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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US retail sales stall, suggesting a Fed rate cut is needed. Australian consumers take a hit after the RBA hikes rates, as businesses report easing price pressures. And New Zealand’s economic momentum builds.

In our Deep-Dive interview, ANZ’s Head of G3 Economics Brian Martin analyses why the US jobs market remains weak even as the economy grows.

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Gold and silver rise and the US dollar falls again, with yen traders on high alert for intervention. Australian household spending falls in December, surprisingly. And stock investors welcome election results in Japan and Thailand.

In our Deep-Dive interview, ANZ’s Group Chief Economist Richard Yetsenga analyses Singapore’s resilience despite a year of global trade dramas.

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Japan’s ruling party wins big in a snap election, clearing the way for tax cuts that may drive up bond yields and drag on the yen. ANZ Research sees Australian house price inflation slowing. And silver faces supply pressure.

In our Deep-Dive interview, ANZ Head of FX Strategy Mahjabeen Zaman, looks at the US debasement trade and where traders see safe havens these days.

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Commodities and bitcoin slide as US job losses rise to a 17-year high. The European Central Bank holds rates, as does the Bank of of England, but only just. Gold exports prop up Australian exports to the US, and a rate cut is on the cards in Thailand.

In our Deep-Dive interview, ANZ Head of G3 Economics Brian Martin analyses how Fed Chair nominee Kevin Warsh could shape the future of US interest rates.

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US hiring is weak in January, raising questions of whether a Fed rate cut in March could be on the cards; New Zealand’s unemployment rate rises, but there are positive signals; and the ECB and Bank of England are both expected to hold rates today amid cutting cycles.

In our Deep-Dive interview, ANZ Economist Dhiraj Nim analyses the implications for India’s economy from the deal to reduce US tariffs earlier this week.

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