5 in 5 with ANZ

The oil price slumps back towards US$80, and stocks rise, as traders bet on stockpiles being released. Australian consumers expect higher inflation due to the conflict. China’s chip exports and oil imports surge.

And then in our deep-dive interview, ANZ’s Head of Agribusiness Mark Bennett reviews the headwinds and tailwinds for Australia’s agriculture sectors as we head into Autumn.

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Oil prices slid back to US$100/barrel overnight after the G7 said it’s ready to release reserves. China’s consumer price inflation rose in February, but producer prices are still falling. So there’s still room for China to cut rates. And Asia’s currencies are hit hard.
And then in our deep-dive interview, ANZ Greater China Economist Vicky Xiao Zhou explores China’s slower growth target, albeit with much better exports than most expected last year.

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Oil and fuel prices are expected to surge again today as US and Israeli strikes on Iran extend into a second week, and as Iran ramps up strikes on oil facilities around the Gulf, with the Strait of Hormuz still closed.
And then in our deep-dive interview, ANZ Group Chief Economist Richard Yetsenga looks at what an extended war might mean, especially if global asset prices slump and US fuel prices soar ahead of US midterm elections in November.

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Oil prices and jet fuel prices rise as traders look to OPEC for guidance. China sets its lowest growth target since 1991. And Australian household spending is weaker than expected.
And then in part two of our deep-dive interview on Australia’s major projects pipeline, ANZ Senior Economist Adelaide Timbrell explains what’s behind the coming fall in large public projects.

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The oil price holds overnight on hopes for a resolution to the Iran conflict which were later denied. Korea’s stock exchange plummets on energy cost fears. And Australia’s GDP jumps in the December quarter.
And then in our deep-dive interview, ANZ Senior Economist Adelaide Timbrell assesses the outlook for major infrastructure projects in Australia.

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