5 in 5 with ANZ

US stocks are solid after a 10-day ceasefire between Israel and Lebanon was announced, but oil has risen as the Strait of Hormuz remains closed. And Australia’s jobs market doesn’t tighten, which may help the Reserve Bank of Australia.

And then in our deep-dive interview, ANZ Chief Economist for Greater China Raymond Yeung analyses China’s economic prospects after a strong Q1.

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Oil prices and stocks take a breather as the US and Iran consider a ceasefire extension. The Reserve Bank of Australia will be watching March job figures for signs of ongoing strength. India’s trade falls due to the Middle East conflict.

And then in our deep-dive interview, ANZ Economist Sophia Angala looks at how higher global energy prices will affect Australian imports and the federal budget.

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Oil prices are down as much as 7%, while stocks are up on Middle East peace talk hopes. The Reserve Bank of Australia warns rates may not be high enough to tame inflation, and Singapore tightens monetary policy.

And then in our deep-dive interview, ANZ Senior Commodities Strategist Daniel Hynes analyses the US blockade of the Strait of Hormuz and outlines ANZ Research’s new oil price forecast.

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Oil prices are up around US$100/barrel again as the US Navy blockade on Iranian ports begins. ANZ Research changes its call for the Official Cash Rate in New Zealand, and Singapore’s central bank is expected to tighten today.

And then in our deep-dive interview, ANZ NZ Chief Economist Sharon Zollner sees the Reserve Bank of New Zealand hiking early and hard from July, to avoid having to go higher later.

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Peace talks between Iran and the United States collapse. Donald Trump says the US Navy will blockade the Strait of Hormuz and stop tankers on the high seas that have paid Iran tolls. And US inflation spikes, which pushes consumer confidence down.

And then in our deep-dive interview, ANZ Group Economist Richard Yetsenga assesses how much damage has been done so far to global economic momentum.

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