218 episódios
5 in 5 with ANZ ANZ
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- Notícias
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/
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Wednesday: RBA hike talk shrugged off
US consumer confidence dips, but the US dollar rises as a Fed Governor says she’s not ruling out rate hikes. Australia’s inflation rate is set to tick up May, while consumer confidence held steady despite talk of higher interest rates.
In our bonus deep dive interview, ANZ Senior Commodity Strategist Daniel Hynes looks behind the headlines of the largest copper glut in China in four years.
Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/ -
Tuesday: Hopes firm Fed can cut in Sept
Expectations firm for a September rate cut by the Fed. The Yen holds steady after fresh jaw-boning. A strong Singapore dollar contains inflation, and import data for New Zealand shows some sectors are struggling.
In our bonus deep dive interview, ANZ Senior Rates Strategist Jack Chambers looks at how the Reserve Bank of Australia’s tone has become more hawkish at the same time as other central banks have started to ease policy.
Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/ -
Monday: Eyes on US PCE for Fed clues
Markets start the week off the back of concerns on Friday that the US Fed might delay rate cuts after June’s stronger PMI - all eyes are on PCE data this Friday; And the Yen starts the week on the back foot.
In our bonus deep dive interview, ANZ Senior China Strategist Zhoapeng Xing analyses the significant changes on the way for China’s monetary policy regime.
Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/ -
Friday: Surprise Swiss National Bank rate cut
The Swiss National Bank surprises with a rate cut. The Bank of England holds as expected, and New Zealand exits recession…just.
In our bonus deep dive interview, ANZ FX Analyst Felix Ryan explains how the outlook for monetary policy in Japan has evolved during the quarter.
Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/ -
Thursday: UK services inflation sticks
UK CPI inflation hits 2%, but services inflation remains stubbornly high. All eyes are on the Bank of England tonight. Indonesia’s central bank is set to hold rates, while Bank of Japan board minutes show growing concern over the weak Yen.
In our bonus deep dive interview, ANZ Head of G3 Economics Brian Martin explains why ANZ has pared back its 2024 ECB rate cut expectations.
Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/ -
Wednesday: Hawkish RBA discussed hike
The RBA turns more hawkish, saying it considered a rate hike but not a cut when it met yesterday; Weak US retail sales give hope for two Fed rate cuts this year; And strong Euro services inflation sees ANZ reduce its call on ECB rate cuts in 2024.
In our bonus deep dive interview, ANZ New Zealand Economist Henry Russell continues his analysis of sticky domestic inflation and how worried it might be making the Reserve Bank of New Zealand.
Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/