5 in 5 with ANZ

Markets are looking ahead this week to Jackson Hole for firmer clues on rate cuts. Currencies are already on their way - the US dollar weakening against the Yen, and the Aussie rising; Iron Ore prices are slumping, and Gold is on the bounce. In our bonus deep dive interview, ANZ Head of Asia Research Khoon Goh maps out the future for Asian currencies after the unwind of the yen carry trade. Before...

Markets are turning to Jackson Hole later this week for signs from the world’s central bankers about the speed and size of expected rate cuts. Central banks make decisions in Thailand, Indonesia and South Korea. And there’s good news from New Zealand’s economy In our bonus deep dive interview, ANZ Senior Commodities Strategist Daniel Hynes talks about the weather, and in particular what a change f...

US retail sales jump and give global stocks a boost. Australia’s jobs rise is tempered by rising participation. The Philippines’ central bank cuts. China’s domestic demand slumps, while Japan’s GDP gets a consumer shot in the arm. In our bonus deep dive interview, ANZ FX Analyst Kausani Basak reviews PMI data to reveal which Asian economies are riding an AI-Technology demand boost. Before accessin...

The RBNZ kicks off its easing cycle with a 25 bps rate cut. Australian jobs figures today may show when the RBA might move. US CPI inflation in July met expectations. There’s another ‘will they - won’t they’ rate decision today, in the Philippines. In our bonus deep dive interview, ANZ New Zealand Chief Economist Sharon Zollner analyses why the RBNZ felt it was able to cut rates a full year ahead...

Weaker-than-expected US producer prices support rate cut bets ahead of key CPI data tonight. Australian wage growth is moderating, but only slowly. And it’s a ‘will they/won’t they’ monetary policy review day in New Zealand. In our bonus deep dive interview, ANZ New Zealand Chief Economist Sharon Zollner looks ahead to that ‘live’ Monetary Policy Review for the Reserve Bank of New Zealand later to...

Global markets were stable overnight ahead of US price data later this week; Australian wages data today will be watched closely by the RBA, and India’s CPI dips below 4%, although perhaps only temporarily. In our bonus deep dive interview, ANZ Head of FX Research Mahjabeen Zaman says the Dollar-Yen exchange rate appears have have found a near-term floor after a wild couple of weeks. Before access...

Markets are bracing this week for fresh US inflation data on Wednesday night, Australia wages and jobs figures on Tuesday and Thursday, a the RBNZ’s decision on Wednesday. In China, more signs of weak retail demand are expected on Thursday. In our bonus deep dive interview, ANZ Economist Krystal Tan examines what a second Trump Presidency might mean for Asian exports. Before accessing this podcast...

US stocks rally on easing fears of a US recession. The Aussie dollar jumps after Governor Michele Bullock says the RBA won’t hesitate to hike and thought about hiking earlier this week. The Reserve Bank of India holds rates hawkishly. New Zealand inflation expectations drop. In our bonus deep dive interview, ANZ Economist Dhiraj Nim explains why India’s success in reaching a sustainable current ac...

Markets were calmer overnight, with Bank of Japan officials offering reassurance that hikes won’t happen amid instability. New Zealand’s Q2 job figures left no smoking gun for an August rate cut, and the Reserve Bank of India is set to hold rates today. In our bonus deep dive interview, ANZ New Zealand Senior Economist Miles Workman analyses how Australia’s relatively stronger jobs market is attra...

Global markets have regained some ground, with the Nikkei up 10.2%, US stocks up 2%. Meanwhile, the RBA held hawkishly through the turmoil, New Zealand unemployment is set to jump, and Japanese wages are on the rise. In our bonus deep dive interview, ANZ Head of Australian Economics Adam Boyton digs into the hawkish tones and forecasts in the RBA’s statement on monetary policy yesterday. Before ac...

The rout in global markets triggered by US recession fears and the unwinding of the yen carry trade ripped through markets overnight, although there are signs of it easing up this morning. In our bonus deep dive interview, we spoke to ANZ’s Head of FX Research Mahjabeen Zaman after a day of turmoil in Asian markets to find out what on earth was going on. Before accessing this podcast, please read...

US stocks sold off sharply on Friday night and US bond yields fell to one-year lows after weaker than expected Non Farm Payrolls data. All eyes are on the RBA tomorrow for any signs of a dovish pivot. South Korea’s inflation was hotter than expected. In our bonus deep dive interview, ANZ NZ Senior Economist Miles Workman unpacks a downgrade in ANZ Research’s forecast track for NZ house prices. Bef...

