5 in 5 with ANZ

Japanese authorities have intervened to halt the yen’s slide. There’s fresh talk of another peace proposal in the Iran conflict, but the Strait of Hormuz is still shut. South Korean exports rise 48%, and New Zealand consumers see record-high inflation.

In our deep-dive interview, ANZ Head of FX Research Mahjabeen Zaman looks at the chances of further intervention to stop the dollar rising beyond 160 yen, including the chances of bilateral intervention by both Japanese authorities and the Fed.

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

Oil hits US$126/barrel after reports the US is preparing new strikes on Iran. The European Central Bank holds, but talks about a rate hike soon. The Bank of England holds too. And China’s factories withstand the Middle East conflict.

In our deep-dive interview, ANZ Head of Australian Economics Adam Boyton compares the RBA’s performance with other central banks as it seeks a narrow path between inflation and employment.

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

Oil jumps to US$118/barrel after Donald Trump suggests blockading the Strait of Hormuz for months. The US Fed holds rates as dissenters oppose an easing bias. And Australian core inflation is below forecasts, but the RBA is still set to hike next week.

In our deep-dive interview, ANZ Economist Maddy Dunk explains why the RBA is so focussed on inflation expectations, following March’s price data.

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

Oil prices rise as the Strait of Hormuz remains shut, while stocks fall on AI fears. The Bank of Japan holds, but hawkishly. And Australian Q1 inflation today is set to back another hike by the RBA.

In our deep-dive interview, ANZ Economist Bansi Madhavani assesses the likelihood of a Bank of Japan rate hike in June.

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

Oil prices are up in the absence of face-to-face peace talks between the United States and Iran, and the ongoing closure of the Strait of Hormuz. The focus turns today to the Bank of Japan (BoJ), where a rate hold is expected.

In our deep-dive interview, ANZ Head of FX Research Mahjabeen Zaman looks at why the yen has regained its strength somewhat in recent weeks, and what might happen if there’s a surprise hike by the BoJ later today.

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