5 in 5 with ANZ

The AI and chip boom forces Korea to hike rates for the first time in more than three years, with more to come. US retail sales are resilient in June, and ANZ Research shifts its rate hike call for the Reserve Bank of India back to December from August.

In our deep-dive interview, ANZ Economist Dhiraj unravels India’s conundrum of a record-low core inflation at a time of strong growth.

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China’s GDP growth disappoints, but its exports and imports beat forecasts. US producer prices fall, as do New Zealand house prices, with house sales volumes down in New Zealand for the fourth month in a row.

In our deep-dive interview, ANZ Pacific Economist Kishti Sen looks at how a strong El Nino and a delay to a major gas project has changed Papua New Guinea’s economic outlook.

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Oil prices rise again, but so do US stocks, after US CPI data was below forecasts, removing most expectations for a Fed hike in July. Australian consumers worry more about price rises, and New Zealand firms see more inflation too.

In our deep-dive interview, ANZ Head of FX Research Mahjabeen Zaman explains the importance of a potential change in Japanese pension policy.

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Oil jumps 9% to US$83 a barrel after Donald Trump announced a US blockade of the Strait of Hormuz and a US toll of 20% of the value of cargo. India’s inflation is above forecasts. And China’s growth is slowing.

In our deep-dive interview, ANZ Head of Australian Economics Adam Boyton asks an uncomfortable question about a slowing of Australia’s trend or potential growth rate.

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Oil prices are set to rise after Iran declared the Strait of Hormuz closed as the US hit 300 targets across Iran over the weekend. Donald Trump says the Strait is open. Markets will also focus this week on US CPI data for Fed rate hike signals.

In our deep-dive interview, ANZ Commodity Strategist Soni Kumari explains how and why lithium producers are ramping up again.

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