Эпизоды
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The Bank of England holds rates; Oil swings as President Trump gives himself two weeks to decide on the Middle East conflict. Australia’s job market remains resilient. New Zealand’s growth passes expectations. The Philippines cuts rates.
In our deep dive interview, ANZ Head of FX Research Mahjabeen Zaman explains how the US dollar is facing further downside risk this year as it loses some safe-haven status.
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The FOMC holds US rates and indicates two more cuts this year. Bank Indonesia holds to protect its currency. Australia’s job market is set to show ongoing strength. Japan exports fall amid tariff uncertainty. New Zealand’s economy is set for Q1 growth.
In our deep dive interview, ANZ Economist Dhiraj Nim analyses the Reserve Bank of India’s recent monetary policy ‘clarification’ after an oversized rate cut earlier this month.
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Пропущенные эпизоды?
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Oil is up as concern grows over the Israel-Iran conflict. Stocks are down - also due to weak US economic data. The Bank of Japan holds amid tariff uncertainty. Australian consumers are expecting higher inflation as global tensions rise.
In our deep dive interview, ANZ Senior Economist Matthew Galt explains why New Zealand’s housing market is struggling to gain momentum even as interest rates drop.
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Oil prices fall and stocks gain on news Iran is seeking de-escalation, despite strikes continuing. The Bank of Japan is set to hold rates today amid a hiking cycle. Extra May holidays boost Chinese retail sales and suppress production.
In our deep dive interview, ANZ Senior Commodities Strategist Daniel Hynes analyses the Israel-Iran conflict and the ability of OPEC to respond to any disruption with increased supply.
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Oil starts the week with more upward pressure, after jumping over 7% on Friday as Israel renewed attacks on Iran, and retaliation over the weekend. The developments will overshadow key central bank meetings this week, set to hold clues for further rate moves.
In our deep dive interview, ANZ Head of Asia Research Khoon Goh says while front-loading of Asian exports has supported trade numbers, the surge in activity is set to ease.
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Soft US inflation data sees markets price in two Federal Reserve rate cuts later this year. Gold rises and the US dollar falls as markets turn from trade talks. Subdued retail demand continues in New Zealand. India’s inflation is weaker than expected in May.
In our deep dive interview, ANZ Senior Economist Matthew Galt discusses what’s been driving New Zealand’s economy out of last year’s recession ahead of Q1 GDP data next week.
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President Trump says US-China trade talks result in agreements covering rare earths and magnets, and Chinese students. US inflation surprises to the downside in May, supporting rate cut expectations for later this year. Australian consumers look to spend.
In our deep dive interview, ANZ Economist Arindam Chakraborty explains ANZ Research’s call that the Philippines should pursue a fairer, or even under-valued exchange rate.
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US and China trade talks continue this morning, with ‘more to do’. US inflation data for May will show if tariffs are pushing up prices. Australian business conditions are their lowest since 2020. Traffic movements in New Zealand show diverging economic activity.
In the second part of a deep dive interview into OPEC’s production cut phase-out, ANZ Senior Commodities Strategist Daniel Hynes explains why he will be keeping a close eye on what the oil bloc decides on production in September.
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The US and China resume trade talks, as Chinese export data shows a growing fall in US shipments. Chinese factory gate prices experience stronger deflation in May. New Zealand’s manufacturing activity shows strength in the March quarter.
In our deep dive interview, ANZ Senior Commodities Strategist Daniel Hynes analyses how OPEC has been shifting in its strategy to phase out previous production cuts.
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The European Central Bank cuts but signals the cycle is near an end. US markets were buoyed by a trade call between Presidents Trump and Xi - all eyes are now on payrolls data to gauge the Fed’s next move. Australian households remained cautious in April. New Zealand’s construction sector may have found a floor.
In our deep dive interview, ANZ Economist Vicky Xiao Zhou explains how ANZ Research developed a model to provide a more timely estimate of China’s export performance.
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Soft US services and job surveys support rate cut expectations for later in the year. Australia’s headline growth falls in Q1, and South Korea’s currency and stock market get a boost from an election ending months of uncertainty.
