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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/
533 Episodes
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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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Gold is off its highs as US markets are relaxed about the US Government shutdown. Australian gold exports drop in August after a safe-haven boost in July. And Australian household spending growth weakens.
In our Deep-Dive interview, ANZ Economist Maddy Dunk looks at what’s driving Australia’s housing market after a bumper September for price growth in the capital cities.
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The US Government shut down overnight and private jobs data is weak, so bond yields fell and gold rose. The Reserve Bank of India holds rates, but is seen cutting again soon. And Australian house prices jump in September.
In our Deep-Dive interview, ANZ International Economist Kishti Sen analyses what’s been supporting Papua New Guinea’s currency, and how a wave of foreign investment is set to help the nation’s economy.
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US stocks soften and gold rises overnight as fears grow about a US Government shutdown. The Reserve Bank of Australia holds rates, and there’s renewed doubt about a cut in November. So the Aussie dollar rose against both the US dollar and Kiwi.
In our Deep-Dive interview, ANZ New Zealand Chief Economist Sharon Zollner says there was a hint of Spring in the latest ANZ Business Outlook for September.
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Gold surges a new record high over US$3,800/oz and US bond yields fall as fears of a US Government shutdown escalate. In Australia, the Reserve Bank is expected to hold the cash rate today, possibly with a hawkish tone.
In our Deep-Dive interview, ANZ Chief Economist for Southeast Asia and India, Sanjay Mathur sees India’s big IT exporters adjusting to Donald Trump’s $100,000 fee for new H1B Visas.
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US consumers are in a mood to spend, which is seen backing the Fed Chair’s caution on rate cuts. New Zealand consumers are a bit more confident about their current finances, but not so confident about future house prices.
In our Deep-Dive interview, ANZ Head of FX Strategy Mahjabeen Zaman explains how Aussie pension funds dealt with an apparent breakdown earlier this year in the traditional link between the Aussie dollar and global risk assets.
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US bond yields rose and US stocks fell overnight after robust US growth figures reinforced views the Fed won’t cut rates much. So the US dollar rose, and the Aussie and Kiwi dollars fell. And Australian job ads drop.
In our Deep-Dive interview ANZ Senior Economist Miles Workman reviews the New Zealand Treasury’s long-term outlook for Government spending released this week.
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US stocks fall on valuation concerns. Australia’s monthly inflation picks up in August, posing questions for the Reserve Bank of Australia (RBA), and the Reserve Bank of New Zealand (RBNZ) has a new Governor from Sweden.
In part two of a Deep-Dive interview on China’s deflationary pressures, ANZ Chief Economist for Greater China Raymond Yeung looks at what authorities there can do to respond.
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US traders looking for rate cut direction from the Fed chair were disappointed overnight. Australian consumer confidence drops again. And Singapore’s inflation underperforms expectations.
In our Deep-Dive interview, ANZ Chief Economist for Greater China Raymond Yeung analyses China’s domestic deflation and what can be done to turn it around.
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The US dollar slides again, which nudges the Aussie dollar up again. How high can it go ahead of next week’s decision by the RBA and tomorrow’s key inflation data? And New Zealand’s current account deficit improves a lot.
In our Deep-Dive interview, ANZ Head of FX Research Mahjabeen Zaman looks at whether the Aussie dollar is about to break above its decade-long range against the Kiwi of 100 to 115 cents per Kiwi dollar.
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All eyes this week will be on US consumer price inflation data, to see whether the market’s expectations of more than four extra Fed cuts can be justified. And the Bank of Japan holds, albeit with a surprise split vote.
In our Deep-Dive interview, ANZ Senior Rates Strategist Jack Chambers looks at why the US housing market isn’t getting as much stimulus from Fed rate cuts as you’d think.
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Stocks hit fresh record highs after the Fed’s rate cut, with another four forecast. Australia’s jobs growth disappoints in August, and New Zealand’s economy contracted much more than expected in Q2.
In in part two of a Deep-Dive interview, ANZ Senior Commodities Strategist Daniel Hynes continues his analysis of the world’s diverging oil market.
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The Fed cuts and signals more to come. Australia’s jobs figures today will be watched for signs of strength by the RBA. And New Zealand’s economy is expected to have gone backwards in Q2.
In our Deep Dive interview, ANZ Senior Commodities Strategist Daniel Hynes reviews how the global oil trade has shifted following Western sanctions being placed on Russia.
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The US dollar falls again ahead of a widely expected Fed rate cut early tomorrow morning. Australian consumer confidence about the long term hits a 15-year low, and New Zealand house prices are flat.
In our Deep Dive interview, ANZ’s Head of FX Research Mahjabeen Zaman looks at the big picture for the US dollar, and its focus on US Federal Reserve Chair Jerome Powell’s comments tomorrow morning.
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US stocks and gold hit new record highs overnight ahead of an expected Fed cut this week, with more to come. The Aussie and Kiwi dollars finally join the risk-on rally. China’s economy slows, and the Peoples Bank of China is set to start buying bonds.
In our Deep Dive interview, ANZ New Zealand Chief Economist Sharon Zollner explains why she’s downgraded her June quarter GDP forecast to a contraction of 0.4% from a 0.1% fall. The data is due on Thursday.
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US consumer confidence slides below expectations, locking in expectations for a Fed rate cut this week. India’s inflation is benign. And New Zealand’s manufacturing sector contracts, but retail sales rise.
In our Deep Dive interview, ANZ Group Chief Economist Richard Yetsenga summarises the likely fallout from Donald Trump’s tariffs.
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nice source of info