The Strait of Hormuz remains closed, but Iran has responded to a US offer to resume talks. US jobs figures were solid, leaving the Fed on hold as new Chair Kevin Warsh arrives. And China’s exports surge in April.
In our deep-dive interview, ANZ’s Chief Economist for Greater China, Raymond Yeung, looks in depth at a big improvement in profit margins in China so far this year.
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Friday: Aussie dollar hits multi-year highs
07/05/2026 | 9 mins.
Oil prices fall on hopes for peace talks in the Middle East and stocks retreat from their record highs. Australia’s imports jump in March as data centre equipment and oil values rise. And the Aussie dollar is trading at its highest level since 2022.
In our deep-dive interview, ANZ Head of FX Research Mahjabeen Zaman explains why the International Monetary Fund may be taking notice of Yen intervention.
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Thursday: Oil falls on hope conflict near end
06/05/2026 | 8 mins.
Oil falls and stocks rise on hopes the Middle East conflict is nearing an end. New Zealand’s jobless rate falls, in a sweet-spot release for the RBNZ. And higher inflation could see the Bank of Korea hike rates.
In our deep-dive interview, ANZ Senior Economist Matthew Galt says New Zealand’s property market started the year a bit stronger than expected, before the Middle East conflict hit.
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Wednesday: RBA hikes for 3rd time in a row
05/05/2026 | 8 mins.
The Reserve Bank of Australia hikes with hawkish tones, but ANZ Research says that should be it this cycle. And flat New Zealand jobs data today may not mark the end of rising unemployment.
In our deep-dive interview, ANZ Head of Australian Economics Adam Boyton analyses the RBA’s latest forecasts and commentary for clues on whether there’s going to be another hike.
Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/
Tuesday: Oil prices up with tensions in Strait
04/05/2026 | 9 mins.
Oil prices jump again as tension ratcheted up in the Strait of Hormuz overnight. The Reserve Bank of Australia is expected to hike later today, adding to pressure on Australian housing markets already cooling.
In our deep-dive interview, ANZ Economist Vicky Xiao Zhou analyses a bounce in investment in China, thanks to a surge in data centre building and the electricity infrastructure to go with it.
Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/
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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