Global stocks rally on growing hopes the Fed will cut next month. Donald Trump threatens even higher tariffs on India, blaming its buying of Russian oil. And Australian house prices are rising at an annualised rate of 7.4%.
In our deep dive interview, ANZ Economist Vicky Xiao Zhou navigates the ins and outs of China’s still unresolved trade negotiations with the US.
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9:10
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9:10
Monday: Inside Trump's tariff rate surprises
Donald Trump hits Taiwan (20%), India (25%) and New Zealand (15%) with higher than expected tariff rates. US jobs figures were weaker than expected in July, and market bets the Fed will cut next month have strengthened.
In our deep dive interview, ANZ’s Head of Asia Research Khoon Goh looks at the winners and losers from Friday’s big tariff news.
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9:07
Friday: US piles tariff pressure on India
US inflation rises in June, driving down expectations for a Fed rate cut next month. Trump announces a string of trade deals and extensions, but not for India. And the Bank of Japan holds, but sees higher inflation.
In our deep dive interview, ANZ’s Dhiraj Nim looks at how the lack of a US trade deal for India, with a penalty tariff rate of 25%, will affect its economy.
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9:59
Thursday: US Fed holds rates
The Fed keeps US rates on hold, and lowers its tone on growth; Australia’s inflation paves the way for an August rate cut; there are signs of weakness in New Zealand’s economy; And Singapore leaves policy on hold.
In our deep dive interview, ANZ’s Matthew Galt looks at what’s been driving local Council property tax rates up in New Zealand in recent years.
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9:41
Wednesday: Australia CPI to hold rate clues
Markets are mixed this morning as attention turns to the Fed’s rate decision tomorrow. Also, Australia’s Q2 inflation data today will provide a big clue to whether the Reserve Bank of Australia can cut rates next month.
In our deep dive interview, ANZ Economist Aaron Luk has been researching insolvencies in Australia’s accommodation and food services sector.
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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