5 in 5 with ANZ

Oil falls 5% as tensions ease in the Middle East, and gold falls again, although by much less than in previous days. Silver bounces. The Reserve Bank of Australia (RBA) is expected to hike today. And Australian job ads grow the most in four years.

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Donald Trump nominates Kevin Warsh to be Fed Chair, reassuring some who feared a less conventional chair would devalue the US dollar. The world’s reserve currency bounced 0.7%, while gold slumped 11% and silver fell 31%.

In our Deep-Dive interview, ANZ Senior Rates Strategist Jack Chambers looks into the remarkable stability of US bond markets, which haven’t received the ‘Sell America’ memo.

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The Fed holds with a mildly hawkish tone, but is still expected to cut again. Copper jumps 11% to a record-high. Singapore holds policy but a tightening is coming; Australia’s inflation rise looks to be temporary, and Indonesia’s stock market plunges.

In our Deep-Dive interview, ANZ New Zealand Senior Strategist David Croy looks at what’s behind the Kiwi dollar’s strong start to 2026.

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The US dollar slides and then rebounds after conflicting comments from Donald Trump and his Treasury Secretary Scott Bessent. ANZ Research now sees the RBA hiking next Tuesday, and ANZ lowers its house price inflation forecast in New Zealand

In our Deep-Dive interview, ANZ Group Chief Economist Richard Yetsenga explores the lessons of Brexit for the United States as it reorders its trade relations with the world.

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The US dollar falls again ahead of a likely Fed pause, with the Aussie up to near 70 USc, and the Kiwi over 60 USc. China’s firms are profitable for the first time in four years. The Reserve Bank of Australia will focus today on December quarter CPI data.

In our Deep-Dive interview, ANZ’s Head of Asia Research Khoon Goh previews the Monetary Authority of Singapore’s decision due on Friday.

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