Jerome Powell clears the way for the Fed to cut next month. The Fed drops its flexible target for inflation. Core inflation in Japan remains elevated, which means a rate hike is likely from the Bank of Japan.
In our Deep Dive interview, ANZ Senior Commodities Strategist Daniel Hynes analyses whether Indonesia is about to transform aluminium supply, like it did for nickel.
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9:16
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9:16
Friday: Markets on edge for Powell speech
US stocks are soft ahead of Fed Chair Jerome Powell’s Jackson Hole speech tonight. New Zealand’s trade bounce may be at a turning point. There’s price pressure showing through in Japan’s manufacturing sector.
In our Deep Dive interview, ANZ Economist Aaron Luk has been looking at how Australian consumers react to Reserve Bank of Australia rate cuts.
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8:52
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8:52
Thursday: 'The most dovish RBNZ cut you could imagine'
US markets fall on tech valuation concerns. The Reserve Bank of New Zealand cuts and signals more to come, so the NZ dollar falls over 1%. Bank Indonesia also cuts to support growth.
In our Deep Dive interview, ANZ New Zealand Chief Economist Sharon Zollner dissects the RBNZ’s latest forecasts after a dovish cut.
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9:31
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9:31
Wednesday: RBNZ set to cut rates
Markets fall as traders wait on how dovish the Fed chair will be at Jackson Hole. The Reserve Bank of New Zealand is set to cut rates. Malaysia’s exports are set to face headwinds after a strong July.
In our Deep Dive interview, ANZ Commodities Strategist Soni Kumari discusses what’s been driving the gold price in recent months, and the outlook for the rest of 2025.
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9:59
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9:59
Tuesday: Markets look ahead to Jackson Hole
Markets are flat ahead of central bankers’ speeches at Jackson Hole. Thailand’s growth slows as tariff and political dramas hit. India gets a long-overdue credit rating upgrade. And there’s another sign of life from New Zealand’s economy.
In part two of our Deep Dive interview, ANZ Senior China Strategist Zhaopeng Xing details how China is ending price-cutting wars to cure deflation, including by banning cheap power banks from planes.
Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/
Start your day with 5 in 5 with ANZ. You’ll hear the five things you need to know about the global economy and markets in under 5 minutes. Plus a deep dive into emerging trends and issues. Hosted by business and financial journalist Bernard Hickey, the podcast features exclusive insights from ANZ’s global team of experts.
Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/
New Zealand