this podcast, please read the
Monday: Fed hike bets fall on weak jobs data
US stocks are buoyed by a weak labour market because that means the Fed is less likely to hike rates. There’s new uncertainty over the opening of the Strait of Hormuz. China’s inflation cools.
In our deep-dive interview, ANZ New Zealand Chief Economist Sharon Zollner says ANZ’s latest card spending data for July shows Kiwis are getting out and spending more.
Before accessing this podcast, plea
Friday: Markets eye US jobs data
Oil rises 3% after Iran issues new threats. US bond yields rise ahead of US jobs data tonight. Gold exports lift Australia back to a trade surplus. And New Zealand’s commodity prices fall as dairy prices weaken.
In our deep-dive interview, ANZ Head of Asia Research Khoon Goh analyses the big yen move, and downgrades two of his Asia currency forecasts.
Before accessing this podcast, please read
Thursday: NZ jobless rate at 11-year high
Oil prices are steady and global stocks were mixed overnight. India holds rates as it watches for inflation. And New Zealand’s unemployment rate jumps more than expected to an 11-year high of 5.6%.
In our deep-dive interview, ANZ Economist Maddy Dunk says Australia’s housing market downturn has broadened beyond just Sydney and Melbourne.
Before accessing this podcast, please read the disclaime
Wednesday: ANZ sees longer Fed hold
Stocks rise and Treasury yields fall on hopes the Strait of Hormuz will open soon. ANZ Research updates its Fed call to a longer hold. Australian spending and job ads rise. And New Zealand’s jobless rate is set to rise in labour force data out later today.
In our deep-dive interview, ANZ Chief Economist for Southeast Asia and India Sanjay Mathur looks at whether the Reserve Bank of India’s (RBI)
Tuesday: Fundamentals still weigh on yen
Oil prices drop after Donald Trump calls off a big strike on Iran. The yen has bounced after intervention, but the fundamentals are still weighing it down. And Taiwan’s GDP growth beats expectations.
In our deep-dive interview, ANZ Group Chief Economist Richard Yetsenga looks at the big selloff in US bond markets after new Fed Chair Kevin Warsh underlined he wouldn’t give forward guidance any mor
Monday: US & Japanese intervention boosts yen
Intervention from the Fed and Japanese authorities drags the yen up off 40 year lows, just as the Bank of Japan suggests it may hike again in October. And leading indicators for China’s economy are much slower than expected in July.
In our deep-dive interview, ANZ Economist Bansi Madhavani analyses what UK bond investors want from the new Prime Minister Andy Burnham.
Before accessing this podc
Friday: US inflation softer than forecast
US inflation in June is softer than forecast, further reducing expectations of a Fed hike in September. But US long bond yields hit new 19-year highs on fear Fed Chair Kevin Warsh won’t keep inflation low in the long run. The Bank of England holds.
In our deep-dive interview, ANZ Senior Economist Matthew Galt looks at what is driving regional differences in New Zealand’s housing market.
Before
Thursday: Fed holds rates, but with a split vote
The Fed holds rates, but three dissenters still wanted a hike. Markets now look to key US inflation data tonight. And Australia’s core inflation is lower than expected, taking an RBA rate hike off the table for its August decision.
In our deep-dive interview, ANZ Head of Australian Economics Adam Boyton reminds us that core inflation is still well above the RBA’s target.
Before accessing this
Wednesday: Markets eye live FOMC vote
Stocks rise and bond yields fall ahead of the Fed’s rate decision. Australian inflation data today will be watched for hints of another rate hike. And New Zealand jobs cling to growth as businesses turn negative.
In our deep-dive interview, ANZ Economist Aaron Luk analyses the links between Australian household income, housing wealth and spending.
Before accessing this podcast, please read the
Tuesday: US$ set to rise if Fed hikes this week
Oil falls 6% as a fragile truce holds. The US dollar is set to surge if the Fed hikes this week, as a minority expect. The RBA is on alert for persistent inflation. And Bank Indonesia’s Governor resigns unexpectedly.
In our deep-dive interview, ANZ Group Chief Economist Richard Yetsenga unpacks what firm household consumption in Australia means for its economy, and interest rates.
Before acces
Friday: Oil over US$100 as Red Sea shuts too
Brent crude jumps over US$100 as the Iran conflict blocks both the Persian Gulf and the Red Sea. The European Central Bank holds, but hawkishly. And Australian jobs jump, albeit with a flat jobless rate — keeping the pressure to hike off the RBA.
In our deep-dive interview, ANZ Head of Asia Research Khoon Goh looks at how well-placed Asian economies are to handle the return of higher oil prices.
Monday: Oil set to fall as Iran conflict pauses
Oil prices are set to fall sharply in Asian trade this morning after the US and Iran paused their conflict in the Middle East. But market expectations for inflation and interest rates remain high. And Singapore is set to tighten monetary policy today.
In our deep-dive interview, ANZ Economist Krystal Tan explains why ANZ Research has boosted its growth forecasts for Korea in the next two years.
