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: 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
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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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
Thursday: Fed holds, but easing bias gone
The Fed holds rates, but cuts look off the table as half of the rate-setters favour a hike this year. US Treasury yields rise and stocks are down. Meanwhile, New Zealand releases first quarter growth data today, with growth of about 1.0% expected.
In our deep-dive interview, ANZ Economist Maddy Dunk explains why ANZ Research has tuned down its Australian house price forecasts.
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Wednesday: RBA holds with hawkish tilt
Oil falls below $80 a barrel on expectations the Strait of Hormuz will open soon. The RBA holds rates at 4.35%, but keeps a hawkish tone. And the Bank of Japan hikes rates to a 31-year-high of … 1%.
In our deep-dive interview, ANZ Commodities Strategist Soni Kumari explains why gold prices haven’t traded as expected through the Middle East conflict.
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Tuesday: Stocks rally & oil falls on Iran deal
Stocks rally to new record highs and oil falls to almost $80 after the US and Iran confirm they’ll sign a deal on Friday to reopen the Strait of Hormuz. The Reserve Bank of Australia is expected to hold today, but the Bank of Japan is seen hiking.
In our deep-dive interview, ANZ Group Chief Economist Richard Yetsenga looks back and ahead at a swathe of central bank decisions, starting with the RB
Monday: Trump sees deal today to open Strait
Donald Trump says a deal to reopen the Strait of Hormuz will be signed later today, but Iran has yet to confirm it and new Israeli strikes in Lebanon have introduced more doubt. And India’s inflation rate rises.
In our deep-dive interview, ANZ Head of Asia Research Khoon Goh looks at how Asia equity portfolio outflows in May have continued into June.
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Friday: Oil slides after Trump calls off strikes
Oil prices fall 3% and US stocks bounce after Donald Trump calls off fresh air strikes on Iran, and says Iran’s leaders have approved an unspecified deal. And the European Central Bank hikes rates, as expected.
In our deep-dive interview, ANZ Head of Agribusiness Mark Bennett analyses the outlook for Australia’s beef and sheep sectors as winter sets in.
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Thursday: US core CPI indicates weak demand
Oil rises as Middle East worries grow, so US stocks are down. US core inflation shows higher energy prices are not flowing through to the economy. And China’s factory input prices jump on higher energy costs.
In our deep-dive interview, ANZ Commodities Strategist Soni Kumari highlights how nickel supply is being affected by tighter rules in Indonesia.
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Wednesday: Markets volatile before US CPI data
Oil is down around 3%, although Middle East conflict and tech worries send stocks down. Australian price pressures fall in May. New Zealand manufacturing bounced in the March quarter. And Indonesia makes a surprise rate hike.
In our deep-dive interview, ANZ Group Chief Economist Richard Yetsenga analyses the significance of the AI boom to recent GDP growth globally.
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Tuesday: Stocks bounce, but oil up as conflict resumes
US stocks rebound overnight, but oil is slightly higher this morning after conflict between Iran and the US & Israel erupted again yesterday, although a cease fire is in place again now. And strong US jobs data shifts Federal Reserve rate expectations.
In our deep-dive interview, ANZ’s Senior Asia Rates Strategist Jennifer Kusuma examines the slump in Indonesia’s rupiah to record lows in recent d
Friday: Markets eye rate hikes to bolster yen, rupee & won
There’s more conflicting news from the Middle East, with ongoing fighting in Lebanon, but hope for a deal drags oil prices down. The yen is perched on its precipice of 160 to the US dollar. And the Reserve Bank of India may hike today to support the rupee.
In our deep-dive interview, ANZ’s Head of Asia Research Khoon Goh looks what what is behind the Korean won falling to its lowest level since 2
Thursday: Australian GDP growth slows
Australian GDP growth slows as real household incomes drop, supporting ANZ Research’s view the Reserve Bank of Australia (RBA) will stay on hold. And New Zealand building consents remain strong despite a market downturn.
In our deep-dive interview, ANZ’s Head of Agribusiness Mark Bennett outlines how the Middle East conflict has affected key agricultural sector inputs.
