5 in 5 with ANZ ANZ

Soft US data has lifted bets for Fed rate cuts this year ahead of May’s PCE inflation print today. There’s good news on inflation pressures in New Zealand. The Philippines central bank holds rates, but looks to pull its easing cycle forward.
In our bonus deep dive interview, ANZ Chief Economist for Greater China Raymond Yeung explains why Chinese authorities are pushing for the RMB to become a global reserve currency.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/

There’s a headache for the RBA after Australia’s CPI indicator rose more than expected in May. And the Yen weakened overnight through 160 to the US dollar, to its lowest level since 1986.
In our bonus deep dive interview, ANZ Chief Economist for Greater China Raymond Yeung analyses recent ‘de-dollarisation.’

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/

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/

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.

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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/

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/