<?xml version="1.0" encoding="UTF-8"?>
<rss version="2.0" xmlns:itunes="http://www.itunes.com/dtds/podcast-1.0.dtd" xmlns:googleplay="http://www.google.com/schemas/play-podcasts/1.0" xmlns:atom="http://www.w3.org/2005/Atom" xmlns:media="http://search.yahoo.com/mrss/" xmlns:content="http://purl.org/rss/1.0/modules/content/">
  <channel>
    <atom:link href="https://feeds.megaphone.fm/TSO2898809644" rel="self" type="application/rss+xml"/>
    <title>5 in 5 with ANZ</title>
    <link>http://www.anz.com/institutional/five-in-five-podcast/</link>
    <language>en</language>
    <copyright>ANZ 2023</copyright>
    <description>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/</description>
    <image>
      <url>https://megaphone.imgix.net/podcasts/feae3bbe-2223-11ee-8d8f-43e8242fcd63/image/832c138bc716ea359939a3d349a6849d.png?ixlib=rails-4.3.1&amp;max-w=3000&amp;max-h=3000&amp;fit=crop&amp;auto=format,compress</url>
      <title>5 in 5 with ANZ</title>
      <link>http://www.anz.com/institutional/five-in-five-podcast/</link>
    </image>
    <itunes:type>episodic</itunes:type>
    <itunes:subtitle>5 in 5 with ANZ</itunes:subtitle>
    <itunes:author>ANZ</itunes:author>
    <itunes:summary>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/</itunes:summary>
    <content:encoded>
      <![CDATA[<p>Start your day with <strong><em>5 in 5 with ANZ</em></strong>. 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. </p><p> </p><p class="ql-align-justify"><em>Before accessing this podcast, please read the </em><strong><em>disclaimer</em></strong><em> at </em><a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
    </content:encoded>
    <itunes:owner>
      <itunes:name>ANZ</itunes:name>
      <itunes:email>podcasts@thespinoff.co.nz</itunes:email>
    </itunes:owner>
    <itunes:image href="https://megaphone.imgix.net/podcasts/feae3bbe-2223-11ee-8d8f-43e8242fcd63/image/832c138bc716ea359939a3d349a6849d.png?ixlib=rails-4.3.1&amp;max-w=3000&amp;max-h=3000&amp;fit=crop&amp;auto=format,compress"/>
    <itunes:category text="News">
      <itunes:category text="Business News"/>
      <itunes:category text="Daily News"/>
    </itunes:category>
    <item>
      <title>Friday: ECB &amp; BoE hold, but hike talk grows</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>Oil hits US$126/barrel after reports the US is preparing new strikes on Iran. The European Central Bank holds, but talks about a rate hike soon. The Bank of England holds too. And China’s factories withstand the Middle East conflict.

In our deep-dive interview, ANZ Head of Australian Economics Adam Boyton compares the RBA’s performance with other central banks as it seeks a narrow path between inflation and employment.



Before accessing this podcast, please read the disclaimer at ⁠https://www.anz.com/institutional/five-in-five-podcast/⁠</description>
      <pubDate>Thu, 30 Apr 2026 19:47:00 -0000</pubDate>
      <itunes:title>Friday: ECB &amp; BoE hold, but hike talk grows</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>Oil hits US$126/barrel after reports the US is preparing new strikes on Iran. The European Central Bank holds, but talks about a rate hike soon. The Bank of England holds too. And China’s factories withstand the Middle East conflict.

In our deep-dive interview, ANZ Head of Australian Economics Adam Boyton compares the RBA’s performance with other central banks as it seeks a narrow path between inflation and employment.



Before accessing this podcast, please read the disclaimer at ⁠https://www.anz.com/institutional/five-in-five-podcast/⁠</itunes:summary>
      <content:encoded>
        <![CDATA[<p>Oil hits US$126/barrel after reports the US is preparing new strikes on Iran. The <strong>European Central Bank</strong> holds, but talks about a rate hike soon. The <strong>Bank of England</strong> holds too. And China’s factories withstand the Middle East conflict.</p>
<p>In our deep-dive interview, <strong>ANZ Head of Australian Economics Adam Boyton</strong> compares the <strong>RBA</strong>’s performance with other central banks as it seeks a narrow path between inflation and employment.</p>
<p><br></p>
<p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">⁠https://www.anz.com/institutional/five-in-five-podcast/⁠</a></p>]]>
      </content:encoded>
      <itunes:duration>579</itunes:duration>
      <guid isPermaLink="false"><![CDATA[80492caa-44cd-11f1-b445-5fea3d31d42f]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO8967563583.mp3" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Thursday: Fed holds with 'hawkish' dissenters</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>Oil jumps to US$118/barrel after Donald Trump suggests blockading the Strait of Hormuz for months. The US Fed holds rates as dissenters oppose an easing bias. And Australian core inflation is below forecasts, but the RBA is still set to hike next week.

In our deep-dive interview, ANZ Economist Maddy Dunk explains why the RBA is so focussed on inflation expectations, following March’s price data.



Before accessing this podcast, please read the disclaimer at ⁠https://www.anz.com/institutional/five-in-five-podcast/⁠</description>
      <pubDate>Wed, 29 Apr 2026 19:49:00 -0000</pubDate>
      <itunes:title>Thursday: Fed holds with 'hawkish' dissenters</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>Oil jumps to US$118/barrel after Donald Trump suggests blockading the Strait of Hormuz for months. The US Fed holds rates as dissenters oppose an easing bias. And Australian core inflation is below forecasts, but the RBA is still set to hike next week.

In our deep-dive interview, ANZ Economist Maddy Dunk explains why the RBA is so focussed on inflation expectations, following March’s price data.



