US stocks are trading down ahead of of chipmaker Nvidia’s results later this morning; There’s support for an ECB September cut; Australia’s inflation in July was stronger than expected, while house building remains soft; And there’s ongoing weakness in New Zealand’s jobs market.

In our bonus deep dive interview, ANZ Chief Economist for Greater China Raymond Yeung explains why there’s been record high outflows of capital from China in recent quarters.

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The US dollar weakened again overnight to near its low this year. Australia’s inflation figures today will be dominated by Government subsidies lowering electricity prices and there’s welcome news for the Bank of Japan in producer price inflation figures.

In our bonus deep dive interview, ANZ’s Agriculture Economist Susan Kilsby explains what’s behind the rise in dairy prices recently, leading to ANZ Research to boost its NZ farmgate price forecast.

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Oil has jumped 2-and-a-half percent on renewed conflict in the Middle East. The US dollar strengthened overnight as traders continued to digest signals out of Jackson Hole. And New Zealand’s Government rushes to try and reduce energy prices.

In our bonus deep dive interview, ANZ’s Chief Economist for Southeast Asia and India, Sanjay Mathur, explains why Vietnam is not the only big winner from the friendshoring trend to pull some parts of supply chains out of China.

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Jerome Powell says the time has come to cut rates. They may eventually 200 basis points. The Kiwi dollar is rising against the Aussie despite a smaller interest rate premium. Japan is set to keep hiking. Inflation in Singapore below forecasts.

In our bonus deep dive interview, ANZ Maddy Dunk looks at how an eventual fall in Australian interest rates might effect house prices differently in different cities.

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US manufacturing contracts, keeping the Fed on course to cut next month, but Fed speakers see only gradual falls. Those comments drove Treasury yields up and stocks down this morning. PMIs in Australia and Japan have picked up.

In our bonus deep dive interview, ANZ Head of FX Research Mahjabeen Zaman looks ahead to key speeches today by the heads of the US and Japan central banks.

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US jobs growth is revised down, cementing Fed rate cut bets and sending the world’s reserve currency down further. Thailand and Indonesia hold rates, and Japan’s export data indicates some weakness in global demand.

In our bonus deep dive interview, ANZ Head of Australian Economics Adam Boyton analyses how Australia is tracking for a ‘soft’ economic landing after such a rapid rise in interest rates.

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The US dollar continues to weaken as rate cut hopes solidify; RBA minutes show its dual mandate kept a rate hike in check; New Zealand house prices fell ahead of the RBNZ’s rate cut, and Indonesia could cut rates today, while Thailand looks set to hold.

In our bonus deep dive interview, ANZ Head of Australian Economics Adam Boyton presents ANZ Research’s revised Australian economic forecasts and says why the RBA can hold until February.

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Markets are looking ahead this week to Jackson Hole for firmer clues on rate cuts. Currencies are already on their way - the US dollar weakening against the Yen, and the Aussie rising; Iron Ore prices are slumping, and Gold is on the bounce.

In our bonus deep dive interview, ANZ Head of Asia Research Khoon Goh maps out the future for Asian currencies after the unwind of the yen carry trade.

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Markets are turning to Jackson Hole later this week for signs from the world’s central bankers about the speed and size of expected rate cuts. Central banks make decisions in Thailand, Indonesia and South Korea. And there’s good news from New Zealand’s economy

In our bonus deep dive interview, ANZ Senior Commodities Strategist Daniel Hynes talks about the weather, and in particular what a change from El Nino to La Nina means for markets.

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US retail sales jump and give global stocks a boost. Australia’s jobs rise is tempered by rising participation. The Philippines’ central bank cuts. China’s domestic demand slumps, while Japan’s GDP gets a consumer shot in the arm.

In our bonus deep dive interview, ANZ FX Analyst Kausani Basak reviews PMI data to reveal which Asian economies are riding an AI-Technology demand boost.

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