5 in 5 with ANZ

Australia’s July CPI is stronger than expected, after RBA minutes highlighted concerns about prices. So ANZ Research has changed its rate call to another hike in November. US inflation backs the Fed to hold.

In our deep-dive interview, ANZ Economist Maddy Dunk analyses what was behind the strength in Australia’s July CPI data.

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US Treasury yields drop as attention turns to PCE inflation data tonight. RBA August meeting minutes lean to the hawkish side. Australia’s July CPI inflation today will be watched for any upside surprise.

In our deep-dive interview, ANZ Commodities Strategist Soni Kumari reviews how Gold has been tracking as US rate hike expectations change, fiscal concerns rise and the Middle East conflict continues.

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Oil and Treasury yields drop as the US sets out more Iran sanctions; Singapore’s core inflation jumps but was weaker than expected. New Zealand retail sales drop, highlighting a stalled economy in Q2.

In our deep-dive interview, ANZ Senior Asia Rates Strategist Jennifer Kusuma reviews how Asia sovereign risks are tracking amid the Middle East conflict and bond market uncertainty.

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US business activity rises in August as price growth eases. The US dollar settles lower after last week’s Treasury bond market intervention. Stronger inflation boosts Bank of Japan rate hike expectations.

In our deep-dive interview, ANZ Group Chief Economist Richard Yetsenga reviews the US Treasury’s moves last week to bring borrowing costs down, and the implications for Australia and New Zealand.

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Long Treasury yields are back up - the US is looking at what else it can do to get borrowing costs down. Australia’s labour market softens, taking pressure off the RBA. And Japan’s exports surge on AI demand.

In our deep-dive interview, ANZ Economist Vicky Xiao Zhou looks at what’s driving Asia’s AI tech export boom.

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