Stocks spike and oil prices fall in late trade on hopes for an Iran peace deal. Factory activity slumps in Britain & Europe, but is solid in the US, and Australia’s jobs market softens, which may allow the RBA to hold rates.

In our deep-dive interview, ANZ Commodities Strategist Soni Kumari analyses some key shifts in the gold market.

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Oil falls and and stocks rise on Middle East peace hopes. Australia’s jobs data today will be closely watched by the RBA for weakness. And Bank Indonesia opts for a jumbo 50 basis point hike.

In our deep-dive interview, ANZ Head of FX Research Mahjabeen Zaman says the Yen may not weaken much further from here, as long-dated Government bond yields rise and BoJ hikes come closer.

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The Reserve Bank of Australia’s minutes indicate a wait-and-see approach following this month’s hike. Higher diesel prices squeeze New Zealand firm profit margins, and the Bank of Japan looks set to hike after stronger-than-expected Q1 growth.

In our deep-dive interview, ANZ Head of Asia Research Khoon Goh explains how the global data centre boom is helping Asia’s economies outside of China and India sail through the headwinds from the ‘liberation Day tariffs and Iran Conflict turmoil.

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China’s economic growth slows more than expected in April, but exports of gear for data centres from the likes of Singapore are going gangbusters. And that helped accelerate Thailand’s GDP growth rate too.

In our deep-dive interview, ANZ Group Chief Economist Richard Yetsenga sees the sustainability of Government borrowing at the heart of the sharp selloff in global bond markets in recent days.

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Oil prices are up again and global stocks start the week on the back foot after a selloff on global bond markets on Friday night, as investors worry about the longer term effects of the Iran conflict and political uncertainty on growth and inflation.

In our deep-dive interview, ANZ’s Chief Economist for Southeast Asia and India, Sanjay Mathur, analyses the worsening of balance of payments deficits in the Philippines, India and Indonesia.

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Stocks rally to yet more record highs, despite another rise in oil prices, with hopes high that Presidents Trump and Xi can solve their trade and Iran conflict issues. US retail sales soften after the energy price shock. and NZ house prices fall.

In our deep-dive interview, ANZ Economist Dhiraj Nim explains the strategic intent behind India signing a Free Trade Agreement with New Zealand.

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Donald Trump lands in China. Oil is down slightly and stocks are up. US producer price inflation is up as well. Australian home loans tumbled in March. And New Zealand inflation expectations rise.

In our deep-dive interview, ANZ Senior Rates Strategist Jack Chambers reviews the Australian Government bond issuance programme announced following Tuesday night’s budget.

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Australia forecasts budget deficits for the next four years, but they’re better than expected as savings allow for higher spending. Oil prices rise 3% and stocks fall as concerns grow over the US-Iran ceasefire. And US inflation rises in April.

In our deep-dive interview, ANZ Head of G3 Economics Brian Martin says the US labour market remains structurally weak, keeping wage growth and inflation pressures down.

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Oil prices rise 3% after Donald Trump rejects Iran’s latest offer to restart talks. Australia’s Budget tonight will be watched for more cost of living relief for households. And inflation in China is higher than expected.

In our deep-dive interview, ANZ Commodity Strategist Soni Kumari examines just how exposed aluminium supply and prices are to the Middle East conflict, given 75% of production depends on imported alumina and bauxite.

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The Strait of Hormuz remains closed, but Iran has responded to a US offer to resume talks. US jobs figures were solid, leaving the Fed on hold as new Chair Kevin Warsh arrives. And China’s exports surge in April.

In our deep-dive interview, ANZ’s Chief Economist for Greater China, Raymond Yeung, looks in depth at a big improvement in profit margins in China so far this year.

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Oil prices fall on hopes for peace talks in the Middle East and stocks retreat from their record highs. Australia’s imports jump in March as data centre equipment and oil values rise. And the Aussie dollar is trading at its highest level since 2022.

In our deep-dive interview, ANZ Head of FX Research Mahjabeen Zaman explains why the International Monetary Fund may be taking notice of Yen intervention.

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