The oil price holds overnight on hopes for a resolution to the Iran conflict which were later denied. Korea’s stock exchange plummets on energy cost fears. And Australia’s GDP jumps in the December quarter.

And then in our deep-dive interview, ANZ Senior Economist Adelaide Timbrell assesses the outlook for major infrastructure projects in Australia.

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Oil rises further and US stocks drop as markets fear a longer Middle East conflict and higher inflation. ANZ Research has upgraded its forecast for Q4 GDP out today, and Australia’s housing market and consumers start to soften as the RBA says March’s rate meeting is ‘live’.

And then in our deep-dive interview, ANZ Senior China Strategist Zhaopeng Xing analyses how China’s economy is placed to withstand the Iran oil price shock.

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Gas prices jump 50% in Europe after Iranian drone strikes force Qatar to close the world’s largest LNG export facility. Oil prices are up 6% with the Strait of Hormuz still closed. The US dollar strengthens.

And then in our deep-dive interview, ANZ’s Chief Economist for Southeast Asia and India Sanjay Mathur analyses the effects of the latest Iran oil price shock on Asian economies outside of China.

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The US and Israel bomb Iran and kill its supreme leader. Iran lashes back, rocketing targets throughout the Middle East and importantly for oil markets, hitting ships in Persian Gulf. Oil prices rose 10% in early trading.

And then in our deep-dive interview, ANZ Senior Commodity Strategist Daniel Hynes says markets are focused on how Iran’s retaliation hits oil shipping.

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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.

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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.

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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.

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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.

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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.

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Oil prices jump on reports the US could strike Iran within days. ANZ Research sees three Fed rate cuts this year, rather than two, but starting in June, rather than March. Australia’s jobless rate was flat in February, which the RBA may consider is still tight.

In our deep-dive interview, ANZ Senior Economist Miles Workman has released his latest outlook for the New Zealand economy.

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