5 in 5 with ANZ

US inflation comes in as expected - Fed rate hike expectations fall. Bank of Korea says more rate rises are likely. And ANZ Research downgrades its Australian house price forecasts.

In our deep-dive interview, ANZ Economist Aaron Luk explains how Australia’s unemployment rate has become less sensitive to growth in recent years.

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The RBA holds but is ready to act if inflation doesn’t come down. Australian consumer and business confidence hold steady. And Singapore’s economy grew faster than first thought last quarter.

In our deep-dive interview, ANZ Head of Australian Economics Adam Boyton analyses the RBA’s latest forecasts for clues on rates.

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Oil prices are up 5% as worries grow about when the Strait of Hormuz will reopen. The RBA is set to hold rates today. And Bank of Japan members grow more hawkish as inflation expectations grow.

In our deep-dive interview, ANZ Group Chief Economist Richard Yetsenga says there are some key similarities between 1990s Japan and China’s economy today.

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US stocks are buoyed by a weak labour market because that means the Fed is less likely to hike rates. There’s new uncertainty over the opening of the Strait of Hormuz. China’s inflation cools.

In our deep-dive interview, ANZ New Zealand Chief Economist Sharon Zollner says ANZ’s latest card spending data for July shows Kiwis are getting out and spending more.

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Oil rises 3% after Iran issues new threats. US bond yields rise ahead of US jobs data tonight. Gold exports lift Australia back to a trade surplus. And New Zealand’s commodity prices fall as dairy prices weaken.

In our deep-dive interview, ANZ Head of Asia Research Khoon Goh analyses the big yen move, and downgrades two of his Asia currency forecasts.

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