US investors start the week nervously ahead of tariff news they’ve yet to fully price in. Gold hits a new high. Japanese inflation is rising, which is seen leading to another Bank of Japan rate hike. And New Zealand consumer confidence fell in March.

In our bonus deep dive interview, ANZ’s Head of G3 Economics Brian Martin looks at who might be the winners and losers in the tariffs Donald Trump is set to confirm, or at least announce, on Wednesday night.

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