Shows / 5 in 5 with ANZ
5 in 5 with ANZ
Start your day with 5 in 5 with ANZ. You’ll hear the five things you need to know about the global economy and markets in under 5 minutes. Plus a deep dive into emerging trends and issues. Hosted by business and financial journalist Bernard Hickey, the podcast features exclusive insights from ANZ’s global team of experts. Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/
Episodes
- 5 in 5 with ANZ
Friday: Robust US inflation pressures Fed
The ECB holds rates, as expected, but President Christine Lagarde resigns unexpectedly. US growth and inflationary pressures strengthen, heaping pressure on…
- 5 in 5 with ANZ
Thursday: Fed holds with dissent & RBNZ holds - just
The Fed holds rates in a 10-to-2 vote - markets still see a hike in December. The RBNZ unexpectedly holds and sends the NZ dollar tumbling. Bank of Thailand…
- 5 in 5 with ANZ
Wednesday: Eyes on CPI for RBA hike clues
US markets firm ahead of the Fed’s rate decision tomorrow - expected by the market to be a hold. And in Australia today, attention is on Q3 inflation data for…
- 5 in 5 with ANZ
Tuesday: Markets eye RBA rate hike next week
The Reserve Bank of Australia is signalling its discomfort with high inflation, which has increased market expectations for a rate hike next week. South Korea…
- 5 in 5 with ANZ
Monday: US mid-term elections loom into view
Oil rises on fears of renewed strikes on Iran, before or after next week’s US mid-term elections. Markets expect the Fed to hold this week. And ANZ Research…
- 5 in 5 with ANZ
Friday: Tech stocks fall & oil price jumps
US stocks fall overnight on AI valuation fears, oil jumps with talk of new strikes on Iran, and bond yields fall on safe haven buying. The Philippines hikes…
- 5 in 5 with ANZ
Thursday: Eyes on NZ CPI for RBNZ clues
Global stocks rise on talk of a SpaceX/Tesla merger. Bank Indonesia holds rates. Bank of Korea is set to do the same, but a hike is expected in the…
- 5 in 5 with ANZ
Wednesday: Australian inflation expectations rise
Australian inflation expectations tick up as confidence ticks down. Bank Indonesia should hold today but faces pressure to hike. And the People’s Bank of China…
- 5 in 5 with ANZ
Tuesday: China GDP growth up as exports surge
China’s GDP growth beats forecasts, but a record high trade surplus remains an issue globally for trading partners. ANZ Research raises its US dollar forecast…
- 5 in 5 with ANZ
Monday: Gold defies pressure of higher yields
China is expected to report flat GDP growth, with signs of state spending to achieve Beijing’s growth targets for 2026. And New Zealand’s inflation is slightly…
- 5 in 5 with ANZ
Friday: Pressure off RBA as jobs market softens
US Producer Price Inflation data is much hotter than expected, but yields fall on flight to quality as AI stocks fall. Pressure comes off the RBA to hike in…
- 5 in 5 with ANZ
Thursday: US CPI boosts Fed hike expectations
Fed rate hike expectations rise for October on stronger September inflation data. China’s producer prices jump on higher oil, but consumer price inflation…
- 5 in 5 with ANZ
Wednesday: Eyes on US CPI for Fed hike clues
Markets await key US inflation data for clues on the Fed’s next move. And Reserve Bank of Australia minutes are hawkish enough for ANZ Research to keep…
- 5 in 5 with ANZ
Tuesday: Oil prices up as Ukraine ceasefire fails
Oil prices rise 2% as Donald Trump’s plan for a ceasefire between Ukraine and Russia fails to stick. The Reserve Bank of India adds to its currency market…
- 5 in 5 with ANZ
Monday: Attacks escalate on Saudi Arabia
New attacks on Saudi Arabia over the weekend are the worst in a decade, threatening to widen the Middle East conflict. The Reserve Bank of India moves to shore…
- 5 in 5 with ANZ
Friday: Taiwan exports surge 60% on AI
Oil prices surge as much as 5% on new supply fears. Fed minutes indicate more hikes to come. France’s Government faces a crunch week of budget debates. And…
- 5 in 5 with ANZ
Thursday: Reserve Bank of India hikes rates
