Tech stocks are down on AI over-valuation fears, while oil fell as more ships exit the Strait of Hormuz. Australian CPI figures today will be watched for second round inflation from March’s energy price pulse. Singaporean inflation is less than forecasts.

In our deep-dive interview, ANZ Senior Commodity Strategist Daniel Hynes analyses just how long it will take for oil supplies from the Persian Gulf to return to something like normal.

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UK Prime Minister Keir Starmer announces his plan to resign. The market reaction is benign, on hopes his expected replacement, new Labour MP Andy Burnham, will run a tight budget. And the US dollar is on a roll against the yen.

In our deep-dive interview, ANZ’s Head of Asia Research Khoon Goh, sees the Monetary Authority of Singapore (MAS) responding again to inflation pressures by tightening policy next month.

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Oil is in focus this morning after Iran closed the Strait of Hormuz over the weekend. ANZ Research shifts its forecast for Fed rate cuts out to June 2027 from December. And Malaysian inflation is subdued.

In our deep-dive interview, ANZ Group Chief Economist Richard Yetsenga takes a wider look at a deal to end the Iran conflict, including why bond markets haven’t moved much, despite the deal.

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Oil falls and stocks rise again as a deal to re-open the Strait of Hormuz is signed. The Bank of England holds. Central banks in Indonesia and the Philippines hike. And New Zealand’s economy grows solidly in the March quarter.

In our deep-dive interview, ANZ Chief Economist for Southeast Asia and India Sanjay Mathur analyses India’s attempts to address a worsening balance of payments position and what they mean for the central bank.

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The Fed holds rates, but cuts look off the table as half of the rate-setters favour a hike this year. US Treasury yields rise and stocks are down. Meanwhile, New Zealand releases first quarter growth data today, with growth of about 1.0% expected.

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

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Oil falls below $80 a barrel on expectations the Strait of Hormuz will open soon. The RBA holds rates at 4.35%, but keeps a hawkish tone. And the Bank of Japan hikes rates to a 31-year-high of … 1%.

In our deep-dive interview, ANZ Commodities Strategist Soni Kumari explains why gold prices haven’t traded as expected through the Middle East conflict.

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Stocks rally to new record highs and oil falls to almost $80 after the US and Iran confirm they’ll sign a deal on Friday to reopen the Strait of Hormuz. The Reserve Bank of Australia is expected to hold today, but the Bank of Japan is seen hiking.

In our deep-dive interview, ANZ Group Chief Economist Richard Yetsenga looks back and ahead at a swathe of central bank decisions, starting with the RBA today.

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Donald Trump says a deal to reopen the Strait of Hormuz will be signed later today, but Iran has yet to confirm it and new Israeli strikes in Lebanon have introduced more doubt. And India’s inflation rate rises.

In our deep-dive interview, ANZ Head of Asia Research Khoon Goh looks at how Asia equity portfolio outflows in May have continued into June.

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Oil prices fall 3% and US stocks bounce after Donald Trump calls off fresh air strikes on Iran, and says Iran’s leaders have approved an unspecified deal. And the European Central Bank hikes rates, as expected.

In our deep-dive interview, ANZ Head of Agribusiness Mark Bennett analyses the outlook for Australia’s beef and sheep sectors as winter sets in.

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Oil rises as Middle East worries grow, so US stocks are down. US core inflation shows higher energy prices are not flowing through to the economy. And China’s factory input prices jump on higher energy costs.

In our deep-dive interview, ANZ Commodities Strategist Soni Kumari highlights how nickel supply is being affected by tighter rules in Indonesia.

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