New Fed Chair Kevin Warsh says inflation pressures have eased, which drives short term market rates down. The yen’s fall to 40-year lows adds to the Bank of Japan’s inflation challenge, and China’s economy was humming in June.

In our deep-dive interview, ANZ New Zealand Chief Economist Sharon Zollner previews next Wednesday’s rates decision by the RBNZ, where most expect a rate hike, but not all.

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The yen falls to a new 40-year low amid intervention fears. New Zealand business confidence surges right through June. The RBA issues hawkish minutes, and there are signs housing lending is slowing in Australia.

In our deep-dive interview, ANZ FX Analyst Kausani Basak explains why the Philippines’ central bank, the Bangko Sentral ng Pilipinas or BSP, will have to hike again.

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Oil prices are up, but stabilise after the US and Iran call off their strikes. The US dollar is near record highs vs the Yen, with the market on eggshells in case of intervention, and the NZ dollar is near six-month lows, but may be about to get some support.

In our deep-dive interview, ANZ Senior Economist Matt Galt explains why New Zealand’s housing market has been more resilient in recent months than expected, although there’s still uncertainty ahead.

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Oil is in focus in early Asian trade after Iran and the United States traded strikes over the weekend, endangering a truce to reopen the Strait of Hormuz. And the Reserve Bank of Australia (RBA) is on hold after a week of reassuring data.

In our deep-dive interview, ANZ Senior Asia Rates Strategist Jennifer Kusuma explains why ANZ Research has upgraded its GDP growth forecast for Asia in 2026 to 5% from 4.8%.

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Oil prices bounce from lows last seen in late February. US inflation data is soft enough to leave the Fed on hold. Australian jobs and spending data is weaker than headlines looked, also leaving the Reserve Bank of Australia (RBA) on hold.

In our deep-dive interview, ANZ Group Chief Economist Richard Yetsenga steps back to assess the global economic outlook, now oil prices are back near pre-conflict levels.

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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.

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The Fed holds rates, but cuts look off the table as half of the rate-setters favour a hike this year. US Treasury yields rise and stocks are down. Meanwhile, New Zealand releases first quarter growth data today, with growth of about 1.0% expected.

In our deep-dive interview, ANZ Economist Maddy Dunk explains why ANZ Research has tuned down its Australian house price forecasts.

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