The Reserve Bank of India hikes rates as higher energy prices feed into the economy. Japanese wages rise again, which is supporting the Bank of Japan’s…
- 5 in 5 with ANZ
Wednesday: RBA dents Australian confidence
Australian consumer confidence drops in the week when the Reserve Bank of Australia hikes, but the labour market is resilient as job ads grow. And business…
- 5 in 5 with ANZ
Tuesday: Bond markets sell off despite Fed views
US bond yields rise to fresh record-highs, despite markets lowering expectations for imminent Fed rate hikes. The Reserve Bank of New Zealand will eye up a key…
- 5 in 5 with ANZ
Monday: Europe releases diesel stocks
US jobs growth is lower than expected, but bond yields still rise. Europe agrees to Donald Trump’s demand to release diesel stocks or face a US export ban. The…
- 5 in 5 with ANZ
Friday: Bonds volatile as inflation fear dominates
Bond yields rise sharply, and then swing down in a volatile night for interest rates and currencies. Bank of Japan rate setters talk about faster hikes. And…
- 5 in 5 with ANZ
Thursday: Fed hike bets fall after softer inflation
US inflation is weaker than expected, lowering Fed rate hike bets. Australia’s inflation rate dips, but remains broad. And New Zealand firms may be holding…
- 5 in 5 with ANZ
Wednesday: RBA hikes, another on the cards
The Reserve Bank of Australia hikes, with another one expected as high fuel prices feed into inflation, but the Aussie dollar falls to a two-month low. And New…
- 5 in 5 with ANZ
Tuesday: RBA expected to hike today
Oil prices edge up, and bond yields keep rising, which shunts gold down. The Reserve Bank of Australia is expected to hike today, and New Zealand’s budget…
- 5 in 5 with ANZ
Monday: US 30-year bond yield hits 5.5%
Bond yields rise to new 24-year highs. Oil prices closed down on Saturday, but that was before Donald Trump rejected Iran’s latest peace offer. And all eyes…
- 5 in 5 with ANZ
Friday: US bond market selloff marches on
Oil prices and US bond yields rise again. Australia’s labour market continues to gradually weaken. And ANZ Research upgrades its New Zealand farmgate milk…
- 5 in 5 with ANZ
Thursday: Trump supports US diesel export ban
Donald Trump supports a US diesel export ban. US Treasury yields surge after a weak bond sale, and after another oil price spike and strong growth data fires…
- 5 in 5 with ANZ
Wednesday: Inflation expectations rise on oil
Oil prices drop on hopes the Strait of Hormuz and a Saudi pipeline will open, but the energy price spike is hitting inflation. Australian consumers are…
- 5 in 5 with ANZ
Tuesday: ANZ Research lifts cash rate forecasts
Oil prices fall on hopes for a peace deal in the Middle East. ANZ Research changes its cash rate forecasts for the Reserve Bank of Australia, the Reserve Bank…
- 5 in 5 with ANZ
Monday: 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…
- 5 in 5 with ANZ
Friday: 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…
- 5 in 5 with ANZ
Thursday: 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…
- 5 in 5 with ANZ
Wednesday: 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…
- 5 in 5 with ANZ
Tuesday: 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…
- 5 in 5 with ANZ
Monday: 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…
- 5 in 5 with ANZ
Friday: 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…
- 5 in 5 with ANZ
Thursday: 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…
- 5 in 5 with ANZ
Wednesday: 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…
- 5 in 5 with ANZ
Tuesday: 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…
- 5 in 5 with ANZ
Monday: 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…
- 5 in 5 with ANZ
Friday: US Fed September hike bets fall
US September hike expectations fall on Fed comments - so stocks rise. The Yen strengthens on BoJ hike bets. Australia imports more data processing tech. Higher…
- 5 in 5 with ANZ
Thursday: Aus growth eases across first half of 2026
