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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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/ -
Tuesday: RBA commentary in focus
Markets were mixed overnight, with equities, US Treasury yields and the oil price all rising. The RBA is expected to hold today, but what it says about inflation is being closely watched. And there are glimmers of hope for China’s domestic demand.
In our bonus deep dive interview, ANZ New Zealand Economist Henry Russell explains why it’s so important for central banks to get on top sticky non-tradable or domestic inflation.
Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/ -
Monday: Soft US data reassures Fed watchers
Global stocks and bonds begin the week on the front foot after more soft US economic data reinforced hopes for a Fed rate cut in Q3. Partial inflation figures in New Zealand are softer than expected. The Bank of Japan surprises by not hiking.
In our bonus deep dive interview, ANZ Head of Asia Research Khoon Goh has surveyed the 11 economies in Asia outside of China and Japan and found seven grew GDP more than expected in the March quarter.
Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/ -
Friday: Australia's jobs market loosens
Softer than expected US inflation data drags US yields down again. Australia’s unemployment rate drops, but falling hours worked indicate a softer labour market. Taiwan’s central bank holds rates, but the Bank of Japan could hike later today.
In our bonus deep dive interview, ANZ Senior China Strategist Zhaopeng Xing explains why additional stimulus should be expected sometime later this year, as China’s domestic demand remains weak.
Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/