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Start your day with 5 in 5 with ANZ. You’ll hear the five things you need to know about the global economy and markets in under 5 minutes. Plus a deep dive into emerging trends and issues. Hosted by business and financial journalist Bernard Hickey, the podcast features exclusive insights from ANZ’s global team of experts.
Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/
564 Episodes
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Japan has launched a stimulus package that could add almost half a percent to GDP growth. But bond investors aren’t keen on the extra borrowing to pay for it, driving up Japanese Government Bond (JGB) yields to record highs.
In our Deep-Dive interview, ANZ’s Head of FX Research, Mahjabeen Zaman, takes a closer look at where demand is coming from for stablecoins.
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Finally, we get a US jobs report, but the data is mixed. Fed minutes show division on whether to cut in December. China holds key rates, and Japanese government borrowing costs rise on stimulus expectations.
In our Deep-Dive interview, ANZ Economist Bansi Madhavani looks at the situation facing the UK government ahead of next week’s budget.
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US markets strengthen ahead of Nvidia earnings. UK inflation appears to have peaked. Australian wage growth behaves - and shouldn’t stop the RBA from a final cut. And Indonesia holds rates to support its currency.
In our Deep-Dive interview, ANZ Senior Commodities Strategist Daniel Hynes surveys the outlook for the aluminium market.
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Market expectations for a Fed rate cut next month have risen after a weak private jobs report, but remain below 50%. The RBA’s November minutes are more hawkish than expected, and Australian consumer confidence is boosted by sales events.
In our Deep-Dive interview, ANZ Commodities Strategist Soni Kumari looks at China’s ambitions to establish a global gold trading hub to compete with the likes of New York and London.
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Market expectations the Fed will cut next month have drifted below 50%. Later today, the RBA’s board will release its minutes from its hold decision, and New Zealand’s house prices nudge lower in October.
In our Deep-Dive interview, ANZ Asia Economist Krystal Tan explains why Thailand’s GDP contracted more than expected in the September quarter.
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Donald Trump cuts tariffs on beef, coffee and bananas to soften inflation concerns evident in recent election losses. China’s factory expansion slows as investment drops, and UK bond markets sell off on Budget deficit worries.
In our Deep-Dive interview, ANZ Group Chief Economist Richard Yetsenga puts a huge year for China’s economy in perspective after a visit to China.
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US data releases remain disrupted as opinions on US rate cuts diverge. Australia’s unemployment rate falls after strong jobs growth. And New Zealand’s recovering labour market is supporting a migration turn-around.
In our Deep-Dive interview, ANZ Economist Maddy Dunk looks at where the hotspots are for lending to Australian housing investors.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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 others could learn Japan’s critical minerals crisis of 2010.
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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.
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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.
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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 analyses how metals markets may react to any trade deal.
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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.
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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.
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nice source of info