US jobless claims unexpectedly fall, but markets brush it off. South Korea holds its interest rate. New Zealand’s trucks show production holding up, while data shows fewer migrants have been choosing to stay in New Zealand.
In our deep dive interview, ANZ Chief Economist for SouthEast Asia and India Sanjay Mathur highlights which Asian economies he’s keeping an eye on as we enter the third quarter.
Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/
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9:30
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9:30
Thursday: RBNZ holds dovishly
A new round of US tariff letters include a 20% rate on the Philippines. There’s uncertainty in the copper market as traders wait for more detail on Trump’s 50% tariff talk. The Reserve Bank of New Zealand dovishly holds, while Malaysia pre-emptively cuts.
In our deep dive interview, as the scramble for tariff-trade deals heats up, ANZ Senior Commodities Strategist Daniel Hynes analyses how the LNG market is playing a role.
Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/
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9:58
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9:58
Wednesday: RBA unexpectedly holds
The US administration officially postpones its tariff deadline to 1 August, but sends copper soaring with talk of a 50% tariff. The Reserve Bank of Australia surprises by holding rates. The Reserve Bank of New Zealand is also expected to hold later today.
In our deep dive interview, ANZ Head of Australian Economics Adam Boyton explains why the RBA’s unexpected decision to hold rates doesn’t mark the end of an easing cycle.
Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/
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8:59
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8:59
Tuesday: Stocks fall after Trump's tariff moves
Global stocks and riskier currencies are falling this morning after Donald Trump sent letters to Japan and South Korea setting tariffs of 25% from August 1, and the Reserve Bank of Australia (RBA) is expected to cut rates later today.
In our deep dive interview, ANZ Chief Economist for Greater China, Raymond Yeung, has taken a closer look at the idea of stablecoins issued in Hong Kong as a way for China to de-dollarise. He’s sceptical.
Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/
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9:05
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9:05
Monday: Focus on July 9 tariff deadline
Markets are braced for Donald Trump’s July 9 deadline for tariff deals. The RBA is expected to cut 25 basis points tomorrow, but the RBNZ is expected to hold on Wednesday. And Vietnam’s two-tiered trade deal is not expected to hit exports much.
In our deep dive interview, ANZ Economist Bansi Madhavani looks more closely at what sort of deals could be done this week, and what they might mean for the US economy.
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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