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
Friday: US tech stocks slump on data centre fear
US stocks slumped as much as 6% overnight as investors worried a Democrat-dominated US Congress and states might slow down the buildout of data centres. The Bank of England hikes, and Australia’s exports improve.
In our deep-dive interview, ANZ Commodities Strategist Soni Kumari analyses a shift in aluminium supply which had been hit by the Middle East conflict.
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Thursday: Oil slumps almost 10% as Democrats win both houses of US Congress
US markets rally after the Democrats sweep the US House and Senate. Oil prices slump almost 10%. New Zealand’s labour market unexpectedly weakens. And Australian households lift their spending.
In our deep-dive interview, ANZ Senior Economist Matt Galt explains how New Zealand can have an improving economy, but a soggy labour market.
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Wednesday: RBA hikes in split vote
The Reserve Bank of Australia (RBA) hikes the cash rate to 4.85%. ANZ Research expects it to stay there until the end of 2027. And New Zealand jobs data today is expected to reflect an economic turnaround in recent quarters.
In our deep-dive interview, ANZ Head of Australian Economics Adam Boyton digs into the path ahead for the RBA.
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Tuesday: Oil falls on eve of expected RBA hike
Oil prices slump 8% overnight on signs the US and Iran want to end their conflict. The Reserve Bank of Australia (RBA) is expected to hike today, but will it do more? And Australian house prices are falling, and not just in Sydney and Melbourne.
In our deep-dive interview, ANZ Senior Commodity Strategist Daniel Hynes explains why oil prices could spike if conflict escalates in the Middle East aft
Monday: Markets brace for US$120/b oil
Global markets bracing for a ramping up of the Iran conflict after this week’s US mid-term elections, that could push oil prices over US$120 barrel. Taiwan’s growth beats forecasts. And the Bank of Japan holds.
In our deep-dive interview, ANZ Group Chief Economist Richard Yetsenga looks at two big themes – global economic resilience and worries about fiscal sustainability, particularly in the US.
Friday: Robust US inflation pressures Fed
The ECB holds rates, as expected, but President Christine Lagarde resigns unexpectedly. US growth and inflationary pressures strengthen, heaping pressure on the Fed to hike in December. And New Zealand business confidence remains resilient.
In our deep dive interview, ANZ Head of G3 Economics Brian Martin analyses what’s next for the Fed after this week’s rate hold.
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Thursday: Fed holds with dissent & RBNZ holds - just
The Fed holds rates in a 10-to-2 vote - markets still see a hike in December. The RBNZ unexpectedly holds and sends the NZ dollar tumbling. Bank of Thailand also holds - but that one was expected.
In our deep dive interview, ANZ New Zealand Chief Economist Sharon Zollner explains why the Reserve Bank of New Zealand is set to keep hiking after yesterday’s surprise hold.
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Wednesday: Eyes on CPI for RBA hike clues
US markets firm ahead of the Fed’s rate decision tomorrow - expected by the market to be a hold. And in Australia today, attention is on Q3 inflation data for clues on whether the RBA will hike next week.
In our deep dive interview, ANZ Economist Maddy Dunk outlines ANZ Research’s latest Australian house price forecast revisions.
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Tuesday: Markets eye RBA rate hike next week
The Reserve Bank of Australia is signalling its discomfort with high inflation, which has increased market expectations for a rate hike next week. South Korea is expected to report strong GDP growth.
In our deep dive interview, ANZ Economist Bansi Madhavani previews the UK Budget due tomorrow night and how British bond, or gilt, markets might react.
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Monday: US mid-term elections loom into view
Oil rises on fears of renewed strikes on Iran, before or after next week’s US mid-term elections. Markets expect the Fed to hold this week. And ANZ Research tweaks its call for New Zealand’s cash rate, bringing forward a hike to December from February.
In our deep dive interview, ANZ Chief Economist for Greater China, Raymond Yeung, explains why Taiwan is expected to report GDP growth of 13% late
Friday: Tech stocks fall & oil price jumps
US stocks fall overnight on AI valuation fears, oil jumps with talk of new strikes on Iran, and bond yields fall on safe haven buying. The Philippines hikes rates more than expected. And New Zealand inflation falls, but not enough to stop a rate hike next week.
