A fragile calm has returned to global markets after weaker-than-expected US jobs growth data halted this week’s rout in US Treasuries. Oil prices fell 5%.

In part two of our bonus deep-dive interview marking the 40th anniversary of the Hong Kong dollar’s peg, ANZ’s Chief Economist for Greater China Raymond Yeung looks at its digital future, and why a renminbi link is unlikely.

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US Treasury yields surged again overnight, boosting the US dollar vs the yen and the Aussie and Kiwi dollars. US stocks slumped 1.5-2%. The yen spiked after briefly going through 150, triggering unconfirmed talk of intervention.

In part one of our bonus deep-dive interview, ANZ’s Chief Economist for Greater China Raymond Yeung explains the importance of the Hong Kong dollar’s unbroken peg with the US dollar on the eve of its 40th anniversary.

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US bonds sold off aggressively overnight on the ‘higher-for-longer’ view after a Government shutdown was averted and US factory activity was above forecasts.

In our bonus deep-dive interview, ANZ’s Head of G3 Economics Brian Martin explains why the ‘higher-for-longer’ story is taking hold and how US fiscal and monetary policy is being projected around the world.

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A shutdown of US Government spending was averted at the last minute. US inflation data was benign ahead of key non-farm-payrolls data on Friday.

In our bonus deep-dive interview, ANZ’s Pacific Economist Kishti Sen looks at how the Pacific’s $1.6 billion infrastructure deficit could be solved.

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Bonds sold off sharply in Italy and Britain overnight on fears about deficit spending and more talk of ‘higher for longer’ interest rates needed to control inflation globally.

In our bonus deep-dive interview, ANZ NZ Economist Andre Castaing explains why New Zealand’s housing market is heating up again. 

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Oil prices surged again overnight to new 10-month highs of almost US$97/bbl after US oil inventories fell to their lowest levels in over a year. US bond yields rose again and US stocks fell more after strong US durable goods orders.

In our bonus deep-dive interview, ANZ’s Head of Food, Beverage and Agri-Insight Michael Whitehead explains why sheep prices in Australia are slumping under $10 per head.

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US stocks are down this morning on concerns about higher interest rates for longer, and a slide in US consumer confidence

In our bonus deep-dive interview, ANZ’s Head of Asia Research Khoon Goh details a couple of new leading indicators for Asian GDP growth.

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The US dollar is at new highs this morning, powered by another rise in US bond yields in the wake of the Fed’s decision to keep rates high for longer.

In our bonus deep-dive interview, ANZ India Economist Dhiraj Nim explains why India’s inclusion in a JP Morgan bond index is so important. 

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Bond yields start the week near 17-year highs after a sustained global selloff, but that may be ending, says ANZ’s Group Chief Economist Richard Yetsenga.

In our bonus deep-dive interview, ANZ Australia Economist Maddy Dunk picks out the strongest and weakest of the state economies, including a few surprises.

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Russia banned diesel exports overnight. The Bank of England voted 5-4 to hold, hammering the pound to a six month low.

In our bonus deep-dive interview, ANZ’s Senior International Economist Tom Kenny digs into the FOMC’s ‘hawkish hold’ this week and finds the Fed is more hopeful it can engineer about a ‘Goldilocks’ soft landing.

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