Before accessing this podcast, please read the disclaimer at ⁠https://www.anz.com/institutional/five-in-five-podcast/⁠</itunes:summary>
      <content:encoded>
        <![CDATA[<p>Oil jumps to US$118/barrel after Donald Trump suggests blockading the Strait of Hormuz for months. The US Fed holds rates as dissenters oppose an easing bias. And Australian core inflation is below forecasts, but the RBA is still set to hike next week.</p>
<p>In our deep-dive interview, <strong>ANZ Economist Maddy Dunk</strong> explains why the RBA is so focussed on inflation expectations, following March’s price data.</p>
<p><br></p>
<p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">⁠https://www.anz.com/institutional/five-in-five-podcast/⁠</a></p>]]>
      </content:encoded>
      <itunes:duration>524</itunes:duration>
      <guid isPermaLink="false"><![CDATA[7b8af82a-4404-11f1-9953-eb8b7a1158a7]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO5746162672.mp3" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Wednesday: Oil rises on Hormuz fears</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>Oil prices rise as the Strait of Hormuz remains shut, while stocks fall on AI fears. The Bank of Japan holds, but hawkishly. And Australian Q1 inflation today is set to back another hike by the RBA.

In our deep-dive interview, ANZ Economist Bansi Madhavani assesses the likelihood of a Bank of Japan rate hike in June.



Before accessing this podcast, please read the disclaimer at ⁠https://www.anz.com/institutional/five-in-five-podcast/⁠</description>
      <pubDate>Tue, 28 Apr 2026 19:43:00 -0000</pubDate>
      <itunes:title>Wednesday: Oil rises on Hormuz fears</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>Oil prices rise as the Strait of Hormuz remains shut, while stocks fall on AI fears. The Bank of Japan holds, but hawkishly. And Australian Q1 inflation today is set to back another hike by the RBA.

In our deep-dive interview, ANZ Economist Bansi Madhavani assesses the likelihood of a Bank of Japan rate hike in June.



Before accessing this podcast, please read the disclaimer at ⁠https://www.anz.com/institutional/five-in-five-podcast/⁠</itunes:summary>
      <content:encoded>
        <![CDATA[<p>Oil prices rise as the Strait of Hormuz remains shut, while stocks fall on AI fears. The <strong>Bank of Japan</strong> holds, but hawkishly. And Australian Q1 inflation today is set to back another hike by the <strong>RBA</strong>.</p>
<p>In our deep-dive interview, <strong>ANZ Economist Bansi Madhavani</strong> assesses the likelihood of a Bank of Japan rate hike in June.</p>
<p><br></p>
<p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">⁠https://www.anz.com/institutional/five-in-five-podcast/⁠</a></p>]]>
      </content:encoded>
      <itunes:duration>567</itunes:duration>
      <guid isPermaLink="false"><![CDATA[93121430-433a-11f1-a265-d3ed421d30e7]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO5687263407.mp3" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Tuesday: Oil up as focus turns to Bank of Japan</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>Oil prices are up in the absence of face-to-face peace talks between the United States and Iran, and the ongoing closure of the Strait of Hormuz. The focus turns today to the Bank of Japan (BoJ), where a rate hold is expected.

In our deep-dive interview, ANZ Head of FX Research Mahjabeen Zaman looks at why the yen has regained its strength somewhat in recent weeks, and what might happen if there’s a surprise hike by the BoJ later today.



Before accessing this podcast, please read the disclaimer at ⁠https://www.anz.com/institutional/five-in-five-podcast/⁠</description>
      <pubDate>Mon, 27 Apr 2026 19:46:00 -0000</pubDate>
      <itunes:title>Tuesday: Oil up as focus turns to Bank of Japan</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>Oil prices are up in the absence of face-to-face peace talks between the United States and Iran, and the ongoing closure of the Strait of Hormuz. The focus turns today to the Bank of Japan (BoJ), where a rate hold is expected.

In our deep-dive interview, ANZ Head of FX Research Mahjabeen Zaman looks at why the yen has regained its strength somewhat in recent weeks, and what might happen if there’s a surprise hike by the BoJ later today.



Before accessing this podcast, please read the disclaimer at ⁠https://www.anz.com/institutional/five-in-five-podcast/⁠</itunes:summary>
      <content:encoded>
        <![CDATA[<p>Oil prices are up in the absence of face-to-face peace talks between the United States and Iran, and the ongoing closure of the Strait of Hormuz. The focus turns today to the <strong>Bank of Japan (BoJ)</strong>, where a rate hold is expected.</p>
<p>In our deep-dive interview, <strong>ANZ Head of FX Research Mahjabeen Zaman </strong>looks at why the yen has regained its strength somewhat in recent weeks, and what might happen if there’s a surprise hike by the <strong>BoJ</strong> later today.</p>
<p><br></p>
<p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">⁠https://www.anz.com/institutional/five-in-five-podcast/⁠</a></p>]]>
      </content:encoded>
      <itunes:duration>553</itunes:duration>
      <guid isPermaLink="false"><![CDATA[d9c9246e-4271-11f1-9fee-f714f9515aaf]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO4427767838.mp3" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Monday: Way cleared for Warsh to be Fed Chair</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>The Strait of Hormuz is still closed as the week begins, with peace talks stalled and naval blockades from Iran and the US in place. In Fed news, the way is clear now for Donald Trump’s nominee to become chair.

In our deep-dive interview, ANZ Senior Commodity Strategist Daniel Hynes looks closer at the longer term effects on oil supply, and prices of shut-ins.



Before accessing this podcast, please read the disclaimer at ⁠https://www.anz.com/institutional/five-in-five-podcast/⁠</description>
      <pubDate>Sun, 26 Apr 2026 19:51:00 -0000</pubDate>
      <itunes:title>Monday: Way cleared for Warsh to be Fed Chair</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>The Strait of Hormuz is still closed as the week begins, with peace talks stalled and naval blockades from Iran and the US in place. In Fed news, the way is clear now for Donald Trump’s nominee to become chair.

In our deep-dive interview, ANZ Senior Commodity Strategist Daniel Hynes looks closer at the longer term effects on oil supply, and prices of shut-ins.



