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5 in 5 with ANZ ANZ
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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/
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Tuesday: How hawkish will the RBA turn?
US stocks rise as traders find comfort in Fed rate cut hopes; All eyes on how hawkish the RBA will turn today; Indonesia’s GDP is supported by election spending; and holiday travel data shows Chinese consumers may be coming out of their shells.
In our bonus deep dive interview, ANZ Chief Economist for Greater China Raymond Yeung analyses the outlook for the US dollar and Treasuries if Donald Trump wins the US Presidential election in November.
Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/ -
Monday: Soft US jobs drive yields, USD down
US jobs growth was weaker than expected, so US bonds and stocks rallied. US Treasury yields and the US dollar fell. The RBA is expected to hold hawkishly tomorrow.
In our bonus deep dive interview, ANZ Chief Economist for Greater China Raymond Yeung looks at what a Donald Trump re-election could mean for the US-China bilateral relationship.
Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/ -
Friday: Relief as Powell rules out rate hike
US bond yields fell after Fed Chair Jerome Powell appeared to rule out rate hikes. Japanese authorities may have intervened again to hold up the yen. South Korean and Indonesian inflation eases. Australia’s record imports suggest demand is holding up.
In our bonus deep dive interview, ANZ Agriculture Economist Susan Kilsby looks at how global economic developments, and the weather, are affecting demand for New Zealand’s key primary exports.
Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/ -
Thursday: Fed holds, cites lack of progress towards 2%
The US Federal Reserve has kept rates on hold and signaled a lack of progress towards its 2% inflation goal in recent months. New Zealand’s labour market weakens, but wage growth is still high. The copper price has been on a roll in 2024.
In our bonus deep dive interview, ANZ Economist Arindam Chakraborty looks at how non-China Asia exports have been supported this year by strong US demand.
Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/ -
Wednesday: Firm US wages harden views on high rates for longer
Stronger US wage data adds to fears rates will be on hold for longer. Core inflation progress in Europe supports a June cut by the ECB. China’s factory output rises. Weak Australian retail sales cause a rethink on the RBA’s rate track.
In our bonus deep dive interview ANZ Economist Miles Workman looks closely at why consumers in New Zealand are so down in the dumps.
Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/ -
Tuesday: US dollar sags back from 160 yen
The yen bounces hard after slumping through 160. Some think Japan’s authorities intervened, but there’s no confirmation. ANZ Research has changed its expectation for Fed rate cuts this year to two 25 basis point cuts from four.
In our bonus deep dive interview, ANZ Head of Australian Economics Adam Boyton looks at how the RBA might react if Australia’s stage 3 tax cuts improve consumer confidence, which is now near 1990s-recession level lows.
Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/