A weakening UK jobs market points to a November Bank of England cut; Concern over China stimulus grows; FOMC members talk of 25bps cuts by the Fed; New Zealand inflation is set to return to target; Three rates decisions today in Asia.

In our bonus Deep Dive interview, ANZ Economist Maddy Dunk discusses signs that Australia’s housing market is starting to cool - particularly in Melbourne.

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Chinese stocks rise after more stimulus was promised over the weekend, but bond investors remain wary. Singapore holds policy but turns dovish, even as growth strengthens. India’s inflation unexpectedly jumps in September.

In our bonus Deep Dive interview, ANZ International Economist Kishti Sen analyses the outlook for Pacific Island currencies as global monetary policy easing takes off.

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Solid US producer prices add to signals the Fed will be cautious in November; South Korea cuts rates, but now looks to pause; And Chinese inflation is weaker than expected, with traders also underwhelmed by Saturday’s stimulus briefing.

In our bonus Deep Dive interview, ANZ Senior China Strategist Zhaopeng Xing outlines why that weekend briefing by China’s Finance Ministry did not deliver what investors were looking for.

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US inflation outpaces expectations, supporting bets for a 25 basis point cut by the Fed in November; Japan’s producer prices are stronger than expected; A manufacturing bounce in Singapore may lead its Monetary Authority to hold policy next week.

In our bonus Deep Dive interview, ANZ FX Analyst Kausani Basak analyses how the Thai Baht was the second strongest Asian currency in Q3, prompting the Bank of Thailand to intervene.

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The Reserve Bank of New Zealand cuts by 50 basis points and markets price another outsized move in November; Attention turns to US inflation data after last week’s strong jobs report; The Reserve Bank of India holds but moves to a neutral stance.

In our bonus Deep Dive interview, as China’s Finance Ministry announces a fiscal policy briefing for Saturday, ANZ Chief Economist for Greater China Raymond Yeung analyses the growth prospects for China’s economy.

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Oil fell back 5% overnight on fears about China’s growth outlook. The RBA tones down the hawkishness in its September board minutes. All eyes are on the Reserve Bank of New Zealand’s rate decision today - will it be 25 or 50 basis points?

In our bonus Deep Dive interview, ANZ Chief Economist for Greater China Raymond Yeung explains why China’s National Development and Reform Commission didn’t announce any additional fiscal stimulus at yesterday’s briefing, but why some might be around the corner.

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Oil is up another 3% on fears of escalating Middle East conflict; Friday’s bumper US jobs report has seen bets for a 50 basis point cut by the Fed in November evaporate; And China’s stock market braces for a renewed surge after the Golden Week holidays.

In our bonus Deep Dive interview, ANZ Economist Henry Russell says there are signs the Reserve Bank of New Zealand’s August rate cut may have already spurred some housing market activity.

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US jobs growth was much stronger than expected, which lifted US Treasury yields 12-20 bps and shunted the US dollar 0.5% higher. Economists also now see a 50 basis point cut by the Reserve Bank of New Zealand on Wednesday

In our bonus Deep Dive interview, ANZ’s Head of Australian Economics Adam Boyton reveals what a surprising rise in workforce participation means for interest rates.

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Global markets are skittish this morning on fears the conflict in the Middle East will lift oil prices. Australia’s labour market and services sector remain resilient in PMI data, and NZ house prices fall again, despite the RBNZ starting rate cuts.

In our bonus Deep Dive interview, ANZ Agriculture Economist Susan Kilsby looks at what the US dock workers’ strike could mean for Australia and New Zealand.

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Markets are mixed as traders analyse just how much escalation is possible in the conflict between Israel and Iran across the Middle East. There’s further strength in the US jobs market, and inflation in South Korea has fallen below the central bank’s target.

In our bonus Deep Dive interview, ANZ Chief Economist for Southeast Asia and India Sanjay Mathur outlines the prospects for Asian economies across the fourth quarter.

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