5 in 5 with ANZ

ANZ Research updated its Reserve Bank of Australia call to another rate hike in May, following strong January inflation. Red flags are emerging on New Zealand’s inflation front as well.
And then in our deep-dive interview, ANZ Senior Economist Adelaide Timbrell dives into the details of Australia’s strong January CPI data.

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

Chances rise that the RBA may hike in May after inflation stays high in January. The Aussie dollar rose. The US indicates it will respect existing trade agreements. And the Bank of Thailand unexpectedly cuts rates.
And then in our deep-dive interview, ANZ Agri Economist Matt Dilly reviews how New Zealand’s all-important primary industries have weathered the start of 2026.

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

US stocks rebound after yesterday’s AI slump, and despite Fed officials indicating no March rate cut; The RBA digs into why inflation jumped at the end of 2025; And China leaves key rates unchanged.
And then in our deep-dive interview, ANZ Economist Sophia Angala reviews how Australian consumers have been tracking so far in 2026.

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

US software stocks dive on new AI fears. Tariff uncertainty isn’t helping. Australian headline CPI likely fell a bit in January, but core inflation is still humming. And New Zealand’s retail sales rose in the December quarter.

In our deep-dive interview, ANZ’s Senior Commodities Strategist Daniel Hynes talks about why oil markets are on tenterhooks.

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

The US Supreme Court rules Donald Trump’s tariffs are illegal, but he won’t give up on them. US GDP is weaker than expected, but inflation for consumers is warmer than forecast. And Malaysian exports surge.

In our deep-dive interview, ANZ Group Chief Economist Richard Yetsenga analyses the impact of the Supreme Court’s tariff block, including on the US Government deficit and its borrowing.

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