5 in 5 with ANZ

US stocks slumped as much as 6% overnight as investors worried a Democrat-dominated US Congress and states might slow down the buildout of data centres. The Bank of England hikes, and Australia’s exports improve.

In our deep-dive interview, ANZ Commodities Strategist Soni Kumari analyses a shift in aluminium supply which had been hit by the Middle East conflict.

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

US markets rally after the Democrats sweep the US House and Senate. Oil prices slump almost 10%. New Zealand’s labour market unexpectedly weakens. And Australian households lift their spending.

In our deep-dive interview, ANZ Senior Economist Matt Galt explains how New Zealand can have an improving economy, but a soggy labour market.

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

The Reserve Bank of Australia (RBA) hikes the cash rate to 4.85%. ANZ Research expects it to stay there until the end of 2027. And New Zealand jobs data today is expected to reflect an economic turnaround in recent quarters.

In our deep-dive interview, ANZ Head of Australian Economics Adam Boyton digs into the path ahead for the RBA.

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

Oil prices slump 8% overnight on signs the US and Iran want to end their conflict. The Reserve Bank of Australia (RBA) is expected to hike today, but will it do more? And Australian house prices are falling, and not just in Sydney and Melbourne.

In our deep-dive interview, ANZ Senior Commodity Strategist Daniel Hynes explains why oil prices could spike if conflict escalates in the Middle East after this week’s US mid-term elections.

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

Global markets bracing for a ramping up of the Iran conflict after this week’s US mid-term elections, that could push oil prices over US$120 barrel. Taiwan’s growth beats forecasts. And the Bank of Japan holds.

In our deep-dive interview, ANZ Group Chief Economist Richard Yetsenga looks at two big themes – global economic resilience and worries about fiscal sustainability, particularly in the US.

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