Friday: Oil up 5% After Trump Threatens Iran
The episode examines how Donald Trump's threat of intensified strikes on Iran sparked a 5% jump in oil prices, pushing Brent above $100 per barrel and prompting a sell‑off in U.S. equities and a rise in bond yields. ANZ economists discuss the Reserve Bank of Australia's concerns about embedded inflation expectations and downgraded GDP forecasts, while also noting the broader impact on Australian and New Zealand housing markets. In a deep‑dive, ANZ commodity strategist Sunny Kamari explains why gold has fallen 15‑20% since the Middle East conflict escalated, citing shifting Fed rate‑cut expectations, a stronger dollar, higher yields, and liquidity pressures. He adds that a de‑escalation could eventually support gold as rate‑cut expectations return.
Thursday: Eyes Turn to BoJ, ECB After Fed Call
The episode reviews the market fallout from Middle East oil facility attacks, the Federal Reserve’s March rate decision, and upcoming policy moves by the Bank of Japan and ECB. ANZ economists discuss how the oil shock exposes Asia’s heavy reliance...
Wednesday: Oil Slumps on Stockpile Hopes
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...
Wednesday: RBA's Bullock Says March Call 'Live'
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...
Monday: Aussie Dollar Riding High on RBA Hike
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...
Thursday: NZ Employment Rises
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...
Monday: Silver Slides as Iran Tensions Ease
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...
Friday: Oil Down 4.9% as Iran Tensions Ease
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...
Thursday: Intervention Talk Props up Yen
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,...