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Global stocks are down after a Walmart warning. Australia’s jobless rate ticks up, but jobs also surge, so the RBA says it’s hard to see bad news in the data. And China holds its key rates, keeping its powder dry so it can cut when the US trade war hits.
In our bonus deep dive interview, ANZ Economist Vicky Xiao Zhou sorted through more than 10,000 product classifications to find out how the 10% tariffs being placed on China by the US would affect trade.
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The Reserve Bank of New Zealand cuts 50 basis points and signals more to come. Australia’s wage growth is lighter than expected, which is good news for the RBA ahead of January jobs figures today. They are set to show a solid labour market.
In our bonus deep dive interview, ANZ Economist Maddy Dunk highlights how housing markets in Australia’s capital cities struggled ahead of the RBA’s rate cut.
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Saknas det avsnitt?
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The Reserve Bank of Australia cuts hawkishly, warning of uncertainties around the labour market. The question now is whether it will cut again this year. And Australian consumers lost a bit of confidence ahead of the cut.
In our bonus deep dive interview, ANZ New Zealand Chief Economist Sharon Zollner analyses the picture the Reserve Bank of New Zealand faces today as it decides how much to cut rates.
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European stocks hit record highs and bond yields rise as higher defence spending is priced-in amid Ukraine peace talks. Japan’s economy hits its growth stride, and high dairy prices and a low Kiwi dollar are combining to support New Zealand’s economy.
In our bonus deep dive interview, ANZ Australia Senior Economist
Adelaide Timbrell
explains why the improving inflation outlook has given the Reserve Bank of Australia the room to cut 25 basis points to 4.1% later today, and then once more in August.
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The Reserve Bank of Australia is expected to finally cut rates this week. However, the Aussie dollar is firmer this morning and may rise more as global markets take some of the Trump tariff premium out of the US dollar.
In our bonus deep dive interview, ANZ Australia Senior Economist
Adelaide Timbrell
explains why ANZ Research has increased its growth forecast for this year to 2.4% from 2.2%.
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Donald Trump is set to announce global reciprocal tariffs today, but US stocks rose and US Treasury yields and the dollar fell on hopes delays could reduce the inflation hit. Japan’s rising producer prices support another BoJ hike. And the Philippines’ central bank unexpectedly holds rates.
In our bonus deep dive interview, ANZ Senior Economist Miles Workman explains the importance of New Zealand’s closely watched inflation expectations survey, ahead of next week’s live rates decision by the Reserve Bank of New Zealand.
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US stocks and rate cut expectations retreat as January inflation comes in hotter than expected - just one rate cut is now priced for this year; And New Zealand trucks got moving last month, but a full recovery in economic activity is yet to take hold.
In our bonus deep dive interview, ANZ Economist Krystal Tan reviews which Asian economies are most at risk from US President Donald Trump’s latest tariff proclamations.
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Markets are focused on cautious comments from Fed Chair Jerome Powell about more rate cuts. Australia’s large and growing US trade deficit could spare it from metals tariffs. Australian consumer confidence in the here-and-now is at its lowest since September.
In our bonus deep dive interview, ANZ’s Senior Commodities Strategist Daniel Hynes looks into the prospects of gold going through the $3,000 an ounce mark.
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US markets react positively to President Trump’s latest steel and aluminium tariff announcement, but uncertainty remains. Gold hit a new record high overnight. The British Pound continues to weaken following the Bank of England’s rate cut last week.
In our bonus deep dive interview, ANZ’s Senior Commodities Strategist Daniel Hynes unpacks the implications of Trump’s tariffs on aluminium and steel, if enacted, and who might be the winners and losers.
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US consumers increasingly fear Donald Trump’s tariffs will drive up inflation, which worried US markets on Friday. Trump reverses a plan to put tariffs on parcel imports. The Reserve Bank of India cuts rates. And China’s CPI inflation blipped up in January.
In our bonus deep dive interview, ANZ’s Head of Australian Economics Adam Boyton finds some surprising strength in private sector job creation.