Before accessing this podcast, please read the disclaimer at ⁠https://www.anz.com/institutional/five-in-five-podcast/⁠</itunes:summary>
      <content:encoded>
        <![CDATA[<p>The Strait of Hormuz is still closed as the week begins, with peace talks stalled and naval blockades from Iran and the US in place. In <strong>Fed</strong> news, the way is clear now for <strong>Donald Trump’s</strong> nominee to become chair.</p>
<p>In our deep-dive interview, ANZ Senior Commodity Strategist Daniel Hynes looks closer at the longer term effects on oil supply, and prices of shut-ins.</p>
<p><br></p>
<p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">⁠https://www.anz.com/institutional/five-in-five-podcast/⁠</a></p>]]>
      </content:encoded>
      <itunes:duration>573</itunes:duration>
      <guid isPermaLink="false"><![CDATA[65bb6618-41a9-11f1-a730-23e0de804dd8]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO8676613095.mp3" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Friday: Oil up as US &amp; Iranian navies board ships</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>Oil prices rose again overnight after tit-for-tat seizures of vessels by the US and Iranian navies. South Korea’s growth jumps in the first quarter on chip exports. And the Philippines hikes rates to beat down inflation.

In our deep-dive interview, ANZ Pacific Economist Kishti Sen analyses how Papua New Guinea is responding to the oil price shock.





Before accessing this podcast, please read the disclaimer at ⁠https://www.anz.com/institutional/five-in-five-podcast/⁠</description>
      <pubDate>Thu, 23 Apr 2026 19:46:00 -0000</pubDate>
      <itunes:title>Friday: Oil up as US &amp; Iranian navies board ships</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>Oil prices rose again overnight after tit-for-tat seizures of vessels by the US and Iranian navies. South Korea’s growth jumps in the first quarter on chip exports. And the Philippines hikes rates to beat down inflation.

In our deep-dive interview, ANZ Pacific Economist Kishti Sen analyses how Papua New Guinea is responding to the oil price shock.





Before accessing this podcast, please read the disclaimer at ⁠https://www.anz.com/institutional/five-in-five-podcast/⁠</itunes:summary>
      <content:encoded>
        <![CDATA[<p>Oil prices rose again overnight after tit-for-tat seizures of vessels by the US and Iranian navies. South Korea’s growth jumps in the first quarter on chip exports. And the Philippines hikes rates to beat down inflation.</p>
<p>In our deep-dive interview, <strong>ANZ Pacific Economist Kishti Sen</strong> analyses how Papua New Guinea is responding to the oil price shock.</p>
<p><br></p>
<p><br></p>
<p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">⁠https://www.anz.com/institutional/five-in-five-podcast/⁠</a></p>]]>
      </content:encoded>
      <itunes:duration>545</itunes:duration>
      <guid isPermaLink="false"><![CDATA[1cf4bea6-3f4d-11f1-a4b6-7b0ebfe3a372]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO5789244988.mp3" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Thursday: Oil up as Strait of Hormuz stays blocked</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>Donald Trump extends the Iran ceasefire and US earnings are strong, so stocks are up, but the strait of Hormuz remains blocked, so oil is up too. And Bank Indonesia holds, but says rates could rise to support its currency.

In our deep-dive interview, ANZ Head of Asia Research Khoon Goh looks at how Singapore’s economy was placed heading into the oil price shock.



Before accessing this podcast, please read the disclaimer at ⁠https://www.anz.com/institutional/five-in-five-podcast/⁠</description>
      <pubDate>Wed, 22 Apr 2026 19:44:00 -0000</pubDate>
      <itunes:title>Thursday: Oil up as Strait of Hormuz stays blocked</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>Donald Trump extends the Iran ceasefire and US earnings are strong, so stocks are up, but the strait of Hormuz remains blocked, so oil is up too. And Bank Indonesia holds, but says rates could rise to support its currency.

In our deep-dive interview, ANZ Head of Asia Research Khoon Goh looks at how Singapore’s economy was placed heading into the oil price shock.



Before accessing this podcast, please read the disclaimer at ⁠https://www.anz.com/institutional/five-in-five-podcast/⁠</itunes:summary>
      <content:encoded>
        <![CDATA[<p><strong>Donald Trump</strong> extends the Iran ceasefire and US earnings are strong, so stocks are up, but the strait of Hormuz remains blocked, so oil is up too. And <strong>Bank Indonesia</strong> holds, but says rates could rise to support its currency.</p>
<p>In our deep-dive interview, <strong>ANZ Head of Asia Research Khoon Goh</strong> looks at how Singapore’s economy was placed heading into the oil price shock.</p>
<p><br></p>
<p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">⁠https://www.anz.com/institutional/five-in-five-podcast/⁠</a></p>]]>
      </content:encoded>
      <itunes:duration>475</itunes:duration>
      <guid isPermaLink="false"><![CDATA[ac9a4960-3e83-11f1-a847-8b2b1e0d9b83]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO7737791811.mp3" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Wednesday: Oil up as end of ceasefire looms</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>Oil rises 4% and stocks drop as markets worry about the looming end of the ceasefire in Iran. Fed Chair nominee Kevin Warsh says he won’t bow to political pressure. And New Zealand businesses look to raise prices as inflation stays above target.

In our deep-dive interview, ANZ Senior Economist Miles Workman analyses how the Reserve Bank of New Zealand is set to view above-target inflation heading into the Middle East conflict.



Before accessing this podcast, please read the disclaimer at ⁠https://www.anz.com/institutional/five-in-five-podcast/⁠</description>
      <pubDate>Tue, 21 Apr 2026 19:47:00 -0000</pubDate>
      <itunes:title>Wednesday: Oil up as end of ceasefire looms</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>Oil rises 4% and stocks drop as markets worry about the looming end of the ceasefire in Iran. Fed Chair nominee Kevin Warsh says he won’t bow to political pressure. And New Zealand businesses look to raise prices as inflation stays above target.

In our deep-dive interview, ANZ Senior Economist Miles Workman analyses how the Reserve Bank of New Zealand is set to view above-target inflation heading into the Middle East conflict.



