5 in 5 with ANZ

An end to the US Government shutdown nears as traders wait on delayed data for a picture of the US economy. Oil falls over 4% on oversupply concerns. And Australian housing lending to investors jumped to a record high in the third quarter. In our Deep-Dive interview, ANZ New Zealand Chief Economist Sharon Zollner reviews a nascent recovery in consumer spending evidenced by ANZ card spending data....

US markets fall after a large Nvidia stake sale. Australian consumer confidence dips again, while businesses say conditions are the best in 20 months. And New Zealand inflation expectations remain anchored. In our Deep-Dive interview, ANZ Senior Economist Tom Kenny reviews comments from the Fed on AI’s impact on the US economy. Before accessing this podcast, please read the disclaimer at https://w...

US stocks and gold rally after the Senate voted overnight to end the longest-ever US Government shutdown. New Zealand’s economy is stirring back to life. And Australian unemployment is expected to fall, slightly. In our Deep-Dive interview, ANZ FX Analyst Kausani Basak explains why the Philippines peso has weakened through a key level in recent weeks and why ongoing weakness is likely. Before acce...

China’s inflation rates are higher than expected, but not enough to stop more easing. The US dollar is rising with higher US growth expectations, for now. And Philippines’ GDP is much weaker than forecasts. In our Deep-Dive interview, ANZ’s Chief Economist for Southeast Asia and India, Sanjay Mathur, explains why consumers in the region have responded so weakly to rate cuts this time around. Befor...

The Bank of England holds rates, but only just. US tech stocks wobble again. Australia’s trade surplus grows as gold exports are strong. Japan’s wage growth lags inflation, and Malaysia optimistically holds rates. In our Deep-Dive interview, ANZ FX Analyst Felix Ryan analyses some key currency movements following the de-escalation in US-China trade relations, including for dollar-yen. Before acces...

Fed rate cut bets ease back after stronger US jobs and services reports. New Zealand’s jobless rate rises but may be through the worst. Indonesia’s growth is dented, and deflation continues in Thailand. In our Deep-Dive interview ANZ Senior Economist Miles Workman explains why the Reserve Bank of New Zealand will be feeling comfortable with how the country’s labour market is performing. Before acc...

The Reserve Bank of Australia holds, and was less hawkish than it could have been. South Korea’s inflation is stronger than expected. And New Zealand’s unemployment rate is expected to rise again later today. In our Deep-Dive interview ANZ Head of Australian Economics Adam Boyton analyses the RBA’s ability to cut rates again after last week’s inflation surprise. Before accessing this podcast, plea...

The Reserve Bank of Australia is expected to hold later today, and then wait for inflation to come off the boil so it can cut for the last time in February. And Australia’s housing market is heating up, but consumers are still cautious and job ads are falling. In part two of our Deep-Dive interview, I talk to Tatsuya Terasawa, the CEO of Japan’s Institute of Energy Economics about the lessons othe...

America’s trade deals with Asian economies give them more time to improve their industrial sectors. Australia’s rental property investors borrow at their fastest rate in 10 years. Consumer confidence falls in New Zealand. In our Deep-Dive interview, I talk to Tatsuya Terasawa, the CEO of Japan’s Institute of Energy Economics about why critical minerals supply chains are so important. Before access...

Markets are mixed, weighing up a trade truce between China and the US against emerging doubts over whether the Fed can cut again this year. The ECB and the BoJ hold rates, as expected, and New Zealand business confidence lifts. In our Deep-Dive interview, ANZ International Economist Tom Kenny analyses Fed chair Jerome Powell’s comments on the risks around a December rate cut. Before accessing this...

The Fed has just cut its key policy rate by 25 basis points, as expected, and says it will end its Quantitative Tightening (QT) from December 1. The Reserve Bank of Australia looks set to hold next month after strong inflation data. In our Deep-Dive interview, ANZ Commodities Strategist Soni Kumari looks ahead to today’s meeting between President Trump of the US and President Xi of China, and anal...

Markets are steady ahead of the Fed’s expected rate cut tomorrow. Australia’s disinflation progress is set to have stalled in Q3. And South Korea gets a GDP growth bump from a mid-year fiscal stimulus. In our Deep-Dive interview, ANZ Senior Commodities Strategist Daniel Hynes looks at how US sanctions on Russian oil companies might affect the global market. Before accessing this podcast, please re...

US stocks hit new highs, loving signs that Donald Trump will strike a trade deal with Xi Jinping later this week. Gold slumps below US$4,000/oz as the shine comes off its safe haven status. In our Deep-Dive interview, ANZ’s Head of G3 Economics, Brian Martin, digs into why 200 basis points of easing by the European Central Bank isn’t getting much traction with consumers and businesses. Before acce...

