In my free daily #5in5withANZ email & podcast on global #economy & #markets today: Fed speakers indicate no March cut; The RBA studies late 2025 inflation jump; Australian consumers look up; China leaves rates unchanged; ANZ's Sophia Angala on Australian confidence open.substack.com/pub/5in5with...
My free daily #5in5withANZ email/podcast on global economy & markets: Oil surges after reports US may strike Iran within days; ANZ sees 3 Fed rate cuts in 2026; Australia's jobless rate flat at 4.1%; Miles Workman analyses NZ's outlook sans a housing boom. #nzpol open.substack.com/pub/5in5with...
In my free daily #5in5withANZ email & podcast on global #economy & #markets today: The #RBNZ’s more-dovish-than-expected #OCR hold drags the #NZD down 1% + In our deep-dive interview, Richard Yetsenga examines #KevinWarsh 's idea #AI will allow more #Fed rate cuts. open.substack.com/pub/5in5with...
Today’s #5in5withANZ: Richard Yetsenga asks whether the ‘Trump Trade’ surge was more about the certainty of the result than Trump’s policies. Also, Daniel Hynes looks at how the internationalisation of Australia’s gas market may be partly offset by new solar.
www.linkedin.com/pulse/trump-...
Today's #5in5withANZ features @ANZ_Research's @MBansi on the Trump Trade's effect on asset prices, including fresh record highs for bitcoin and the S&P 500; @sharon_zollner on falling NZ workforce participation; and Adam Boyton on Australia's rising workforce participation.
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Today's #5in5withANZ features @ANZ_Research's @cfbirch analysing Australian inflation data and whether it will bring forward the start of RBA rate cuts into 2024 (spoiler alert: no); @ricyet previewing today's NZ business confidence survey; Felix Ryan previewing today's Bank of
Today's #5in5withANZ features @ANZ_Research's @ricyet on what China could learn from the reception for its stimulus and how quickly it's being caught by India; Arindam Chakraborty reviewing Malaysia's slightly-cooler-than-expected inflation figures; Krystal Tan reviewing South
Today's #5in5withANZ features @ANZ_Research's @ricyet reporting back on China's economic challenges after a visit there; @mBansi on growing expectations the ECB will cut 50bps in December and the Bank of Canada's 50 bps cut overnight; @danielhynes on gold's irresistible surge;
Today's #5in5withANZ podcast features Zhaopeng Xing and on China's banks cutting mortgages and China's property support stimulus package, Adam Boyton on the Reserve Bank of Australia's views on later market expectations for rate cuts, and Daniel Hynes on iron ore and oil prices.
Today’s #5in5withANZ features @ANZ_Research’s @madelinedunk on Australia’s resilient labour market and its increasingly crowded and investor-driven housing market, Raymond Yeung explains China’s latest housing stimulus package, while Brian Martin analyses the European Central
Today’s #5in5withANZ features @ANZ_Research’s @ricyet on the Bank of England being likely to cut 25bps tonight, Miles Workman on what soft New Zealand inflation means for the Reserve Bank of New Zealand, Adam Boyton previewing today’s Australian employment data and Krystal Tan
Today’s #5in5withANZ features @ANZ_Research Kishti Sen on Pacific currencies, Zhaopeng Xing on market reaction to China’s fiscal stimulus moves, @ricyet on the Bank of England’s big rates decision this week, @Khoon_Goh on the Monetary Authority of Singapore (MAS)’s dovish turn
Today’s #5in5withANZ features @ANZ_Research’s Kausani Basak analysing the Bank of Thailand’s baht intervention, Brian Martin on last night’s stronger-than-expected US inflation figures, @Khoon_Goh previewing the Monetary Authority of Singapore’s policy decision on Monday, Felix
Today's #5in5withANZ features @ANZ_Research 's @MBansi on the surge in Chinese stocks, Raymond Yeung on China's manufacturing pickup and the release of house buying restrictions in Shenzen, Guangzhou and Shanghai, @MadelineDunk on signs of a slightly softer Australian housing
Today's #5in5withANZ features @ANZ_Research's Adam Boyton analysing yesterday's hold by the RBA and Raymond Yeung 楊宇霆's view on China's stimulus package, plus @cfbirch Birch's preview of Australian inflation data today. FYI @ricyet...