Before accessing this podcast, please read the disclaimer at ⁠https://www.anz.com/institutional/five-in-five-podcast/⁠</itunes:summary>
      <content:encoded>
        <![CDATA[<p>Oil rises 4% and stocks drop as markets worry about the looming end of the ceasefire in Iran. Fed Chair nominee <strong>Kevin Warsh</strong> says he won’t bow to political pressure. And New Zealand businesses look to raise prices as inflation stays above target.</p>
<p>In our deep-dive interview, <strong>ANZ Senior Economist Miles Workman </strong>analyses how the <strong>Reserve Bank of New Zealand</strong> is set to view above-target inflation heading into the Middle East conflict.</p>
<p><br></p>
<p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">⁠https://www.anz.com/institutional/five-in-five-podcast/⁠</a></p>]]>
      </content:encoded>
      <itunes:duration>526</itunes:duration>
      <guid isPermaLink="false"><![CDATA[ed3b7d0a-3dba-11f1-ad3e-87292d7fc659]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO1070624767.mp3" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Tuesday: End of ceasefire looms without deal</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>Oil prices bounced and US stocks slid overnight as the end of the Iran ceasefire looms tomorrow, and after the US Navy fired on and boarded an Iranian ship yesterday. Also, New Zealand inflation and US retail sales figures are due today. 

In our deep-dive interview, ANZ Economist Maddy Dunk outlines how ANZ Research has updated its forecast for Australian private credit growth over the next two years.



Before accessing this podcast, please read the disclaimer at ⁠https://www.anz.com/institutional/five-in-five-podcast/⁠</description>
      <pubDate>Mon, 20 Apr 2026 19:48:00 -0000</pubDate>
      <itunes:title>Tuesday: End of ceasefire looms without deal</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>Oil prices bounced and US stocks slid overnight as the end of the Iran ceasefire looms tomorrow, and after the US Navy fired on and boarded an Iranian ship yesterday. Also, New Zealand inflation and US retail sales figures are due today. 

In our deep-dive interview, ANZ Economist Maddy Dunk outlines how ANZ Research has updated its forecast for Australian private credit growth over the next two years.



Before accessing this podcast, please read the disclaimer at ⁠https://www.anz.com/institutional/five-in-five-podcast/⁠</itunes:summary>
      <content:encoded>
        <![CDATA[<p>Oil prices bounced and US stocks slid overnight as the end of the Iran ceasefire looms tomorrow, and after the US Navy fired on and boarded an Iranian ship yesterday. Also, New Zealand inflation and US retail sales figures are due today. </p>
<p>In our deep-dive interview, <strong>ANZ Economist Maddy Dunk </strong>outlines how ANZ Research has updated its forecast for Australian private credit growth over the next two years.</p>
<p><br></p>
<p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">⁠https://www.anz.com/institutional/five-in-five-podcast/⁠</a></p>]]>
      </content:encoded>
      <itunes:duration>577</itunes:duration>
      <guid isPermaLink="false"><![CDATA[e8666d2c-3cf1-11f1-b457-9b3c337acbaa]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO4372895838.mp3" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Monday: Oil &amp; US$ to rise as Strait closes again</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>Oil prices and the US dollar are expected to bounce in Asian trade this morning after Iran closed the Strait of Hormuz again and attacked two ships over the weekend. Markets are focused on peace talks due this week, and also global PMI data.

In our deep-dive interview, ANZ Group Chief Economist Richard Yetsenga sees the latest back and forth in the Iran conflict as edging towards resolution.



Before accessing this podcast, please read the disclaimer at ⁠https://www.anz.com/institutional/five-in-five-podcast/⁠</description>
      <pubDate>Sun, 19 Apr 2026 19:41:00 -0000</pubDate>
      <itunes:title>Monday: Oil &amp; US$ to rise as Strait closes again</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>Oil prices and the US dollar are expected to bounce in Asian trade this morning after Iran closed the Strait of Hormuz again and attacked two ships over the weekend. Markets are focused on peace talks due this week, and also global PMI data.

In our deep-dive interview, ANZ Group Chief Economist Richard Yetsenga sees the latest back and forth in the Iran conflict as edging towards resolution.



Before accessing this podcast, please read the disclaimer at ⁠https://www.anz.com/institutional/five-in-five-podcast/⁠</itunes:summary>
      <content:encoded>
        <![CDATA[<p>Oil prices and the US dollar are expected to bounce in Asian trade this morning after Iran closed the Strait of Hormuz again and attacked two ships over the weekend. Markets are focused on peace talks due this week, and also global PMI data.</p>
<p>In our deep-dive interview, <strong>ANZ Group Chief Economist Richard Yetsenga </strong>sees the latest back and forth in the Iran conflict as edging towards resolution.</p>
<p><br></p>
<p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">⁠https://www.anz.com/institutional/five-in-five-podcast/⁠</a></p>]]>
      </content:encoded>
      <itunes:duration>505</itunes:duration>
      <guid isPermaLink="false"><![CDATA[d375b370-3c27-11f1-b934-03c43e921839]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO3197504371.mp3" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Friday: Oil back at US$99/barrel despite Israel ceasefire</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>US stocks are solid after a 10-day ceasefire between Israel and Lebanon was announced, but oil has risen as the Strait of Hormuz remains closed. And Australia’s jobs market doesn’t tighten, which may help the Reserve Bank of Australia.

And then in our deep-dive interview, ANZ Chief Economist for Greater China Raymond Yeung analyses China’s economic prospects after a strong Q1.



Before accessing this podcast, please read the disclaimer at ⁠https://www.anz.com/institutional/five-in-five-podcast/⁠</description>
      <pubDate>Thu, 16 Apr 2026 19:49:00 -0000</pubDate>
      <itunes:title>Friday: Oil back at US$99/barrel despite Israel ceasefire</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>US stocks are solid after a 10-day ceasefire between Israel and Lebanon was announced, but oil has risen as the Strait of Hormuz remains closed. And Australia’s jobs market doesn’t tighten, which may help the Reserve Bank of Australia.

And then in our deep-dive interview, ANZ Chief Economist for Greater China Raymond Yeung analyses China’s economic prospects after a strong Q1.



Before accessing this podcast, please read the disclaimer at ⁠https://www.anz.com/institutional/five-in-five-podcast/⁠</itunes:summary>
      <content:encoded>
        <![CDATA[<p>US stocks are solid after a 10-day ceasefire between Israel and Lebanon was announced, but oil has risen as the Strait of Hormuz remains closed. And Australia’s jobs market doesn’t tighten, which may help the <strong>Reserve Bank of Australia.</strong></p>
<p>And then in our deep-dive interview, <strong>ANZ Chief Economist for Greater China Raymond Yeung </strong>analyses China’s economic prospects after a strong Q1.</p>
<p><br></p>
<p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">⁠https://www.anz.com/institutional/five-in-five-podcast/⁠</a></p>]]>
      </content:encoded>
      <itunes:duration>538</itunes:duration>
      <guid isPermaLink="false"><![CDATA[6733e918-39cd-11f1-9bbe-23214bef97da]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO7923359392.mp3" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Thursday: Markets stabilise on ceasefire hopes</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>Oil prices and stocks take a breather as the US and Iran consider a ceasefire extension. The Reserve Bank of Australia will be watching March job figures for signs of ongoing strength. India’s trade falls due to the Middle East conflict.

