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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.
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600 Episodes
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Commodities and bitcoin slide as US job losses rise to a 17-year high. The European Central Bank holds rates, as does the Bank of of England, but only just. Gold exports prop up Australian exports to the US, and a rate cut is on the cards in Thailand.
In our Deep-Dive interview, ANZ Head of G3 Economics Brian Martin analyses how Fed Chair nominee Kevin Warsh could shape the future of US interest rates.
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1US hiring is weak in January, raising questions of whether a Fed rate cut in March could be on the cards; New Zealand’s unemployment rate rises, but there are positive signals; and the ECB and Bank of England are both expected to hold rates today amid cutting cycles.
In our Deep-Dive interview, ANZ Economist Dhiraj Nim analyses the implications for India’s economy from the deal to reduce US tariffs earlier this week.
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The Reserve Bank of Australia hikes the cash rate and its inflation forecasts, so the Australian dollar rises in response. New Zealand jobs data today is being watched closely by the RBNZ. Gold and silver prices surge again.
In our Deep-Dive interview, ANZ Economist Maddy Dunk says Australia’s housing market was starting to soften ahead of the RBA hiking rates, particularly in Sydney and Melbourne.
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Oil falls 5% as tensions ease in the Middle East, and gold falls again, although by much less than in previous days. Silver bounces. The Reserve Bank of Australia (RBA) is expected to hike today. And Australian job ads grow the most in four years.
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Donald Trump nominates Kevin Warsh to be Fed Chair, reassuring some who feared a less conventional chair would devalue the US dollar. The world’s reserve currency bounced 0.7%, while gold slumped 11% and silver fell 31%.
In our Deep-Dive interview, ANZ Senior Rates Strategist Jack Chambers looks into the remarkable stability of US bond markets, which haven’t received the ‘Sell America’ memo.
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The Fed holds with a mildly hawkish tone, but is still expected to cut again. Copper jumps 11% to a record-high. Singapore holds policy but a tightening is coming; Australia’s inflation rise looks to be temporary, and Indonesia’s stock market plunges.
In our Deep-Dive interview, ANZ New Zealand Senior Strategist David Croy looks at what’s behind the Kiwi dollar’s strong start to 2026.
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The US dollar slides and then rebounds after conflicting comments from Donald Trump and his Treasury Secretary Scott Bessent. ANZ Research now sees the RBA hiking next Tuesday, and ANZ lowers its house price inflation forecast in New Zealand
In our Deep-Dive interview, ANZ Group Chief Economist Richard Yetsenga explores the lessons of Brexit for the United States as it reorders its trade relations with the world.
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The US dollar falls again ahead of a likely Fed pause, with the Aussie up to near 70 USc, and the Kiwi over 60 USc. China’s firms are profitable for the first time in four years. The Reserve Bank of Australia will focus today on December quarter CPI data.
In our Deep-Dive interview, ANZ’s Head of Asia Research Khoon Goh previews the Monetary Authority of Singapore’s decision due on Friday.
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Gold blasts through US$5,100 an ounce. Silver vaults over US$100 an ounce. The USD keeps dropping, as investors look for safe havens elsewhere, including in the Aussie dollar, which surged to a three-year high overnight of 69.40 USc.
In our Deep-Dive interview, ANZ Group Chief Economist Richard Yetsenga says the Fed’s cutting track means it’s diverging from other central banks that are likely to hike next, including Australia and New Zealand.
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US stocks rise after Donald Trump de-escalates tensions over Greenland, but the US dollar falls again, driving the Aussie and Kiwi dollars to 3-month highs. Australian unemployment unexpectedly drops, bolstering views the next RBA move is a hike.
In our Deep-Dive interview, ANZ’s Head of Geopolitical Risk Cameron Mitchell says a useful way to analyse an extraordinary few weeks in global politics is to identify the contests to focus on, and then the corridors that transmit their risks into the global economy.
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US markets stabilise as US President Donald Trump says the US won’t take Greenland by force. Gold rises again though. Bank Indonesia holds to support its currency. And Australian jobs data today will give clues on the Reserve Bank of Australia’s next move.
In our Deep-Dive interview, ANZ’s Chief economist for Southeast Asia and India Sanjay Mathur explains what India’s tight bank liquidity could mean for growth and corporate earnings there.
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US assets fell sharply overnight and gold surged on a renewed ‘sell America’ trade. Japanese bond yields jump. Australian consumer confidence drops as rate hikes are forecast. New Zealand’s services sector finally expands again.
In our Deep-Dive interview, ANZ’s Chief Economist for Greater China, Raymond Yeung, says China’s early and deep adoption of industrial robots and AI drove GDP up 5%, but without many new jobs.
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The latest tariff dramas drive European stocks and the US dollar down, but gold hits a new high. Japan looks set to cut its sales tax on food, which bond markets aren’t keen on. And China achieves its 5% GDP growth target for 2025.
In our Deep-Dive interview, ANZ Commodities Strategist Soni Kumari says silver’s price has been more volatile than gold, partly because 70% is mined as a by-product of gold, copper and zinc.
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Silver prices fall sharply as tensions ease around Iran. China’s GDP figures today are expected to show a two-speed economy. Malaysia reports strong economic growth, and there’s more signs of economic heat in New Zealand.
In our Deep-Dive interview, ANZ Commodities Strategist Soni Kumari says central banks are now buying 20% of all gold, double the demand seen in 2022.
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Oil prices slide nearly 5% as tensions ease in the Middle East. US job losses are less than expected. The Bank of Korea ends its rate cutting cycle and the European Central Bank faces an inflation undershoot.
In our Deep-Dive interview, ANZ’s Head of Asia Research, Khoon Goh, explains why China’s currency is likely to keep appreciating.
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Warnings of intervention force the yen back up from an 18-month low as markets brace for a snap election in Japan. US retail sales are solid, but K-shaped. And China’s exports are very strong overall, despite US tariffs.
In our Deep-Dive interview, ANZ’s Head of FX Research Mahjabeen Zaman takes a closer look at what a snap election in Japan means for the yen, the Bank of Japan and Japanese Government Bond (JGBs) yields.
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More support for Fed independence from all the living Fed chairs and 11 other central bankers reassure markets. The yen slides on talk of a snap election in Japan. Australian house prices soften.
In our Deep-Dive interview, ANZ’s Senior Commodities Strategist Daniel Hynes explains why concerns about Iran are hitting oil markets more than Venezuela. Oil prices rose 3.4% overnight.
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Fed Chair Jerome Powell has made an unprecedented statement, accusing Donald Trump of trying to intimidate the Fed into cutting rates. Gold surges to new highs, but stocks and bonds hold their nerve. For now.
In our Deep-Dive interview, ANZ Head of Asia Research’s Khoon Goh explains why the AI boom is so important for Asia’s economies.
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Geopolitical turmoil features in our first podcast of 2026, although markets are relatively relaxed. We also look ahead to big decisions at the Fed and the US Supreme Court, and look back to China inflation data and a record low for the Philippines Peso.
In our Deep-Dive interview, I talked with ANZ Group Chief Economist Richard Yetsenga about why financial markets are sanguine so far about the geopolitical turmoil over the last fortnight.
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US jobs data is weaker than expected in November. Australian consumer confidence ends the year lower than it started. And New Zealand’s Government adds another year of deficits to its forecasts.
In our Deep-Dive interview, ahead of the Australian Government’s Mid-year Economic and Fiscal Outlook today ANZ Senior Rates Strategist Jack Chambers explains what to look out for in the new fiscal and bond programme forecasts.
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nice source of info