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Wednesday: Australian GDP growth to ease
Australian GDP growth is set to ease in the March quarter, which could take further pressure off the RBA and the currency. House prices fell in May, while building approvals fell in April. And Korea’s inflation jumps.
In our deep-dive interview, ANZ’s Chief Economist for Southeast Asia and India, Sanjay Mathur, looks at how the Philippines is dealing with its twin current account and budget defic
Tuesday: Oil spikes after Iran breaks off talks
Oil rises as much as 7% after Iran breaks off talks and the two sides fire at each other. The US summer driving season is set to drive up oil prices from July. China’s manufacturing and services sectors are expanding. And US factories are humming.
In our deep-dive interview, ANZ Group Chief Economist Richard Yetsenga takes a wider and longer look at the Australian economy’s place in the world, in
Monday: Data centre investment drives US GDP
US stocks hit new record highs and oil prices fall on hope for an Iran peace deal. US consumer spending is soft, but data centre investment is strong. And New Zealand’s business and consumer confidence bounce.
In our deep-dive interview, ANZ Senior Rates Strategist Jack Chambers analyses the rise of Kangaroo bond issuance from offshore borrowers.
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Friday: Australian data centre spending jumps
US inflation is cooler than expected. The New Zealand Government’s borrowing position is set to improve following yesterday’s budget. And in Australia, data centre investment jumps, while household spending starts to ease.
In our deep-dive interview, ANZ Senior Economist Miles Workman dissects the New Zealand Government budget delivered yesterday, buoyed by a new set of Treasury forecasts.
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Thursday: RBNZ to hike sooner than expected
The Reserve Bank of New Zealand says hikes are coming sooner rather than later, sending the NZ dollar up. And Australia’s headline inflation undershoots in April, sending the Aussie dollar down.
In our deep-dive interview, ANZ Senior Rates Strategist Jennifer Kusuma says Asian local currency bond markets have been resilient through the Middle East conflict. But there are rising inflation risks.
Wednesday: RBNZ may signal hikes to come
Stocks and Brent oil are up this morning on see-sawing Middle East peace hopes. The Reserve Bank of New Zealand is set to hold today, but for how long? And the Reserve Bank of Australia will be closely watching inflation data.
In our deep-dive interview, ANZ Senior Commodities Strategist Daniel Hynes has been tracking global oil inventories as the Strait of Hormuz remains shut, to get a sense of
Tuesday: Oil prices fall 6.5% on peace deal hopes
Oil prices fall 6.5% and bond yields drop on hopes a peace deal could re-open the Strait of Hormuz. The euro is weak as European factories slow down, and Singapore reports blockbuster GDP growth.
In our deep-dive interview, ANZ Head of Australian Economics Adam Boyton assesses the potential impact of Federal Budget tax changes on Australia’s property market.
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Monday: Trump says 'no rush' for Iran deal
There’s fresh uncertainty about the Iran conflict, with Donald Trump first saying a deal was ‘largely negotiated,’ but then that the blockade of the Strait of Hormuz remained and ‘there’s no rush for a deal’. And ANZ Research changes its Fed call.
In our deep-dive interview, ANZ Economist Bansi Madhavani analyses UK jobs, price and growth data to get a sense of what the Bank of England may have t
Friday: Stocks surge & oil falls on peace deal report
Stocks spike and oil prices fall in late trade on hopes for an Iran peace deal. Factory activity slumps in Britain & Europe, but is solid in the US, and Australia’s jobs market softens, which may allow the RBA to hold rates.
In our deep-dive interview, ANZ Commodities Strategist Soni Kumari analyses some key shifts in the gold market.
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Thursday: Oil falls on Middle East deal hopes
Oil falls and and stocks rise on Middle East peace hopes. Australia’s jobs data today will be closely watched by the RBA for weakness. And Bank Indonesia opts for a jumbo 50 basis point hike.
In our deep-dive interview, ANZ Head of FX Research Mahjabeen Zaman says the Yen may not weaken much further from here, as long-dated Government bond yields rise and BoJ hikes come closer.
