5 in 5 with ANZ

US President Donald Trump has postponed his threatened strikes on Iranian power and desalination plants. Markets rally on hopes for de-escalation. And New Zealand’s new Reserve Bank Governor, Anna Breman, speaks today. And then in part two of a deep-dive interview with ANZ Senior Commodity Strategist Daniel Hynes, he details why any resumption of oil production won’t be easy, or quick. Before acce...

US President Donald Trump threatens to destroy Iran’s power and water plants. In response, Iran threatens to strike US infrastructure across the Persian Gulf. Markets are set to react badly. Also, ANZ Research changes its call for the next Fed cut. And then in our deep-dive interview, ANZ Senior Commodity Strategist Daniel Hynes explains how the latest strikes on oil and gas infrastructure in the...

Oil hits US$119 a barrel after Iran hits Qatar’s big LNG plant hard. Gas prices rise 35%. The Fed, Bank of Japan and the ECB all hold rates to take stock of the Middle East conflict. Australia’s jobless rate rises. And then in our deep-dive interview, ANZ Senior Economist Matthew Galt analyses how New Zealand’s economy hung onto growth in Q4. Before accessing this podcast, please read the disclaim...

Oil climbs and stocks fall as Persian Gulf facilities are hit. Australia’s jobs market likely remained tight in February. Attention now turns to the Bank of Japan and ECB after the Fed’s rate decision as this podcast goes to air. And then our deep-dive interview, ANZ Economist Vicky Xiao Zhou analyses how exposed Asia’s economies are to oil and LNG from the Middle East. Before accessing this podca...

The RBA hikes rates again in a close 5-to-4 vote. Another is on the cards for May. West Texas Oil futures rose about 2% overnight; And all eyes are now on how the Fed reacts to the Middle East conflict tomorrow. And then our deep-dive interview, ANZ’s Head of Geopolitical Risk, Cameron Mitchell analyses the chances of a longer and wider conflict in the Middle East. Before accessing this podcast, p...

A few oil tankers have started moving through the Strait of Hormuz, but only from India, China & Turkey. So oil prices softened. And all eyes in Australia are on the Reserve Bank of Australia’s expected rate hike later today. And then our deep-dive interview, ANZ New Zealand’s Chief Economist Sharon Zollner takes a closer look at how the Reserve Bank of New Zealand might, or might not, react to th...

The Strait of Hormuz remains shut to oil tankers as the Middle East conflict escalates. The US strikes Kharg Island & Iran attacks oil facilities in the UAE. Oil is expected to rise over US$100 a barrel in Asian trade later today. And then our deep-dive interview, ANZ Group Chief Economist Richard Yetsenga analyses the risk now facing central banks and consumers as the Strait remains closed at the...

The price of Brent crude rises back over US$100/barrel as Iran’s new leader vows to keep the Strait of Hormuz closed. US stocks fall. And ANZ Research upgrades its RBA call to hikes in both March and May. And then our deep-dive interview ANZ Economist Dhiraj Nim analyses how well-placed India’s key economic players are to withstand a prolonged oil price shock. Before accessing this podcast, please...

The International Energy Agency releases a record 400 million barrels, but oil is back up 5% as the Middle East conflict deepens. US core inflation falls in February. The Australian dollar has strengthened in recent days after hawkish RBA comments. And then in part 2 of a deep-dive interview on the outlook for Australia’s agri sectors, ANZ’s Head of Agribusiness Mark Bennett analyses the prospects...

The oil price slumps back towards US$80, and stocks rise, as traders bet on stockpiles being released. Australian consumers expect higher inflation due to the conflict. China’s chip exports and oil imports surge. And then in our deep-dive interview, ANZ’s Head of Agribusiness Mark Bennett reviews the headwinds and tailwinds for Australia’s agriculture sectors as we head into Autumn. Before accessi...

Oil prices slid back to US$100/barrel overnight after the G7 said it’s ready to release reserves. China’s consumer price inflation rose in February, but producer prices are still falling. So there’s still room for China to cut rates. And Asia’s currencies are hit hard. And then in our deep-dive interview, ANZ Greater China Economist Vicky Xiao Zhou explores China’s slower growth target, albeit wit...

Oil and fuel prices are expected to surge again today as US and Israeli strikes on Iran extend into a second week, and as Iran ramps up strikes on oil facilities around the Gulf, with the Strait of Hormuz still closed. And then in our deep-dive interview, ANZ Group Chief Economist Richard Yetsenga looks at what an extended war might mean, especially if global asset prices slump and US fuel prices...

