US data releases remain disrupted as opinions on US rate cuts diverge. Australia’s unemployment rate falls after strong jobs growth. And New Zealand’s recovering labour market is supporting a migration turn-around.
In our Deep-Dive interview, ANZ Economist Maddy Dunk looks at where the hotspots are for lending to Australian housing investors.
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7:50
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7:50
Thursday: Australian housing investment jumps
An end to the US Government shutdown nears as traders wait on delayed data for a picture of the US economy. Oil falls over 4% on oversupply concerns. And Australian housing lending to investors jumped to a record high in the third quarter.
In our Deep-Dive interview, ANZ New Zealand Chief Economist Sharon Zollner reviews a nascent recovery in consumer spending evidenced by ANZ card spending data.
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8:19
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8:19
Wednesday: Australia's 'Goldilocks' economy
US markets fall after a large Nvidia stake sale. Australian consumer confidence dips again, while businesses say conditions are the best in 20 months. And New Zealand inflation expectations remain anchored.
In our Deep-Dive interview, ANZ Senior Economist Tom Kenny reviews comments from the Fed on AI’s impact on the US economy.
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9:10
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9:10
Tuesday: Markets surge after vote to end US shutdown
US stocks and gold rally after the Senate voted overnight to end the longest-ever US Government shutdown. New Zealand’s economy is stirring back to life. And Australian unemployment is expected to fall, slightly.
In our Deep-Dive interview, ANZ FX Analyst Kausani Basak explains why the Philippines peso has weakened through a key level in recent weeks and why ongoing weakness is likely.
Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/
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9:43
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9:43
Monday: China inflation higher than forecast
China’s inflation rates are higher than expected, but not enough to stop more easing. The US dollar is rising with higher US growth expectations, for now. And Philippines’ GDP is much weaker than forecasts.
In our Deep-Dive interview, ANZ’s Chief Economist for Southeast Asia and India, Sanjay Mathur, explains why consumers in the region have responded so weakly to rate cuts this time around.
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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