5 in 5 with ANZ

Oil rises as Middle East worries grow, so US stocks are down. US core inflation shows higher energy prices are not flowing through to the economy. And China’s factory input prices jump on higher energy costs.

In our deep-dive interview, ANZ Commodities Strategist Soni Kumari highlights how nickel supply is being affected by tighter rules in Indonesia.

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Oil is down around 3%, although Middle East conflict and tech worries send stocks down. Australian price pressures fall in May. New Zealand manufacturing bounced in the March quarter. And Indonesia makes a surprise rate hike.

In our deep-dive interview, ANZ Group Chief Economist Richard Yetsenga analyses the significance of the AI boom to recent GDP growth globally.

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US stocks rebound overnight, but oil is slightly higher this morning after conflict between Iran and the US & Israel erupted again yesterday, although a cease fire is in place again now. And strong US jobs data shifts Federal Reserve rate expectations.

In our deep-dive interview, ANZ’s Senior Asia Rates Strategist Jennifer Kusuma examines the slump in Indonesia’s rupiah to record lows in recent days.

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There’s more conflicting news from the Middle East, with ongoing fighting in Lebanon, but hope for a deal drags oil prices down. The yen is perched on its precipice of 160 to the US dollar. And the Reserve Bank of India may hike today to support the rupee.

In our deep-dive interview, ANZ’s Head of Asia Research Khoon Goh looks what what is behind the Korean won falling to its lowest level since 2009.

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Australian GDP growth slows as real household incomes drop, supporting ANZ Research’s view the Reserve Bank of Australia (RBA) will stay on hold. And New Zealand building consents remain strong despite a market downturn.

In our deep-dive interview, ANZ’s Head of Agribusiness Mark Bennett outlines how the Middle East conflict has affected key agricultural sector inputs.

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