Finally, we get a US jobs report, but the data is mixed. Fed minutes show division on whether to cut in December. China holds key rates, and Japanese government borrowing costs rise on stimulus expectations.

In our Deep-Dive interview, ANZ Economist Bansi Madhavani looks at the situation facing the UK government ahead of next week’s budget.

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US markets strengthen ahead of Nvidia earnings. UK inflation appears to have peaked. Australian wage growth behaves - and shouldn’t stop the RBA from a final cut. And Indonesia holds rates to support its currency.

In our Deep-Dive interview, ANZ Senior Commodities Strategist Daniel Hynes surveys the outlook for the aluminium market.

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Market expectations for a Fed rate cut next month have risen after a weak private jobs report, but remain below 50%. The RBA’s November minutes are more hawkish than expected, and Australian consumer confidence is boosted by sales events.

In our Deep-Dive interview, ANZ Commodities Strategist Soni Kumari looks at China’s ambitions to establish a global gold trading hub to compete with the likes of New York and London.

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Market expectations the Fed will cut next month have drifted below 50%. Later today, the RBA’s board will release its minutes from its hold decision, and New Zealand’s house prices nudge lower in October.

In our Deep-Dive interview, ANZ Asia Economist Krystal Tan explains why Thailand’s GDP contracted more than expected in the September quarter.

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Donald Trump cuts tariffs on beef, coffee and bananas to soften inflation concerns evident in recent election losses. China’s factory expansion slows as investment drops, and UK bond markets sell off on Budget deficit worries.

In our Deep-Dive interview, ANZ Group Chief Economist Richard Yetsenga puts a huge year for China’s economy in perspective after a visit to China.

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US data releases remain disrupted as opinions on US rate cuts diverge. Australia’s unemployment rate falls after strong jobs growth. And New Zealand’s recovering labour market is supporting a migration turn-around.

In our Deep-Dive interview, ANZ Economist Maddy Dunk looks at where the hotspots are for lending to Australian housing investors.

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An end to the US Government shutdown nears as traders wait on delayed data for a picture of the US economy. Oil falls over 4% on oversupply concerns. And Australian housing lending to investors jumped to a record high in the third quarter.

In our Deep-Dive interview, ANZ New Zealand Chief Economist Sharon Zollner reviews a nascent recovery in consumer spending evidenced by ANZ card spending data.

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US markets fall after a large Nvidia stake sale. Australian consumer confidence dips again, while businesses say conditions are the best in 20 months. And New Zealand inflation expectations remain anchored.

In our Deep-Dive interview, ANZ Senior Economist Tom Kenny reviews comments from the Fed on AI’s impact on the US economy.

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US stocks and gold rally after the Senate voted overnight to end the longest-ever US Government shutdown. New Zealand’s economy is stirring back to life. And Australian unemployment is expected to fall, slightly.

In our Deep-Dive interview, ANZ FX Analyst Kausani Basak explains why the Philippines peso has weakened through a key level in recent weeks and why ongoing weakness is likely.

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China’s inflation rates are higher than expected, but not enough to stop more easing. The US dollar is rising with higher US growth expectations, for now. And Philippines’ GDP is much weaker than forecasts.

In our Deep-Dive interview, ANZ’s Chief Economist for Southeast Asia and India, Sanjay Mathur, explains why consumers in the region have responded so weakly to rate cuts this time around.

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