5 in 5 with ANZ

Oil falls and and stocks rise on Middle East peace hopes. Australia’s jobs data today will be closely watched by the RBA for weakness. And Bank Indonesia opts for a jumbo 50 basis point hike.

In our deep-dive interview, ANZ Head of FX Research Mahjabeen Zaman says the Yen may not weaken much further from here, as long-dated Government bond yields rise and BoJ hikes come closer.

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The Reserve Bank of Australia’s minutes indicate a wait-and-see approach following this month’s hike. Higher diesel prices squeeze New Zealand firm profit margins, and the Bank of Japan looks set to hike after stronger-than-expected Q1 growth.

In our deep-dive interview, ANZ Head of Asia Research Khoon Goh explains how the global data centre boom is helping Asia’s economies outside of China and India sail through the headwinds from the ‘liberation Day tariffs and Iran Conflict turmoil.

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China’s economic growth slows more than expected in April, but exports of gear for data centres from the likes of Singapore are going gangbusters. And that helped accelerate Thailand’s GDP growth rate too.

In our deep-dive interview, ANZ Group Chief Economist Richard Yetsenga sees the sustainability of Government borrowing at the heart of the sharp selloff in global bond markets in recent days.

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Oil prices are up again and global stocks start the week on the back foot after a selloff on global bond markets on Friday night, as investors worry about the longer term effects of the Iran conflict and political uncertainty on growth and inflation.

In our deep-dive interview, ANZ’s Chief Economist for Southeast Asia and India, Sanjay Mathur, analyses the worsening of balance of payments deficits in the Philippines, India and Indonesia.

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Stocks rally to yet more record highs, despite another rise in oil prices, with hopes high that Presidents Trump and Xi can solve their trade and Iran conflict issues. US retail sales soften after the energy price shock. and NZ house prices fall.

In our deep-dive interview, ANZ Economist Dhiraj Nim explains the strategic intent behind India signing a Free Trade Agreement with New Zealand.

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