Global stocks fall after weak US manufacturing data raises fears about a deeper slowdown. The Australian dollar is down over 1%; Australia’s GDP today should just be in growth territory, and South Korean inflation hits the central bank’s target.

In our bonus deep dive interview, ANZ Group Chief Economist Richard Yetsenga reviews Australia’s trade relationship with ASEAN, from the ANZ-sponsored AFR Asia summit in Melbourne.

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Global markets were quiet overnight due to the US Labor Day holiday. The final pieces of Australia’s GDP puzzle fall into place today; Job ads show a cooling Australian labour market, and we look at which state capital house prices are pulling away.

In our bonus deep dive interview, ANZ Senior Economist Miles Workman digs into New Zealand’s latest jobs data to highlight which sectors, regions and age groups are feeling the brunt of previous monetary policy tightening.

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Global markets are laser-focused on US jobs data this week to confirm the Fed can pinpoint a soft landing. Australia’s tax cuts are yet to show in retail sales growth. India’s GDP growth was below the Reserve Bank of India’s forecasts.

In our bonus deep dive interview, ANZ Australia Senior Economist Catherine Birch explains why lower headline inflation figures in Australia aren’t telling the full story.

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US stocks are strong on more signs of a soft landing. NZ business confidence surges as rates are cut. Australian capital investment plans remain strong, and India’s GDP figures later today may send the Reserve Bank of India a dovish signal.

In our bonus deep dive interview, ANZ Chief Economist for Greater China Raymond Yeung unpacks how changing global supply chains are driving capital outflows from China’s manufacturers.

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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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