And then in our deep-dive interview, ANZ Economist Sophia Angala looks at how higher global energy prices will affect Australian imports and the federal budget.



Before accessing this podcast, please read the disclaimer at ⁠https://www.anz.com/institutional/five-in-five-podcast/⁠</description>
      <pubDate>Wed, 15 Apr 2026 19:48:00 -0000</pubDate>
      <itunes:title>Thursday: Markets stabilise on ceasefire hopes</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>Oil prices and stocks take a breather as the US and Iran consider a ceasefire extension. The Reserve Bank of Australia will be watching March job figures for signs of ongoing strength. India’s trade falls due to the Middle East conflict.

And then in our deep-dive interview, ANZ Economist Sophia Angala looks at how higher global energy prices will affect Australian imports and the federal budget.



Before accessing this podcast, please read the disclaimer at ⁠https://www.anz.com/institutional/five-in-five-podcast/⁠</itunes:summary>
      <content:encoded>
        <![CDATA[<p>Oil prices and stocks take a breather as the US and Iran consider a ceasefire extension. The <strong>Reserve Bank of Australi</strong>a will be watching March job figures for signs of ongoing strength. India’s trade falls due to the Middle East conflict.</p>
<p>And then in our deep-dive interview, <strong>ANZ Economist Sophia Angala </strong>looks at how higher global energy prices will affect Australian imports and the federal budget.</p>
<p><br></p>
<p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">⁠https://www.anz.com/institutional/five-in-five-podcast/⁠</a></p>]]>
      </content:encoded>
      <itunes:duration>528</itunes:duration>
      <guid isPermaLink="false"><![CDATA[1fddeaf6-3904-11f1-9aa8-df5c08550bc2]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO7073768115.mp3" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Wednesday: RBA warns rates may not be high enough</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>Oil prices are down as much as 7%, while stocks are up on Middle East peace talk hopes. The Reserve Bank of Australia warns rates may not be high enough to tame inflation, and Singapore tightens monetary policy.

And then in our deep-dive interview, ANZ Senior Commodities Strategist Daniel Hynes analyses the US blockade of the Strait of Hormuz and outlines ANZ Research’s new oil price forecast.



Before accessing this podcast, please read the disclaimer at ⁠https://www.anz.com/institutional/five-in-five-podcast/⁠</description>
      <pubDate>Tue, 14 Apr 2026 19:48:00 -0000</pubDate>
      <itunes:title>Wednesday: RBA warns rates may not be high enough</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>Oil prices are down as much as 7%, while stocks are up on Middle East peace talk hopes. The Reserve Bank of Australia warns rates may not be high enough to tame inflation, and Singapore tightens monetary policy.

And then in our deep-dive interview, ANZ Senior Commodities Strategist Daniel Hynes analyses the US blockade of the Strait of Hormuz and outlines ANZ Research’s new oil price forecast.



Before accessing this podcast, please read the disclaimer at ⁠https://www.anz.com/institutional/five-in-five-podcast/⁠</itunes:summary>
      <content:encoded>
        <![CDATA[<p>Oil prices are down as much as 7%, while stocks are up on Middle East peace talk hopes. <strong>The Reserve Bank of Australia</strong> warns rates may not be high enough to tame inflation, and Singapore tightens monetary policy.</p>
<p>And then in our deep-dive interview, <strong>ANZ Senior Commodities Strategist Daniel Hynes </strong>analyses the US blockade of the Strait of Hormuz and outlines <strong>ANZ Research’s</strong> new oil price forecast.</p>
<p><br></p>
<p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">⁠https://www.anz.com/institutional/five-in-five-podcast/⁠</a></p>]]>
      </content:encoded>
      <itunes:duration>562</itunes:duration>
      <guid isPermaLink="false"><![CDATA[e921d94c-383a-11f1-b7ba-23863a98da59]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO7551922260.mp3" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Tuesday: ANZ sees RBNZ hiking three times in 2026</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>Oil prices are up around US$100/barrel again as the US Navy blockade on Iranian ports begins. ANZ Research changes its call for the Official Cash Rate in New Zealand, and Singapore’s central bank is expected to tighten today. 

And then in our deep-dive interview, ANZ NZ Chief Economist Sharon Zollner sees the Reserve Bank of New Zealand hiking early and hard from July, to avoid having to go higher later.



Before accessing this podcast, please read the disclaimer at ⁠https://www.anz.com/institutional/five-in-five-podcast/⁠</description>
      <pubDate>Mon, 13 Apr 2026 19:50:00 -0000</pubDate>
      <itunes:title>Tuesday: ANZ sees RBNZ hiking three times in 2026</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>Oil prices are up around US$100/barrel again as the US Navy blockade on Iranian ports begins. ANZ Research changes its call for the Official Cash Rate in New Zealand, and Singapore’s central bank is expected to tighten today. 

And then in our deep-dive interview, ANZ NZ Chief Economist Sharon Zollner sees the Reserve Bank of New Zealand hiking early and hard from July, to avoid having to go higher later.



