5 in 5 with ANZ

May 30 2024 31
5 in 5 with ANZ Podcast artwork

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

May 30 2024 9 mins  
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 d

Thursday: Fed rate cut bets pushed out

May 29 2024 8 mins  
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 C

Wednesday: Why the RBA might care that Aussies are drinking cheaper booze

May 28 2024 9 mins  
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 wha

Tuesday: ECB rate cut bets boosted

May 27 2024 9 mins  
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 ea

Monday: Eyes ahead to US, Australia & European inflation data

May 26 2024 8 mins  
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 o

Friday: Rates seen high for longer after strong US PMIs

May 23 2024 9 mins  
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

Thursday: RBNZ turns hawkish; BoE might too

May 22 2024 9 mins  
Stronger than expected inflation in the UK pushes out rate cut bets, as PM Sunak calls a snap election; New Zealand’s Reserve Bank turns hawkish and pushes out rate cuts; Indonesia holds rates; Singapore’s core inflation is expected to rise. In our bonus deep dive interview, ANZ Senior Commodity Strategist Daniel Hynes looks ahead to a key meeting of global oil producers, and w

Wednesday: Hurdle for RBA hikes is lifted

May 21 2024 9 mins  
Global markets are flat ahead of Fed minutes. The RBA board discussed a rate hike more than was thought. Aussie renters feel more confident after the Budget. There are rate decisions today in New Zealand and Indonesia. In our bonus deep dive interview, ANZ Senior Commodity Strategist Daniel Hynes looks at why global oil demand has been dragged down recently. One reason is Americans

Tuesday: Yields still too low to unleash China's home buyers

May 20 2024 9 mins  
US Fed officials see disinflation progress and indicate rate rises are unlikely. US dollar firms further vs the Yen. China property prices would need to fall 35% to trigger buyer interest because rental yields are still too low, says ANZ China Strategist Zhaopeng Xing. In our bonus deep dive interview, ANZ New Zealand Senior Economist Miles Workman looks at why New Zealand’s sogg

Monday: China launches property rescue plan

May 19 2024 9 mins  
China has announced a major rescue package to buy unsold apartments and remove restrictions for homebuyers. New Zealand’s economy is soggy, but shouldn’t expect help from a rate cut any time soon. In our bonus deep dive interview, ANZ Chief Economist for Southeast Asia and India Sanjay Mathur analyses what labour costs across Southeast Asian economies say about their regional c