5 in 5 with ANZ

Oil rises on fears of renewed strikes on Iran, before or after next week’s US mid-term elections. Markets expect the Fed to hold this week. And ANZ Research tweaks its call for New Zealand’s cash rate, bringing forward a hike to December from February.

In our deep dive interview, ANZ Chief Economist for Greater China, Raymond Yeung, explains why Taiwan is expected to report GDP growth of 13% later this week, and how intra-regional trade in Asia is surging.

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US stocks fall overnight on AI valuation fears, oil jumps with talk of new strikes on Iran, and bond yields fall on safe haven buying. The Philippines hikes rates more than expected. And New Zealand inflation falls, but not enough to stop a rate hike next week.

In our deep dive interview, ANZ Senior Economist Matthew Galt analyses how New Zealand’s house prices are tracking against measures of market fundamentals.

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Global stocks rise on talk of a SpaceX/Tesla merger. Bank Indonesia holds rates. Bank of Korea is set to do the same, but a hike is expected in the Philippines. And New Zealand inflation data due today is set to stay above target.

In our deep dive interview, ANZ FX Analyst Kausani Basak analyses what’s behind Vietnam’s strong growth and whether it can continue.

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Australian inflation expectations tick up as confidence ticks down. Bank Indonesia should hold today but faces pressure to hike. And the People’s Bank of China holds rates as it looks to support bank margins.

In our deep dive interview, ANZ New Zealand Senior Economist Miles Workman has analysed how oil shocks have affected New Zealand’s economy since 1975.

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China’s GDP growth beats forecasts, but a record high trade surplus remains an issue globally for trading partners. ANZ Research raises its US dollar forecast and still sees a Fed hike next week. And New Zealand’s services sector expands — just.

In our deep dive interview, ANZ Senior Commodity Strategist Daniel Hynes unpacks a surprising disconnect this year in the usually close link between global economic output and fuel demand.

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China is expected to report flat GDP growth, with signs of state spending to achieve Beijing’s growth targets for 2026. And New Zealand’s inflation is slightly above forecast, before another rate hike expected next week.

In our deep dive interview, ANZ Commodity Strategist Soni Kumari explains the unusual strength in gold prices at the same time as higher bond yields: investors are worried about fiscal sustainability risks.

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US Producer Price Inflation data is much hotter than expected, but yields fall on flight to quality as AI stocks fall. Pressure comes off the RBA to hike in November as the jobs market softens, although ANZ Research says a hike is still more likely than not.

In our deep dive interview, ANZ New Zealand Chief Economist Sharon Zollner reviews how New Zealand’s recovery is tracking via ANZ Research’s Truckometer index.

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Fed rate hike expectations rise for October on stronger September inflation data. China’s producer prices jump on higher oil, but consumer price inflation remains subdued. And Singapore holds monetary policy.

In our deep dive interview, ANZ Economist Vicky Xiao Zhou reviews China’s bumper September trade data and the health of its trade relationship with the US.

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Markets await key US inflation data for clues on the Fed’s next move. And Reserve Bank of Australia minutes are hawkish enough for ANZ Research to keep expecting a November hike.

In our deep dive interview, ANZ Group Chief Economist Richard Yetsenga reports back from a recent trip to India.

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Oil prices rise 2% as Donald Trump’s plan for a ceasefire between Ukraine and Russia fails to stick. The Reserve Bank of India adds to its currency market intervention toolkit. India’s inflation rate surges. And the Kiwi dollar hits a 15-year low.

In our deep dive interview, ANZ’s Chief Economist for Southeast Asia and India, Sanjay Mathur, analyses Malaysia’s Budget.

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