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: Tax cuts from July 31 may worry RBNZ
Global markets are mixed ahead of US PCE data. US bond yields slide from highs, dragging the US dollar down. New Zealand’s new Government delivers tax cuts and more borrowing, which may worry the Reserve Bank.
In our bonus deep dive interview, ANZ Pacific Economist Kishti Sen explains why he believes Fiji has a three-speed economy.
Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/ -
Thursday: Fed rate cut bets pushed out
Fed rate cut bets are pushed out ahead of US economic and price data. Australian inflation was stronger-than expected in April, while construction fell surprisingly in Q1. Vietnam’s CPI is on the rise, and it’s Budget Day in New Zealand.
In our bonus deep dive interview, ANZ Senior China Strategist Zhaopeng Xing explains why moves in recent days to loosen home buying rules in China’s largest cities will do little to prop up demand.
Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/ -
Wednesday: Why the RBA might care that Aussies are drinking cheaper booze
US consumer confidence rises while Australians grow gloomier. Rising rice prices are expected to feed into Vietnam inflation data. Aussies are drinking cheaper booze. We look at what that might tell the RBA.
In our bonus deep dive interview, ANZ Head of G3 Economics Brian Martin explains how car insurance pricing in the US has been causing issues for headline CPI inflation, and what it could mean for the Fed.
Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/ -
Tuesday: ECB rate cut bets boosted
ECB rate cut bets were boosted after its French Governor suggested a July cut could follow after June. Chinese industrial profits rose in April, after March weakness. We also look at the weaker Yuan and the Philippine Peso in recent days.
In our bonus deep dive interview, ANZ Head of FX Research Mahjabeen Zaman reveals what happened to the US dollar in her study of the eight Fed easing cycles since 1990.
Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/ -
Monday: Eyes ahead to US, Australia & European inflation data
Markets are oscillating in tune with their views on when the Fed can cut, and it’s still not clear. We look ahead to Australian inflation data on Wednesday and New Zealand’s Budget on Thursday.
In our bonus deep dive interview, ANZ Senior Commodities Strategist Daniel Hynes analyses what China’s recent property market support package could mean for steel demand and the iron ore price.
Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/ -
Friday: Rates seen high for longer after strong US PMIs
Global PMI surveys suggest the US economy is rollicking along in a way that might force the Fed to keep rates high for even longer. New Zealand retail sales bounce and there’s hope tax cuts in next week’s budget might give them more of a boost.
In our bonus deep dive interview, ANZ Senior International Economist Tom Kenny reviews how the Bank of Japan’s commentary has shifted in recent months, and why that points to more rate hikes.
Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/