ANZ Research now sees a later start to rate cuts in Australia, but sees a bigger rate cut in February in New Zealand. Donald Trump issues a big new tariff threat. And India’s GDP missed forecasts, increasing the chances the RBI will cut later this week.

In our bonus deep dive interview, ANZ NZ Chief Economist Sharon Zollner explains why she sees just 75 bps more of rate cuts, rather than the 125 bps the RBNZ sees.

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