5 in 5 with ANZ

US President Donald Trump threatens to destroy Iran’s power and water plants. In response, Iran threatens to strike US infrastructure across the Persian Gulf. Markets are set to react badly. Also, ANZ Research changes its call for the next Fed cut.

And then in our deep-dive interview, ANZ Senior Commodity Strategist Daniel Hynes explains how the latest strikes on oil and gas infrastructure in the Gulf will change global energy markets, structurally.

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

Oil hits US$119 a barrel after Iran hits Qatar’s big LNG plant hard. Gas prices rise 35%. The Fed, Bank of Japan and the ECB all hold rates to take stock of the Middle East conflict. Australia’s jobless rate rises.

And then in our deep-dive interview, ANZ Senior Economist Matthew Galt analyses how New Zealand’s economy hung onto growth in Q4.

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Oil climbs and stocks fall as Persian Gulf facilities are hit. Australia’s jobs market likely remained tight in February. Attention now turns to the Bank of Japan and ECB after the Fed’s rate decision as this podcast goes to air.

And then our deep-dive interview, ANZ Economist Vicky Xiao Zhou analyses how exposed Asia’s economies are to oil and LNG from the Middle East.

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The RBA hikes rates again in a close 5-to-4 vote. Another is on the cards for May. West Texas Oil futures rose about 2% overnight; And all eyes are now on how the Fed reacts to the Middle East conflict tomorrow.

And then our deep-dive interview, ANZ’s Head of Geopolitical Risk, Cameron Mitchell analyses the chances of a longer and wider conflict in the Middle East.

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A few oil tankers have started moving through the Strait of Hormuz, but only from India, China & Turkey. So oil prices softened. And all eyes in Australia are on the Reserve Bank of Australia’s expected rate hike later today.

And then our deep-dive interview, ANZ New Zealand’s Chief Economist Sharon Zollner takes a closer look at how the Reserve Bank of New Zealand might, or might not, react to the energy price shock coming out of the Middle East conflict.

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