In our deep dive interview, ANZ Senior Economist Matthew Galt analyses how New Zealand’s house prices are tracking against measures of ma
Thursday: Eyes on NZ CPI for RBNZ clues
Global stocks rise on talk of a SpaceX/Tesla merger. Bank Indonesia holds rates. Bank of Korea is set to do the same, but a hike is expected in the Philippines. And New Zealand inflation data due today is set to stay above target.
In our deep dive interview, ANZ FX Analyst Kausani Basak analyses what’s behind Vietnam’s strong growth and whether it can continue.
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Wednesday: Australian inflation expectations rise
Australian inflation expectations tick up as confidence ticks down. Bank Indonesia should hold today but faces pressure to hike. And the People’s Bank of China holds rates as it looks to support bank margins.
In our deep dive interview, ANZ New Zealand Senior Economist Miles Workman has analysed how oil shocks have affected New Zealand’s economy since 1975.
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Tuesday: China GDP growth up as exports surge
China’s GDP growth beats forecasts, but a record high trade surplus remains an issue globally for trading partners. ANZ Research raises its US dollar forecast and still sees a Fed hike next week. And New Zealand’s services sector expands — just.
In our deep dive interview, ANZ Senior Commodity Strategist Daniel Hynes unpacks a surprising disconnect this year in the usually close link between glob
Monday: Gold defies pressure of higher yields
China is expected to report flat GDP growth, with signs of state spending to achieve Beijing’s growth targets for 2026. And New Zealand’s inflation is slightly above forecast, before another rate hike expected next week.
In our deep dive interview, ANZ Commodity Strategist Soni Kumari explains the unusual strength in gold prices at the same time as higher bond yields: investors are worried about
Friday: Pressure off RBA as jobs market softens
US Producer Price Inflation data is much hotter than expected, but yields fall on flight to quality as AI stocks fall. Pressure comes off the RBA to hike in November as the jobs market softens, although ANZ Research says a hike is still more likely than not.
In our deep dive interview, ANZ New Zealand Chief Economist Sharon Zollner reviews how New Zealand’s recovery is tracking via ANZ Research’s
Thursday: US CPI boosts Fed hike expectations
Fed rate hike expectations rise for October on stronger September inflation data. China’s producer prices jump on higher oil, but consumer price inflation remains subdued. And Singapore holds monetary policy.
In our deep dive interview, ANZ Economist Vicky Xiao Zhou reviews China’s bumper September trade data and the health of its trade relationship with the US.
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Wednesday: Eyes on US CPI for Fed hike clues
Markets await key US inflation data for clues on the Fed’s next move. And Reserve Bank of Australia minutes are hawkish enough for ANZ Research to keep expecting a November hike.
In our deep dive interview, ANZ Group Chief Economist Richard Yetsenga reports back from a recent trip to India.
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Tuesday: Oil prices up as Ukraine ceasefire fails
Oil prices rise 2% as Donald Trump’s plan for a ceasefire between Ukraine and Russia fails to stick. The Reserve Bank of India adds to its currency market intervention toolkit. India’s inflation rate surges. And the Kiwi dollar hits a 15-year low.
In our deep dive interview, ANZ’s Chief Economist for Southeast Asia and India, Sanjay Mathur, analyses Malaysia’s Budget.
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Monday: Attacks escalate on Saudi Arabia
New attacks on Saudi Arabia over the weekend are the worst in a decade, threatening to widen the Middle East conflict. The Reserve Bank of India moves to shore up the rupee. And New Zealand diesel costs are set to rise.
In our deep dive interview, ANZ Economist Dhiraj Nim analyses the costs and risks from the Reserve Bank of India’s previous interventions to encourage foreign capital inflows.
Friday: Taiwan exports surge 60% on AI
Oil prices surge as much as 5% on new supply fears. Fed minutes indicate more hikes to come. France’s Government faces a crunch week of budget debates. And Taiwan’s exports surge on AI demand.
In our deep dive interview, ANZ Head of Asia Research Khoon Goh explains how Singapore is facing up to global inflation pressures and rising bond yields.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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
