5 in 5 with ANZ

New Fed Chair Kevin Warsh says inflation pressures have eased, which drives short term market rates down. The yen’s fall to 40-year lows adds to the Bank of Japan’s inflation challenge, and China’s economy was humming in June.

In our deep-dive interview, ANZ New Zealand Chief Economist Sharon Zollner previews next Wednesday’s rates decision by the RBNZ, where most expect a rate hike, but not all.

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The yen falls to a new 40-year low amid intervention fears. New Zealand business confidence surges right through June. The RBA issues hawkish minutes, and there are signs housing lending is slowing in Australia.

In our deep-dive interview, ANZ FX Analyst Kausani Basak explains why the Philippines’ central bank, the Bangko Sentral ng Pilipinas or BSP, will have to hike again.

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Oil prices are up, but stabilise after the US and Iran call off their strikes. The US dollar is near record highs vs the Yen, with the market on eggshells in case of intervention, and the NZ dollar is near six-month lows, but may be about to get some support.

In our deep-dive interview, ANZ Senior Economist Matt Galt explains why New Zealand’s housing market has been more resilient in recent months than expected, although there’s still uncertainty ahead.

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Oil is in focus in early Asian trade after Iran and the United States traded strikes over the weekend, endangering a truce to reopen the Strait of Hormuz. And the Reserve Bank of Australia (RBA) is on hold after a week of reassuring data.

In our deep-dive interview, ANZ Senior Asia Rates Strategist Jennifer Kusuma explains why ANZ Research has upgraded its GDP growth forecast for Asia in 2026 to 5% from 4.8%.

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Oil prices bounce from lows last seen in late February. US inflation data is soft enough to leave the Fed on hold. Australian jobs and spending data is weaker than headlines looked, also leaving the Reserve Bank of Australia (RBA) on hold.

In our deep-dive interview, ANZ Group Chief Economist Richard Yetsenga steps back to assess the global economic outlook, now oil prices are back near pre-conflict levels.

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