5 in 5 with ANZ

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. Before accessing this podcas...

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 defici...

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, inc...

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

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. Before...

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. Be...

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 j...

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. Before accessing this podcast, please r...

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 to...

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. Before accessing this podcast, please read the disclaimer at ht...

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. Before accessing th...

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 In...

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. Be...

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 deficits...

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. Before a...

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. Before accessing this podcast,...

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 pr...

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 de...

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. Before accessing this...

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 intervent...

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. Before...

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. Before accessing this podcast,...

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 it...

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 1...

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 inf...