US, European and Japanese stocks surged and risk-sensitive currencies such as the Aussie and Kiwi dollars rose as traders celebrated a US trade deal with Japan with lower tariffs than feared, and signs of a similar one for Europe.
In our deep dive interview, ANZ Senior Commodities Strategist
Daniel Hynes analyses why a 50% tariff on US copper imports may not help rebuild its domestic copper industry.
Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/
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9:59
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9:59
Wednesday: RBA minutes support rate cuts
US manufacturing surveys are weak. Donald Trump is set to unveil more trade deals. The Reserve Bank of Australia’s board meeting minutes point to a rate cut in August. And New Zealand trade data shows the effects of US tariffs.
In our deep dive interview, ANZ Economist Bansi Madhavani analyses what’s behind Taiwan’s record export growth this year.
Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/
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9:55
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9:55
Tuesday: Yen jumps 1% after PM stays
Japan’s ruling LDP party loses a key election, but PM Shigeru Ishiba vows not to resign, while he’s still negotiating tariffs with Donald Trump. So the yen rose 1%. And New Zealand’s inflation is softer than forecasts.
In part two of our deep dive interview, ANZ Senior Rates Strategist Jack Chambers looks beyond America’s fiscal issues to the UK, Australia and New Zealand.
Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/
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9:46
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9:46
Monday: Fed on track to cut in September
US consumer confidence is weak. The Fed is on track to cut in September. That’s weakening the US dollar. And New Zealand gets fresh inflation data today that’s expected to give room for its Reserve Bank to cut next month.
In our deep dive interview, ANZ Senior Rates Strategist Jack Chambers talks about the importance of rising long bond yields.
Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/
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9:51
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9:51
Friday: Australia's unemployment jumps
US stocks hit fresh record highs overnight after US retail sales beat forecasts. Australia’s unemployment rate unexpectedly jumps. New Zealand’s inflation rate is set to rise in the June quarter, and Japan’s exports drop again.
In our deep dive interview, ANZ Commodities Strategist Soni Kumari digs into what’s been driving the platinum price so far this year.
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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