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/
Stocks rise and Treasury yields fall on hopes the Strait of Hormuz will open soon. ANZ Research updates its Fed call to a longer hold. Australian spending and job ads rise. And New Zealand’s jobless rate is set to rise in labour force data out later today. In our deep-dive interview, ANZ Chief Economist for Southeast Asia and India Sanjay Mathur looks at whether the Reserve Bank of India’s (RBI) moves to attract foreign currency inflows are working. Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/
Tuesday: Fundamentals still weigh on yen
Oil prices drop after Donald Trump calls off a big strike on Iran. The yen has bounced after intervention, but the fundamentals are still weighing it down. And Taiwan’s GDP growth beats expectations. In our deep-dive interview, ANZ Group Chief Economist Richard Yetsenga looks at the big selloff in US bond markets after new Fed Chair Kevin Warsh underlined he wouldn’t give forward guidance any more. Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/
Monday: US & Japanese intervention boosts yen
Intervention from the Fed and Japanese authorities drags the yen up off 40 year lows, just as the Bank of Japan suggests it may hike again in October. And leading indicators for China’s economy are much slower than expected in July. In our deep-dive interview, ANZ Economist Bansi Madhavani analyses what UK bond investors want from the new Prime Minister Andy Burnham. Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/
Friday: US inflation softer than forecast
US inflation in June is softer than forecast, further reducing expectations of a Fed hike in September. But US long bond yields hit new 19-year highs on fear Fed Chair Kevin Warsh won’t keep inflation low in the long run. The Bank of England holds. In our deep-dive interview, ANZ Senior Economist Matthew Galt looks at what is driving regional differences in New Zealand’s housing market. Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/
Thursday: Fed holds rates, but with a split vote
The Fed holds rates, but three dissenters still wanted a hike. Markets now look to key US inflation data tonight. And Australia’s core inflation is lower than expected, taking an RBA rate hike off the table for its August decision. In our deep-dive interview, ANZ Head of Australian Economics Adam Boyton reminds us that core inflation is still well above the RBA’s target. Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/
Wednesday: Markets eye live FOMC vote
Stocks rise and bond yields fall ahead of the Fed’s rate decision. Australian inflation data today will be watched for hints of another rate hike. And New Zealand jobs cling to growth as businesses turn negative. In our deep-dive interview, ANZ Economist Aaron Luk analyses the links between Australian household income, housing wealth and spending. Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/
Tuesday: US$ set to rise if Fed hikes this week
Oil falls 6% as a fragile truce holds. The US dollar is set to surge if the Fed hikes this week, as a minority expect. The RBA is on alert for persistent inflation. And Bank Indonesia’s Governor resigns unexpectedly. In our deep-dive interview, ANZ Group Chief Economist Richard Yetsenga unpacks what firm household consumption in Australia means for its economy, and interest rates. Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/
Brent crude jumps over US$100 as the Iran conflict blocks both the Persian Gulf and the Red Sea. The European Central Bank holds, but hawkishly. And Australian jobs jump, albeit with a flat jobless rate — keeping the pressure to hike off the RBA. In our deep-dive interview, ANZ Head of Asia Research Khoon Goh looks at how well-placed Asian economies are to handle the return of higher oil prices. Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/
Monday: Oil set to fall as Iran conflict pauses
Oil prices are set to fall sharply in Asian trade this morning after the US and Iran paused their conflict in the Middle East. But market expectations for inflation and interest rates remain high. And Singapore is set to tighten monetary policy today. In our deep-dive interview, ANZ Economist Krystal Tan explains why ANZ Research has boosted its growth forecasts for Korea in the next two years. Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/
Thursday: Oil price rise spurs inflation worries
Oil rises another 3% on Middle East conflict worries. Indonesia unveils measures to support its currency. And the Reserve Bank of Australia (RBA) studies how much people trust it to keep inflation low. In our deep-dive interview, ANZ Economist Sophia Angala investigates how growing data centre investment has been affecting Australia’s imports and analyses the implications for GDP. Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/
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. Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/
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. Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/
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. Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/
Friday: 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. Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/
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. Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/
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. Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/
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. Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/
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. Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/
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. Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/
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. Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/
Producer's note
Steal the structure. Not the show.
Keep the useful structure, then change the audience, point of view, and voice until the idea is unmistakably yours.
