5 in 5 with ANZ

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. Before accessing this podcast, please re...

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 globa...

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 f...

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...

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. Before accessing this podcast, plea...

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. Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-...

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. Before accessing this podcast...

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. Befo...

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. Before accessing this podcast, please read the discla...

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....

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 acc...

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...

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 impo...

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 disclai...

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 accessing th...

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://www.an...

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. Befor...

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 accessi...

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 thre...

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 podc...

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 disclaimer at...

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 o...

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...

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 rea...

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 t...