The International Energy Agency releases a record 400 million barrels, but oil is back up 5% as the Middle East conflict deepens. US core inflation falls in February. The Australian dollar has strengthened in recent days after hawkish RBA comments.

And then in part 2 of a deep-dive interview on the outlook for Australia’s agri sectors, ANZ’s Head of Agribusiness Mark Bennett analyses the prospects for dairy and wool.

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The oil price slumps back towards US$80, and stocks rise, as traders bet on stockpiles being released. Australian consumers expect higher inflation due to the conflict. China’s chip exports and oil imports surge.

And then in our deep-dive interview, ANZ’s Head of Agribusiness Mark Bennett reviews the headwinds and tailwinds for Australia’s agriculture sectors as we head into Autumn.

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US software stocks dive on new AI fears. Tariff uncertainty isn’t helping. Australian headline CPI likely fell a bit in January, but core inflation is still humming. And New Zealand’s retail sales rose in the December quarter.

In our deep-dive interview, ANZ’s Senior Commodities Strategist Daniel Hynes talks about why oil markets are on tenterhooks.

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The US Supreme Court rules Donald Trump’s tariffs are illegal, but he won’t give up on them. US GDP is weaker than expected, but inflation for consumers is warmer than forecast. And Malaysian exports surge.

In our deep-dive interview, ANZ Group Chief Economist Richard Yetsenga analyses the impact of the Supreme Court’s tariff block, including on the US Government deficit and its borrowing.

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Oil prices jump on reports the US could strike Iran within days. ANZ Research sees three Fed rate cuts this year, rather than two, but starting in June, rather than March. Australia’s jobless rate was flat in February, which the RBA may consider is still tight.

In our deep-dive interview, ANZ Senior Economist Miles Workman has released his latest outlook for the New Zealand economy.

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The Reserve Bank of New Zealand holds and forecasts a rate hike this year, just not as early as markets expected. The Kiwi dollar falls over 1%. Australian wages continue growing strongly. And the Bank of England is set to cut rates from March.

In our deep-dive interview, ANZ Group Chief Economist Richard Yetsenga examines Fed Chair Kevin Warsh’s view that an AI productivity surge will allow for faster growth with lower rates.

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The RBA’s rate hike meeting minutes indicate another move higher is not a foregone conclusion. And the Reserve Bank of New Zealand is expected to hold rates today, but all eyes are on its future rate track.

In the final part of our deep-dive interview on the Year of the Fire Horse, ANZ’s Chief Economist for Greater China Raymond Yeung talks about the outlook for interest rates, the Yuan and the property market.

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Japanese GDP is weak, but Thailand’s economic growth beat forecasts. New Zealand’s housing market is soft. And the Reserve Bank of New Zealand (RBNZ) is expected to hold its official cash rate tomorrow.

In part two of our deep-dive interview, ANZ’s Chief Economist for Greater China, Raymond Yeung, talks about China’s exports, jobs, and the AI boom.

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US inflation is slightly weaker than expected. The Aussie dollar is riding higher after the RBA’s rate hike. Nickel prices are stabilising after Indonesia confirmed supply cuts. And Malaysia’s GDP growth beats forecasts.

In our Deep-Dive interview, ANZ Chief Economist for Greater China Raymond Yeung starts unpacking his 10 themes for the year of the fire horse.

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Gold, silver and global stocks are down ahead of key US inflation data tonight, with investors switching into bonds, so yields fell overnight. UK GDP barely grew in the last nine months of 2025, which is expected to lead to BoE rate cuts.

In our Deep-Dive interview, ANZ Senior Commodities Strategist Daniel Hynes examines headwinds in the global iron ore market.

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US jobs growth is higher than expected in January, pushing market expectations towards a July cut by the Fed. ANZ Research lowers its Australian growth forecast after last week’s RBA hike, slightly. And Australian first home buyers jumped into the market in the December quarter.

In our Deep-Dive interview, ANZ Senior Pacific Economist Kishti Sen analyses Papua New Guinea’s economic performance as international capital looks to invest in large infrastructure projects.

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