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Wednesday: RBA in 'wait and see' mode
The Reserve Bank of Australia’s minutes indicate a wait-and-see approach following this month’s hike. Higher diesel prices squeeze New Zealand firm profit margins, and the Bank of Japan looks set to hike after stronger-than-expected Q1 growth.
In our deep-dive interview, ANZ Head of Asia Research Khoon Goh explains how the global data centre boom is helping Asia’s economies outside of China and I
Tuesday: China's economy slows in April
China’s economic growth slows more than expected in April, but exports of gear for data centres from the likes of Singapore are going gangbusters. And that helped accelerate Thailand’s GDP growth rate too.
In our deep-dive interview, ANZ Group Chief Economist Richard Yetsenga sees the sustainability of Government borrowing at the heart of the sharp selloff in global bond markets in recent days.
Monday: Global bond markets sell off
Oil prices are up again and global stocks start the week on the back foot after a selloff on global bond markets on Friday night, as investors worry about the longer term effects of the Iran conflict and political uncertainty on growth and inflation.
In our deep-dive interview, ANZ’s Chief Economist for Southeast Asia and India, Sanjay Mathur, analyses the worsening of balance of payments deficit
Friday: Stocks hit record highs as Trump & Xi talk
Stocks rally to yet more record highs, despite another rise in oil prices, with hopes high that Presidents Trump and Xi can solve their trade and Iran conflict issues. US retail sales soften after the energy price shock. and NZ house prices fall.
In our deep-dive interview, ANZ Economist Dhiraj Nim explains the strategic intent behind India signing a Free Trade Agreement with New Zealand.
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Thursday: Trump in China as US prices rise
Donald Trump lands in China. Oil is down slightly and stocks are up. US producer price inflation is up as well. Australian home loans tumbled in March. And New Zealand inflation expectations rise.
In our deep-dive interview, ANZ Senior Rates Strategist Jack Chambers reviews the Australian Government bond issuance programme announced following Tuesday night’s budget.
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Wednesday: Australian deficits better than expected
Australia forecasts budget deficits for the next four years, but they’re better than expected as savings allow for higher spending. Oil prices rise 3% and stocks fall as concerns grow over the US-Iran ceasefire. And US inflation rises in April.
In our deep-dive interview, ANZ Head of G3 Economics Brian Martin says the US labour market remains structurally weak, keeping wage growth and inflation p
Tuesday: Eyes on Australia Budget for household help
Oil prices rise 3% after Donald Trump rejects Iran’s latest offer to restart talks. Australia’s Budget tonight will be watched for more cost of living relief for households. And inflation in China is higher than expected.
In our deep-dive interview, ANZ Commodity Strategist Soni Kumari examines just how exposed aluminium supply and prices are to the Middle East conflict, given 75% of production
Monday: Fed on hold as US jobs market stabilises
The Strait of Hormuz remains closed, but Iran has responded to a US offer to resume talks. US jobs figures were solid, leaving the Fed on hold as new Chair Kevin Warsh arrives. And China’s exports surge in April.
In our deep-dive interview, ANZ’s Chief Economist for Greater China, Raymond Yeung, looks in depth at a big improvement in profit margins in China so far this year.
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Friday: Aussie dollar hits multi-year highs
Oil prices fall on hopes for peace talks in the Middle East and stocks retreat from their record highs. Australia’s imports jump in March as data centre equipment and oil values rise. And the Aussie dollar is trading at its highest level since 2022.
In our deep-dive interview, ANZ Head of FX Research Mahjabeen Zaman explains why the International Monetary Fund may be taking notice of Yen interve
Thursday: Oil falls on hope conflict near end
Oil falls and stocks rise on hopes the Middle East conflict is nearing an end. New Zealand’s jobless rate falls, in a sweet-spot release for the RBNZ. And higher inflation could see the Bank of Korea hike rates.
In our deep-dive interview, ANZ Senior Economist Matthew Galt says New Zealand’s property market started the year a bit stronger than expected, before the Middle East conflict hit.