Before accessing this podcast, please read the disclaimer at ⁠https://www.anz.com/institutional/five-in-five-podcast/⁠</itunes:summary>
      <content:encoded>
        <![CDATA[<p>Oil prices are up around US$100/barrel again as the US Navy blockade on Iranian ports begins. <strong>ANZ Research</strong> changes its call for the Official Cash Rate in New Zealand, and Singapore’s central bank is expected to tighten today. </p>
<p>And then in our deep-dive interview, <strong>ANZ NZ Chief Economist Sharon Zollner </strong>sees the <strong>Reserve Bank of New Zealand</strong> hiking early and hard from July, to avoid having to go higher later.</p>
<p><br></p>
<p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">⁠https://www.anz.com/institutional/five-in-five-podcast/⁠</a></p>]]>
      </content:encoded>
      <itunes:duration>557</itunes:duration>
      <guid isPermaLink="false"><![CDATA[0b9e9eb6-3772-11f1-af32-e3549baddfee]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO2955256027.mp3" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Monday: Markets braced after peace talks end</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>Peace talks between Iran and the United States collapse. Donald Trump says the US Navy will blockade the Strait of Hormuz and stop tankers on the high seas that have paid Iran tolls. And US inflation spikes, which pushes consumer confidence down.

And then in our deep-dive interview, ANZ Group Economist Richard Yetsenga assesses how much damage has been done so far to global economic momentum.



Before accessing this podcast, please read the disclaimer at ⁠https://www.anz.com/institutional/five-in-five-podcast/⁠</description>
      <pubDate>Sun, 12 Apr 2026 19:49:00 -0000</pubDate>
      <itunes:title>Monday: Markets braced after peace talks end</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>Peace talks between Iran and the United States collapse. Donald Trump says the US Navy will blockade the Strait of Hormuz and stop tankers on the high seas that have paid Iran tolls. And US inflation spikes, which pushes consumer confidence down.

And then in our deep-dive interview, ANZ Group Economist Richard Yetsenga assesses how much damage has been done so far to global economic momentum.



Before accessing this podcast, please read the disclaimer at ⁠https://www.anz.com/institutional/five-in-five-podcast/⁠</itunes:summary>
      <content:encoded>
        <![CDATA[<p>Peace talks between Iran and the United States collapse. Donald Trump says the US Navy will blockade the Strait of Hormuz and stop tankers on the high seas that have paid Iran tolls. And US inflation spikes, which pushes consumer confidence down.</p>
<p>And then in our deep-dive interview, <strong>ANZ Group Economist Richard Yetsenga </strong>assesses how much damage has been done so far to global economic momentum.</p>
<p><br></p>
<p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">⁠https://www.anz.com/institutional/five-in-five-podcast/⁠</a></p>]]>
      </content:encoded>
      <itunes:duration>547</itunes:duration>
      <guid isPermaLink="false"><![CDATA[b10236b2-36a8-11f1-a87c-bb76b3ec0560]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO7937633443.mp3" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Friday: Oil falls after Israel agrees to ceasefire talks</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>Oil prices fall and stocks rise after Israel agrees to ceasefire talks with Lebanon, improving the chances of a broader Middle East ceasefire. Elsewhere, Kiwis drove less in March and China’s deflation may be over.

And then in our deep-dive interview, ANZ Economist Maddy Dunk details where and how ANZ Research has lowered its house price forecasts in Australia’s capital cities.



Before accessing this podcast, please read the disclaimer at ⁠https://www.anz.com/institutional/five-in-five-podcast/⁠</description>
      <pubDate>Thu, 09 Apr 2026 19:49:00 -0000</pubDate>
      <itunes:title>Friday: Oil falls after Israel agrees to ceasefire talks</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>Oil prices fall and stocks rise after Israel agrees to ceasefire talks with Lebanon, improving the chances of a broader Middle East ceasefire. Elsewhere, Kiwis drove less in March and China’s deflation may be over.

And then in our deep-dive interview, ANZ Economist Maddy Dunk details where and how ANZ Research has lowered its house price forecasts in Australia’s capital cities.



Before accessing this podcast, please read the disclaimer at ⁠https://www.anz.com/institutional/five-in-five-podcast/⁠</itunes:summary>
      <content:encoded>
        <![CDATA[<p>Oil prices fall and stocks rise after Israel agrees to ceasefire talks with Lebanon, improving the chances of a broader Middle East ceasefire. Elsewhere, Kiwis drove less in March and China’s deflation may be over.</p>
<p>And then in our deep-dive interview, <strong>ANZ Economist Maddy Dunk </strong>details where and how <strong>ANZ Research</strong> has lowered its house price forecasts in Australia’s capital cities.</p>
<p><br></p>
<p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">⁠https://www.anz.com/institutional/five-in-five-podcast/⁠</a></p>]]>
      </content:encoded>
      <itunes:duration>599</itunes:duration>
      <guid isPermaLink="false"><![CDATA[318d037e-344d-11f1-8fb8-eb93ed33f736]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO4472073003.mp3" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Thursday: Oil slumps &amp; stocks jump on ceasefire</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>Oil prices plunged 15% and stocks rose 3% overnight after the US and Iran agreed to a two-week ceasefire. But there is still conflict in the region and only a few ships have transited the Strait of Hormuz. Meanwhile, the Reserve Bank of New Zealand held interest rates, but lifted its inflation forecasts.

And then in our deep-dive interview, ANZ Senior Commodities Strategist Daniel Hynes says the oil market is not going to return to its pre-conflict state any time soon, even if the ceasefire holds.



Before accessing this podcast, please read the disclaimer at ⁠https://www.anz.com/institutional/five-in-five-podcast/⁠</description>
      <pubDate>Wed, 08 Apr 2026 19:49:00 -0000</pubDate>
      <itunes:title>Thursday: Oil slumps &amp; stocks jump on ceasefire</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>Oil prices plunged 15% and stocks rose 3% overnight after the US and Iran agreed to a two-week ceasefire. But there is still conflict in the region and only a few ships have transited the Strait of Hormuz. Meanwhile, the Reserve Bank of New Zealand held interest rates, but lifted its inflation forecasts.

And then in our deep-dive interview, ANZ Senior Commodities Strategist Daniel Hynes says the oil market is not going to return to its pre-conflict state any time soon, even if the ceasefire holds.



