Markets are quiet with the US on Thanksgiving holiday. Data centres underpin an Australian investment jump, putting further pressure on RBA to hold rates. And The Bank of Korea holds rates.

In our Deep-Dive interview, ANZ’s New Zealand Business Outlook hit its highest point in a decade - something ANZ New Zealand Chief Economist Sharon Zollner says shows the economy has turned.

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Both the Aussie and Kiwi dollars rise as rate cut views retreat. Australian October inflation overshot the mark, putting another Reserve Bank of Australia cut in doubt. And the Reserve Bank of New Zealand cuts but strongly hints the cycle is over.

In our Deep-Dive interview, ANZ FX Analyst Kausani Basak explains why ANZ Research has downgraded its near term forecast for the Philippines Peso (PHP).

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US jobs, consumption and producer inflation data overnight support a Fed rate cut in December. The Reserve Bank of New Zealand is set to cut rates today. And Australia’s October inflation is expected to stay above the Reserve Bank of Australia’s target band.

In our Deep-Dive interview, ANZ Head of Asia Research Khoon Goh looks at what Singapore’s improving growth outlook could mean for the Monetary Authority of Singapore.

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US stocks rally on growing expectations, again, that the Fed will cut rates next month. There’s another weak business sentiment survey out of the US, and the Reserve Bank of India intervenes to stop the rupee falling.

In our Deep-Dive interview, ANZ New Zealand’s Chief Economist Sharon Zollner previews tomorrow’s rates decision by the Reserve Bank of New Zealand.

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Japan has launched a stimulus package that could add almost half a percent to GDP growth. But bond investors aren’t keen on the extra borrowing to pay for it, driving up Japanese Government Bond (JGB) yields to record highs.

In our Deep-Dive interview, ANZ’s Head of FX Research, Mahjabeen Zaman, takes a closer look at where demand is coming from for stablecoins.

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Finally, we get a US jobs report, but the data is mixed. Fed minutes show division on whether to cut in December. China holds key rates, and Japanese government borrowing costs rise on stimulus expectations.

In our Deep-Dive interview, ANZ Economist Bansi Madhavani looks at the situation facing the UK government ahead of next week’s budget.

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US markets strengthen ahead of Nvidia earnings. UK inflation appears to have peaked. Australian wage growth behaves - and shouldn’t stop the RBA from a final cut. And Indonesia holds rates to support its currency.

In our Deep-Dive interview, ANZ Senior Commodities Strategist Daniel Hynes surveys the outlook for the aluminium market.

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Market expectations for a Fed rate cut next month have risen after a weak private jobs report, but remain below 50%. The RBA’s November minutes are more hawkish than expected, and Australian consumer confidence is boosted by sales events.

In our Deep-Dive interview, ANZ Commodities Strategist Soni Kumari looks at China’s ambitions to establish a global gold trading hub to compete with the likes of New York and London.

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Market expectations the Fed will cut next month have drifted below 50%. Later today, the RBA’s board will release its minutes from its hold decision, and New Zealand’s house prices nudge lower in October.

In our Deep-Dive interview, ANZ Asia Economist Krystal Tan explains why Thailand’s GDP contracted more than expected in the September quarter.

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Donald Trump cuts tariffs on beef, coffee and bananas to soften inflation concerns evident in recent election losses. China’s factory expansion slows as investment drops, and UK bond markets sell off on Budget deficit worries.

In our Deep-Dive interview, ANZ Group Chief Economist Richard Yetsenga puts a huge year for China’s economy in perspective after a visit to China.

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