- 9 minutes 17 secondsTuesday: Oil up 5%; RBA set to hold today
Oil prices are up 5% as worries grow about when the Strait of Hormuz will reopen. The RBA is set to hold rates today. And Bank of Japan members grow more hawkish as inflation expectations grow.
In our deep-dive interview, ANZ Group Chief Economist Richard Yetsenga says there are some key similarities between 1990s Japan and China’s economy today.
Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/
10 August 2026, 7:50 pm - 9 minutes 52 secondsMonday: Fed hike bets fall on weak jobs data
US stocks are buoyed by a weak labour market because that means the Fed is less likely to hike rates. There’s new uncertainty over the opening of the Strait of Hormuz. China’s inflation cools.
In our deep-dive interview, ANZ New Zealand Chief Economist Sharon Zollner says ANZ’s latest card spending data for July shows Kiwis are getting out and spending more.
Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/
9 August 2026, 7:46 pm - 9 minutes 27 secondsFriday: Markets eye US jobs data
Oil rises 3% after Iran issues new threats. US bond yields rise ahead of US jobs data tonight. Gold exports lift Australia back to a trade surplus. And New Zealand’s commodity prices fall as dairy prices weaken.
In our deep-dive interview, ANZ Head of Asia Research Khoon Goh analyses the big yen move, and downgrades two of his Asia currency forecasts.
Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/
6 August 2026, 7:44 pm - 9 minutes 18 secondsThursday: NZ jobless rate at 11-year high
Oil prices are steady and global stocks were mixed overnight. India holds rates as it watches for inflation. And New Zealand’s unemployment rate jumps more than expected to an 11-year high of 5.6%.
In our deep-dive interview, ANZ Economist Maddy Dunk says Australia’s housing market downturn has broadened beyond just Sydney and Melbourne.
Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/
5 August 2026, 7:49 pm - 9 minutes 17 secondsWednesday: ANZ sees longer Fed hold
Stocks rise and Treasury yields fall on hopes the Strait of Hormuz will open soon. ANZ Research updates its Fed call to a longer hold. Australian spending and job ads rise. And New Zealand’s jobless rate is set to rise in labour force data out later today.
In our deep-dive interview, ANZ Chief Economist for Southeast Asia and India Sanjay Mathur looks at whether the Reserve Bank of India’s (RBI) moves to attract foreign currency inflows are working.
Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/
4 August 2026, 7:47 pm - 9 minutes 13 secondsTuesday: Fundamentals still weigh on yen
Oil prices drop after Donald Trump calls off a big strike on Iran. The yen has bounced after intervention, but the fundamentals are still weighing it down. And Taiwan’s GDP growth beats expectations.
In our deep-dive interview, ANZ Group Chief Economist Richard Yetsenga looks at the big selloff in US bond markets after new Fed Chair Kevin Warsh underlined he wouldn’t give forward guidance any more.
Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/
3 August 2026, 7:51 pm - 9 minutes 55 secondsMonday: US & Japanese intervention boosts yen
Intervention from the Fed and Japanese authorities drags the yen up off 40 year lows, just as the Bank of Japan suggests it may hike again in October. And leading indicators for China’s economy are much slower than expected in July.
In our deep-dive interview, ANZ Economist Bansi Madhavani analyses what UK bond investors want from the new Prime Minister Andy Burnham.
Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/
2 August 2026, 7:48 pm - 9 minutes 18 secondsFriday: US inflation softer than forecast
US inflation in June is softer than forecast, further reducing expectations of a Fed hike in September. But US long bond yields hit new 19-year highs on fear Fed Chair Kevin Warsh won’t keep inflation low in the long run. The Bank of England holds.
In our deep-dive interview, ANZ Senior Economist Matthew Galt looks at what is driving regional differences in New Zealand’s housing market.
Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/
30 July 2026, 7:46 pm - 9 minutes 21 secondsThursday: Fed holds rates, but with a split vote
The Fed holds rates, but three dissenters still wanted a hike. Markets now look to key US inflation data tonight. And Australia’s core inflation is lower than expected, taking an RBA rate hike off the table for its August decision.
In our deep-dive interview, ANZ Head of Australian Economics Adam Boyton reminds us that core inflation is still well above the RBA’s target.
Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/
29 July 2026, 7:45 pm - 8 minutes 26 secondsWednesday: Markets eye live FOMC vote
Stocks rise and bond yields fall ahead of the Fed’s rate decision. Australian inflation data today will be watched for hints of another rate hike. And New Zealand jobs cling to growth as businesses turn negative.
In our deep-dive interview, ANZ Economist Aaron Luk analyses the links between Australian household income, housing wealth and spending.
Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/
28 July 2026, 7:49 pm - 8 minutes 58 secondsTuesday: US$ set to rise if Fed hikes this week
Oil falls 6% as a fragile truce holds. The US dollar is set to surge if the Fed hikes this week, as a minority expect. The RBA is on alert for persistent inflation. And Bank Indonesia’s Governor resigns unexpectedly.
In our deep-dive interview, ANZ Group Chief Economist Richard Yetsenga unpacks what firm household consumption in Australia means for its economy, and interest rates.
Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/
27 July 2026, 7:47 pm - More Episodes? Get the App