5 in 5 with ANZ

US Producer Price Inflation data is much hotter than expected, but yields fall on flight to quality as AI stocks fall. Pressure comes off the RBA to hike in November as the jobs market softens, although ANZ Research says a hike is still more likely than not.

In our deep dive interview, ANZ New Zealand Chief Economist Sharon Zollner reviews how New Zealand’s recovery is tracking via ANZ Research’s Truckometer index.

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Fed rate hike expectations rise for October on stronger September inflation data. China’s producer prices jump on higher oil, but consumer price inflation remains subdued. And Singapore holds monetary policy.

In our deep dive interview, ANZ Economist Vicky Xiao Zhou reviews China’s bumper September trade data and the health of its trade relationship with the US.

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Markets await key US inflation data for clues on the Fed’s next move. And Reserve Bank of Australia minutes are hawkish enough for ANZ Research to keep expecting a November hike.

In our deep dive interview, ANZ Group Chief Economist Richard Yetsenga reports back from a recent trip to India.

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Oil prices rise 2% as Donald Trump’s plan for a ceasefire between Ukraine and Russia fails to stick. The Reserve Bank of India adds to its currency market intervention toolkit. India’s inflation rate surges. And the Kiwi dollar hits a 15-year low.

In our deep dive interview, ANZ’s Chief Economist for Southeast Asia and India, Sanjay Mathur, analyses Malaysia’s Budget.

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New attacks on Saudi Arabia over the weekend are the worst in a decade, threatening to widen the Middle East conflict. The Reserve Bank of India moves to shore up the rupee. And New Zealand diesel costs are set to rise.

In our deep dive interview, ANZ Economist Dhiraj Nim analyses the costs and risks from the Reserve Bank of India’s previous interventions to encourage foreign capital inflows.

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