5 in 5 with ANZ

Oil eases and stocks rise on Middle East ceasefire hopes, even as Iran rejects a US peace plan. And Australia’s annual inflation fell slightly in February, as household spending eased off.

And then in our deep-dive interview, ANZ Agri Economist Matt Dilly explains how the oil price shock is affecting global fertiliser prices and on-farm costs in New Zealand.

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

Oil is back up 5% as caution returns to the outlook for the Middle East conflict. The RBNZ signals no knee-jerk moves but is watching inflation expectations. And Australian inflation expectations jump to a record high as confidence plunges.

And then in our deep-dive interview, ANZ Senior Rates Strategist Jennifer Kusuma looks at the tail end risks for Asian economies from a prolonged supply shock due to the Middle East conflict.

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

US President Donald Trump has postponed his threatened strikes on Iranian power and desalination plants. Markets rally on hopes for de-escalation. And New Zealand’s new Reserve Bank Governor, Anna Breman, speaks today.

And then in part two of a deep-dive interview with ANZ Senior Commodity Strategist Daniel Hynes, he details why any resumption of oil production won’t be easy, or quick.

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

US President Donald Trump threatens to destroy Iran’s power and water plants. In response, Iran threatens to strike US infrastructure across the Persian Gulf. Markets are set to react badly. Also, ANZ Research changes its call for the next Fed cut.

And then in our deep-dive interview, ANZ Senior Commodity Strategist Daniel Hynes explains how the latest strikes on oil and gas infrastructure in the Gulf will change global energy markets, structurally.

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

Oil hits US$119 a barrel after Iran hits Qatar’s big LNG plant hard. Gas prices rise 35%. The Fed, Bank of Japan and the ECB all hold rates to take stock of the Middle East conflict. Australia’s jobless rate rises.

And then in our deep-dive interview, ANZ Senior Economist Matthew Galt analyses how New Zealand’s economy hung onto growth in Q4.

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