Thursday: Oil price rise spurs inflation worries
Oil rises another 3% on Middle East conflict worries. Indonesia unveils measures to support its currency. And the Reserve Bank of Australia (RBA) studies how much people trust it to keep inflation low.
In our deep-dive interview, ANZ Economist Sophia Angala investigates how growing data centre investment has been affecting Australia’s imports and analyses the implications for GDP.
Before acces
Wednesday: Inflation concerns lift US yields
US borrowing costs rise as higher oil prices and tariffs fire up inflation fears again. The UK has a new Chancellor. New Zealand’s inflation surges as petrol prices jump.
In our deep-dive interview, ANZ Senior Commodities Strategist Daniel Hynes analyses China’s response to the oil price spike.
Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/
Tuesday: Oil hits US$91/b after tankers attacked
Oil prices rise as high as US$91/barrel overnight after Iran blows up two tankers and the Houthis blockade Saudi oil shipments via the Red Sea. The UK has a new Prime Minister who’s looking at a tax cut, and New Zealand inflation is set to hit 4% today.
In our deep-dive interview, ANZ’s Chief Economist for Southeast Asia & India Sanjay Mathur analyses the effects of America’s exceptional economic
Monday: Brent nearer US$90 after new strikes
Oil prices jump on more conflict in the Middle East. The ECB is set to hold this week, before another hike in September. New Zealand is due to report higher inflation tomorrow, and sports bars are set for a sales surge today.
In our deep-dive interview, ANZ Group Chief Economist Richard Yetsenga has noticed new Fed Chair Kevin Warsh has started talking about watching M2, the money supply, as well
Friday: AI boom forces Korea to start hiking
The AI and chip boom forces Korea to hike rates for the first time in more than three years, with more to come. US retail sales are resilient in June, and ANZ Research shifts its rate hike call for the Reserve Bank of India back to December from August.
In our deep-dive interview, ANZ Economist Dhiraj unravels India’s conundrum of a record-low core inflation at a time of strong growth.
Before
Thursday: China's GDP growth disappoints
China’s GDP growth disappoints, but its exports and imports beat forecasts. US producer prices fall, as do New Zealand house prices, with house sales volumes down in New Zealand for the fourth month in a row.
In our deep-dive interview, ANZ Pacific Economist Kishti Sen looks at how a strong El Nino and a delay to a major gas project has changed Papua New Guinea’s economic outlook.
Before acces
Wednesday: Fed hike views fade after flat CPI
Oil prices rise again, but so do US stocks, after US CPI data was below forecasts, removing most expectations for a Fed hike in July. Australian consumers worry more about price rises, and New Zealand firms see more inflation too.
In our deep-dive interview, ANZ Head of FX Research Mahjabeen Zaman explains the importance of a potential change in Japanese pension policy.
Before accessing this p
Tuesday: Oil up 9% after Trump blocks Strait
Oil jumps 9% to US$83 a barrel after Donald Trump announced a US blockade of the Strait of Hormuz and a US toll of 20% of the value of cargo. India’s inflation is above forecasts. And China’s growth is slowing.
In our deep-dive interview, ANZ Head of Australian Economics Adam Boyton asks an uncomfortable question about a slowing of Australia’s trend or potential growth rate.
Before accessing t
Monday: Iran says Strait closed after US strikes
Oil prices are set to rise after Iran declared the Strait of Hormuz closed as the US hit 300 targets across Iran over the weekend. Donald Trump says the Strait is open. Markets will also focus this week on US CPI data for Fed rate hike signals.
In our deep-dive interview, ANZ Commodity Strategist Soni Kumari explains how and why lithium producers are ramping up again.
Before accessing this pod
Friday: Chinese inflation peaks in June
Oil prices slip overnight on renewed hope the Iran conflict may not escalate. China’s inflation peaks in June, but not enough for an easing, and New Zealand’s manufacturing sector comes roaring back at the end of the June quarter.
In our deep-dive interview, ANZ Economist Henry Russell explains why a record fall of 2.1 million in the US labour force in the first six months of 2026 matters for the
Thursday: Oil & rates up as Trump ends ceasefire
Oil prices rise as much as 9% after the US and Iran trade strikes, and after Donald Trump says negotiations to re-opening of the Strait of Hormuz are over. US and European rate hike expectations grow, and the Reserve Bank of New Zealand (RBNZ) hikes for the first time since 2023.
In our deep-dive interview, ANZ Senior Commodities Strategist Daniel Hynes explains why the scarcity of LNG tankers me
Wednesday: Oil up 3% after LNG tanker hit
Oil prices rise 3% after two ships are hit in the Persian Gulf, including an LNG tanker at risk of exploding. Japanese real wages keep rising, Taiwan’s inflation is above forecasts, and Australian consumer confidence falls.
In our deep-dive interview, ANZ Economist Sophia Angala unravels the growth stories of Australia’s states in the first quarter, including how housing market weakness is a fact
Tuesday: RBNZ set to hike for first time since 2023
The Reserve Bank of New Zealand is expected to hike tomorrow for the first time in more than three years, but expectations are split. Australian job ads are stable, and Thailand’s headline inflation rate is below forecasts.
