The Dow rises through 40,000. Fed speakers see monetary policy working. US jobless claims and factory output data reinforce hopes for a rate cut or cuts later this year. Australia’s labour market may be softening faster than the RBA is expecting.

In our bonus deep dive interview, following on from our coverage of China’s politburo declaring they want to reduce unsold property inventories, ANZ Chief Economist for Greater China Raymond Yeung say they need to be careful from a financial stability perspective that prices don’t drop too much.

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US Treasury yields are down after April CPI was softer than expected, but the Fed may still want to wait. The Aussie and Kiwi dollars jump. Good news for the RBA as Australian wage growth peaks. Japan’s economy may have contracted in Q1.

In our bonus deep dive interview, ANZ Head of FX Research Mahjabeen Zaman discusses ANZ’s call this week that the US dollar won’t weaken as much over the year as previously expected.

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The US Fed Chair shrugs off stronger US producer prices ahead of CPI data tonight. Power rebates & tax cuts turn Australian budget surpluses into deficits, but also cut inflation. New Zealand’s property market continues to struggle.

In our bonus deep dive interview, ANZ Head of G3 Economics Brian Martin explains why monetary policies of the world’s major central banks are diverging.

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Markets are holding tight ahead of US price data. Australian business condition fall is ok for the RBA. India’s food prices rise, but inflation close to forecast. There was good and bad news on New Zealand’s inflation front.

In our bonus deep dive interview, ANZ Chief Economist for Greater China Raymond Yeung says the Chinese Politburo’s recent shift on property policy shows authorities are facing up to the reality of high inventories and low demand. 

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Global stocks start the week near record highs, with all eyes on US inflation figures for confirmation the Fed can ease this year. China’s economy is showing early signs of recovery. New Zealand manufacturing is still contracting, but at a slower rate

In our bonus deep dive interview, ANZ Australia Head of Economics Adam Boyton previews the Australian Federal Budget due at 7.30pm Canberra time on Tuesday. 

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The Bank of England holds and says it will cut rates within a month or two. Malaysia’s central bank is more upbeat about growth as it holds. China’s exports rebound, and in the Philippines, soft consumer spending drags on GDP growth.

In our bonus deep dive interview, ANZ New Zealand Senior Economist Miles Workman looks at the uncertainties shrouding New Zealand’s housing market right now, and how developments in Auckland might affect the rest of the country. 

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The Boston Fed President says rates are likely to be held for longer. The Bank of Japan’s governor says big yen moves are undesirable. Taiwan’s exports are weaker than expected. The Bank of England is expected to hold rates tonight.

In our bonus deep dive interview, ANZ Chief Economist for Southeast Asia and India Sanjay Mathur recalibrates when Asian central banks might be able to cut, given changing expectations about when and how much the Fed cuts. 

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US rate cut optimism is growing with soft US labour market data. The RBA was less hawkish than expected, but won’t rule anything in or out. Australian consumers are really feeling the pinch. Inflation stays on target in Taiwan and the Philippines.

In our bonus deep dive interview, ANZ Senior Commodities Strategist Daniel Hynes says stronger-than-expected Chinese economic data is underpinning global commodity prices. 

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US stocks rise as traders find comfort in Fed rate cut hopes; All eyes on how hawkish the RBA will turn today; Indonesia’s GDP is supported by election spending; and holiday travel data shows Chinese consumers may be coming out of their shells.

In our bonus deep dive interview, ANZ Chief Economist for Greater China Raymond Yeung analyses the outlook for the US dollar and Treasuries if Donald Trump wins the US Presidential election in November. 

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US jobs growth was weaker than expected, so US bonds and stocks rallied. US Treasury yields and the US dollar fell. The RBA is expected to hold hawkishly tomorrow.

In our bonus deep dive interview, ANZ Chief Economist for Greater China Raymond Yeung looks at what a Donald Trump re-election could mean for the US-China bilateral relationship. 

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