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Wednesday: RBA hikes for 3rd time in a row
The Reserve Bank of Australia hikes with hawkish tones, but ANZ Research says that should be it this cycle. And flat New Zealand jobs data today may not mark the end of rising unemployment.
In our deep-dive interview, ANZ Head of Australian Economics Adam Boyton analyses the RBA’s latest forecasts and commentary for clues on whether there’s going to be another hike.
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Tuesday: Oil prices up with tensions in Strait
Oil prices jump again as tension ratcheted up in the Strait of Hormuz overnight. The Reserve Bank of Australia is expected to hike later today, adding to pressure on Australian housing markets already cooling.
In our deep-dive interview, ANZ Economist Vicky Xiao Zhou analyses a bounce in investment in China, thanks to a surge in data centre building and the electricity infrastructure to go with
Monday: Japan intervenes to stop yen's slide
Japanese authorities have intervened to halt the yen’s slide. There’s fresh talk of another peace proposal in the Iran conflict, but the Strait of Hormuz is still shut. South Korean exports rise 48%, and New Zealand consumers see record-high inflation.
In our deep-dive interview, ANZ Head of FX Research Mahjabeen Zaman looks at the chances of further intervention to stop the dollar rising beyond
Friday: ECB & BoE hold, but hike talk grows
Oil hits US$126/barrel after reports the US is preparing new strikes on Iran. The European Central Bank holds, but talks about a rate hike soon. The Bank of England holds too. And China’s factories withstand the Middle East conflict.
In our deep-dive interview, ANZ Head of Australian Economics Adam Boyton compares the RBA’s performance with other central banks as it seeks a narrow path between in
Thursday: Fed holds with 'hawkish' dissenters
Oil jumps to US$118/barrel after Donald Trump suggests blockading the Strait of Hormuz for months. The US Fed holds rates as dissenters oppose an easing bias. And Australian core inflation is below forecasts, but the RBA is still set to hike next week.
In our deep-dive interview, ANZ Economist Maddy Dunk explains why the RBA is so focussed on inflation expectations, following March’s price data.
Wednesday: Oil rises on Hormuz fears
Oil prices rise as the Strait of Hormuz remains shut, while stocks fall on AI fears. The Bank of Japan holds, but hawkishly. And Australian Q1 inflation today is set to back another hike by the RBA.
In our deep-dive interview, ANZ Economist Bansi Madhavani assesses the likelihood of a Bank of Japan rate hike in June.
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Tuesday: Oil up as focus turns to Bank of Japan
Oil prices are up in the absence of face-to-face peace talks between the United States and Iran, and the ongoing closure of the Strait of Hormuz. The focus turns today to the Bank of Japan (BoJ), where a rate hold is expected.
In our deep-dive interview, ANZ Head of FX Research Mahjabeen Zaman looks at why the yen has regained its strength somewhat in recent weeks, and what might happen if there’
Monday: Way cleared for Warsh to be Fed Chair
The Strait of Hormuz is still closed as the week begins, with peace talks stalled and naval blockades from Iran and the US in place. In Fed news, the way is clear now for Donald Trump’s nominee to become chair.
In our deep-dive interview, ANZ Senior Commodity Strategist Daniel Hynes looks closer at the longer term effects on oil supply, and prices of shut-ins.
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Friday: Oil up as US & Iranian navies board ships
Oil prices rose again overnight after tit-for-tat seizures of vessels by the US and Iranian navies. South Korea’s growth jumps in the first quarter on chip exports. And the Philippines hikes rates to beat down inflation.
In our deep-dive interview, ANZ Pacific Economist Kishti Sen analyses how Papua New Guinea is responding to the oil price shock.
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Thursday: Oil up as Strait of Hormuz stays blocked
Donald Trump extends the Iran ceasefire and US earnings are strong, so stocks are up, but the strait of Hormuz remains blocked, so oil is up too. And Bank Indonesia holds, but says rates could rise to support its currency.
In our deep-dive interview, ANZ Head of Asia Research Khoon Goh looks at how Singapore’s economy was placed heading into the oil price shock.
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