5 in 5 with ANZ

Oil prices bounced and US stocks slid overnight as the end of the Iran ceasefire looms tomorrow, and after the US Navy fired on and boarded an Iranian ship yesterday. Also, New Zealand inflation and US retail sales figures are due today.

In our deep-dive interview, ANZ Economist Maddy Dunk outlines how ANZ Research has updated its forecast for Australian private credit growth over the next two years.

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Oil prices and the US dollar are expected to bounce in Asian trade this morning after Iran closed the Strait of Hormuz again and attacked two ships over the weekend. Markets are focused on peace talks due this week, and also global PMI data.

In our deep-dive interview, ANZ Group Chief Economist Richard Yetsenga sees the latest back and forth in the Iran conflict as edging towards resolution.

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US stocks are solid after a 10-day ceasefire between Israel and Lebanon was announced, but oil has risen as the Strait of Hormuz remains closed. And Australia’s jobs market doesn’t tighten, which may help the Reserve Bank of Australia.

And then in our deep-dive interview, ANZ Chief Economist for Greater China Raymond Yeung analyses China’s economic prospects after a strong Q1.

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Oil prices and stocks take a breather as the US and Iran consider a ceasefire extension. The Reserve Bank of Australia will be watching March job figures for signs of ongoing strength. India’s trade falls due to the Middle East conflict.

And then in our deep-dive interview, ANZ Economist Sophia Angala looks at how higher global energy prices will affect Australian imports and the federal budget.

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Oil prices are down as much as 7%, while stocks are up on Middle East peace talk hopes. The Reserve Bank of Australia warns rates may not be high enough to tame inflation, and Singapore tightens monetary policy.

And then in our deep-dive interview, ANZ Senior Commodities Strategist Daniel Hynes analyses the US blockade of the Strait of Hormuz and outlines ANZ Research’s new oil price forecast.

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