US treasury yields drop sharply on more confidence the Fed can cut three times this year. The Bank of England cuts, but only just. China’s factory output contracts in July, and Australian exports to China fall. All eyes are now on US non-farm payrolls. In our bonus deep dive interview we return to our coverage of China’s weakening consumer confidence, with ANZ Agriculture Economist Susan Kilsby ex...

The Fed holds and leaves the door wide open to cut in September. The Bank of Japan hikes and says more tightening could be on the way. RBA rate hike bets are all but off, as Q2 CPI rises less than expected, sending the Aussie dollar tumbling. And oil jumps on new conflict in the Middle East. In our bonus deep dive interview ANZ Senior Economist Catherine Birch explains what the Reserve Bank of Aus...

It’s a big day for global interest rates with the FOMC expected to guide on a September rate cut and speculation the Bank of Japan could hike. Anticipation is also building around Australia’s Q2 CPI, and whether it might force the RBA to raise rates. In our bonus deep dive interview ANZ Agriculture Economist Susan Kilsby analyses the impact weakening consumer confidence in China is having on New Z...

US stocks rise and Treasury yields fall as weaker US manufacturing activity adds to signs the Fed can cut in September; the Aussie dollar continues its fall, but CPI data tomorrow could provide support, and Vietnam’s exports surge off the back of China’s supply chain diversification. In our bonus deep dive interview ANZ Group Chief Economist Richard Yetsenga examines what President Donald Trump ve...

US PCE data was in line with forecasts. The Fed is seen waiting until September before cutting, rather than this week. The Bank of Japan is expected to hike on Wednesday. The Bank of England is seen holding. NZ consumer confidence bounces. In our bonus deep dive interview ANZ Senior Commodities Strategist Daniel Hynes digs into the demand and supply issues hammering iron ore prices lower. Before a...

US GDP growth beats expectations. Tonight’s US inflation data could take the Fed within touching distance of 2% inflation. The Nikkei falls the most in eight years. South Korea’s GDP contracts, making an early rate cut more possible. In our bonus deep dive interview ANZ Economist Bansi Madhavani outlines why a September rate cut by the Bank of England is looking more likely than an earlier move in...

US stocks have fallen sharply on weak earnings from Tesla and tech stocks. The Bank of Canada cuts again. A surging Yen is pushing the US dollar down and the Aussie and Kiwi dollars are being caught in the downdraft as well. In our bonus deep dive interview ANZ’s Chief Economist for Greater China Raymond Yeung explains what needs to happen to revive China’s domestic demand as consumers refuse to s...

Markets took a breather overnight to refocus on US GDP and inflation data tomorrow night. Australian consumer confidence improves as tax cuts arrive. India delivers lower Budget deficit and Singaporean inflation is below forecasts. In our bonus deep dive interview ANZ’s Senior Economist Blair Chapman analyses how Australia’s jobs market slowdown could accelerate. Before accessing this podcast, ple...

Kamala Harris’ backing to replace Joe Biden supports tech stocks, while a flight to safety sees the Aussie and Kiwi dollars both fall half a percent; European stocks rise on hopes of less trade friction under a Harris Presidency; And the People’s Bank of China surprises with an interest rate cut. In our bonus deep dive interview ANZ’s Chief Economist for Greater China Raymond Yeung extracts the me...

US President Joe Biden announced this morning he won’t seek a second term. That’s after US tech stocks fell sharply on Friday night on the Crowdstrike tech outages. Australasian and Asian markets will trade first after the news. In our bonus deep dive interview ANZ’s Head of Australian Economics Adam Boyton explains how Australian households are saving a lot more than many think. Before accessing...

The ECB holds its official interest rates and markets see an 80% chance it will be able to cut again in September. US stocks edge lower with ongoing tech stock nerves. Australian unemployment rises a bit, which is seen reassuring the RBA. In our bonus deep dive interview ANZ Commodity Strategist Soni Kumari tracks the boom-bust cycle for lithium in recent years, due to volatility in demand for EV...

The Nasdaq is down almost 3%, especially its chip stocks, after Donald Trump said Taiwan should pay for its own defence. New Zealand’s soft inflation figures support earlier rate cuts. ANZ Research now sees a cut in November. In our bonus deep dive interview ANZ Senior Asia Rates Strategist Jennifer Kusuma analyses the risks to economic growth in Asia over the second half of the year. Before acces...

Stronger US retail sales do little to dent September rate cut hopes. Gold hit a fresh high overnight. New Zealand inflation is being watched for signs of weakness. Australian consumer confidence falls again. Bank Indonesia looks set to hold rates. In our bonus deep dive interview ANZ’s Head of Asia Research Khoon Goh looks ahead to a possible fourth set of Renminbi reforms as Chinese authorities s...