Before accessing this podcast, please read the disclaimer at ⁠https://www.anz.com/institutional/five-in-five-podcast/⁠</itunes:summary>
      <content:encoded>
        <![CDATA[<p>Oil prices plunged 15% and stocks rose 3% overnight after the US and Iran agreed to a two-week ceasefire. But there is still conflict in the region and only a few ships have transited the Strait of Hormuz. Meanwhile, the <strong>Reserve Bank of New Zealand</strong> held interest rates, but lifted its inflation forecasts.</p>
<p>And then in our deep-dive interview, <strong>ANZ Senior Commodities Strategist Daniel Hynes </strong>says the oil market is not going to return to its pre-conflict state any time soon, even if the ceasefire holds.</p>
<p><br></p>
<p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">⁠https://www.anz.com/institutional/five-in-five-podcast/⁠</a></p>]]>
      </content:encoded>
      <itunes:duration>508</itunes:duration>
      <guid isPermaLink="false"><![CDATA[099ad608-3384-11f1-97ac-3395afb00c37]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO1890791816.mp3" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Wednesday: Markets wait on Trump Iran deadline</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>Markets are on tenterhooks hours ahead of President Trump’s 8pm EST deadline for Iran to reopen the Strait of Hormuz; Australia’s labour market loosens; The Reserve Bank of New Zealand is expected to hold rates today.

And then in our deep-dive interview, ANZ Economist Krystal Tan looks at how South Korea’s economy is standing up to the effects of the Middle East conflict.



Before accessing this podcast, please read the disclaimer at ⁠https://www.anz.com/institutional/five-in-five-podcast/⁠</description>
      <pubDate>Tue, 07 Apr 2026 19:47:00 -0000</pubDate>
      <itunes:title>Wednesday: Markets wait on Trump Iran deadline</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>Markets are on tenterhooks hours ahead of President Trump’s 8pm EST deadline for Iran to reopen the Strait of Hormuz; Australia’s labour market loosens; The Reserve Bank of New Zealand is expected to hold rates today.

And then in our deep-dive interview, ANZ Economist Krystal Tan looks at how South Korea’s economy is standing up to the effects of the Middle East conflict.



Before accessing this podcast, please read the disclaimer at ⁠https://www.anz.com/institutional/five-in-five-podcast/⁠</itunes:summary>
      <content:encoded>
        <![CDATA[<p>Markets are on tenterhooks hours ahead of President Trump’s 8pm EST deadline for Iran to reopen the Strait of Hormuz; Australia’s labour market loosens; The <strong>Reserve Bank of New Zealand</strong> is expected to hold rates today.</p>
<p>And then in our deep-dive interview, <strong>ANZ Economist Krystal Tan </strong>looks at how South Korea’s economy is standing up to the effects of the Middle East conflict.</p>
<p><br></p>
<p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">⁠https://www.anz.com/institutional/five-in-five-podcast/⁠</a></p>]]>
      </content:encoded>
      <itunes:duration>484</itunes:duration>
      <guid isPermaLink="false"><![CDATA[94dabff0-32ba-11f1-b46b-a73b384fdaa0]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO1727870655.mp3" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Tuesday: Oil price rises after new Trump threats</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>Trump threatens strikes on Iran’s energy and water infrastructure tomorrow, which is pushing up oil prices and undermining US stocks. US jobs are strong, but wage growth weakens in March - taking pressure off the Fed.

And then in our deep-dive interview, ANZ Economist Maddy Dunk analyses the most recent housing market data in Australia, and says there are signs of a slowdown.



Before accessing this podcast, please read the disclaimer at ⁠https://www.anz.com/institutional/five-in-five-podcast/⁠</description>
      <pubDate>Mon, 06 Apr 2026 19:47:00 -0000</pubDate>
      <itunes:title>Tuesday: Oil price rises after new Trump threats</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>Trump threatens strikes on Iran’s energy and water infrastructure tomorrow, which is pushing up oil prices and undermining US stocks. US jobs are strong, but wage growth weakens in March - taking pressure off the Fed.

And then in our deep-dive interview, ANZ Economist Maddy Dunk analyses the most recent housing market data in Australia, and says there are signs of a slowdown.



Before accessing this podcast, please read the disclaimer at ⁠https://www.anz.com/institutional/five-in-five-podcast/⁠</itunes:summary>
      <content:encoded>
        <![CDATA[<p>Trump threatens strikes on Iran’s energy and water infrastructure tomorrow, which is pushing up oil prices and undermining US stocks. US jobs are strong, but wage growth weakens in March - taking pressure off the Fed.</p>
<p>And then in our deep-dive interview, <strong>ANZ Economist Maddy Dunk</strong> analyses the most recent housing market data in Australia, and says there are signs of a slowdown.</p>
<p><br></p>
<p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">⁠https://www.anz.com/institutional/five-in-five-podcast/⁠</a></p>]]>
      </content:encoded>
      <itunes:duration>536</itunes:duration>
      <guid isPermaLink="false"><![CDATA[6e6cf302-31f1-11f1-8459-2fcd2fe244aa]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO3092060702.mp3" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Thursday: Focus on Trump speech for Iran news</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>Global stocks are firmer this morning and oil prices slipped on hopes for de-escalation in Iran, but the focus is on a Donald Trump speech due at 1pm Sydney/Melbourne time. And manufacturing in Asia remains strong. For now.

And then in our deep-dive interview, ANZ Commodities Strategist Soni Kumari analyses how the Middle East conflict is affecting the global aluminium market.



Before accessing this podcast, please read the disclaimer at ⁠https://www.anz.com/institutional/five-in-five-podcast/⁠</description>
      <pubDate>Wed, 01 Apr 2026 18:51:00 -0000</pubDate>
      <itunes:title>Thursday: Focus on Trump speech for Iran news</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>Global stocks are firmer this morning and oil prices slipped on hopes for de-escalation in Iran, but the focus is on a Donald Trump speech due at 1pm Sydney/Melbourne time. And manufacturing in Asia remains strong. For now.

And then in our deep-dive interview, ANZ Commodities Strategist Soni Kumari analyses how the Middle East conflict is affecting the global aluminium market.



