Tuesday: China activity slumps in July
China's July activity data weaker than expected; Japan's Q2 growth also soft; Oil up 3%; NZ price pressures ease; Thailand's growth weaker; ANZ's Maddy Dunk on downgraded house price forecasts
5 in 5 with ANZ
Start your day with 5 in 5 with ANZ. Hear the five things you need to know about the global economy and markets in 5 minutes. Plus a deep dive into emerging trends and issues. Hosted by Bernard Hickey and featuring exclusive insights from ANZ's experts.
Subscribe:.rss.atom.json.md.m3u.pls
Overdue Last read · last published · next check
Last read 1 day ago, longer than this feed's 4 hours schedule.
Latest episodes
Monday: Attention on Aus jobs for RBA clues
US retail sales weak; Eyes on Aus jobs data this week for clues on RBA next move; Aus housing lending drops 5%; NZ's patchy recovery continues; ANZ's Richard Yetsenga on US inflation, yields & USD
Friday: Pressure coming off Fed to hike
Pressure off the Fed after softer US producer prices; NZ inflation expectations drop, house prices stay flat; Japan's govt eyes a BoJ hike; ANZ's Kausani Basak on Thailand's investment surge
Thursday: Fed hike expectations ease after CPI
US July CPI as expected - Fed September hike expectations ease; Bank of Korea eyes more hikes; ANZ Research cuts Aus house price forecasts; ANZ's Aaron Luk on growth-unemployment rate relationship
Wednesday: RBA holds rates
RBA holds but focus remains on inflation concerns; Australian consumer & business confidence steady; More signs NZ demand lifting; Singapore's GDP stronger; ANZ's Adam Boyton on RBA's path from here
Tuesday: Oil up 5%; RBA set to hold today
Oil rises 5% on Strait of Hormuz worries; The RBA is set to hold today; US CPI is key for Fed clues; BoJ members grow more hawkish; ANZ's Richard Yetsenga on China's similarities to 1990s Japan
Monday: Fed hike bets fall on weak jobs data
US jobs data weaker than expected; Fed hike bets fall and S&P 500 hits record; Eyes now on US CPI this week; China's inflation slows; ANZ's Sharon Zollner on pick-up in NZ card spending
Friday: Markets eye US jobs data
US jobs data seen showing balanced labour market; Gold surge lifts Australia to goods trade surplus; NZ dairy prices fall; ANZ's Khoon Goh analyses how the yen's bounce is affecting Asian currencies
Thursday: NZ jobless rate at 11-year high
Oil and global stocks mixed; RBI holds rates as it waits for inflation; NZ unemployment jumps more than forecast to 5.6%; ANZ's Maddy Dunk on how Australia's housing downturn has spread
Wednesday: ANZ sees longer Fed hold
ANZ removes Fed easing bias, sees longer hold; Australian confidence, spending & job-ads lift; NZ unemployment set to rise; ANZ's Sanjay Mathur on India's moves to attract FX inflows
Tuesday: Fundamentals still weigh on yen
Oil drops 5% after Trump calls off Iran strike; Japan's budget deficit & lower rates still weigh on the yen after intervention-driven bounce; ANZ's Richard Yetsenga on the bond market's views on Warsh
Monday: US & Japanese intervention boosts yen
Intervention lifts yen off 40-year lows & more hawkish BoJ talks about another rate hike; China's growth indicators slow in July; ANZ's Bansi Madhavani on UK PM Andy Burnham's fiscal challenges
Friday: US inflation softer than forecast
US PCE inflation 0.1% in June vs 0.2% forecast; US 30-year bond yield at 19-year high on long-run inflation fear; BoE holds; NZ business confidence up; Matt Galt on divergent NZ regional house prices
Thursday: Fed holds rates, but with a split vote
Fed holds & hike expectations are pushed out; Australian core inflation lower than expected; Eyes turn to US inflation & Bank of England rate decision; ANZ's Adam Boyton on why RBA will stay hawkish
Wednesday: Markets eye live FOMC vote
Treasury yields fall, stocks rise ahead of FOMC rate call; Australia Q2 CPI watched for rate hike hints; NZ jobs growth holds; ANZ's Aaron Luk on Australia's weakening housing wealth effect
Tuesday: US$ set to rise if Fed hikes this week
USD set to rise if Fed hikes; Australian inflation in focus as RBA Governor talks before June CPI; Bank Indonesia's Governor goes unexpectedly; ANZ's Richard Yetsenga on firm Australia spending
Monday: Oil set to fall as Iran conflict pauses
Oil expected to fall in Asian trade after weekend pause in conflict; Global PMIs positive for growth & inflation; Singapore set to tighten today; ANZ's Krystal Tan on Korean GDP riding AI boom higher
Friday: Oil over US$100 as Red Sea shuts too
Brent up 8% to almost US$102/b; ECB holds, but hawkishly; Australian jobs jump, but unemployment flat; Korea growth still solid; ANZ's Khoon Goh on Asian economic resilience to a new oil price spike
Thursday: Oil price rise spurs inflation worries
Oil rises 3% on Middle East fears; All eyes on ECB rate response tonight; Australian jobless rate set to hold steady; RBA analyses public trust in RBA; ANZ's Sophia Angala on higher Australian imports
Wednesday: Inflation concerns lift US yields
Higher oil price & tariffs stoke inflation concerns; New UK Chancellor; NZ inflation jumps; Australia consumer confidence lifts; ANZ's Daniel Hynes on China's oil shock response