185 episodes
5 in 5 with ANZ ANZ
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Start your day with 5 in 5 with ANZ. You’ll hear the five things you need to know about the global economy and markets in under 5 minutes. Plus a deep dive into emerging trends and issues. Hosted by business and financial journalist Bernard Hickey, the podcast features exclusive insights from ANZ’s global team of experts.
Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/
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Thursday: Fed President patient on rates
The Boston Fed President says rates are likely to be held for longer. The Bank of Japan’s governor says big yen moves are undesirable. Taiwan’s exports are weaker than expected. The Bank of England is expected to hold rates tonight.
In our bonus deep dive interview, ANZ Chief Economist for Southeast Asia and India Sanjay Mathur recalibrates when Asian central banks might be able to cut, given changing expectations about when and how much the Fed cuts.
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Wednesday: RBA 'less hawkish' than expected
US rate cut optimism is growing with soft US labour market data. The RBA was less hawkish than expected, but won’t rule anything in or out. Australian consumers are really feeling the pinch. Inflation stays on target in Taiwan and the Philippines.
In our bonus deep dive interview, ANZ Senior Commodities Strategist Daniel Hynes says stronger-than-expected Chinese economic data is underpinning global commodity prices.
Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/ -
Tuesday: How hawkish will the RBA turn?
US stocks rise as traders find comfort in Fed rate cut hopes; All eyes on how hawkish the RBA will turn today; Indonesia’s GDP is supported by election spending; and holiday travel data shows Chinese consumers may be coming out of their shells.
In our bonus deep dive interview, ANZ Chief Economist for Greater China Raymond Yeung analyses the outlook for the US dollar and Treasuries if Donald Trump wins the US Presidential election in November.
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Monday: Soft US jobs drive yields, USD down
US jobs growth was weaker than expected, so US bonds and stocks rallied. US Treasury yields and the US dollar fell. The RBA is expected to hold hawkishly tomorrow.
In our bonus deep dive interview, ANZ Chief Economist for Greater China Raymond Yeung looks at what a Donald Trump re-election could mean for the US-China bilateral relationship.
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Friday: Relief as Powell rules out rate hike
US bond yields fell after Fed Chair Jerome Powell appeared to rule out rate hikes. Japanese authorities may have intervened again to hold up the yen. South Korean and Indonesian inflation eases. Australia’s record imports suggest demand is holding up.
In our bonus deep dive interview, ANZ Agriculture Economist Susan Kilsby looks at how global economic developments, and the weather, are affecting demand for New Zealand’s key primary exports.
Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/ -
Thursday: Fed holds, cites lack of progress towards 2%
The US Federal Reserve has kept rates on hold and signaled a lack of progress towards its 2% inflation goal in recent months. New Zealand’s labour market weakens, but wage growth is still high. The copper price has been on a roll in 2024.
In our bonus deep dive interview, ANZ Economist Arindam Chakraborty looks at how non-China Asia exports have been supported this year by strong US demand.
Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/