Advertise on podcast: 5 in 5 with ANZ

Bond yields rise sharply, and then swing down in a volatile night for interest rates and currencies. Bank of Japan rate setters talk about faster hikes. And data centre investment continues to boost Australian imports. In our deep-dive interview, ANZ Economist Sophia Angala analyses how capital city house prices are faring in a slowing market. Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/

US inflation is weaker than expected, lowering Fed rate hike bets. Australia’s inflation rate dips, but remains broad. And New Zealand firms may be holding back from passing on higher fuel costs into prices. In our deep-dive interview, ANZ Senior Economist Miles Workman analyses the latest forecasts from New Zealand’s Treasury, released ahead of the November 7 General Election. Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/

The Reserve Bank of Australia hikes, with another one expected as high fuel prices feed into inflation, but the Aussie dollar falls to a two-month low. And New Zealand’s Treasury lowers its bond auction plans. In our deep-dive interview, ANZ Head of Australian Economics Adam Boyton explains why the RBA may hike again. Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/

Oil prices edge up, and bond yields keep rising, which shunts gold down. The Reserve Bank of Australia is expected to hike today, and New Zealand’s budget deficit forecasts are forecast to fall. And Singapore’s factories are going gangbusters. In our deep-dive interview, ANZ Senior Economist Miles Workman previews New Zealand’s Budget Update due today before a general election on November 7. Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/

Bond yields rise to new 24-year highs. Oil prices closed down on Saturday, but that was before Donald Trump rejected Iran’s latest peace offer. And all eyes are on the yen this week ahead of key Japanese data. In our deep-dive interview, ANZ Group Chief Economist Richard Yetsenga explains why ANZ Research increased its official cash rate calls for a range of central banks last week. Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/

Oil prices and US bond yields rise again. Australia’s labour market continues to gradually weaken. And ANZ Research upgrades its New Zealand farmgate milk price forecast because of higher oil prices. In our deep-dive interview, ANZ Economist Dhiraj Nim explains how expectations for higher oil prices have led ANZ Research to change its Reserve Bank of India rate call to three hikes at its next three meetings. Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/

Donald Trump supports a US diesel export ban. US Treasury yields surge after a weak bond sale, and after another oil price spike and strong growth data fires up Fed hike expectations. The RBA will focus on Australian jobs data today. In our deep-dive interview, ANZ Economist Bansi Madhavani explains why ANZ Research expects the Bank of England (BOE) is set to hike rates. Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/

Oil prices drop on hopes the Strait of Hormuz and a Saudi pipeline will open, but the energy price spike is hitting inflation. Australian consumers are gloomier, and the RBNZ warns of higher inflation. In our deep-dive interview, ANZ Commodities Strategist Soni Kumari explains why ANZ Research is expecting persistently higher oil prices. Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/

Oil prices fall on hopes for a peace deal in the Middle East. ANZ Research changes its cash rate forecasts for the Reserve Bank of Australia, the Reserve Bank of New Zealand and the Bank of England to see more hikes, while China stays on hold. In our deep-dive interview, ANZ’s New Zealand Chief Economist Sharon Zollner, explains why she thinks the RBNZ needs to hike three more times, rather than once. Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/

The Bank of Japan hikes, but with a dovish split vote. There’s some good inflation news for the Reserve Bank of New Zealand. And the Bank of England extends its bond buy-back programme, which helps lower UK Government borrowing costs. In our deep-dive interview, ANZ’s Head of Asia Research Khoon Goh details why Asian currencies have done better than expected in recent weeks, despite a cocktail of higher Fed rates and high oil prices. Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/

The Bank of England holds overnight, as expected. The Bank of Japan is expected to follow the Fed and hike today. And New Zealand’s economy holds on to growth, despite the oil price shock, as a few green shoots poke through. In our deep-dive interview, ANZ Commodities Strategist Soni Kumari analyses how a supply squeeze in copper markets is driving prices. Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/

The Fed hikes US interest rates in a unanimous vote and signals more to come. Higher oil prices are set to slow New Zealand’s economic growth in data due today. And Japan’s exports stay strong, but with a surge in imports as energy prices jump. In our deep-dive interview, ANZ Group CEO Nuno Matos looks over the horizon at how Australia’s economy can grow with Asia’s as the region continues to be the engine of global growth. Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/

Oil prices and US bond yields rise again on more news of oil supply restrictions in the Middle East. Signs of stagflation emerge in China. Australian consumer confidence improves. And New Zealand’s housing market weakens again in August. In our deep-dive interview, ANZ Group CEO Nuno Matos reflects on how geopolitics, and the global economy, are changing. Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/

Oil hits US$109/barrel and the US 10 year yield briefly tops 5% after the key Yanbu pipeline is blown up. ANZ Research changes its view on the Fed to a hike this week from a hold. And India’s inflation rate rises. In our deep-dive interview, ANZ’s Chief Economist for Greater China, Raymond Yeung, explains how China wants Hong Kong to amplify its efforts to internationalise the renminbi in Hong Kong’s new five year plan, and create a new gold-based digital token. Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/

US inflation is above forecasts, and markets now see a 85-90% chance the Fed will hike this week. ANZ Research now sees the ECB hiking once more. And New Zealand’s manufacturing sector expands — just. In our deep-dive interview, ANZ’s Chief Economist for Greater China, Raymond Yeung, unpacks the importance of Hong Kong’s new five-year plan. Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/