5 in 5 with ANZ

Oil climbs and stocks fall as Persian Gulf facilities are hit. Australia’s jobs market likely remained tight in February. Attention now turns to the Bank of Japan and ECB after the Fed’s rate decision as this podcast goes to air.

And then our deep-dive interview, ANZ Economist Vicky Xiao Zhou analyses how exposed Asia’s economies are to oil and LNG from the Middle East.

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The RBA hikes rates again in a close 5-to-4 vote. Another is on the cards for May. West Texas Oil futures rose about 2% overnight; And all eyes are now on how the Fed reacts to the Middle East conflict tomorrow.

And then our deep-dive interview, ANZ’s Head of Geopolitical Risk, Cameron Mitchell analyses the chances of a longer and wider conflict in the Middle East.

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A few oil tankers have started moving through the Strait of Hormuz, but only from India, China & Turkey. So oil prices softened. And all eyes in Australia are on the Reserve Bank of Australia’s expected rate hike later today.

And then our deep-dive interview, ANZ New Zealand’s Chief Economist Sharon Zollner takes a closer look at how the Reserve Bank of New Zealand might, or might not, react to the energy price shock coming out of the Middle East conflict.

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The Strait of Hormuz remains shut to oil tankers as the Middle East conflict escalates. The US strikes Kharg Island & Iran attacks oil facilities in the UAE. Oil is expected to rise over US$100 a barrel in Asian trade later today.

And then our deep-dive interview, ANZ Group Chief Economist Richard Yetsenga analyses the risk now facing central banks and consumers as the Strait remains closed at the start of a third week.

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The price of Brent crude rises back over US$100/barrel as Iran’s new leader vows to keep the Strait of Hormuz closed. US stocks fall. And ANZ Research upgrades its RBA call to hikes in both March and May.

And then our deep-dive interview ANZ Economist Dhiraj Nim analyses how well-placed India’s key economic players are to withstand a prolonged oil price shock.

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