5 in 5 with ANZ

US stocks fall overnight on AI valuation fears, oil jumps with talk of new strikes on Iran, and bond yields fall on safe haven buying. The Philippines hikes rates more than expected. And New Zealand inflation falls, but not enough to stop a rate hike next week.

In our deep dive interview, ANZ Senior Economist Matthew Galt analyses how New Zealand’s house prices are tracking against measures of market fundamentals.

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Global stocks rise on talk of a SpaceX/Tesla merger. Bank Indonesia holds rates. Bank of Korea is set to do the same, but a hike is expected in the Philippines. And New Zealand inflation data due today is set to stay above target.

In our deep dive interview, ANZ FX Analyst Kausani Basak analyses what’s behind Vietnam’s strong growth and whether it can continue.

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Australian inflation expectations tick up as confidence ticks down. Bank Indonesia should hold today but faces pressure to hike. And the People’s Bank of China holds rates as it looks to support bank margins.

In our deep dive interview, ANZ New Zealand Senior Economist Miles Workman has analysed how oil shocks have affected New Zealand’s economy since 1975.

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China’s GDP growth beats forecasts, but a record high trade surplus remains an issue globally for trading partners. ANZ Research raises its US dollar forecast and still sees a Fed hike next week. And New Zealand’s services sector expands — just.

In our deep dive interview, ANZ Senior Commodity Strategist Daniel Hynes unpacks a surprising disconnect this year in the usually close link between global economic output and fuel demand.

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China is expected to report flat GDP growth, with signs of state spending to achieve Beijing’s growth targets for 2026. And New Zealand’s inflation is slightly above forecast, before another rate hike expected next week.

In our deep dive interview, ANZ Commodity Strategist Soni Kumari explains the unusual strength in gold prices at the same time as higher bond yields: investors are worried about fiscal sustainability risks.

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