China is expected to launch a stimulus package after a very weak set of economic data. Global markets are focused on the Fed starting its rate-cutting cycle. The US dollar may hold up despite lower rates. NZ’s housing market is gearing up for spring.

In part two of our bonus Deep Dive interview, Australia-Asia Society CEO Anthony Bubalo talked at the ANZ-sponsored AFR Asia Summit in Melbourne about the nuances businesses now face when thinking about geopolitics.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/