Oil prices rise again, but so do US stocks, after US CPI data was below forecasts, removing most expectations for a Fed hike in July. Australian consumers worry more about price rises, and New Zealand firms see more inflation too.

In our deep-dive interview, ANZ Head of FX Research Mahjabeen Zaman explains the importance of a potential change in Japanese pension policy.

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Oil jumps 9% to US$83 a barrel after Donald Trump announced a US blockade of the Strait of Hormuz and a US toll of 20% of the value of cargo. India’s inflation is above forecasts. And China’s growth is slowing.

In our deep-dive interview, ANZ Head of Australian Economics Adam Boyton asks an uncomfortable question about a slowing of Australia’s trend or potential growth rate.

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Oil prices are set to rise after Iran declared the Strait of Hormuz closed as the US hit 300 targets across Iran over the weekend. Donald Trump says the Strait is open. Markets will also focus this week on US CPI data for Fed rate hike signals.

In our deep-dive interview, ANZ Commodity Strategist Soni Kumari explains how and why lithium producers are ramping up again.

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Oil prices slip overnight on renewed hope the Iran conflict may not escalate. China’s inflation peaks in June, but not enough for an easing, and New Zealand’s manufacturing sector comes roaring back at the end of the June quarter.

In our deep-dive interview, ANZ Economist Henry Russell explains why a record fall of 2.1 million in the US labour force in the first six months of 2026 matters for the Fed.

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Oil prices rise as much as 9% after the US and Iran trade strikes, and after Donald Trump says negotiations to re-opening of the Strait of Hormuz are over. US and European rate hike expectations grow, and the Reserve Bank of New Zealand (RBNZ) hikes for the first time since 2023.

In our deep-dive interview, ANZ Senior Commodities Strategist Daniel Hynes explains why the scarcity of LNG tankers means global gas markets will take much longer to normalise than oil markets when, or if, the Strait of Hormuz re-opens.

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Oil prices rise 3% after two ships are hit in the Persian Gulf, including an LNG tanker at risk of exploding. Japanese real wages keep rising, Taiwan’s inflation is above forecasts, and Australian consumer confidence falls.

In our deep-dive interview, ANZ Economist Sophia Angala unravels the growth stories of Australia’s states in the first quarter, including how housing market weakness is a factor in Sydney and Melbourne for New South Wales and Victoria respectively.

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The Reserve Bank of New Zealand is expected to hike tomorrow for the first time in more than three years, but expectations are split. Australian job ads are stable, and Thailand’s headline inflation rate is below forecasts.

In our deep-dive interview, ANZ Economist Krystal Tan unpacks how a very strong El Nino could ripple across Southeast Asia’s economies into inflation and lower incomes. And one size does not fit all.

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Market expectations for a Fed rate hike this year soften after last week’s lower-than-expected US jobs growth. New Zealand consumer confidence rebounds, and a strong El Nino is set to affect Southeast Asia economies later this year.

In our deep-dive interview, ANZ Economist Maddy Dunk unpacks what’s driving Australia’s housing market - downwards for now.

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US jobs growth is weaker than expected June, reducing market expectations the Fed will hike in September. South Korean inflation edges higher last month, and Australian building approvals are falling as builders face higher costs and higher interest rates.

In our deep-dive interview, ANZ Head of Asia Research Khoon Goh points to a switch in headwinds for Asia’s currencies from oil to the US dollar, now that markets see the Fed hiking this year.

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New Fed Chair Kevin Warsh says inflation pressures have eased, which drives short term market rates down. The yen’s fall to 40-year lows adds to the Bank of Japan’s inflation challenge, and China’s economy was humming in June.

In our deep-dive interview, ANZ New Zealand Chief Economist Sharon Zollner previews next Wednesday’s rates decision by the RBNZ, where most expect a rate hike, but not all.

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