Oil prices and jet fuel prices rise as traders look to OPEC for guidance. China sets its lowest growth target since 1991. And Australian household spending is weaker than expected. And then in part two of our deep-dive interview on Australia’s major projects pipeline, ANZ Senior Economist Adelaide Timbrell explains what’s behind the coming fall in large public projects.

The oil price holds overnight on hopes for a resolution to the Iran conflict which were later denied. Korea’s stock exchange plummets on energy cost fears. And Australia’s GDP jumps in the December quarter. And then in our deep-dive interview, ANZ Senior Economist Adelaide Timbrell assesses the outlook for major infrastructure projects in Australia.

Oil rises further and US stocks drop as markets fear a longer Middle East conflict and higher inflation. ANZ Research has upgraded its forecast for Q4 GDP out today, and Australia’s housing market and consumers start to soften as the RBA says March’s rate meeting is ‘live’. And then in our deep-dive interview, ANZ Senior China Strategist Zhaopeng Xing analyses how China’s economy is placed to with...

Gas prices jump 50% in Europe after Iranian drone strikes force Qatar to close the world’s largest LNG export facility. Oil prices are up 6% with the Strait of Hormuz still closed. The US dollar strengthens. And then in our deep-dive interview, ANZ’s Chief Economist for Southeast Asia and India Sanjay Mathur analyses the effects of the latest Iran oil price shock on Asian economies outside of Chin...

The US and Israel bomb Iran and kill its supreme leader. Iran lashes back, rocketing targets throughout the Middle East and importantly for oil markets, hitting ships in Persian Gulf. Oil prices rose 10% in early trading. And then in our deep-dive interview, ANZ Senior Commodity Strategist Daniel Hynes says markets are focused on how Iran’s retaliation hits oil shipping.

ANZ Research updated its Reserve Bank of Australia call to another rate hike in May, following strong January inflation. Red flags are emerging on New Zealand’s inflation front as well. And then in our deep-dive interview, ANZ Senior Economist Adelaide Timbrell dives into the details of Australia’s strong January CPI data.

Chances rise that the RBA may hike in May after inflation stays high in January. The Aussie dollar rose. The US indicates it will respect existing trade agreements. And the Bank of Thailand unexpectedly cuts rates. And then in our deep-dive interview, ANZ Agri Economist Matt Dilly reviews how New Zealand’s all-important primary industries have weathered the start of 2026.

US stocks rebound after yesterday’s AI slump, and despite Fed officials indicating no March rate cut. The RBA digs into why inflation jumped at the end of 2025, and China leaves key rates unchanged. And then in our deep-dive interview, ANZ Economist Sophia Angala reviews how Australian consumers have been tracking so far in 2026.

US software stocks dive on new AI fears. Tariff uncertainty isn’t helping. Australian headline CPI likely fell a bit in January, but core inflation is still humming. And New Zealand’s retail sales rose in the December quarter. In our deep-dive interview, ANZ’s Senior Commodities Strategist Daniel Hynes talks about why oil markets are on tenterhooks. Before accessing this podcast, please read the d...

The US Supreme Court rules Donald Trump’s tariffs are illegal, but he won’t give up on them. US GDP is weaker than expected, but inflation for consumers is warmer than forecast. And Malaysian exports surge. In our deep-dive interview, ANZ Group Chief Economist Richard Yetsenga analyses the impact of the Supreme Court’s tariff block, including on the US Government deficit and its borrowing. Before...

Oil prices jump on reports the US could strike Iran within days. ANZ Research sees three Fed rate cuts this year, rather than two, but starting in June, rather than March. Australia’s jobless rate was flat in February, which the RBA may consider is still tight. In our deep-dive interview, ANZ Senior Economist Miles Workman has released his latest outlook for the New Zealand economy. Before accessi...

The Reserve Bank of New Zealand holds and forecasts a rate hike this year, just not as early as markets expected. The Kiwi dollar falls over 1%. Australian wages continue growing strongly. And the Bank of England is set to cut rates from March. In our deep-dive interview, ANZ Group Chief Economist Richard Yetsenga examines Fed Chair Kevin Warsh’s view that an AI productivity surge will allow for f...

The RBA’s rate hike meeting minutes indicate another move higher is not a foregone conclusion. And the Reserve Bank of New Zealand is expected to hold rates today, but all eyes are on its future rate track. In the final part of our deep-dive interview on the Year of the Fire Horse, ANZ’s Chief Economist for Greater China Raymond Yeung talks about the outlook for interest rates, the Yuan and the pr...