5 in 5 with ANZ

ANZ

5 in 5 with ANZ

  • 9 minutes 54 seconds
    Wednesday: US jobs market weakens

    US jobs data is weaker than expected in November. Australian consumer confidence ends the year lower than it started. And New Zealand’s Government adds another year of deficits to its forecasts.

    In our Deep-Dive interview, ahead of the Australian Government’s Mid-year Economic and Fiscal Outlook today ANZ Senior Rates Strategist Jack Chambers explains what to look out for in the new fiscal and bond programme forecasts.


    Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/

    16 December 2025, 6:51 pm
  • 9 minutes 58 seconds
    Tuesday: Fed on hold, as is RBNZ

    The Fed signals it’s on hold for the next month at least. China’s economy slows markedly. And the Reserve Bank of New Zealand’s new Governor unexpectedly tells markets not to bet so hard on rate hikes soon.

    In our Deep-Dive interview, ANZ Senior Commodities Strategist Daniel Hynes has analysed the potential effects on the global oil market of a possible peace deal between Ukraine and Russia, no deal with the status quo, or no deal with much tougher sanctions.


    Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/

    15 December 2025, 6:51 pm
  • 8 minutes 59 seconds
    Monday: Fed Presidents divided on more cuts

    The Fed is divided about more rate cuts going into a new year with a new Chair. India’s underlying inflation decelerates. And New Zealand’s manufacturing sector expands slightly faster.

    In our Deep-Dive interview, ANZ Greater China Economist Vicky Xiao Zhou analyses the results of last week’s Central Economic Work Conference (CEWC) statement after a key Politburo meeting.


    Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/

    14 December 2025, 6:46 pm
  • 9 minutes 20 seconds
    Friday: Soft signs in Australian jobs market

    Markets relax after the Fed cut rates, seeing two more cuts next year. Australia’s unemployment rate holds, but a drop in jobs suggests softness. And New Zealand growth expectations get a boost.

    In our Deep-Dive interview, ANZ Head of FX Research Mahjabeen Zaman previews some of the more interesting drivers of FX markets in 2026.


    Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/

    11 December 2025, 6:47 pm
  • 9 minutes 12 seconds
    Thursday: Australia jobs data to hold RBA clues

    The S&P 500 was flat ahead of the Fed’s expected cut this morning, which was being announced as the podcast was going to air. Australia is set to have seen jobs growth in November, and Chinese inflation rises.

    In our Deep-Dive interview, ANZ Commodity Strategist Soni Kumari looks at what’s behind a recent spike in the silver price.


    Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/

    10 December 2025, 6:48 pm
  • 8 minutes 57 seconds
    Wednesday: RBA holds, future cut looks off table

    US job openings rise, supporting stocks ahead of the Fed’s rate decision tomorrow. And the Reserve Bank of Australia holds a little less hawkishly than expected, but rate cuts appear to be off the table from here.

    In our Deep-Dive interview, ANZ’s Chief Economist for Greater China Raymond Yeung looks at the outlook for prices and policy responses in China over 2026.


    Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/

    9 December 2025, 6:44 pm
  • 8 minutes 22 seconds
    Tuesday: RBA expected to hold hawkishly

    The Reserve Bank of Australia is expected to hold its cash rate at 3.6% later this afternoon. The Aussie dollar has rallied in anticipation of a rate hike next year. And China’s trade surplus hits US$1 trillion.

    In our Deep-Dive interview, ANZ’s Head of FX Research Mahjabeen Zaman analyses the immediate outlook for the US dollar ahead of the Fed’s expected cut this week.


    Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/

    8 December 2025, 6:40 pm
  • 8 minutes 20 seconds
    Monday: Fed expected to cut this week

    Benign US inflation data sets the scene for a Fed rate cut this week. China’s exports are growing solidly. Japanese consumers spend less, but the Bank of Japan is still expected to hike. And the Reserve Bank of India cuts rates, as expected.

    In our Deep-Dive interview, ANZ Group Chief Economist Richard Yetsenga explains why the Fed is still cutting, while the next moves by Reserve Banks in Australia and New Zealand (RBA, RBNZ) are expected to be hikes.


    Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/

    7 December 2025, 6:39 pm
  • 9 minutes 11 seconds
    Friday: Australian households spend up

    Global markets are solid ahead of key US inflation data tonight. Australian households spent up during October sales. Australia’s gold exports continue to climb. And there are positive signs for New Zealand’s Q3 growth.

    In our Deep-Dive interview, ANZ Head of Asia Research Khoon Goh looks at what’s in store for the Yuan and Rupee next year.


    Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/

    4 December 2025, 6:48 pm
  • 8 minutes 36 seconds
    Thursday: Australian GDP contains inflation sparks

    US markets are mixed after weak jobs data. Australian GDP shows stronger inflation signals for the RBA. South Korean growth rises. And India’s central bank looks unlikely to aggressively defend a falling rupee.

    In the first of two Deep-Dive interviews into the outlook for Asian currencies in 2026, ANZ Head of Asia Research Khoon Goh analyses the general trends and domestic drivers to watch out for.


    Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/

    3 December 2025, 6:47 pm
  • 9 minutes 40 seconds
    Wednesday: RBA to hold from here - ANZ Research

    US stocks rise, but wariness remains around tech valuations. ANZ Research updates its RBA call, with rates are expected to stay at 3.6%, and Australian Q3 GDP out today is set to be buoyed by public sector demand.

    In our Deep-Dive interview, ANZ Head of Australian Economics Adam Boyton explains why the Reserve Bank of Australia (RBA) is at the end of its rate cut cycle, and what’s needed before the next move.


    Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/

    2 December 2025, 6:42 pm
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