5 in 5 with ANZ

Oil falls below $80 a barrel on expectations the Strait of Hormuz will open soon. The RBA holds rates at 4.35%, but keeps a hawkish tone. And the Bank of Japan hikes rates to a 31-year-high of … 1%.

In our deep-dive interview, ANZ Commodities Strategist Soni Kumari explains why gold prices haven’t traded as expected through the Middle East conflict.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/

Stocks rally to new record highs and oil falls to almost $80 after the US and Iran confirm they’ll sign a deal on Friday to reopen the Strait of Hormuz. The Reserve Bank of Australia is expected to hold today, but the Bank of Japan is seen hiking.

In our deep-dive interview, ANZ Group Chief Economist Richard Yetsenga looks back and ahead at a swathe of central bank decisions, starting with the RBA today.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/

Donald Trump says a deal to reopen the Strait of Hormuz will be signed later today, but Iran has yet to confirm it and new Israeli strikes in Lebanon have introduced more doubt. And India’s inflation rate rises.

In our deep-dive interview, ANZ Head of Asia Research Khoon Goh looks at how Asia equity portfolio outflows in May have continued into June.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/

Oil prices fall 3% and US stocks bounce after Donald Trump calls off fresh air strikes on Iran, and says Iran’s leaders have approved an unspecified deal. And the European Central Bank hikes rates, as expected.

In our deep-dive interview, ANZ Head of Agribusiness Mark Bennett analyses the outlook for Australia’s beef and sheep sectors as winter sets in.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/

Oil rises as Middle East worries grow, so US stocks are down. US core inflation shows higher energy prices are not flowing through to the economy. And China’s factory input prices jump on higher energy costs.

In our deep-dive interview, ANZ Commodities Strategist Soni Kumari highlights how nickel supply is being affected by tighter rules in Indonesia.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/