The Fed is on track to cut this week, but the Bank of Japan is expected to hold. Markets will keep a close eye on Donald Trump’s meeting with Xi Jinping on Thursday, and fresh Australian inflation data will be the focus for the Reserve Bank of Australia. In our Deep-Dive interview, ANZ Senior China Strategist Zhaopeng Xing details where China plans to invest in its new five year plan, and why that...

Oil prices surge 5% to two-week highs after the United States sanctions Russian oil exports. Gold rises too. Markets will focus tonight on delayed US inflation data the Fed watches closely. And inflation in Singapore is surprisingly strong. In our Deep-Dive interview, ANZ Economist Dhiraj Nim tracks how India’s exchange rate has depreciated this year, as a US trade deal potentially draws nearer. B...

Gold continues its slide, while US stocks also drop, led by large tech stocks. Expectations the Bank of England will cut rates are rising after weaker inflation. And Bank Indonesia unexpectedly holds rates. In our Deep-Dive interview, ANZ Economist Krystal Tan analyses how Indonesia’s authorities are looking to support growth. Before accessing this podcast, please read the disclaimer at https://ww...

Gold slumps as traders take profits and trade fears ease. Japan has a new Prime Minister. And Australian Consumer Confidence recovers slightly, as the RBA keeps a close watch. In our Deep-Dive interview, we talk to Austrade CEO Paul Grimes about the potential for deeper trade connections between Australia and Southeast Asia. Before accessing this podcast, please read the disclaimer at https://www....

Gold and US stocks jump back to near their record highs overnight. China is on track to meet its 5% GDP growth target this year, with production and exports still going strong, despite all sorts of tariff drama. In part two of our Deep-Dive interview, ANZ’s Head of Geopolitical Risk, Cameron Mitchell talks about a new era for geopolitics and trade, how long it might last, and who’s winning so far....

Donald Trump calms fears about imposing 100% tariffs on China, saying that wouldn’t be sustainable. France’s credit rating is downgraded. Gold falls from its highs. And New Zealand’s inflation rate may top 3%. In our Deep-Dive interview, ANZ’s Head of Geopolitical Risk, Cameron Mitchell describes a new era for geopolitics and trade. Before accessing this podcast, please read the disclaimer at http...

Gold surges over US$4,300/oz. Australia’s unemployment rate jumps to its highest since 2021, sending the Aussie dollar down against the Kiwi. And New Zealand dairy farmers are in line for bumper returns. In our Deep-Dive interview, ANZ Senior Economist Matthew Galt looks at whether New Zealand’s housing market might finally turn, as the Reserve Bank plans to ease lending restrictions. Before acces...

Markets firm on easing US-China trade tensions. China’s deflation continues, as authorities set a stronger yuan fix. Australia’s job market numbers today will be closely watched by the RBA. And Singapore’s growth strengthens. In our Deep-Dive interview, ANZ Economist Sophia Angala reviews which Australian states and territories are doing well, including during the trade and geopolitical disruption...

The US Fed chair warns of a weaker jobs market amid a shutdown data blindspot. The RBA Board leaves its options open. Australian consumer confidence drops to a 12-month low. And New Zealand’s housing market goes sideways. In our Deep-Dive interview, ANZ Economist Arindam Chakraborty reviews Malaysia’s 2026 Government budget and fiscal targets. Before accessing this podcast, please read the disclai...

Markets bounce back overnight after Donald Trump downplays his new 100% China tariff threat. China’s exports are stronger than expected. And New Zealand’s traffic movements may indicate an economic turnaround has begun. In our Deep-Dive interview, ANZ’s Chief Economist for Greater China, Raymond Yeung, suggests looking through the latest noise in the US -China trade dramas for the signal. Before a...

Trade tensions between the US and China escalate, which triggers a stock market selloff. But US bonds rally, and gold is up too on safe haven demand. And watch out today for trade data from China. In our Deep-Dive interview, ANZ Senior Commodities Strategist Daniel Hynes says China’s stockpiling of oil has held up prices, for now. Before accessing this podcast, please read the disclaimer at https:...

The US dollar surges against the euro and yen after political turmoil in France and Japan. Gold dips back below US$4,000/oz. NZ card spending shows signs of life. And the Philippines’ Central Bank unexpectedly cuts rates. In our Deep-Dive interview, ANZ Economist Vicky Xiao Zhou looks at how China’s economy is set to perform this quarter and to the end of the year. Before accessing this podcast, p...