- 9 minutes 31 secondsFriday: Oil slides after Trump calls off strikes
Oil prices fall 3% and US stocks bounce after Donald Trump calls off fresh air strikes on Iran, and says Iran’s leaders have approved an unspecified deal. And the European Central Bank hikes rates, as expected.
In our deep-dive interview, ANZ Head of Agribusiness Mark Bennett analyses the outlook for Australia’s beef and sheep sectors as winter sets in.
Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/
11 June 2026, 7:47 pm - 9 minutes 46 secondsThursday: US core CPI indicates weak demand
Oil rises as Middle East worries grow, so US stocks are down. US core inflation shows higher energy prices are not flowing through to the economy. And China’s factory input prices jump on higher energy costs.
In our deep-dive interview, ANZ Commodities Strategist Soni Kumari highlights how nickel supply is being affected by tighter rules in Indonesia.
Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/
10 June 2026, 7:02 pm - 9 minutes 58 secondsWednesday: Markets volatile before US CPI data
Oil is down around 3%, although Middle East conflict and tech worries send stocks down. Australian price pressures fall in May. New Zealand manufacturing bounced in the March quarter. And Indonesia makes a surprise rate hike.
In our deep-dive interview, ANZ Group Chief Economist Richard Yetsenga analyses the significance of the AI boom to recent GDP growth globally.
Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/
9 June 2026, 7:49 pm - 8 minutes 21 secondsTuesday: Stocks bounce, but oil up as conflict resumes
US stocks rebound overnight, but oil is slightly higher this morning after conflict between Iran and the US & Israel erupted again yesterday, although a cease fire is in place again now. And strong US jobs data shifts Federal Reserve rate expectations.
In our deep-dive interview, ANZ’s Senior Asia Rates Strategist Jennifer Kusuma examines the slump in Indonesia’s rupiah to record lows in recent days.
Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/
8 June 2026, 7:45 pm - 9 minutes 17 secondsFriday: Markets eye rate hikes to bolster yen, rupee & won
There’s more conflicting news from the Middle East, with ongoing fighting in Lebanon, but hope for a deal drags oil prices down. The yen is perched on its precipice of 160 to the US dollar. And the Reserve Bank of India may hike today to support the rupee.
In our deep-dive interview, ANZ’s Head of Asia Research Khoon Goh looks what what is behind the Korean won falling to its lowest level since 2009.
Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/
4 June 2026, 7:48 pm - 9 minutes 8 secondsThursday: Australian GDP growth slows
Australian GDP growth slows as real household incomes drop, supporting ANZ Research’s view the Reserve Bank of Australia (RBA) will stay on hold. And New Zealand building consents remain strong despite a market downturn.
In our deep-dive interview, ANZ’s Head of Agribusiness Mark Bennett outlines how the Middle East conflict has affected key agricultural sector inputs.
Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/
3 June 2026, 7:42 pm - 8 minutes 51 secondsWednesday: Australian GDP growth to ease
Australian GDP growth is set to ease in the March quarter, which could take further pressure off the RBA and the currency. House prices fell in May, while building approvals fell in April. And Korea’s inflation jumps.
In our deep-dive interview, ANZ’s Chief Economist for Southeast Asia and India, Sanjay Mathur, looks at how the Philippines is dealing with its twin current account and budget deficits.
Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/
2 June 2026, 7:41 pm - 9 minutes 59 secondsTuesday: Oil spikes after Iran breaks off talks
Oil rises as much as 7% after Iran breaks off talks and the two sides fire at each other. The US summer driving season is set to drive up oil prices from July. China’s manufacturing and services sectors are expanding. And US factories are humming.
In our deep-dive interview, ANZ Group Chief Economist Richard Yetsenga takes a wider and longer look at the Australian economy’s place in the world, including physically.
Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/
1 June 2026, 7:45 pm - 9 minutes 52 secondsMonday: Data centre investment drives US GDP
US stocks hit new record highs and oil prices fall on hope for an Iran peace deal. US consumer spending is soft, but data centre investment is strong. And New Zealand’s business and consumer confidence bounce.
In our deep-dive interview, ANZ Senior Rates Strategist Jack Chambers analyses the rise of Kangaroo bond issuance from offshore borrowers.
Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/
31 May 2026, 7:43 pm - 9 minutes 36 secondsFriday: Australian data centre spending jumps
US inflation is cooler than expected. The New Zealand Government’s borrowing position is set to improve following yesterday’s budget. And in Australia, data centre investment jumps, while household spending starts to ease.
In our deep-dive interview, ANZ Senior Economist Miles Workman dissects the New Zealand Government budget delivered yesterday, buoyed by a new set of Treasury forecasts.
Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/
28 May 2026, 7:50 pm - 9 minutes 20 secondsThursday: RBNZ to hike sooner than expected
The Reserve Bank of New Zealand says hikes are coming sooner rather than later, sending the NZ dollar up. And Australia’s headline inflation undershoots in April, sending the Aussie dollar down.
In our deep-dive interview, ANZ Senior Rates Strategist Jennifer Kusuma says Asian local currency bond markets have been resilient through the Middle East conflict. But there are rising inflation risks.
Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/
27 May 2026, 7:42 pm - More Episodes? Get the App