5 in 5 with ANZ

Global stocks are firmer this morning and oil prices slipped on hopes for de-escalation in Iran, but the focus is on a Donald Trump speech due at 1pm Sydney/Melbourne time. And manufacturing in Asia remains strong. For now.

And then in our deep-dive interview, ANZ Commodities Strategist Soni Kumari analyses how the Middle East conflict is affecting the global aluminium market.

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

Stocks jump on hopes for de-escalation in Iran. RBA minutes show four dissenters weren’t against hiking, just the timing; And New Zealand business confidence slumps in March as fuel prices jumped.

And then in our deep-dive interview, ANZ Senior Commodities Strategist Daniel Hynes analyses the further impact on oil and the world economy if Red Sea trade becomes disrupted by the Middle East conflict.

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

Markets wobbled overnight with conflicting accounts of when the Iran conflict might end. Bond yields fell on hope inflation may not rise too much. And we get data today on Australian lending growth and NZ business confidence.

And then in our deep-dive interview,ANZ Chief Economist for Southeast Asia and India Sanjay Mathur, analyses the fiscal effects of the fuel subsidies, and how long before they may have to be abandoned.

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

The conflict in Iran widens again over the weekend after global stocks and bonds sell off aggressively. Brent crude jumps again, and the US dollar strengthens. And consumer confidence falls in both the United States and New Zealand.

And then in our deep-dive interview, ANZ Economist Henry Russell looks at why the Fed is likely to look through the latest energy price shock, even though it was criticized for doing the same thing in 2022, when inflation failed to recede quickly.

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

Oil rises 5% on uncertainty about a US peace deal with Iran. The Reserve Bank of Australia (RBA) is concerned about higher inflation expectations becoming embedded, and ANZ Research has lowered its Australian GDP forecasts.

And then in our deep-dive interview, ANZ Commodities Strategist Soni Kumari analyses how gold has fallen since the Middle East conflict escalated as US rate cut expectations disappeared.

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