5 in 5 with ANZ

The RBA’s rate hike meeting minutes indicate another move higher is not a foregone conclusion. And the Reserve Bank of New Zealand is expected to hold rates today, but all eyes are on its future rate track.

In the final part of our deep-dive interview on the Year of the Fire Horse, ANZ’s Chief Economist for Greater China Raymond Yeung talks about the outlook for interest rates, the Yuan and the property market.

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

Japanese GDP is weak, but Thailand’s economic growth beat forecasts. New Zealand’s housing market is soft. And the Reserve Bank of New Zealand (RBNZ) is expected to hold its official cash rate tomorrow.

In part two of our deep-dive interview, ANZ’s Chief Economist for Greater China, Raymond Yeung, talks about China’s exports, jobs, and the AI boom.

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

US inflation is slightly weaker than expected. The Aussie dollar is riding higher after the RBA’s rate hike. Nickel prices are stabilising after Indonesia confirmed supply cuts. And Malaysia’s GDP growth beats forecasts.

In our Deep-Dive interview, ANZ Chief Economist for Greater China Raymond Yeung starts unpacking his 10 themes for the year of the fire horse.

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

Gold, silver and global stocks are down ahead of key US inflation data tonight, with investors switching into bonds, so yields fell overnight. UK GDP barely grew in the last nine months of 2025, which is expected to lead to BoE rate cuts.

In our Deep-Dive interview, ANZ Senior Commodities Strategist Daniel Hynes examines headwinds in the global iron ore market.

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US jobs growth is higher than expected in January, pushing market expectations towards a July cut by the Fed. ANZ Research lowers its Australian growth forecast after last week’s RBA hike, slightly. And Australian first home buyers jumped into the market in the December quarter.

In our Deep-Dive interview, ANZ Senior Pacific Economist Kishti Sen analyses Papua New Guinea’s economic performance as international capital looks to invest in large infrastructure projects.

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