The US dollar slides and then rebounds after conflicting comments from Donald Trump and his Treasury Secretary Scott Bessent. ANZ Research now sees the RBA hiking next Tuesday, and ANZ lowers its house price inflation forecast in New Zealand

In our Deep-Dive interview, ANZ Group Chief Economist Richard Yetsenga explores the lessons of Brexit for the United States as it reorders its trade relations with the world.

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

The US dollar falls again ahead of a likely Fed pause, with the Aussie up to near 70 USc, and the Kiwi over 60 USc. China’s firms are profitable for the first time in four years. The Reserve Bank of Australia will focus today on December quarter CPI data.

In our Deep-Dive interview, ANZ’s Head of Asia Research Khoon Goh previews the Monetary Authority of Singapore’s decision due on Friday.

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

Gold blasts through US$5,100 an ounce. Silver vaults over US$100 an ounce. The USD keeps dropping, as investors look for safe havens elsewhere, including in the Aussie dollar, which surged to a three-year high overnight of 69.40 USc.

In our Deep-Dive interview, ANZ Group Chief Economist Richard Yetsenga says the Fed’s cutting track means it’s diverging from other central banks that are likely to hike next, including Australia and New Zealand.

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

US stocks rise after Donald Trump de-escalates tensions over Greenland, but the US dollar falls again, driving the Aussie and Kiwi dollars to 3-month highs. Australian unemployment unexpectedly drops, bolstering views the next RBA move is a hike.

In our Deep-Dive interview, ANZ’s Head of Geopolitical Risk Cameron Mitchell says a useful way to analyse an extraordinary few weeks in global politics is to identify the contests to focus on, and then the corridors that transmit their risks into the global economy.

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

US markets stabilise as US President Donald Trump says the US won’t take Greenland by force. Gold rises again though. Bank Indonesia holds to support its currency. And Australian jobs data today will give clues on the Reserve Bank of Australia’s next move.

In our Deep-Dive interview, ANZ’s Chief economist for Southeast Asia and India Sanjay Mathur explains what India’s tight bank liquidity could mean for growth and corporate earnings there.

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

US assets fell sharply overnight and gold surged on a renewed ‘sell America’ trade. Japanese bond yields jump. Australian consumer confidence drops as rate hikes are forecast. New Zealand’s services sector finally expands again.

In our Deep-Dive interview, ANZ’s Chief Economist for Greater China, Raymond Yeung, says China’s early and deep adoption of industrial robots and AI drove GDP up 5%, but without many new jobs.

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

The latest tariff dramas drive European stocks and the US dollar down, but gold hits a new high. Japan looks set to cut its sales tax on food, which bond markets aren’t keen on. And China achieves its 5% GDP growth target for 2025.

In our Deep-Dive interview, ANZ Commodities Strategist Soni Kumari says silver’s price has been more volatile than gold, partly because 70% is mined as a by-product of gold, copper and zinc.

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

Silver prices fall sharply as tensions ease around Iran. China’s GDP figures today are expected to show a two-speed economy. Malaysia reports strong economic growth, and there’s more signs of economic heat in New Zealand.

In our Deep-Dive interview, ANZ Commodities Strategist Soni Kumari says central banks are now buying 20% of all gold, double the demand seen in 2022.

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

Oil prices slide nearly 5% as tensions ease in the Middle East. US job losses are less than expected. The Bank of Korea ends its rate cutting cycle and the European Central Bank faces an inflation undershoot.

In our Deep-Dive interview, ANZ’s Head of Asia Research, Khoon Goh, explains why China’s currency is likely to keep appreciating.

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

Warnings of intervention force the yen back up from an 18-month low as markets brace for a snap election in Japan. US retail sales are solid, but K-shaped. And China’s exports are very strong overall, despite US tariffs.

In our Deep-Dive interview, ANZ’s Head of FX Research Mahjabeen Zaman takes a closer look at what a snap election in Japan means for the yen, the Bank of Japan and Japanese Government Bond (JGBs) yields.

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