5 in 5 with ANZ

The Reserve Bank of New Zealand says hikes are coming sooner rather than later, sending the NZ dollar up. And Australia’s headline inflation undershoots in April, sending the Aussie dollar down.

In our deep-dive interview, ANZ Senior Rates Strategist Jennifer Kusuma says Asian local currency bond markets have been resilient through the Middle East conflict. But there are rising inflation risks.

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Stocks and Brent oil are up this morning on see-sawing Middle East peace hopes. The Reserve Bank of New Zealand is set to hold today, but for how long? And the Reserve Bank of Australia will be closely watching inflation data.

In our deep-dive interview, ANZ Senior Commodities Strategist Daniel Hynes has been tracking global oil inventories as the Strait of Hormuz remains shut, to get a sense of just how much is left.

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Oil prices fall 6.5% and bond yields drop on hopes a peace deal could re-open the Strait of Hormuz. The euro is weak as European factories slow down, and Singapore reports blockbuster GDP growth.

In our deep-dive interview, ANZ Head of Australian Economics Adam Boyton assesses the potential impact of Federal Budget tax changes on Australia’s property market.

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There’s fresh uncertainty about the Iran conflict, with Donald Trump first saying a deal was ‘largely negotiated,’ but then that the blockade of the Strait of Hormuz remained and ‘there’s no rush for a deal’. And ANZ Research changes its Fed call.

In our deep-dive interview, ANZ Economist Bansi Madhavani analyses UK jobs, price and growth data to get a sense of what the Bank of England may have to do next.

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Stocks spike and oil prices fall in late trade on hopes for an Iran peace deal. Factory activity slumps in Britain & Europe, but is solid in the US, and Australia’s jobs market softens, which may allow the RBA to hold rates.

In our deep-dive interview, ANZ Commodities Strategist Soni Kumari analyses some key shifts in the gold market.

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