US jobs beat economists’ forecasts, which lifts the S&P 500 to another new record high and douses market expectations for Fed rate cuts this year to 50 basis points. Australia’s trade surplus halves in May, and UK’s bond market goes on a wild ride.

In our deep dive interview, ANZ Chief Economist for Southeast Asia and India Sanjay Mathur assess how growing US deficits will see Asian investors diversify away from the world’s largest economy.

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Global markets are on tenterhooks ahead of US jobs data tonight, looking for clues on the Fed’s rate cut path. ANZ Research pulls its RBA rate cut call forward to July after weak retail sales. And South Korea’s inflation rate may allow for one more rate cut.

In our Deep Dive interview, ANZ Economist Maddy Dunk analyses the recent pick up in Australia’s housing market.

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Fed Chair Jerome Powell says he’d be cutting rates now without Trump’s tariffs, although he’s still open to a cut later this month. Australian consumer confidence rises, South Korea’s exporters diversify and Japan is still on track for a rate hike.

In the second part of a deep dive interview, ANZ Group Chief Economist Richard Yetsenga and ANZ Economist Sophia Angala discuss what’s needed to support the growth of Australia’s First Nations Economy.

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An unusual split has opened up on the Fed’s rate-setting committee, which means a rate cut is possible later this month. China’s economy is proving resilient to Trump’s tariff talk. And New Zealand business confidence improves, but it’s still tough.

In our deep dive interview, ANZ Group Chief Economist Richard Yetsenga and Economist Sophia Angala analyse the growth opportunities for Australia’s First Nations economy.

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US inflation behaves, and supports rates being cut in Q3. Attention turns to the US jobs market. New Zealand consumer confidence improves, but cautiously, and the final pieces of data are due ahead of the RBA’s will-they-or-won’t-they rate cut call next week.

In our deep dive interview, ANZ Head of Australian Economics Adam Boyton outlines ANZ Research’s latest forecasts for the Australian economy and the task ahead for the Reserve Bank of Australia.

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US growth is revised lower in Q1 and its trade deficit widens in May. All eyes are on May PCE inflation for rate cut clues. Australian job vacancies bounce. Singapore looks set to avoid a technical recession off the back of a manufacturing boost.

In our deep dive interview, ANZ Pacific Economist Kishti Sen analyses how Papua New Guinea and other Pacific economies are faring amid global trade turmoil.

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US markets are flat as weaker new home sales indicate falling demand. FOMC members debate patience vs a July rate cut. Australia’s May inflation is weaker than expected. Japan’s services inflation pressure builds. New Zealand exports jump.

In our deep dive interview, ANZ Economist Krystal Tan reviews how the latest domestic political uncertainty in Thailand, and a process to find a new central bank Governor, could impact the Bank of Thailand’s policy path.

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Oil is down another 5% and US stocks are up over 1% on hopes a Middle East ceasefire will hold. US consumer confidence drops. US Fed chair Powell reiterates patience on rates. Australia’s consumers get a boost from year-end sales.

In our deep dive interview, ANZ Group Chief Economist Richard Yetsenga explains why his latest Research Quarterly note on the world economy has the tagline ‘shaken, but not a shambles’.

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Oil falls below US$70 a barrel and stocks rise as traders assess Iran’s retaliatory attack on a US base in Qatar for signs of de-escalation. US PMI data shows ongoing expansion in June. Another Fed Governor backs a July rate cut. Singapore’s inflation falls again.

In our deep dive interview, ANZ Head of Asia Research Khoon Goh looks at how Singapore’s economy has come through tariff-related uncertainty, and how well-placed it is to handle higher oil prices amid a worsening Middle East conflict.

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Market volatility and a rise in the oil price are expected after the US strikes Iran. The USD could rise with oil. US business sentiment paints a negative growth picture as one Fed Governor breaks ranks by saying a July rate cut is possible.

In our deep dive interview, ANZ Group Chief Economist Richard Yetsenga assesses how long the US Fed will hold off lowering rates as it waits to see the impact tariffs have on inflation.

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