5 in 5 with ANZ

Global bond yields take a breather and US stocks rise. Australia’s growth eased in the first half of 2026, but a November rate hike remains on the cards. The RBNZ lifts rates but the Kiwi drops as guidance changes.

In our deep-dive interview, ANZ Head of Australian Economics Adam Boyton analyses how Australia’s economy was placed after the second quarter.

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Oil jumps and Government bond yields rise on inflation worries as the US launches new Iran strikes. ANZ Research upgrades its Australian Q2 GDP forecast. And the RBNZ is expected to hike rates today.

In our deep-dive interview, ANZ Group Chief Economist Richard Yetsenga reviews the economic opportunities from Australia’s data centre construction boom.

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Brent jumps 5% on renewed conflict in the Middle East. Stronger company profits mean upside risk to Australia’s Q2 GDP. Kiwi businesses report mixed inflation views ahead of the RBNZ’s rate call.

In our deep-dive interview, ANZ FX Analyst Preksha Jain analyses whether dividend conversions, off the back of the ASX reporting season, could affect the Aussie as US dollar payments are converted into AUD by domestic investors.

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The Fed Chair delivers a hawkish Jackson Hole speech - US rate hike bets firm up. But jobs data this week could ease the pressure. New Zealand consumer inflation expectations stay steady. Australia has Q2 GDP this week.

In our deep-dive interview, ANZ Head of FX Research Mahjabeen Zaman explains the implications of Kevin Warsh’s speech for rate expectations and currencies.

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US Treasuries are steady ahead of the Fed chair’s Jackson Hole speech; Australian household spending jumps - supporting ANZ Research’s November rate hike call. Korea and the Philippines hike rates.

In our deep-dive interview, ANZ Senior Rates Strategist Jack Chambers explains why it’s so important to keep an eye on longer-dated US Treasury yields.

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