Global bond yields take a breather and US stocks rise. Australia’s growth eased in the first half of 2026, but a November rate hike remains on the cards. The…
- 5 in 5 with ANZ
Wednesday: Oil and global bond yields spike
Oil jumps and Government bond yields rise on inflation worries as the US launches new Iran strikes. ANZ Research upgrades its Australian Q2 GDP forecast. And…
- 5 in 5 with ANZ
Tuesday: Aus business data tips GDP upside
Brent jumps 5% on renewed conflict in the Middle East. Stronger company profits mean upside risk to Australia’s Q2 GDP. Kiwi businesses report mixed inflation…
- 5 in 5 with ANZ
Monday: US rate hike bets up on Warsh speech
The Fed Chair delivers a hawkish Jackson Hole speech - US rate hike bets firm up. But jobs data this week could ease the pressure. New Zealand consumer…
- 5 in 5 with ANZ
Friday: Household spending keeps RBA on its toes
US Treasuries are steady ahead of the Fed chair’s Jackson Hole speech; Australian household spending jumps - supporting ANZ Research’s November rate hike call…
- 5 in 5 with ANZ
Thursday: ANZ Research says RBA to hike in November
Australia’s July CPI is stronger than expected, after RBA minutes highlighted concerns about prices. So ANZ Research has changed its rate call to another hike…
- 5 in 5 with ANZ
Wednesday: Eyes on PCE inflation for Fed clues
US Treasury yields drop as attention turns to PCE inflation data tonight. RBA August meeting minutes lean to the hawkish side. Australia’s July CPI inflation…
- 5 in 5 with ANZ
Tuesday: NZ retail sales show economy stalled
Oil and Treasury yields drop as the US sets out more Iran sanctions; Singapore’s core inflation jumps but was weaker than expected. New Zealand retail sales…
- 5 in 5 with ANZ
Monday: US business activity rises
US business activity rises in August as price growth eases. The US dollar settles lower after last week’s Treasury bond market intervention. Stronger inflation…
- 5 in 5 with ANZ
Friday: Long US Treasury yields rise again
Long Treasury yields are back up - the US is looking at what else it can do to get borrowing costs down. Australia’s labour market softens, taking pressure off…
- 5 in 5 with ANZ
Thursday: US Treasury targets long bond yields
The US Treasury doubles a bond buyback programme, sending long-term yields and the dollar down - the Aussie and Kiwi dollars both rise. Australia’s private…
- 5 in 5 with ANZ
Wednesday: ANZ Research sees higher Aus GDP
Stocks fall as inflation fears rise. ANZ Research upgrades its Australian growth forecasts. And Australian consumers are more confident as RBA hikes appear off…
- 5 in 5 with ANZ
Tuesday: China activity slumps in July
The Bank of Japan is given food for thought from a weak GDP print. China’s activity slows sharply. Oil prices are back up around 3% on renewed conflict…
- 5 in 5 with ANZ
Monday: Attention on Aus jobs for RBA clues
Fed hike pricing retreats further after weak US retail sales; Australian housing lending drops as the RBA looks for signs of reduced activity. New Zealand’s…
- 5 in 5 with ANZ
Friday: Pressure coming off Fed to hike
There’s more pressure off the Fed to hike as US producer prices ease more than expected. New Zealand inflation expectations fall. And Japan’s government is…
- 5 in 5 with ANZ
Thursday: Fed hike expectations ease after CPI
US inflation comes in as expected - Fed rate hike expectations fall. Bank of Korea says more rate rises are likely. And ANZ Research downgrades its Australian…
- 5 in 5 with ANZ
Wednesday: RBA holds rates
The RBA holds but is ready to act if inflation doesn’t come down. Australian consumer and business confidence hold steady. And Singapore’s economy grew faster…
- 5 in 5 with ANZ
Tuesday: Oil up 5%; RBA set to hold today
Oil prices are up 5% as worries grow about when the Strait of Hormuz will reopen. The RBA is set to hold rates today. And Bank of Japan members grow more…
- 5 in 5 with ANZ
Monday: Fed hike bets fall on weak jobs data
US stocks are buoyed by a weak labour market because that means the Fed is less likely to hike rates. There’s new uncertainty over the opening of the Strait of…