Today's #5in5withANZ podcast includes @ANZ_Resarch's Krystal Tan analysing the benefits of lower oil prices for Southeast Asia's economies, @ricyet on the Fed's reasoning for a 50 bps rate cut and why Australia's economy is the current exception to the rate-cutting rule, for
In today's #5in5withANZ, @ANZ_Research's @madelinedunk previews Australian business confidence data, Zhaopeng Xing looks at weak China inflation data, @tom_r_kenny finds some positives in the US jobs data and @MBansi looks at the chances of a 50 bps cut by the Fed, plus dissects
In today's #5in5withANZ: @ANZ_Research's @ricyet on how much the Fed cuts next week; @danielhynes on the iron ore supply and demand outlooks; @madelinedunk on strong home loan growth in Australia and Kausani Basal on Vietnam's economic sweet spot....
Today's #5in5withANZ features @ANZ_Research's Jack Chambers, @madelinedunk, @arindam_chky, Brian Martin, Krystal Tan and Henry Russell FYI @ricyet www.linkedin.com/pulse/rba-sends-strong-i...
FYI in today's #5in5withANZ, @ANZ_Research's @cfbirch on what lower consumer spending in Australia's Q2 GDP figures means for the @RBAInfo's cash rate; @danielhynes on slumping oil prices and Zhaopeng Xing on China's weak services PMI. FYI @ricyet...
FYI in today's #5in5withANZ, @ANZ_Research's Adam Boyton on a soft landing in Australia, Madeline Dunk on Australian consumer confidence, Felix Ryan on Japanese exports and Krystal Tan on rates decisions from Bank Indonesia, Bank of Thailand and Bank of Korea. @ricyet
In today's #5in5withANZ, @ANZ_Research's @danielhynes on the La Niña effect for commodities, @ricyet on global interest rates, @sharon_zollner on NZ economic data & Krystal Tan previewing Thai GDP. www.linkedin.com/pulse/market-focus-turns...
In today's #5in5withANZ global markets podcast, @ANZ_Research's @MBansi on strong US retail sales, Adam Boyton on Australian jobs, Zhaopeng Xing on China's weak consumer demand, Arindam Chakraborty on a rate cut in the Philippines and Kausani Basak on what the AI boom means for
In our #5in5withANZ free global markets podcast today, we preview Australian jobs and NZ net migration data, review Indian inflation figures and take a closer look at the dollar-yen's wild ride in recent weeks. open.substack.com/pub/5in5with...
In today's #5in5withANZ an interview with @ANZ_Research's Krystal Tan on How Trump v2.0 may hit Asian exports. Includes a preview of China data this week and a review of China CPI. FYI @ricyet www.linkedin.com/pulse/how-trump-v20-may-...
In today's #5in5withANZ free daily markets podcast, No smoking gun for RBNZ cut, there's analysis from Miles Workman, @MBansi, Krystal Tan and Dhiraj Nim. FYI @ricyet www.linkedin.com/pulse/smoking-gun-rbnz-c... via @LinkedIn
FYI in our #5in5withANZ free podcast+email today: Global rout widens after Nikkei crash & yen surge. Includes comment from @ANZ_Research 's @MBansi, Mahjabeen Zaman, @cfbirch & Krystal Tan. FYI @ricyet ...
Check out our latest #5in5withANZ free daily podcast and email. Including @ricyet Miles Workman, Blair Chapman and Krystal Tan on nonfarm payrolls, NZ house prices and South Korea monetary policy. www.linkedin.com/pulse/monday-markets-fea...
In this morning’s #5in5withANZ: @ANZ_Research’s @MBansi on the US CPI fall overnight that drove Treasuries down 5-13 bps & US$ down 0.5%;
@sharon_zollner on more soft NZ GDP indicators;
@madelinedunk on how the RBA views looser fiscal settings; @arindam_chky on BNM's hold; FYI @ri
In today’s #5in5withANZ: @ANZ_Research’s Bansi Madhavani on soft US jobs lifting bets Fed can cut in Sept. That drove UST yields down 3-7 bps & S&P 500 to a new high. Also, Australia retail sales & building approvals beat forecasts. A$/NZ$ up 0.4% @ricyet...
