- 8 minutes 27 secondsWednesday: Inflation concerns lift US yields
US borrowing costs rise as higher oil prices and tariffs fire up inflation fears again. The UK has a new Chancellor. New Zealand’s inflation surges as petrol prices jump.
In our deep-dive interview, ANZ Senior Commodities Strategist Daniel Hynes analyses China’s response to the oil price spike.
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21 July 2026, 7:49 pm - 8 minutes 58 secondsTuesday: Oil hits US$91/b after tankers attacked
Oil prices rise as high as US$91/barrel overnight after Iran blows up two tankers and the Houthis blockade Saudi oil shipments via the Red Sea. The UK has a new Prime Minister who’s looking at a tax cut, and New Zealand inflation is set to hit 4% today.
In our deep-dive interview, ANZ’s Chief Economist for Southeast Asia & India Sanjay Mathur analyses the effects of America’s exceptional economic and corporate profit growth on Asia’s economies.
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20 July 2026, 7:46 pm - 8 minutes 58 secondsMonday: Brent nearer US$90 after new strikes
Oil prices jump on more conflict in the Middle East. The ECB is set to hold this week, before another hike in September. New Zealand is due to report higher inflation tomorrow, and sports bars are set for a sales surge today.
In our deep-dive interview, ANZ Group Chief Economist Richard Yetsenga has noticed new Fed Chair Kevin Warsh has started talking about watching M2, the money supply, as well as inflation.
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19 July 2026, 7:47 pm - 9 minutes 39 secondsFriday: AI boom forces Korea to start hiking
The AI and chip boom forces Korea to hike rates for the first time in more than three years, with more to come. US retail sales are resilient in June, and ANZ Research shifts its rate hike call for the Reserve Bank of India back to December from August.
In our deep-dive interview, ANZ Economist Dhiraj unravels India’s conundrum of a record-low core inflation at a time of strong growth.
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16 July 2026, 7:48 pm - 9 minutes 54 secondsThursday: China's GDP growth disappoints
China’s GDP growth disappoints, but its exports and imports beat forecasts. US producer prices fall, as do New Zealand house prices, with house sales volumes down in New Zealand for the fourth month in a row.
In our deep-dive interview, ANZ Pacific Economist Kishti Sen looks at how a strong El Nino and a delay to a major gas project has changed Papua New Guinea’s economic outlook.
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15 July 2026, 7:45 pm - 9 minutes 58 secondsWednesday: Fed hike views fade after flat CPI
Oil prices rise again, but so do US stocks, after US CPI data was below forecasts, removing most expectations for a Fed hike in July. Australian consumers worry more about price rises, and New Zealand firms see more inflation too.
In our deep-dive interview, ANZ Head of FX Research Mahjabeen Zaman explains the importance of a potential change in Japanese pension policy.
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14 July 2026, 7:47 pm - 9 minutes 58 secondsTuesday: Oil up 9% after Trump blocks Strait
Oil jumps 9% to US$83 a barrel after Donald Trump announced a US blockade of the Strait of Hormuz and a US toll of 20% of the value of cargo. India’s inflation is above forecasts. And China’s growth is slowing.
In our deep-dive interview, ANZ Head of Australian Economics Adam Boyton asks an uncomfortable question about a slowing of Australia’s trend or potential growth rate.
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13 July 2026, 7:51 pm - 9 minutes 58 secondsMonday: Iran says Strait closed after US strikes
Oil prices are set to rise after Iran declared the Strait of Hormuz closed as the US hit 300 targets across Iran over the weekend. Donald Trump says the Strait is open. Markets will also focus this week on US CPI data for Fed rate hike signals.
In our deep-dive interview, ANZ Commodity Strategist Soni Kumari explains how and why lithium producers are ramping up again.
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12 July 2026, 7:47 pm - 9 minutes 40 secondsFriday: Chinese inflation peaks in June
Oil prices slip overnight on renewed hope the Iran conflict may not escalate. China’s inflation peaks in June, but not enough for an easing, and New Zealand’s manufacturing sector comes roaring back at the end of the June quarter.
In our deep-dive interview, ANZ Economist Henry Russell explains why a record fall of 2.1 million in the US labour force in the first six months of 2026 matters for the Fed.
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9 July 2026, 7:49 pm - 8 minutes 53 secondsThursday: Oil & rates up as Trump ends ceasefire
Oil prices rise as much as 9% after the US and Iran trade strikes, and after Donald Trump says negotiations to re-opening of the Strait of Hormuz are over. US and European rate hike expectations grow, and the Reserve Bank of New Zealand (RBNZ) hikes for the first time since 2023.
In our deep-dive interview, ANZ Senior Commodities Strategist Daniel Hynes explains why the scarcity of LNG tankers means global gas markets will take much longer to normalise than oil markets when, or if, the Strait of Hormuz re-opens.
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8 July 2026, 7:54 pm - 9 minutes 58 secondsWednesday: Oil up 3% after LNG tanker hit
Oil prices rise 3% after two ships are hit in the Persian Gulf, including an LNG tanker at risk of exploding. Japanese real wages keep rising, Taiwan’s inflation is above forecasts, and Australian consumer confidence falls.
In our deep-dive interview, ANZ Economist Sophia Angala unravels the growth stories of Australia’s states in the first quarter, including how housing market weakness is a factor in Sydney and Melbourne for New South Wales and Victoria respectively.
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