The Reserve Bank of Australia looks well placed to be able to cut in February as Australian inflation comes in below market expectations. The US Federal Open Markets Committee is about to announce its first rate decision of the year, while the European Central Bank is on track to cut rates tonight.

In our bonus deep dive interview, ANZ FX Analyst Felix Ryan analyses market views and positioning for major currencies through 2025.

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US stocks stabilised after yesterday’s tech-rout. Attention now turns to tomorrow’s FOMC decision, which could see US interest rates on hold; Meanwhile, Australia’s Q4 inflation today is expected to give the RBA a green light to cut rates in February.

In our bonus deep dive interview, ANZ Economist Arindam Chakraborty says the new Special Economic Zone between Singapore and its neighbouring Malaysian state will present opportunities for both economies.

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US tech stocks slump on fear AI firms may be overvalued. That’s because a Chinese AI firm looks to have caught up, at a fraction of the cost. Also, the Bank of Japan hikes, while the Monetary Authority of Singapore eases.

In our bonus deep dive interview, ANZ’s Head of FX Research Mahjabeen Zaman has reviewed how well currency markets coped with Donald Trump’s first week as US President.

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The Bank of Japan is set to hike rates today, while Singapore looks set to ease. Political turmoil suppresses Korean growth, and inflows of migrants into New Zealand fall again.

In our bonus deep dive interview, ANZ Economist Krystal Tan analyses Bank Indonesia’s shift away from being concerned about a weak currency, leading to last week’s surprise rate cut.

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President Trump indicates a 10% tariff could be placed on China from 1 February; New Zealand’s domestic inflation slows more than expected; and Malaysia holds rates amid strong growth.

In our bonus deep dive interview, ANZ Economist Henry Russell reviews the state of New Zealand’s housing market, and what to expect over 2025.

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US markets remain calm on Day One of the new administration as tariffs remain unannounced - for now; New Zealand’s non-tradable inflation today will be a gauge for the RBNZ’s next rate cut, and Malaysia’s central bank is expected to hold today.

In our bonus deep dive interview, ANZ’s Chief Economist for Southeast Asia and India, Sanjay Mathur, looks at prospects across Indonesia, Malaysia, the Philippines and Thailand in 2025.

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The Aussie and Kiwi dollars are up 1% this morning as reports on President Trump’s inauguration day indicate tariffs won’t be enforced on day one of the new administration. China’s authorities are preparing their financial markets for when trade restrictions do come into force.

In our bonus deep dive interview, ANZ’s Chief Economist for Greater China Raymond Yeung previews what to expect in the Year of the Snake.

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All eyes are on the second inauguration of Donald Trump and what he says about tariffs and migration. The US dollar is firm and may rise even more. China’s GDP growth beats forecasts, but was boosted by pre-loading of exports to America.

In our bonus deep dive interview, ANZ’s Head of Australian Economics Adam Boyton analyses the meaning of Donald Trump version 2.0 for Australia’s economy.

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Global markets are stable after solid US retail sales data. Strong Australian employment growth keeps the spotlight on the RBA ahead of next month’s rates decision. The Bank of Korea unexpectedly holds rates, and New Zealand’s international airfares rise nearly 30% in December.

In our bonus deep dive interview, ANZ Head of Australian Economics Adam Boyton previews 2025 for the Australian economy.

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US inflation data was cooler than forecast overnight, unleashing a rally on bond and stock markets on relief the Fed might be able to cut again after all. Australia’s jobs market data today will test the RBA’s ability to cut next month.

In our bonus deep dive interview, ANZ FX Analyst Felix Ryan talks through the slumps in the Aussie and Kiwi currencies this year as the US dollar takes off.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/