The RBNZ kicks off its easing cycle with a 25 bps rate cut. Australian jobs figures today may show when the RBA might move. US CPI inflation in July met expectations. There’s another ‘will they - won’t they’ rate decision today, in the Philippines.

In our bonus deep dive interview, ANZ New Zealand Chief Economist Sharon Zollner analyses why the RBNZ felt it was able to cut rates a full year ahead of its previously published forecasts.

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Weaker-than-expected US producer prices support rate cut bets ahead of key CPI data tonight. Australian wage growth is moderating, but only slowly. And it’s a ‘will they/won’t they’ monetary policy review day in New Zealand.

In our bonus deep dive interview, ANZ New Zealand Chief Economist Sharon Zollner looks ahead to that ‘live’ Monetary Policy Review for the Reserve Bank of New Zealand later today.

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Global markets were stable overnight ahead of US price data later this week; Australian wages data today will be watched closely by the RBA, and India’s CPI dips below 4%, although perhaps only temporarily.

In our bonus deep dive interview, ANZ Head of FX Research Mahjabeen Zaman says the Dollar-Yen exchange rate appears have have found a near-term floor after a wild couple of weeks.

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Markets are bracing this week for fresh US inflation data on Wednesday night, Australia wages and jobs figures on Tuesday and Thursday, a the RBNZ’s decision on Wednesday. In China, more signs of weak retail demand are expected on Thursday.

In our bonus deep dive interview, ANZ Economist Krystal Tan examines what a second Trump Presidency might mean for Asian exports.

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US stocks rally on easing fears of a US recession. The Aussie dollar jumps after Governor Michele Bullock says the RBA won’t hesitate to hike and thought about hiking earlier this week. The Reserve Bank of India holds rates hawkishly. New Zealand inflation expectations drop.

In our bonus deep dive interview, ANZ Economist Dhiraj Nim explains why India’s success in reaching a sustainable current account deficit is masking much needed under-investment.

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Markets were calmer overnight, with Bank of Japan officials offering reassurance that hikes won’t happen amid instability. New Zealand’s Q2 job figures left no smoking gun for an August rate cut, and the Reserve Bank of India is set to hold rates today.

In our bonus deep dive interview, ANZ New Zealand Senior Economist Miles Workman analyses how Australia’s relatively stronger jobs market is attracting Kiwis across the Tasman again.

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Global markets have regained some ground, with the Nikkei up 10.2%, US stocks up 2%. Meanwhile, the RBA held hawkishly through the turmoil, New Zealand unemployment is set to jump, and Japanese wages are on the rise.

In our bonus deep dive interview, ANZ Head of Australian Economics Adam Boyton digs into the hawkish tones and forecasts in the RBA’s statement on monetary policy yesterday.

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The rout in global markets triggered by US recession fears and the unwinding of the yen carry trade ripped through markets overnight, although there are signs of it easing up this morning.

In our bonus deep dive interview, we spoke to ANZ’s Head of FX Research Mahjabeen Zaman after a day of turmoil in Asian markets to find out what on earth was going on.

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US stocks sold off sharply on Friday night and US bond yields fell to one-year lows after weaker than expected Non Farm Payrolls data. All eyes are on the RBA tomorrow for any signs of a dovish pivot. South Korea’s inflation was hotter than expected.

In our bonus deep dive interview, ANZ NZ Senior Economist Miles Workman unpacks a downgrade in ANZ Research’s forecast track for NZ house prices.

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US treasury yields drop sharply on more confidence the Fed can cut three times this year. The Bank of England cuts, but only just. China’s factory output contracts in July, and Australian exports to China fall. All eyes are now on US non-farm payrolls.

In our bonus deep dive interview we return to our coverage of China’s weakening consumer confidence, with ANZ Agriculture Economist Susan Kilsby explaining why authorities’ attempts to revive consumer demand are struggling to get traction.

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