US inflation continues to come in low as FOMC members approach their next rates decision; Australian consumer confidence falls after the RBA holds; China’s economy outpaces in Q2, and India’s exports and imports both fall in June.
In our deep dive interview, ANZ Head of FX Research Mahjabeen Zaman looks at how the Australian dollar has been trading in line with a broader array of Asian currencies than just China’s CNH.
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8:32
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8:32
Tuesday: EU warns of trade halt with 30% tariff
Risk-sensitive currencies are down after the EU warned Trump’s 30% tariffs on exports would stop trade across the Atlantic. Elsewhere, China reports better-than-expected exports, while Singapore’s GDP outperforms.
In our deep dive interview, ANZ Senior Commodities Strategist Daniel Hynes explains why metals prices for batteries have slumped so much.
Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/
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8:33
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8:33
Monday: Trump threatens big EU & Mexico tariffs
Donald Trump threatens 30% tariffs on the EU and Mexico, which may slow US growth and push up inflation. China is due to report data suggesting 5% growth in 2025 is still possible, and India is expected to report benign inflation figures.
In our deep dive interview, ANZ Economist Sophia Angala analyses how Australia’s states performed in Q1.
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9:39
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9:39
Friday: FOMC member eyes inflation
US jobless claims unexpectedly fall, but markets brush it off. South Korea holds its interest rate. New Zealand’s trucks show production holding up, while data shows fewer migrants have been choosing to stay in New Zealand.
In our deep dive interview, ANZ Chief Economist for SouthEast Asia and India Sanjay Mathur highlights which Asian economies he’s keeping an eye on as we enter the third quarter.
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9:30
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9:30
Thursday: RBNZ holds dovishly
A new round of US tariff letters include a 20% rate on the Philippines. There’s uncertainty in the copper market as traders wait for more detail on Trump’s 50% tariff talk. The Reserve Bank of New Zealand dovishly holds, while Malaysia pre-emptively cuts.
In our deep dive interview, as the scramble for tariff-trade deals heats up, ANZ Senior Commodities Strategist Daniel Hynes analyses how the LNG market is playing a role.
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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