Markets are quiet with the US on Thanksgiving holiday. Data centres underpin an Australian investment jump, putting further pressure on RBA to hold rates. And The Bank of Korea holds rates.
In our Deep-Dive interview, ANZ’s New Zealand Business Outlook hit its highest point in a decade - something ANZ New Zealand Chief Economist Sharon Zollner says shows the economy has turned.
Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/
--------
9:25
--------
9:25
Thursday: AUD & NZD rise as rate views shift
Both the Aussie and Kiwi dollars rise as rate cut views retreat. Australian October inflation overshot the mark, putting another Reserve Bank of Australia cut in doubt. And the Reserve Bank of New Zealand cuts but strongly hints the cycle is over.
In our Deep-Dive interview, ANZ FX Analyst Kausani Basak explains why ANZ Research has downgraded its near term forecast for the Philippines Peso (PHP).
Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/
--------
9:30
--------
9:30
Wednesday: US data supports Fed cut
US jobs, consumption and producer inflation data overnight support a Fed rate cut in December. The Reserve Bank of New Zealand is set to cut rates today. And Australia’s October inflation is expected to stay above the Reserve Bank of Australia’s target band.
In our Deep-Dive interview, ANZ Head of Asia Research Khoon Goh looks at what Singapore’s improving growth outlook could mean for the Monetary Authority of Singapore.
Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/
--------
9:38
--------
9:38
Tuesday: US stocks rally as Fed cut views grow
US stocks rally on growing expectations, again, that the Fed will cut rates next month. There’s another weak business sentiment survey out of the US, and the Reserve Bank of India intervenes to stop the rupee falling.
In our Deep-Dive interview, ANZ New Zealand’s Chief Economist Sharon Zollner previews tomorrow’s rates decision by the Reserve Bank of New Zealand.
Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/
--------
9:42
--------
9:42
Monday: Japan launches US$135b fiscal stimulus
Japan has launched a stimulus package that could add almost half a percent to GDP growth. But bond investors aren’t keen on the extra borrowing to pay for it, driving up Japanese Government Bond (JGB) yields to record highs.
In our Deep-Dive interview, ANZ’s Head of FX Research, Mahjabeen Zaman, takes a closer look at where demand is coming from for stablecoins.
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/
Australia