The Bank of England holds rates, but only just. US tech stocks wobble again. Australia’s trade surplus grows as gold exports are strong. Japan’s wage growth lags inflation, and Malaysia optimistically holds rates.
In our Deep-Dive interview, ANZ FX Analyst Felix Ryan analyses some key currency movements following the de-escalation in US-China trade relations, including for dollar-yen.
Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/
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7:41
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7:41
Thursday: Fed rate cut bets ease slightly
Fed rate cut bets ease back after stronger US jobs and services reports. New Zealand’s jobless rate rises but may be through the worst. Indonesia’s growth is dented, and deflation continues in Thailand.
In our Deep-Dive interview ANZ Senior Economist Miles Workman explains why the Reserve Bank of New Zealand will be feeling comfortable with how the country’s labour market is performing.
Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/
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9:29
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9:29
Wednesday: RBA holds 'less hawkishly'
The Reserve Bank of Australia holds, and was less hawkish than it could have been. South Korea’s inflation is stronger than expected. And New Zealand’s unemployment rate is expected to rise again later today.
In our Deep-Dive interview ANZ Head of Australian Economics Adam Boyton analyses the RBA’s ability to cut rates again after last week’s inflation surprise.
Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/
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9:50
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9:50
Tuesday: RBA expected to hold, then cut in Feb
The Reserve Bank of Australia is expected to hold later today, and then wait for inflation to come off the boil so it can cut for the last time in February. And Australia’s housing market is heating up, but consumers are still cautious and job ads are falling.
In part two of our Deep-Dive interview, I talk to Tatsuya Terasawa, the CEO of Japan’s Institute of Energy Economics about the lessons others could learn Japan’s critical minerals crisis of 2010.
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9:02
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9:02
Monday: Asia get more time to adjust to tariffs
America’s trade deals with Asian economies give them more time to improve their industrial sectors. Australia’s rental property investors borrow at their fastest rate in 10 years. Consumer confidence falls in New Zealand.
In our Deep-Dive interview, I talk to Tatsuya Terasawa, the CEO of Japan’s Institute of Energy Economics about why critical minerals supply chains are so important.
Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/
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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