5 in 5 with ANZ

The Strait of Hormuz remains shut to oil tankers as the Middle East conflict escalates. The US strikes Kharg Island & Iran attacks oil facilities in the UAE. Oil is expected to rise over US$100 a barrel in Asian trade later today.

And then our deep-dive interview, ANZ Group Chief Economist Richard Yetsenga analyses the risk now facing central banks and consumers as the Strait remains closed at the start of a third week.

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The price of Brent crude rises back over US$100/barrel as Iran’s new leader vows to keep the Strait of Hormuz closed. US stocks fall. And ANZ Research upgrades its RBA call to hikes in both March and May.

And then our deep-dive interview ANZ Economist Dhiraj Nim analyses how well-placed India’s key economic players are to withstand a prolonged oil price shock.

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The International Energy Agency releases a record 400 million barrels, but oil is back up 5% as the Middle East conflict deepens. US core inflation falls in February. The Australian dollar has strengthened in recent days after hawkish RBA comments.

And then in part 2 of a deep-dive interview on the outlook for Australia’s agri sectors, ANZ’s Head of Agribusiness Mark Bennett analyses the prospects for dairy and wool.

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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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