Bonds sold off sharply in Italy and Britain overnight on fears about deficit spending and more talk of ‘higher for longer’ interest rates needed to control inflation globally. In our bonus deep-dive interview, ANZ NZ Economist Andre Castaing explains why New Zealand’s housing market is heating up again.  Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/

Oil prices surged again overnight to new 10-month highs of almost US$97/bbl after US oil inventories fell to their lowest levels in over a year. US bond yields rose again and US stocks fell more after strong US durable goods orders. In our bonus deep-dive interview, ANZ’s Head of Food, Beverage and Agri-Insight Michael Whitehead explains why sheep prices in Australia are slumping under $10 per head. Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/

US stocks are down this morning on concerns about higher interest rates for longer, and a slide in US consumer confidence In our bonus deep-dive interview, ANZ’s Head of Asia Research Khoon Goh details a couple of new leading indicators for Asian GDP growth. Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/

The US dollar is at new highs this morning, powered by another rise in US bond yields in the wake of the Fed’s decision to keep rates high for longer. In our bonus deep-dive interview, ANZ India Economist Dhiraj Nim explains why India’s inclusion in a JP Morgan bond index is so important.  Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/

Bond yields start the week near 17-year highs after a sustained global selloff, but that may be ending, says ANZ’s Group Chief Economist Richard Yetsenga. In our bonus deep-dive interview, ANZ Australia Economist Maddy Dunk picks out the strongest and weakest of the state economies, including a few surprises. Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/