US jobs growth is higher than expected in January, pushing market expectations towards a July cut by the Fed. ANZ Research lowers its Australian growth forecast after last week’s RBA hike, slightly. And Australian first home buyers jumped into the market in the December quarter.

In our Deep-Dive interview, ANZ Senior Pacific Economist Kishti Sen analyses Papua New Guinea’s economic performance as international capital looks to invest in large infrastructure projects.

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US retail sales stall, suggesting a Fed rate cut is needed. Australian consumers take a hit after the RBA hikes rates, as businesses report easing price pressures. And New Zealand’s economic momentum builds.

In our Deep-Dive interview, ANZ’s Head of G3 Economics Brian Martin analyses why the US jobs market remains weak even as the economy grows.

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Gold and silver rise and the US dollar falls again, with yen traders on high alert for intervention. Australian household spending falls in December, surprisingly. And stock investors welcome election results in Japan and Thailand.

In our Deep-Dive interview, ANZ’s Group Chief Economist Richard Yetsenga analyses Singapore’s resilience despite a year of global trade dramas.

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Japan’s ruling party wins big in a snap election, clearing the way for tax cuts that may drive up bond yields and drag on the yen. ANZ Research sees Australian house price inflation slowing. And silver faces supply pressure.

In our Deep-Dive interview, ANZ Head of FX Strategy Mahjabeen Zaman, looks at the US debasement trade and where traders see safe havens these days.

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Commodities and bitcoin slide as US job losses rise to a 17-year high. The European Central Bank holds rates, as does the Bank of of England, but only just. Gold exports prop up Australian exports to the US, and a rate cut is on the cards in Thailand.

In our Deep-Dive interview, ANZ Head of G3 Economics Brian Martin analyses how Fed Chair nominee Kevin Warsh could shape the future of US interest rates.

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US hiring is weak in January, raising questions of whether a Fed rate cut in March could be on the cards; New Zealand’s unemployment rate rises, but there are positive signals; and the ECB and Bank of England are both expected to hold rates today amid cutting cycles.

In our Deep-Dive interview, ANZ Economist Dhiraj Nim analyses the implications for India’s economy from the deal to reduce US tariffs earlier this week.

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The Reserve Bank of Australia hikes the cash rate and its inflation forecasts, so the Australian dollar rises in response. New Zealand jobs data today is being watched closely by the RBNZ. Gold and silver prices surge again.

In our Deep-Dive interview, ANZ Economist Maddy Dunk says Australia’s housing market was starting to soften ahead of the RBA hiking rates, particularly in Sydney and Melbourne.

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Oil falls 5% as tensions ease in the Middle East, and gold falls again, although by much less than in previous days. Silver bounces. The Reserve Bank of Australia (RBA) is expected to hike today. And Australian job ads grow the most in four years.

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Donald Trump nominates Kevin Warsh to be Fed Chair, reassuring some who feared a less conventional chair would devalue the US dollar. The world’s reserve currency bounced 0.7%, while gold slumped 11% and silver fell 31%.

In our Deep-Dive interview, ANZ Senior Rates Strategist Jack Chambers looks into the remarkable stability of US bond markets, which haven’t received the ‘Sell America’ memo.

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The Fed holds with a mildly hawkish tone, but is still expected to cut again. Copper jumps 11% to a record-high. Singapore holds policy but a tightening is coming; Australia’s inflation rise looks to be temporary, and Indonesia’s stock market plunges.

In our Deep-Dive interview, ANZ New Zealand Senior Strategist David Croy looks at what’s behind the Kiwi dollar’s strong start to 2026.

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