Gold surges a new record high over US$3,800/oz and US bond yields fall as fears of a US Government shutdown escalate. In Australia, the Reserve Bank is expected to hold the cash rate today, possibly with a hawkish tone.

In our Deep-Dive interview, ANZ Chief Economist for Southeast Asia and India, Sanjay Mathur sees India’s big IT exporters adjusting to Donald Trump’s $100,000 fee for new H1B Visas.

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US consumers are in a mood to spend, which is seen backing the Fed Chair’s caution on rate cuts. New Zealand consumers are a bit more confident about their current finances, but not so confident about future house prices.

In our Deep-Dive interview, ANZ Head of FX Strategy Mahjabeen Zaman explains how Aussie pension funds dealt with an apparent breakdown earlier this year in the traditional link between the Aussie dollar and global risk assets.

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US bond yields rose and US stocks fell overnight after robust US growth figures reinforced views the Fed won’t cut rates much. So the US dollar rose, and the Aussie and Kiwi dollars fell. And Australian job ads drop.

In our Deep-Dive interview ANZ Senior Economist Miles Workman reviews the New Zealand Treasury’s long-term outlook for Government spending released this week.

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US stocks fall on valuation concerns. Australia’s monthly inflation picks up in August, posing questions for the Reserve Bank of Australia (RBA), and the Reserve Bank of New Zealand (RBNZ) has a new Governor from Sweden.

In part two of a Deep-Dive interview on China’s deflationary pressures, ANZ Chief Economist for Greater China Raymond Yeung looks at what authorities there can do to respond.

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US traders looking for rate cut direction from the Fed chair were disappointed overnight. Australian consumer confidence drops again. And Singapore’s inflation underperforms expectations.

In our Deep-Dive interview, ANZ Chief Economist for Greater China Raymond Yeung analyses China’s domestic deflation and what can be done to turn it around.

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The US dollar slides again, which nudges the Aussie dollar up again. How high can it go ahead of next week’s decision by the RBA and tomorrow’s key inflation data? And New Zealand’s current account deficit improves a lot.

In our Deep-Dive interview, ANZ Head of FX Research Mahjabeen Zaman looks at whether the Aussie dollar is about to break above its decade-long range against the Kiwi of 100 to 115 cents per Kiwi dollar.

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All eyes this week will be on US consumer price inflation data, to see whether the market’s expectations of more than four extra Fed cuts can be justified. And the Bank of Japan holds, albeit with a surprise split vote.

In our Deep-Dive interview, ANZ Senior Rates Strategist Jack Chambers looks at why the US housing market isn’t getting as much stimulus from Fed rate cuts as you’d think.

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Stocks hit fresh record highs after the Fed’s rate cut, with another four forecast. Australia’s jobs growth disappoints in August, and New Zealand’s economy contracted much more than expected in Q2.

In in part two of a Deep-Dive interview, ANZ Senior Commodities Strategist Daniel Hynes continues his analysis of the world’s diverging oil market.

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The Fed cuts and signals more to come. Australia’s jobs figures today will be watched for signs of strength by the RBA. And New Zealand’s economy is expected to have gone backwards in Q2.

In our Deep Dive interview, ANZ Senior Commodities Strategist Daniel Hynes reviews how the global oil trade has shifted following Western sanctions being placed on Russia.

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The US dollar falls again ahead of a widely expected Fed rate cut early tomorrow morning. Australian consumer confidence about the long term hits a 15-year low, and New Zealand house prices are flat.

In our Deep Dive interview, ANZ’s Head of FX Research Mahjabeen Zaman looks at the big picture for the US dollar, and its focus on US Federal Reserve Chair Jerome Powell’s comments tomorrow morning.

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