In our deep-dive interview, ANZ Economist Krystal Tan unpacks how a very strong El Nino could ripple across Southeast Asia’s economies into inflation and lower incomes. And on
Monday: Market expectations of Fed hike soften
Market expectations for a Fed rate hike this year soften after last week’s lower-than-expected US jobs growth. New Zealand consumer confidence rebounds, and a strong El Nino is set to affect Southeast Asia economies later this year.
In our deep-dive interview, ANZ Economist Maddy Dunk unpacks what’s driving Australia’s housing market - downwards for now.
Before accessing this podcast, please r
Friday: US jobs growth weaker than expected
US jobs growth is weaker than expected June, reducing market expectations the Fed will hike in September. South Korean inflation edges higher last month, and Australian building approvals are falling as builders face higher costs and higher interest rates.
In our deep-dive interview, ANZ Head of Asia Research Khoon Goh points to a switch in headwinds for Asia’s currencies from oil to the US dolla
Thursday: Warsh says US inflation pressure eases
New Fed Chair Kevin Warsh says inflation pressures have eased, which drives short term market rates down. The yen’s fall to 40-year lows adds to the Bank of Japan’s inflation challenge, and China’s economy was humming in June.
In our deep-dive interview, ANZ New Zealand Chief Economist Sharon Zollner previews next Wednesday’s rates decision by the RBNZ, where most expect a rate hike, but not all.
Wednesday: NZ business confidence surges
The yen falls to a new 40-year low amid intervention fears. New Zealand business confidence surges right through June. The RBA issues hawkish minutes, and there are signs housing lending is slowing in Australia.
In our deep-dive interview, ANZ FX Analyst Kausani Basak explains why the Philippines’ central bank, the Bangko Sentral ng Pilipinas or BSP, will have to hike again.
Before accessing t
Tuesday: Traders wary of yen intervention
Oil prices are up, but stabilise after the US and Iran call off their strikes. The US dollar is near record highs vs the Yen, with the market on eggshells in case of intervention, and the NZ dollar is near six-month lows, but may be about to get some support.
In our deep-dive interview, ANZ Senior Economist Matt Galt explains why New Zealand’s housing market has been more resilient in recent mont
Monday: Oil in focus as Iran conflict flares again
Oil is in focus in early Asian trade after Iran and the United States traded strikes over the weekend, endangering a truce to reopen the Strait of Hormuz. And the Reserve Bank of Australia (RBA) is on hold after a week of reassuring data.
In our deep-dive interview, ANZ Senior Asia Rates Strategist Jennifer Kusuma explains why ANZ Research has upgraded its GDP growth forecast for Asia in 2026 to
Friday: Australian jobs & spending firm
Oil prices bounce from lows last seen in late February. US inflation data is soft enough to leave the Fed on hold. Australian jobs and spending data is weaker than headlines looked, also leaving the Reserve Bank of Australia (RBA) on hold.
In our deep-dive interview, ANZ Group Chief Economist Richard Yetsenga steps back to assess the global economic outlook, now oil prices are back near pre-confl
Thursday: Oil falls 4% to US$70/barrel
Oil prices fall another 4% as more tankers get out of the Persian Gulf. Australian inflation data sends mixed signals in May, which is keeping the RBA on alert for inflation. And Australia’s unemployment rate is forecast to fall, albeit slightly.
In our deep-dive interview, ANZ’s Head of Geopolitical Risk Cameron Mitchell analyses the stuttering end to the Iran conflict.
Before accessing this
Wednesday: S&P 500 slides to one-month low
Tech stocks are down on AI over-valuation fears, while oil fell as more ships exit the Strait of Hormuz. Australian CPI figures today will be watched for second round inflation from March’s energy price pulse. Singaporean inflation is less than forecasts.
In our deep-dive interview, ANZ Senior Commodity Strategist Daniel Hynes analyses just how long it will take for oil supplies from the Persian
Tuesday: Markets eye new UK PM for budget clues
UK Prime Minister Keir Starmer announces his plan to resign. The market reaction is benign, on hopes his expected replacement, new Labour MP Andy Burnham, will run a tight budget. And the US dollar is on a roll against the yen.
In our deep-dive interview, ANZ’s Head of Asia Research Khoon Goh, sees the Monetary Authority of Singapore (MAS) responding again to inflation pressures by tightening pol
Monday: Iran shuts Strait of Hormuz again
Oil is in focus this morning after Iran closed the Strait of Hormuz over the weekend. ANZ Research shifts its forecast for Fed rate cuts out to June 2027 from December. And Malaysian inflation is subdued.
In our deep-dive interview, ANZ Group Chief Economist Richard Yetsenga takes a wider look at a deal to end the Iran conflict, including why bond markets haven’t moved much, despite the deal.
Friday: Oil falls & stocks rise again as deal signed
Oil falls and stocks rise again as a deal to re-open the Strait of Hormuz is signed. The Bank of England holds. Central banks in Indonesia and the Philippines hike. And New Zealand’s economy grows solidly in the March quarter.
In our deep-dive interview, ANZ Chief Economist for Southeast Asia and India Sanjay Mathur analyses India’s attempts to address a worsening balance of payments position and
