Benign US inflation data sets the scene for a Fed rate cut this week. China’s exports are growing solidly. Japanese consumers spend less, but the Bank of Japan is still expected to hike. And the Reserve Bank of India cuts rates, as expected.
In our Deep-Dive interview, ANZ Group Chief Economist Richard Yetsenga explains why the Fed is still cutting, while the next moves by Reserve Banks in Australia and New Zealand (RBA, RBNZ) are expected to be hikes.
Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/
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8:20
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8:20
Friday: Australian households spend up
Global markets are solid ahead of key US inflation data tonight. Australian households spent up during October sales. Australia’s gold exports continue to climb. And there are positive signs for New Zealand’s Q3 growth.
In our Deep-Dive interview, ANZ Head of Asia Research Khoon Goh looks at what’s in store for the Yuan and Rupee next year.
Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/
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9:11
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9:11
Thursday: Australian GDP contains inflation sparks
US markets are mixed after weak jobs data. Australian GDP shows stronger inflation signals for the RBA. South Korean growth rises. And India’s central bank looks unlikely to aggressively defend a falling rupee.
In the first of two Deep-Dive interviews into the outlook for Asian currencies in 2026, ANZ Head of Asia Research Khoon Goh analyses the general trends and domestic drivers to watch out for.
Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/
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8:36
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8:36
Wednesday: RBA to hold from here - ANZ Research
US stocks rise, but wariness remains around tech valuations. ANZ Research updates its RBA call, with rates are expected to stay at 3.6%, and Australian Q3 GDP out today is set to be buoyed by public sector demand.
In our Deep-Dive interview, ANZ Head of Australian Economics Adam Boyton explains why the Reserve Bank of Australia (RBA) is at the end of its rate cut cycle, and what’s needed before the next move.
Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/
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9:40
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9:40
Tuesday: Inside NZ's house price recovery
US manufacturing data is weaker than expected, reinforcing expectations of a Fed rate cut next week. That’s dragging on the US dollar. But the Kiwi dollar is doing well on fresh talk rates could rise next year.
In our Deep-Dive interview, ANZ New Zealand Senior Economist Matt Galt sees house prices rising by a relatively slow 5% next year.
Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/
Start your day with 5 in 5 with ANZ. You’ll hear the five things you need to know about the global economy and markets in under 5 minutes. Plus a deep dive into emerging trends and issues. Hosted by business and financial journalist Bernard Hickey, the podcast features exclusive insights from ANZ’s global team of experts.
Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/