5 in 5 with ANZ

US business activity rises in August as price growth eases. The US dollar settles lower after last week’s Treasury bond market intervention. Stronger inflation boosts Bank of Japan rate hike expectations.

In our deep-dive interview, ANZ Group Chief Economist Richard Yetsenga reviews the US Treasury’s moves last week to bring borrowing costs down, and the implications for Australia and New Zealand.

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Long Treasury yields are back up - the US is looking at what else it can do to get borrowing costs down. Australia’s labour market softens, taking pressure off the RBA. And Japan’s exports surge on AI demand.

In our deep-dive interview, ANZ Economist Vicky Xiao Zhou looks at what’s driving Asia’s AI tech export boom.

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The US Treasury doubles a bond buyback programme, sending long-term yields and the dollar down - the Aussie and Kiwi dollars both rise. Australia’s private sector wage growth is the weakest since 2021.

In our deep-dive interview, ANZ Chief Economist for Greater China Raymond Yeung dissects China’s weak July activity data.

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Stocks fall as inflation fears rise. ANZ Research upgrades its Australian growth forecasts. And Australian consumers are more confident as RBA hikes appear off the table.

In our deep-dive interview, ANZ Senior Commodities Strategist Daniel Hynes analyses how diesel has become a crunch point in the global oil market.

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The Bank of Japan is given food for thought from a weak GDP print. China’s activity slows sharply. Oil prices are back up around 3% on renewed conflict worries. New Zealand price pressures ease.

In our deep-dive interview, ANZ Economist Maddy Dunk explains why ANZ Research has cut its Australian house price forecasts.

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