
The episode covers a sharp drop in oil prices toward $80 a barrel as markets anticipate the release of strategic stockpiles amid Middle East tensions, while Australian consumer confidence falls and business sentiment turns negative. It highlights China’s surge in chip exports and oil imports, signaling a push for self‑sufficiency that impacts Australian beef and sheep exporters. In a deep‑dive interview, ANZ agribusiness head Mark Bennett discusses a favorable outlook for Australian beef, lamb, and wool, noting US herd shortages and China’s evolving trade quotas, and examines grain and pulse market dynamics.
The episode covers a sharp rise in oil prices amid Middle East tensions, its impact on global markets, and an upgraded Australian Q4 GDP forecast of 0.7% growth. ANZ economists discuss central banks' cautious stance on inflation, noting higher oil...
The episode explains how Iranian drone strikes forced Qatar to shut the Ras Laffin LNG plant, sending European gas prices up 50% and oil up about 6%. ANZ analysts discuss market reactions, currency impacts, and the broader risk of the...

In this episode, ANZ Research analysts discuss the recent surge in the Australian dollar following the Reserve Bank of Australia's (RBA) interest rate hike. They explain how the tighter monetary policy has strengthened the currency, the impact on inflation and...

In this brief episode, ANZ Research analysts discuss the latest data showing a rise in New Zealand employment, highlighting the sectors driving the growth and the implications for wage pressure and inflation. They note that the job market is tightening, with...

In this brief episode, ANZ’s research analysts discuss the recent decline in silver prices, attributing the slide to easing geopolitical tensions with Iran. They note that reduced risk premiums are dampening demand for safe‑haven assets, while broader market dynamics and...

In this brief episode, ANZ Research analysts discuss the recent 4.9% drop in oil prices, attributing the decline primarily to easing geopolitical tensions with Iran. They explain how reduced risk of supply disruptions has softened market sentiment and led to...

In this brief episode of "5 in 5 with ANZ," host Bernard Hickey highlights how recent central bank interventions have bolstered the Japanese yen amid broader market volatility. He notes that while banking stress persists in the US and Europe,...