The Trump trade takes a breather. Fed Chair Jerome Powell is less dovish than expected. China’s retail sales surge, leaving it on track for 4.9% GDP growth this year. And was the Trump trade actually about Trump? Or about a very clear election result?

In our bonus deep dive interview, ANZ Senior Commodities Strategist Daniel Hynes analyses the risks of Australia’s gas supply getting redirected into the international market, and what might replace it domestically.

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US producer price inflation rises a bit, but a rate cut remains on the table. The US dollar nears a two-year high on the ‘'Trump Trade’. Australia’s jobless rate holds but employment growth slows, and there are signs of life in New Zealand’s housing market.

In our bonus Deep Dive interview, ANZ Senior Commodities Strategist Daniel Hynes looks at how Australia’s East Coast gas suppliers have dealt with entry into the global market.

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Bets firm for a December rate cut by the Fed as US disinflation continues. Australian wage growth is lower than expected, but that might not move the RBA. The Yen weakens further as the US dollar continues its surge - the Aussie and Kiwi fall as well.

In our bonus Deep Dive interview, ANZ Head of Asia Research Khoon Goh continues our coverage of the effects of Donald Trump’s election victory on global markets. Chinese authorities moved yesterday to support a weakening Yuan, while foreign investment outflows in Asia have also been picking up pace.

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US stocks take a breather, while Treasury yields and Bitcoin continue to surge following the US election. Australian consumers and businesses are the most confident since early 2023, and New Zealand’s economic slump looks to have bottomed out.

ANZ Senior Senior China Strategist Zhaopeng Xing says China’s authorities look to have held off announcing a larger stimulus package last week to keep their powder dry for whatever a Donald Trump-led United States throws at their economy.

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The Trump trade surge continues: Bitcoin hits a new record high and the US dollar bounced another half-percent overnight. Expectations for another Fed rate cut in December grow more wobbly; and weary ECB policy makers suggest rate cuts could help ward off negative US trade moves.

In our bonus Deep Dive interview, ANZ’s Head of Australian Economics Adam Boyton analyses a surge in jobs in aged care and disabled care, which is lifting female workforce participation.

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The Fed cuts by 25 basis points as expected, with one more expected next month. The Fed is being cautious as the US economy lands softly. China’s EV exports to Australia surge. New Zealand is wary of how tariffs might affect beef exports.

In our bonus Deep Dive interview, ANZ Chief Economist for Southeast Asia and India Sanjay Mathur analyses how Trump’s tariffs might affect economies in Asia, outside of China.

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US stocks rise again with hopes a dominant Trump Presidency will be good for growth and profits, but Treasury yields fell ahead of the Fed’s decision. The Bank of England cuts, but looser British fiscal policy may slow more cuts.

In our bonus Deep Dive interview, ANZ Economist Vicky Xiao Zhou explains how well China is prepared for Trump tariffs 2.0.

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US stocks surge more than 2% to fresh record highs as stock investors celebrate Donald Trump’s re-election. But bond holders aren’t so sure. US Treasury yields jumped 18 basis points to a six-month high as traders bet on tax cuts, higher borrowing and growth. Meanwhile New Zealand’s jobless rate rises less than expected, and Malaysia holds rates.

In our bonus Deep Dive interview, ANZ Head of FX Research Mahjabeen Zaman analyses the currency implications of that election win, following a sizeable jump in the US dollar overnight.

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US stocks and Treasury yields are up on election day as data suggests whoever wins is going to inherit a growing US economy. Meanwhile, the RBA holds and stays mildly hawkish, and New Zealand’s unemployment rate is expected to tick up today.

In our bonus Deep Dive interview, ANZ New Zealand Chief Economist Sharon Zollner reviews the recent leap in ANZ’s Business Outlook survey and looks ahead to the Reserve Bank’s rate decision at the end of the month.

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The US dollar and Treasury yields fell overnight as opinion polls pointed to a narrow Kamala Harris victory; In Australia today the RBA is expected to hold rates but shift to a more neutral tone, and Australia’s jobs market shows more signs of strength.

In our bonus Deep Dive interview, ANZ Chief Economist for Greater China Raymond Yeung looks at how a Trump Presidency might affect trade in Asia, vs a Harris Presidency.

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