Oil jumps to US$118/barrel after Donald Trump suggests blockading the Strait of Hormuz for months. The US Fed holds rates as dissenters oppose an easing bias. And Australian core inflation is below forecasts, but the RBA is still set to hike next week.

In our deep-dive interview, ANZ Economist Maddy Dunk explains why the RBA is so focussed on inflation expectations, following March’s price data.

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

Oil prices rise as the Strait of Hormuz remains shut, while stocks fall on AI fears. The Bank of Japan holds, but hawkishly. And Australian Q1 inflation today is set to back another hike by the RBA.

In our deep-dive interview, ANZ Economist Bansi Madhavani assesses the likelihood of a Bank of Japan rate hike in June.

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

Oil prices are up in the absence of face-to-face peace talks between the United States and Iran, and the ongoing closure of the Strait of Hormuz. The focus turns today to the Bank of Japan (BoJ), where a rate hold is expected.

In our deep-dive interview, ANZ Head of FX Research Mahjabeen Zaman looks at why the yen has regained its strength somewhat in recent weeks, and what might happen if there’s a surprise hike by the BoJ later today.

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

The Strait of Hormuz is still closed as the week begins, with peace talks stalled and naval blockades from Iran and the US in place. In Fed news, the way is clear now for Donald Trump’s nominee to become chair.

In our deep-dive interview, ANZ Senior Commodity Strategist Daniel Hynes looks closer at the longer term effects on oil supply, and prices of shut-ins.

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

Oil prices rose again overnight after tit-for-tat seizures of vessels by the US and Iranian navies. South Korea’s growth jumps in the first quarter on chip exports. And the Philippines hikes rates to beat down inflation.

In our deep-dive interview, ANZ Pacific Economist Kishti Sen analyses how Papua New Guinea is responding to the oil price shock.

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

Donald Trump extends the Iran ceasefire and US earnings are strong, so stocks are up, but the strait of Hormuz remains blocked, so oil is up too. And Bank Indonesia holds, but says rates could rise to support its currency.

In our deep-dive interview, ANZ Head of Asia Research Khoon Goh looks at how Singapore’s economy was placed heading into the oil price shock.

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

Oil rises 4% and stocks drop as markets worry about the looming end of the ceasefire in Iran. Fed Chair nominee Kevin Warsh says he won’t bow to political pressure. And New Zealand businesses look to raise prices as inflation stays above target.

In our deep-dive interview, ANZ Senior Economist Miles Workman analyses how the Reserve Bank of New Zealand is set to view above-target inflation heading into the Middle East conflict.

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

Oil prices bounced and US stocks slid overnight as the end of the Iran ceasefire looms tomorrow, and after the US Navy fired on and boarded an Iranian ship yesterday. Also, New Zealand inflation and US retail sales figures are due today.

In our deep-dive interview, ANZ Economist Maddy Dunk outlines how ANZ Research has updated its forecast for Australian private credit growth over the next two years.

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

Oil prices and the US dollar are expected to bounce in Asian trade this morning after Iran closed the Strait of Hormuz again and attacked two ships over the weekend. Markets are focused on peace talks due this week, and also global PMI data.

In our deep-dive interview, ANZ Group Chief Economist Richard Yetsenga sees the latest back and forth in the Iran conflict as edging towards resolution.

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

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.

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

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.

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