- 9 minutes 59 secondsMonday: Bank of Japan hikes, but dovishly
The Bank of Japan hikes, but with a dovish split vote. There’s some good inflation news for the Reserve Bank of New Zealand. And the Bank of England extends its bond buy-back programme, which helps lower UK Government borrowing costs.
In our deep-dive interview, ANZ’s Head of Asia Research Khoon Goh details why Asian currencies have done better than expected in recent weeks, despite a cocktail of higher Fed rates and high oil prices.
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20 September 2026, 7:44 pm - 9 minutes 59 secondsFriday: Bank of Japan set to hike after Fed
The Bank of England holds overnight, as expected. The Bank of Japan is expected to follow the Fed and hike today. And New Zealand’s economy holds on to growth, despite the oil price shock, as a few green shoots poke through.
In our deep-dive interview, ANZ Commodities Strategist Soni Kumari analyses how a supply squeeze in copper markets is driving prices.
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17 September 2026, 7:46 pm - 9 minutes 10 secondsThursday: Fed hikes & sees one more in 2026
The Fed hikes US interest rates in a unanimous vote and signals more to come. Higher oil prices are set to slow New Zealand’s economic growth in data due today. And Japan’s exports stay strong, but with a surge in imports as energy prices jump.
In our deep-dive interview, ANZ Group CEO Nuno Matos looks over the horizon at how Australia’s economy can grow with Asia’s as the region continues to be the engine of global growth.
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16 September 2026, 7:42 pm - 10 minutes 10 secondsWednesday: US 10-year yield over 5%
Oil prices and US bond yields rise again on more news of oil supply restrictions in the Middle East. Signs of stagflation emerge in China. Australian consumer confidence improves. And New Zealand’s housing market weakens again in August.
In our deep-dive interview, ANZ Group CEO Nuno Matos reflects on how geopolitics, and the global economy, are changing.
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15 September 2026, 7:53 pm - 9 minutes 10 secondsTuesday: ANZ Research sees Fed hike this week
Oil hits US$109/barrel and the US 10 year yield briefly tops 5% after the key Yanbu pipeline is blown up. ANZ Research changes its view on the Fed to a hike this week from a hold. And India’s inflation rate rises.
In our deep-dive interview, ANZ’s Chief Economist for Greater China, Raymond Yeung, explains how China wants Hong Kong to amplify its efforts to internationalise the renminbi in Hong Kong’s new five year plan, and create a new gold-based digital token.
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14 September 2026, 7:54 pm - 9 minutes 43 secondsMonday: US inflation rise boosts Fed hike views
US inflation is above forecasts, and markets now see a 85-90% chance the Fed will hike this week. ANZ Research now sees the ECB hiking once more. And New Zealand’s manufacturing sector expands — just.
In our deep-dive interview, ANZ’s Chief Economist for Greater China, Raymond Yeung, unpacks the importance of Hong Kong’s new five-year plan.
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13 September 2026, 7:50 pm - 9 minutes 59 secondsFriday: US bond yields jump to 19-year highs
The European Central Bank hikes rates, but inflation fears over surging oil prices dominate attention, triggering another global bond market selloff. And ANZ Research changes its Fed rate call to three more hikes.
In our deep-dive interview, ANZ Economist Vicky Xiao Zhao analyses a recent large capital injection by China’s government into key financial institutions.
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10 September 2026, 7:45 pm - 9 minutes 10 secondsThursday: Brent crude rises above US$100/bbl
Brent oil rises back over $100 as the Middle East conflict intensifies. Treasury yields rise, despite the expansion of a bond buyback. Markets now turn their attention to an expected European Central Bank (ECB) rate hike tonight.
In our deep-dive interview, ANZ Senior China Strategist Zhaopeng Xing looks at whether China’s latest changes to house sales rules can revive a flagging property market.
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9 September 2026, 7:49 pm - 9 minutes 59 secondsWednesday: Australian confidence slides again
Oil prices jump as the Middle East conflict widens to attacks on Saudi Arabian cities. Australian consumer and business confidence slides as inflation concerns grow. And China’s trade surges with rising chip prices.
In our deep-dive interview, ANZ’s Senior Commodities Strategist Daniel Hynes details the fallout from extended delays to normalising oil supply from the Persian Gulf.
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8 September 2026, 7:54 pm - 8 minutes 17 secondsTuesday: Australian job ads hold their strength
Oil prices rise after fresh strikes in the Middle East. Australian job ads show a more resilient labour market. The mood among employers in New Zealand is improving. And inflation in Thailand is hotter than forecast.
In our deep-dive interview, ANZ Senior Economist Matthew Galt reviews how New Zealand’s housing market is tracking.
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7 September 2026, 7:46 pm - 8 minutes 12 secondsMonday: US jobs growth above forecasts
US jobs growth in August is much stronger than forecast. Markets now see a 50/50 chance the Fed will hike this month, but the US dollar is still soft. And New Zealand’s construction output beats expectations.
In our deep-dive interview,ANZ Economist Sophia Angala reviews how Australia’s housing market slowed further in August.
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