Global markets are wary as another Fed President sees “no rush” to cut rates. Japan’s inflation data is surprisingly warm. AI chip demand drives surprise rise in Taiwan exports. Australia’s annual inflation rate is set to rise, and it’s a ‘live’ decision day for the RBNZ’s Official Cash Rate.

In part two of our bonus deep dive interview on Australia’s housing market, ANZ Senior Economist Adelaide Timbrell looks at the strength of household balance sheets.

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