5 in 5 with ANZ

Oil prices fall on hopes for peace talks in the Middle East and stocks retreat from their record highs. Australia’s imports jump in March as data centre equipment and oil values rise. And the Aussie dollar is trading at its highest level since 2022.

In our deep-dive interview, ANZ Head of FX Research Mahjabeen Zaman explains why the International Monetary Fund may be taking notice of Yen intervention.

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

Oil falls and stocks rise on hopes the Middle East conflict is nearing an end. New Zealand’s jobless rate falls, in a sweet-spot release for the RBNZ. And higher inflation could see the Bank of Korea hike rates.

In our deep-dive interview, ANZ Senior Economist Matthew Galt says New Zealand’s property market started the year a bit stronger than expected, before the Middle East conflict hit.

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

The Reserve Bank of Australia hikes with hawkish tones, but ANZ Research says that should be it this cycle. And flat New Zealand jobs data today may not mark the end of rising unemployment.

In our deep-dive interview, ANZ Head of Australian Economics Adam Boyton analyses the RBA’s latest forecasts and commentary for clues on whether there’s going to be another hike.

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

Oil prices jump again as tension ratcheted up in the Strait of Hormuz overnight. The Reserve Bank of Australia is expected to hike later today, adding to pressure on Australian housing markets already cooling.

In our deep-dive interview, ANZ Economist Vicky Xiao Zhou analyses a bounce in investment in China, thanks to a surge in data centre building and the electricity infrastructure to go with it.

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

Japanese authorities have intervened to halt the yen’s slide. There’s fresh talk of another peace proposal in the Iran conflict, but the Strait of Hormuz is still shut. South Korean exports rise 48%, and New Zealand consumers see record-high inflation.

In our deep-dive interview, ANZ Head of FX Research Mahjabeen Zaman looks at the chances of further intervention to stop the dollar rising beyond 160 yen, including the chances of bilateral intervention by both Japanese authorities and the Fed.

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