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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/
621 Episodes
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US President Donald Trump threatens to destroy Iran’s power and water plants. In response, Iran threatens to strike US infrastructure across the Persian Gulf. Markets are set to react badly. Also, ANZ Research changes its call for the next Fed cut.
And then in our deep-dive interview, ANZ Senior Commodity Strategist Daniel Hynes explains how the latest strikes on oil and gas infrastructure in the Gulf will change global energy markets, structurally.
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Oil hits US$119 a barrel after Iran hits Qatar’s big LNG plant hard. Gas prices rise 35%. The Fed, Bank of Japan and the ECB all hold rates to take stock of the Middle East conflict. Australia’s jobless rate rises.
And then in our deep-dive interview, ANZ Senior Economist Matthew Galt analyses how New Zealand’s economy hung onto growth in Q4.
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Oil climbs and stocks fall as Persian Gulf facilities are hit. Australia’s jobs market likely remained tight in February. Attention now turns to the Bank of Japan and ECB after the Fed’s rate decision as this podcast goes to air.
And then our deep-dive interview, ANZ Economist Vicky Xiao Zhou analyses how exposed Asia’s economies are to oil and LNG from the Middle East.
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The RBA hikes rates again in a close 5-to-4 vote. Another is on the cards for May. West Texas Oil futures rose about 2% overnight; And all eyes are now on how the Fed reacts to the Middle East conflict tomorrow.
And then our deep-dive interview, ANZ’s Head of Geopolitical Risk, Cameron Mitchell analyses the chances of a longer and wider conflict in the Middle East.
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A few oil tankers have started moving through the Strait of Hormuz, but only from India, China & Turkey. So oil prices softened. And all eyes in Australia are on the Reserve Bank of Australia’s expected rate hike later today.
And then our deep-dive interview, ANZ New Zealand’s Chief Economist Sharon Zollner takes a closer look at how the Reserve Bank of New Zealand might, or might not, react to the energy price shock coming out of the Middle East conflict.
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The Strait of Hormuz remains shut to oil tankers as the Middle East conflict escalates. The US strikes Kharg Island & Iran attacks oil facilities in the UAE. Oil is expected to rise over US$100 a barrel in Asian trade later today.
And then our deep-dive interview, ANZ Group Chief Economist Richard Yetsenga analyses the risk now facing central banks and consumers as the Strait remains closed at the start of a third week.
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The price of Brent crude rises back over US$100/barrel as Iran’s new leader vows to keep the Strait of Hormuz closed. US stocks fall. And ANZ Research upgrades its RBA call to hikes in both March and May.
And then our deep-dive interview ANZ Economist Dhiraj Nim analyses how well-placed India’s key economic players are to withstand a prolonged oil price shock.
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1The International Energy Agency releases a record 400 million barrels, but oil is back up 5% as the Middle East conflict deepens. US core inflation falls in February. The Australian dollar has strengthened in recent days after hawkish RBA comments.
And then in part 2 of a deep-dive interview on the outlook for Australia’s agri sectors, ANZ’s Head of Agribusiness Mark Bennett analyses the prospects for dairy and wool.
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The oil price slumps back towards US$80, and stocks rise, as traders bet on stockpiles being released. Australian consumers expect higher inflation due to the conflict. China’s chip exports and oil imports surge.
And then in our deep-dive interview, ANZ’s Head of Agribusiness Mark Bennett reviews the headwinds and tailwinds for Australia’s agriculture sectors as we head into Autumn.
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US software stocks dive on new AI fears. Tariff uncertainty isn’t helping. Australian headline CPI likely fell a bit in January, but core inflation is still humming. And New Zealand’s retail sales rose in the December quarter.
In our deep-dive interview, ANZ’s Senior Commodities Strategist Daniel Hynes talks about why oil markets are on tenterhooks.
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The US Supreme Court rules Donald Trump’s tariffs are illegal, but he won’t give up on them. US GDP is weaker than expected, but inflation for consumers is warmer than forecast. And Malaysian exports surge.
In our deep-dive interview, ANZ Group Chief Economist Richard Yetsenga analyses the impact of the Supreme Court’s tariff block, including on the US Government deficit and its borrowing.
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Oil prices jump on reports the US could strike Iran within days. ANZ Research sees three Fed rate cuts this year, rather than two, but starting in June, rather than March. Australia’s jobless rate was flat in February, which the RBA may consider is still tight.
In our deep-dive interview, ANZ Senior Economist Miles Workman has released his latest outlook for the New Zealand economy.
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The Reserve Bank of New Zealand holds and forecasts a rate hike this year, just not as early as markets expected. The Kiwi dollar falls over 1%. Australian wages continue growing strongly. And the Bank of England is set to cut rates from March.
In our deep-dive interview, ANZ Group Chief Economist Richard Yetsenga examines Fed Chair Kevin Warsh’s view that an AI productivity surge will allow for faster growth with lower rates.
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The RBA’s rate hike meeting minutes indicate another move higher is not a foregone conclusion. And the Reserve Bank of New Zealand is expected to hold rates today, but all eyes are on its future rate track.
In the final part of our deep-dive interview on the Year of the Fire Horse, ANZ’s Chief Economist for Greater China Raymond Yeung talks about the outlook for interest rates, the Yuan and the property market.
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Japanese GDP is weak, but Thailand’s economic growth beat forecasts. New Zealand’s housing market is soft. And the Reserve Bank of New Zealand (RBNZ) is expected to hold its official cash rate tomorrow.
In part two of our deep-dive interview, ANZ’s Chief Economist for Greater China, Raymond Yeung, talks about China’s exports, jobs, and the AI boom.
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US inflation is slightly weaker than expected. The Aussie dollar is riding higher after the RBA’s rate hike. Nickel prices are stabilising after Indonesia confirmed supply cuts. And Malaysia’s GDP growth beats forecasts.
In our Deep-Dive interview, ANZ Chief Economist for Greater China Raymond Yeung starts unpacking his 10 themes for the year of the fire horse.
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Gold, silver and global stocks are down ahead of key US inflation data tonight, with investors switching into bonds, so yields fell overnight. UK GDP barely grew in the last nine months of 2025, which is expected to lead to BoE rate cuts.
In our Deep-Dive interview, ANZ Senior Commodities Strategist Daniel Hynes examines headwinds in the global iron ore market.
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US jobs growth is higher than expected in January, pushing market expectations towards a July cut by the Fed. ANZ Research lowers its Australian growth forecast after last week’s RBA hike, slightly. And Australian first home buyers jumped into the market in the December quarter.
In our Deep-Dive interview, ANZ Senior Pacific Economist Kishti Sen analyses Papua New Guinea’s economic performance as international capital looks to invest in large infrastructure projects.
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US retail sales stall, suggesting a Fed rate cut is needed. Australian consumers take a hit after the RBA hikes rates, as businesses report easing price pressures. And New Zealand’s economic momentum builds.
In our Deep-Dive interview, ANZ’s Head of G3 Economics Brian Martin analyses why the US jobs market remains weak even as the economy grows.
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Gold and silver rise and the US dollar falls again, with yen traders on high alert for intervention. Australian household spending falls in December, surprisingly. And stock investors welcome election results in Japan and Thailand.
In our Deep-Dive interview, ANZ’s Group Chief Economist Richard Yetsenga analyses Singapore’s resilience despite a year of global trade dramas.
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nice source of info