5 in 5 with ANZ

Oil prices are up in the absence of face-to-face peace talks between the United States and Iran, and the ongoing closure of the Strait of Hormuz. The focus turns today to the Bank of Japan (BoJ), where a rate hold is expected.

In our deep-dive interview, ANZ Head of FX Research Mahjabeen Zaman looks at why the yen has regained its strength somewhat in recent weeks, and what might happen if there’s a surprise hike by the BoJ later today.

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The Strait of Hormuz is still closed as the week begins, with peace talks stalled and naval blockades from Iran and the US in place. In Fed news, the way is clear now for Donald Trump’s nominee to become chair.

In our deep-dive interview, ANZ Senior Commodity Strategist Daniel Hynes looks closer at the longer term effects on oil supply, and prices of shut-ins.

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Oil prices rose again overnight after tit-for-tat seizures of vessels by the US and Iranian navies. South Korea’s growth jumps in the first quarter on chip exports. And the Philippines hikes rates to beat down inflation.

In our deep-dive interview, ANZ Pacific Economist Kishti Sen analyses how Papua New Guinea is responding to the oil price shock.

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Donald Trump extends the Iran ceasefire and US earnings are strong, so stocks are up, but the strait of Hormuz remains blocked, so oil is up too. And Bank Indonesia holds, but says rates could rise to support its currency.

In our deep-dive interview, ANZ Head of Asia Research Khoon Goh looks at how Singapore’s economy was placed heading into the oil price shock.

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Oil rises 4% and stocks drop as markets worry about the looming end of the ceasefire in Iran. Fed Chair nominee Kevin Warsh says he won’t bow to political pressure. And New Zealand businesses look to raise prices as inflation stays above target.

In our deep-dive interview, ANZ Senior Economist Miles Workman analyses how the Reserve Bank of New Zealand is set to view above-target inflation heading into the Middle East conflict.

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