5 in 5 with ANZ

Episode

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  Thursday: Fed hikes & sees one more in 2026 16.09.2026 9mnt

  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. Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/
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  Wednesday: US 10-year yield over 5% 15.09.2026 10mnt

  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. Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/
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  Tuesday: ANZ Research sees Fed hike this week 14.09.2026 9mnt

  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. Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/
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  Monday: US inflation rise boosts Fed hike views 13.09.2026 9mnt

  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. Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/
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  Friday: US bond yields jump to 19-year highs 10.09.2026 9mnt

  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. Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/
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  Thursday: Brent crude rises above US$100/bbl 09.09.2026 9mnt

  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. Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/
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  Wednesday: Australian confidence slides again 08.09.2026 9mnt

  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. Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/
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  Tuesday: Australian job ads hold their strength 07.09.2026 8mnt

  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. Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/
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  Monday: US jobs growth above forecasts 06.09.2026 8mnt

  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. Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/
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  Friday: US Fed September hike bets fall 03.09.2026 9mnt

  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 import prices hit New Zealand’s terms of trade. In our deep-dive interview, ANZ New Zealand Chief Economist Sharon Zollner reviews where New Zealand’s economy is headed after the RBNZ hiked rates again this week. Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/
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  Thursday: Aus growth eases across first half of 2026 02.09.2026 9mnt

  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 RBNZ lifts rates but the Kiwi drops as guidance changes. In our deep-dive interview, ANZ Head of Australian Economics Adam Boyton analyses how Australia’s economy was placed after the second quarter. Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/
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  Wednesday: Oil and global bond yields spike 01.09.2026 9mnt

  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 the RBNZ is expected to hike rates today. In our deep-dive interview, ANZ Group Chief Economist Richard Yetsenga reviews the economic opportunities from Australia’s data centre construction boom. Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/
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  Tuesday: Aus business data tips GDP upside 31.08.2026 8mnt

  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 views ahead of the RBNZ’s rate call. In our deep-dive interview, ANZ FX Analyst Preksha Jain analyses whether dividend conversions, off the back of the ASX reporting season, could affect the Aussie as US dollar payments are converted into AUD by domestic investors. Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/
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  Monday: US rate hike bets up on Warsh speech 30.08.2026 9mnt

  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 inflation expectations stay steady. Australia has Q2 GDP this week. In our deep-dive interview, ANZ Head of FX Research Mahjabeen Zaman explains the implications of Kevin Warsh’s speech for rate expectations and currencies. Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/
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  Friday: Household spending keeps RBA on its toes 27.08.2026 9mnt

  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. Korea and the Philippines hike rates. In our deep-dive interview, ANZ Senior Rates Strategist Jack Chambers explains why it’s so important to keep an eye on longer-dated US Treasury yields. Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/
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  Thursday: ANZ Research says RBA to hike in November 26.08.2026 9mnt

  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 in November. US inflation backs the Fed to hold. In our deep-dive interview, ANZ Economist Maddy Dunk analyses what was behind the strength in Australia’s July CPI data. Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/
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  Wednesday: Eyes on PCE inflation for Fed clues 25.08.2026 9mnt

  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 today will be watched for any upside surprise. In our deep-dive interview, ANZ Commodities Strategist Soni Kumari reviews how Gold has been tracking as US rate hike expectations change, fiscal concerns rise and the Middle East conflict continues. Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/
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  Tuesday: NZ retail sales show economy stalled 24.08.2026 9mnt

  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 drop, highlighting a stalled economy in Q2. In our deep-dive interview, ANZ Senior Asia Rates Strategist Jennifer Kusuma reviews how Asia sovereign risks are tracking amid the Middle East conflict and bond market uncertainty. Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/
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  Monday: US business activity rises 23.08.2026 8mnt

  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 boosts Bank of Japan rate hike expectations. In our deep-dive interview, ANZ Group Chief Economist Richard Yetsenga reviews the US Treasury’s moves last week to bring borrowing costs down, and the implications for Australia and New Zealand. Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/
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  Friday: Long US Treasury yields rise again 20.08.2026 8mnt

  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 the RBA. And Japan’s exports surge on AI demand. In our deep-dive interview, ANZ Economist Vicky Xiao Zhou looks at what’s driving Asia’s AI tech export boom. Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/