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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/
548 Episodes
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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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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’s important.
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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.
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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.
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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.
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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.
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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.
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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.
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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 seen this year.
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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.
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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.
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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.
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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.
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Gold surges another 1.8% overnight. The Reserve Bank of New Zealand cuts its cash rate 50 basis points, which sends the Aussie dollar higher against the Kiwi.
In our Deep-Dive interview, ANZ New Zealand Chief Economist Sharon Zollner looks at what was behind the RBNZ’s large cut.
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Gold rises through US$4,000/oz as fears grow there’ll be a long US Government shutdown. Australia’s labour market continues to ease, and a weak business survey in New Zealand means the Reserve Bank could cut 50 basis points today.
In our Deep-Dive interview, ANZ Head of Asia Research Khoon Goh looks at Singapore’s economic momentum, including how it is benefiting from a surge in AI-related investment.
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The yen falls and Japanese bond prices slide after the election of a new Prime Minister, who is expected to oppose rate hikes and borrow much more. Vietnam’s GDP surges with front-loaded exports to the US, and dairy prices fall.
In our Deep-Dive interview, ANZ Economist Arindam Chakraborty explains why banks in ASEAN countries and India aren’t passing on all of the recent rate cuts.
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The US Government shutdown cancels the release of key US jobs data. ANZ Research has raised its inflation forecast for Australia, and now sees the Reserve Bank of Australia delaying its final rate cut until February from November.
In our Deep-Dive interview, ANZ Senior Rates Strategist Jack Chambers explains where Australian inflation is up, and why the RBA is likely to wait until after Christmas.
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nice source of info