5 in 5 with ANZ

Oil prices fall another 4% as more tankers get out of the Persian Gulf. Australian inflation data sends mixed signals in May, which is keeping the RBA on alert for inflation. And Australia’s unemployment rate is forecast to fall, albeit slightly.

In our deep-dive interview, ANZ’s Head of Geopolitical Risk Cameron Mitchell analyses the stuttering end to the Iran conflict.

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Tech stocks are down on AI over-valuation fears, while oil fell as more ships exit the Strait of Hormuz. Australian CPI figures today will be watched for second round inflation from March’s energy price pulse. Singaporean inflation is less than forecasts.

In our deep-dive interview, ANZ Senior Commodity Strategist Daniel Hynes analyses just how long it will take for oil supplies from the Persian Gulf to return to something like normal.

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UK Prime Minister Keir Starmer announces his plan to resign. The market reaction is benign, on hopes his expected replacement, new Labour MP Andy Burnham, will run a tight budget. And the US dollar is on a roll against the yen.

In our deep-dive interview, ANZ’s Head of Asia Research Khoon Goh, sees the Monetary Authority of Singapore (MAS) responding again to inflation pressures by tightening policy next month.

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Oil is in focus this morning after Iran closed the Strait of Hormuz over the weekend. ANZ Research shifts its forecast for Fed rate cuts out to June 2027 from December. And Malaysian inflation is subdued.

In our deep-dive interview, ANZ Group Chief Economist Richard Yetsenga takes a wider look at a deal to end the Iran conflict, including why bond markets haven’t moved much, despite the deal.

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Oil falls and stocks rise again as a deal to re-open the Strait of Hormuz is signed. The Bank of England holds. Central banks in Indonesia and the Philippines hike. And New Zealand’s economy grows solidly in the March quarter.

In our deep-dive interview, ANZ Chief Economist for Southeast Asia and India Sanjay Mathur analyses India’s attempts to address a worsening balance of payments position and what they mean for the central bank.

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