In our deep dive interview, ANZ Head of Australian Economics Adam Boyton explains why the economy is in better shape than yesterday’s Q1 GDP indicated.
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Strong US jobs data adds to the case for a Fed hold. Lower inflation in the EU supports an ECB rate cut this week. Australia’s Q1 GDP growth is set to be weaker on falling public demand, and RBA minutes reveal how much a 50 basis point cut was discussed in May.
In the second of two deep dive interviews into Australia’s agriculture commodity outlook, ANZ Commercial’s Head of Agri Business Mark Bennett highlights the challenges and opportunities for Australia’s sheep, dairy and cropping farmers.
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Tariff uncertainty weighs on US manufacturing, with export and import activity at multi-year lows in May. Oil jumps over 3% on geopolitical risk; Australia’s housing market bounces back in May, while job-ads fall. Asian economies start showing diverging trade activity.
In in the first of two Deep Dive interviews into Australia’s Agri commodity outlook, ANZ Commercial’s Head of Agri Business Mark Bennett looks at how Australia’s cattle farmers have been affected by different weather across the country.
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Markets start the week on the lookout for certainty as US courts see-saw on tariff legality; Australia’s housing market sends mixed signals, while retail spending was sluggish in April; and India produces surprisingly strong first quarter GDP.
In our deep dive interview, ANZ Group Chief Economist Richard Yetsenga looks ahead to a suite of trade data in Asia amid tariff uncertainty, and also Australia’s Q1 growth figures, due on Wednesday.
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Markets are mixed as they digest a US court ruling that the Trump administration’s tariffs were imposed illegally. Australian business indicators were a mixed bag in Q1. The Reserve Bank of New Zealand Governor says a July cut is not a done deal. The Bank of Korea cuts, with more to come.
In part two of a Deep Dive interview into Singapore’s new safe-have status, ANZ’s Head of Asia Research Khoon Goh explains how the city-state avoids being labelled a currency manipulator by the United States.
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US stocks track down with all eyes on Nvidia results due today. Treasury yields rise as traders eye more supply. The Reserve Bank of New Zealand cuts as expected, and lowers its rate track - although one dissenter wanted a hold. And disinflation progress has stalled in Australia.
In our deep-dive interview, ANZ New Zealand Chief Economist Sharon Zollner says the RBNZ’s 5-to-1 vote yesterday indicates New Zealand’s rate setting committee may be nearing a turning point.
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US markets jump on stronger consumer confidence and intensified US-EU trade talks. Australian consumer confidence drops despite the RBA’s rate cut last week. Australian annual inflation for April may tick up, and the Reserve Bank of New Zealand is set to ease policy later today.
In our deep-dive interview, ANZ’s Head of Asia Research Khoon Goh investigates the Singapore dollar’s even safer-haven status as the US dollar wobbles.
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Donald Trump delays his 50% tariff on Europe, which boosts stocks there. But gold remains up near record highs on all the uncertainty. Singapore’s factory output rebounds, reducing the chances of a technical recession. And the RBNZ is expected to cut the OCR again tomorrow
In our deep-dive interview, ANZ’s Senior Commodities Strategist Daniel Hynes has taken a closer look at the aluminium market and finds supply issues are adding to the tension also building over rising trade barriers.
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Donald Trump threatens 50% tariffs on Europe and a 25% tariff on Apple iPhones. Japanese bond yields surge to multi-decade highs. Oil production is set to rise. And New Zealand’s retail trade beats expectations in the March quarter.
In our deep-dive interview, ANZ’s Group Chief Economist Richard Yetsenga analyses Trump’s latest moves and the selloff in long bonds globally, and the US in particular.
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US markets bounce after Donald Trump’s tax bill passed in the House, just. New Zealand’s Government smooths its bond issuance out. Japanese business confidence falls. Singapore warns of a technical recession, and low Malaysian inflation could support a mid-year rate cut.
In our deep-dive interview, ANZ Senior Economist Miles Workman says the New Zealand Budget should only have a limited impact on the Reserve Bank of New Zealand’s rate cut thinking.
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