Donald Trump calms fears about imposing 100% tariffs on China, saying that wouldn’t be sustainable. France’s credit rating is downgraded. Gold falls from its highs. And New Zealand’s inflation rate may top 3%.
In our Deep-Dive interview, ANZ’s Head of Geopolitical Risk, Cameron Mitchell describes a new era for geopolitics and trade.
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8:11
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8:11
Friday: Gold surges past US$4,300/oz
Gold surges over US$4,300/oz. Australia’s unemployment rate jumps to its highest since 2021, sending the Aussie dollar down against the Kiwi. And New Zealand dairy farmers are in line for bumper returns.
In our Deep-Dive interview, ANZ Senior Economist Matthew Galt looks at whether New Zealand’s housing market might finally turn, as the Reserve Bank plans to ease lending restrictions.
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7:45
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7:45
Thursday: China's deflation continues
Markets firm on easing US-China trade tensions. China’s deflation continues, as authorities set a stronger yuan fix. Australia’s job market numbers today will be closely watched by the RBA. And Singapore’s growth strengthens.
In our Deep-Dive interview, ANZ Economist Sophia Angala reviews which Australian states and territories are doing well, including during the trade and geopolitical disruption seen this year.
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9:52
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9:52
Wednesday: RBA leaves the door open
The US Fed chair warns of a weaker jobs market amid a shutdown data blindspot. The RBA Board leaves its options open. Australian consumer confidence drops to a 12-month low. And New Zealand’s housing market goes sideways.
In our Deep-Dive interview, ANZ Economist Arindam Chakraborty reviews Malaysia’s 2026 Government budget and fiscal targets.
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9:08
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9:08
Tuesday: Trump backpedals on China
Markets bounce back overnight after Donald Trump downplays his new 100% China tariff threat. China’s exports are stronger than expected. And New Zealand’s traffic movements may indicate an economic turnaround has begun.
In our Deep-Dive interview, ANZ’s Chief Economist for Greater China, Raymond Yeung, suggests looking through the latest noise in the US -China trade dramas for the signal.
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Start your day with 5 in 5 with ANZ. You’ll hear the five things you need to know about the global economy and markets in under 5 minutes. Plus a deep dive into emerging trends and issues. Hosted by business and financial journalist Bernard Hickey, the podcast features exclusive insights from ANZ’s global team of experts.
Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/
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