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Markets are mixed amid conflicting signals on Donald Trump’s tariffs. The Bank of England cuts dovishly, driving the pound lower. Australia’s trade surplus normalises in December, and Vietnam’s inflation was surprisingly strong.
In our bonus deep dive interview, ANZ International Economist Kishti Sen analyses the risks to Fiji’s trade from a tariff-imposing White House.
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Gold hits a new record high as the US 10 year yield falls to its lowest point this year.; China holds the Yuan strongly amid depreciation pressure; and New Zealand’s job market loosens enough to green-light the RBNZ to cut 50 basis points this month.
In our bonus deep dive interview, ANZ Senior Commodities Strategist Daniel Hynes explains what’s behind the surge in gold prices to record highs and a 5% fall in oil prices since Trump’s inauguration.
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Mexico and Canada get a one month reprieve from Donald Trump’s 15% across-the-board tariffs and China is in talks for a similar reprieve. China’s response yesterday was also limited, which markets welcomed overnight.
In our bonus deep dive interview, ANZ’s Economist Henry Russell says ANZ’s Business Outlook survey indicates New Zealand’s economy turned a corner at the end of 2024.
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Mexico secures a one-month reprieve from tariffs by agreeing to send troops to the US border. All eyes are now on a call this morning between President Trump and Canadian PM Trudeau; Gold and the US dollar rise amid the see-sawing uncertainty.
In our bonus deep dive interview, ANZ’s Head of Asia Research Khoon Goh talks about how Trump’s tariffs are likely to drive the yuan and other Asian currencies around, with tomorrow’s fix of the Chinese currency by the People’s Bank of China being a key moment.
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Markets will open this morning for the first time after Donald Trump unleashed 25% tariffs across the board on imports from Canada and Mexico on Sunday. Stocks, bond yields and non-US currencies are expected to slide as investors seek safe havens.
In our bonus deep dive interview, ANZ’s Head of G3 Economics Brian Martin analyses the detail of Trump’s historic actions and the implications for global trade, output and inflation.
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Markets are coping this morning with the world’s two biggest central banks taking interest rates in different directions, with the Fed holding yesterday and in no hurry to cut again, while the ECB cut overnight with more to come.
In our bonus deep dive interview, ANZ Senior Economist Catherine Birch digs into the detail behind Australia’s falling inflation rate and why ANZ Research is expecting a rate cut in February.
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The Reserve Bank of Australia looks well placed to be able to cut in February as Australian inflation comes in below market expectations. The US Federal Open Markets Committee is about to announce its first rate decision of the year, while the European Central Bank is on track to cut rates tonight.
In our bonus deep dive interview, ANZ FX Analyst Felix Ryan analyses market views and positioning for major currencies through 2025.
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US stocks stabilised after yesterday’s tech-rout. Attention now turns to tomorrow’s FOMC decision, which could see US interest rates on hold; Meanwhile, Australia’s Q4 inflation today is expected to give the RBA a green light to cut rates in February.
In our bonus deep dive interview, ANZ Economist Arindam Chakraborty says the new Special Economic Zone between Singapore and its neighbouring Malaysian state will present opportunities for both economies.
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US tech stocks slump on fear AI firms may be overvalued. That’s because a Chinese AI firm looks to have caught up, at a fraction of the cost. Also, the Bank of Japan hikes, while the Monetary Authority of Singapore eases.
In our bonus deep dive interview, ANZ’s Head of FX Research Mahjabeen Zaman has reviewed how well currency markets coped with Donald Trump’s first week as US President.
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The Bank of Japan is set to hike rates today, while Singapore looks set to ease. Political turmoil suppresses Korean growth, and inflows of migrants into New Zealand fall again.
In our bonus deep dive interview, ANZ Economist Krystal Tan analyses Bank Indonesia’s shift away from being concerned about a weak currency, leading to last week’s surprise rate cut.
Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/ - Visa fler
