5 in 5 with ANZ

The Fed holds rates, but cuts look off the table as half of the rate-setters favour a hike this year. US Treasury yields rise and stocks are down. Meanwhile, New Zealand releases first quarter growth data today, with growth of about 1.0% expected.

In our deep-dive interview, ANZ Economist Maddy Dunk explains why ANZ Research has tuned down its Australian house price forecasts.

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Oil falls below $80 a barrel on expectations the Strait of Hormuz will open soon. The RBA holds rates at 4.35%, but keeps a hawkish tone. And the Bank of Japan hikes rates to a 31-year-high of … 1%.

In our deep-dive interview, ANZ Commodities Strategist Soni Kumari explains why gold prices haven’t traded as expected through the Middle East conflict.

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Stocks rally to new record highs and oil falls to almost $80 after the US and Iran confirm they’ll sign a deal on Friday to reopen the Strait of Hormuz. The Reserve Bank of Australia is expected to hold today, but the Bank of Japan is seen hiking.

In our deep-dive interview, ANZ Group Chief Economist Richard Yetsenga looks back and ahead at a swathe of central bank decisions, starting with the RBA today.

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Donald Trump says a deal to reopen the Strait of Hormuz will be signed later today, but Iran has yet to confirm it and new Israeli strikes in Lebanon have introduced more doubt. And India’s inflation rate rises.

In our deep-dive interview, ANZ Head of Asia Research Khoon Goh looks at how Asia equity portfolio outflows in May have continued into June.

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Oil prices fall 3% and US stocks bounce after Donald Trump calls off fresh air strikes on Iran, and says Iran’s leaders have approved an unspecified deal. And the European Central Bank hikes rates, as expected.

In our deep-dive interview, ANZ Head of Agribusiness Mark Bennett analyses the outlook for Australia’s beef and sheep sectors as winter sets in.

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