Markets took a breather overnight to refocus on US GDP and inflation data tomorrow night. Australian consumer confidence improves as tax cuts arrive. India delivers lower Budget deficit and Singaporean inflation is below forecasts.

In our bonus deep dive interview ANZ’s Senior Economist Blair Chapman analyses how Australia’s jobs market slowdown could accelerate.

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Kamala Harris’ backing to replace Joe Biden supports tech stocks, while a flight to safety sees the Aussie and Kiwi dollars both fall half a percent; European stocks rise on hopes of less trade friction under a Harris Presidency; And the People’s Bank of China surprises with an interest rate cut.

In our bonus deep dive interview ANZ’s Chief Economist for Greater China Raymond Yeung extracts the meaning in a key phrase to come out last week’s Third Plenum communique, and what it means for China’s economy.

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US President Joe Biden announced this morning he won’t seek a second term. That’s after US tech stocks fell sharply on Friday night on the Crowdstrike tech outages. Australasian and Asian markets will trade first after the news.

In our bonus deep dive interview ANZ’s Head of Australian Economics Adam Boyton explains how Australian households are saving a lot more than many think.

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The ECB holds its official interest rates and markets see an 80% chance it will be able to cut again in September. US stocks edge lower with ongoing tech stock nerves. Australian unemployment rises a bit, which is seen reassuring the RBA.

In our bonus deep dive interview ANZ Commodity Strategist Soni Kumari tracks the boom-bust cycle for lithium in recent years, due to volatility in demand for EV batteries.

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The Nasdaq is down almost 3%, especially its chip stocks, after Donald Trump said Taiwan should pay for its own defence. New Zealand’s soft inflation figures support earlier rate cuts. ANZ Research now sees a cut in November.

In our bonus deep dive interview ANZ Senior Asia Rates Strategist Jennifer Kusuma analyses the risks to economic growth in Asia over the second half of the year.

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Stronger US retail sales do little to dent September rate cut hopes. Gold hit a fresh high overnight. New Zealand inflation is being watched for signs of weakness. Australian consumer confidence falls again. Bank Indonesia looks set to hold rates.

In our bonus deep dive interview ANZ’s Head of Asia Research Khoon Goh looks ahead to a possible fourth set of Renminbi reforms as Chinese authorities seek to boost the effectiveness of monetary policy.

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US stocks and the dollar firmed in the first day of trading after the assassination attempt on US Presidential candidate Donald Trump. China’s GDP growth was below expectations, and there’s further downbeat data on New Zealand’s economy.

In part 2 of our bonus deep dive interview on China’s Third Plenum, ANZ Chief Economist for Greater China Raymond Yeung explores what the key meeting could mean for China’s private sector.

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Markets are focused on safe havens after the assassination attempt on former President Trump. China’s exports are set to soften as US demand wanes. India’s CPI was above expectations, and NZ’s manufacturing sector falls deeper into recession.

In our bonus deep dive interview, ANZ Chief Economist for Greater China Raymond Yeung explains why this week’s third plenum meeting of China’s key leaders is so important.

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US inflation was much softer than expected overnight, which shunted down Treasury yields and the US dollar. Rates were held in Korea, but with a dovish turn, and there’s more signs of a softening New Zealand economy for the RBNZ to think about.

In our bonus deep dive interview, ANZ Economist Maddy Dunk looks at how the RBA views fiscal easings in state budgets because of cost-of-living measures.

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Ahead of US June CPI data tonight, market bets are firm for a September cut by the Fed; The New Zealand dollar tumbles as markets see the Reserve Bank pivot towards a first cut, and there are official rates decisions today in Korea and Malaysia.

In our bonus deep dive interview, ANZ New Zealand Chief Economist Sharon Zollner discusses the importance of next week’s Kiwi CPI after a dovish turn by the RBNZ yesterday.

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