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...
Oil prices rise 2% as Syria’s President flees the country, and as more stimulus is expected in China following a surprise politburo statement. The Aussie and Kiwi dollars get a boost; The RBA goes into its final meeting of the year with a slight tightening bias.
In our bonus deep-dive interview, ANZ’s Executive Director for Agribusiness Insights, Michael Whitehead, has been down on Australia’s wheat, beef and sheep farms with mostly good news for farmers, starting with strong grain prices and a surprising reason.
Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/
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9:41
Monday: China may downgrade its GDP forecast this week
Markets have yet to open after the lightening-fast overthrow of Bashar al-Assad’s regime in Syria over the weekend, which may further destabilise the Middle East. The Fed is seen on track to cut again next week. The RBA is expected to hold tomorrow.
In our bonus deep-dive interview, ANZ Senior China Strategist Zhaopeng Xing explains why he’s watching for a potential GDP target downgrade from China’s annual Central Economic Work Conference this week.
Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/
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8:12
Friday: All eyes ahead to US jobs and Fed
Bitcoin holds above US$100,000, while stocks and bonds are mixed ahead of US jobs data. The euro holds up well despite the collapse of France’s government, and Australian consumer goods imports rose as retailers stocked up for Black Friday.
In our bonus deep-dive interview, ANZ’s Chief Economist for Southeast Asia and India,Sanjay Mathur, looks at how Indonesia can grow GDP even faster than its current rate of 5% per annum.
Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/
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9:00
Thursday: Lifting of martial law helps South Korean won
South Korea’s financial markets stabilise after the lifting of martial law, but the won remains vulnerable to political instability and a national strike threat. Australian GDP growth is more solid than its topline figures suggest.
In our bonus deep-dive interview, ANZ India Economist Dhiraj Nim dismantles India’s food inflation trends to find there’s more than just the weather and climate at work.
Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/
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8:54
Wednesday: South Korean President declares martial law
South Korea’s President declares martial law, accusing opposition parties of plotting with North Korea. The Korean won slumps. Elsewhere, Australian GDP figures today are set to show a re-acceleration of growth.
In part two of a bonus Deep Dive interview on Asian currencies across 2025, ANZ’s Head of Asia Research Khoon Goh analyses which export-dependent economies are most at risk from trade disruptions.
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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