5 in 5 with ANZ

Oil prices and US bond yields rise again. Australia’s labour market continues to gradually weaken. And ANZ Research upgrades its New Zealand farmgate milk price forecast because of higher oil prices.

In our deep-dive interview, ANZ Economist Dhiraj Nim explains how expectations for higher oil prices have led ANZ Research to change its Reserve Bank of India rate call to three hikes at its next three meetings.

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Donald Trump supports a US diesel export ban. US Treasury yields surge after a weak bond sale, and after another oil price spike and strong growth data fires up Fed hike expectations. The RBA will focus on Australian jobs data today.

In our deep-dive interview, ANZ Economist Bansi Madhavani explains why ANZ Research expects the Bank of England (BOE) is set to hike rates.

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Oil prices drop on hopes the Strait of Hormuz and a Saudi pipeline will open, but the energy price spike is hitting inflation. Australian consumers are gloomier, and the RBNZ warns of higher inflation.

In our deep-dive interview, ANZ Commodities Strategist Soni Kumari explains why ANZ Research is expecting persistently higher oil prices.

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Oil prices fall on hopes for a peace deal in the Middle East. ANZ Research changes its cash rate forecasts for the Reserve Bank of Australia, the Reserve Bank of New Zealand and the Bank of England to see more hikes, while China stays on hold.

In our deep-dive interview, ANZ’s New Zealand Chief Economist Sharon Zollner, explains why she thinks the RBNZ needs to hike three more times, rather than once.

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The Bank of Japan hikes, but with a dovish split vote. There’s some good inflation news for the Reserve Bank of New Zealand. And the Bank of England extends its bond buy-back programme, which helps lower UK Government borrowing costs.

In our deep-dive interview, ANZ’s Head of Asia Research Khoon Goh details why Asian currencies have done better than expected in recent weeks, despite a cocktail of higher Fed rates and high oil prices.

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