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.
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9:45
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9:45
Friday: Powell fuels doubts about Dec rate cut
Markets are mixed, weighing up a trade truce between China and the US against emerging doubts over whether the Fed can cut again this year. The ECB and the BoJ hold rates, as expected, and New Zealand business confidence lifts.
In our Deep-Dive interview, ANZ International Economist Tom Kenny analyses Fed chair Jerome Powell’s comments on the risks around a December rate cut.
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9:53
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9:53
Thursday: Fed cuts and will end QT
The Fed has just cut its key policy rate by 25 basis points, as expected, and says it will end its Quantitative Tightening (QT) from December 1. The Reserve Bank of Australia looks set to hold next month after strong inflation data.
In our Deep-Dive interview, ANZ Commodities Strategist Soni Kumari looks ahead to today’s meeting between President Trump of the US and President Xi of China, and analyses how metals markets may react to any trade deal.
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9:50
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9:50
Wednesday: Markets steady ahead of Fed call
Markets are steady ahead of the Fed’s expected rate cut tomorrow. Australia’s disinflation progress is set to have stalled in Q3. And South Korea gets a GDP growth bump from a mid-year fiscal stimulus.
In our Deep-Dive interview, ANZ Senior Commodities Strategist Daniel Hynes looks at how US sanctions on Russian oil companies might affect the global market.
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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