Before accessing this podcast, please read the disclaimer at ⁠https://www.anz.com/institutional/five-in-five-podcast/⁠</itunes:summary>
      <content:encoded>
        <![CDATA[<p>Global stocks are firmer this morning and oil prices slipped on hopes for de-escalation in Iran, but the focus is on a <strong>Donald Trump</strong> speech due at 1pm Sydney/Melbourne time. And manufacturing in Asia remains strong. For now.</p>
<p>And then in our deep-dive interview, <strong>ANZ Commodities Strategist Soni Kumari </strong>analyses how the Middle East conflict is affecting the global aluminium market.</p>
<p><br></p>
<p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">⁠https://www.anz.com/institutional/five-in-five-podcast/⁠</a></p>]]>
      </content:encoded>
      <itunes:duration>599</itunes:duration>
      <guid isPermaLink="false"><![CDATA[c3c10464-2dfb-11f1-97d4-17a81453cc45]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO1274586728.mp3" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Wednesday: Stocks surge on de-escalation hope</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>Stocks jump on hopes for de-escalation in Iran. RBA minutes show four dissenters weren’t against hiking, just the timing; And New Zealand business confidence slumps in March as fuel prices jumped.

And then in our deep-dive interview, ANZ Senior Commodities Strategist Daniel Hynes analyses the further impact on oil and the world economy if Red Sea trade becomes disrupted by the Middle East conflict.



Before accessing this podcast, please read the disclaimer at ⁠https://www.anz.com/institutional/five-in-five-podcast/⁠</description>
      <pubDate>Tue, 31 Mar 2026 18:45:00 -0000</pubDate>
      <itunes:title>Wednesday: Stocks surge on de-escalation hope</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>Stocks jump on hopes for de-escalation in Iran. RBA minutes show four dissenters weren’t against hiking, just the timing; And New Zealand business confidence slumps in March as fuel prices jumped.

And then in our deep-dive interview, ANZ Senior Commodities Strategist Daniel Hynes analyses the further impact on oil and the world economy if Red Sea trade becomes disrupted by the Middle East conflict.



Before accessing this podcast, please read the disclaimer at ⁠https://www.anz.com/institutional/five-in-five-podcast/⁠</itunes:summary>
      <content:encoded>
        <![CDATA[<p>Stocks jump on hopes for de-escalation in Iran. <strong>RBA</strong> minutes show four dissenters weren’t against hiking, just the timing; And New Zealand business confidence slumps in March as fuel prices jumped.</p>
<p>And then in our deep-dive interview, <strong>ANZ Senior Commodities Strategist Daniel Hynes </strong>analyses the further impact on oil and the world economy if Red Sea trade becomes disrupted by the Middle East conflict.</p>
<p><br></p>
<p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">⁠https://www.anz.com/institutional/five-in-five-podcast/⁠</a></p>]]>
      </content:encoded>
      <itunes:duration>590</itunes:duration>
      <guid isPermaLink="false"><![CDATA[c92853aa-2d31-11f1-b90c-1b90a941bf7b]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO3242694264.mp3" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Tuesday: Markets volatile as Iran conflict goes on</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>Markets wobbled overnight with conflicting accounts of when the Iran conflict might end. Bond yields fell on hope inflation may not rise too much. And we get data today on Australian lending growth and NZ business confidence.

And then in our deep-dive interview,ANZ Chief Economist for Southeast Asia and India Sanjay Mathur, analyses the fiscal effects of the fuel subsidies, and how long before they may have to be abandoned.



Before accessing this podcast, please read the disclaimer at ⁠https://www.anz.com/institutional/five-in-five-podcast/⁠</description>
      <pubDate>Mon, 30 Mar 2026 18:49:00 -0000</pubDate>
      <itunes:title>Tuesday: Markets volatile as Iran conflict goes on</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>Markets wobbled overnight with conflicting accounts of when the Iran conflict might end. Bond yields fell on hope inflation may not rise too much. And we get data today on Australian lending growth and NZ business confidence.

And then in our deep-dive interview,ANZ Chief Economist for Southeast Asia and India Sanjay Mathur, analyses the fiscal effects of the fuel subsidies, and how long before they may have to be abandoned.



Before accessing this podcast, please read the disclaimer at ⁠https://www.anz.com/institutional/five-in-five-podcast/⁠</itunes:summary>
      <content:encoded>
        <![CDATA[<p>Markets wobbled overnight with conflicting accounts of when the Iran conflict might end. Bond yields fell on hope inflation may not rise too much. And we get data today on Australian lending growth and NZ business confidence.</p>
<p>And then in our deep-dive interview,<strong>ANZ Chief Economist for Southeast Asia and India Sanjay Mathur, </strong>analyses the fiscal effects of the fuel subsidies, and how long before they may have to be abandoned.</p>
<p><br></p>
<p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">⁠https://www.anz.com/institutional/five-in-five-podcast/⁠</a></p>]]>
      </content:encoded>
      <itunes:duration>561</itunes:duration>
      <guid isPermaLink="false"><![CDATA[210b396c-2c69-11f1-8ec4-e3166e2c921b]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO1570393248.mp3" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Monday: Markets slide as Iran conflict escalates</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>The conflict in Iran widens again over the weekend after global stocks and bonds sell off aggressively. Brent crude jumps again, and the US dollar strengthens. And consumer confidence falls in both the United States and New Zealand.

And then in our deep-dive interview, ANZ Economist Henry Russell looks at why the Fed is likely to look through the latest energy price shock, even though it was criticized for doing the same thing in 2022, when inflation failed to recede quickly.



Before accessing this podcast, please read the disclaimer at ⁠https://www.anz.com/institutional/five-in-five-podcast/⁠</description>
      <pubDate>Sun, 29 Mar 2026 18:48:00 -0000</pubDate>
      <itunes:title>Monday: Markets slide as Iran conflict escalates</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>The conflict in Iran widens again over the weekend after global stocks and bonds sell off aggressively. Brent crude jumps again, and the US dollar strengthens. And consumer confidence falls in both the United States and New Zealand.

And then in our deep-dive interview, ANZ Economist Henry Russell looks at why the Fed is likely to look through the latest energy price shock, even though it was criticized for doing the same thing in 2022, when inflation failed to recede quickly.



Before accessing this podcast, please read the disclaimer at ⁠https://www.anz.com/institutional/five-in-five-podcast/⁠</itunes:summary>
      <content:encoded>
        <![CDATA[<p>The conflict in Iran widens again over the weekend after global stocks and bonds sell off aggressively. Brent crude jumps again, and the US dollar strengthens. And consumer confidence falls in both the United States and New Zealand.</p>
<p>And then in our deep-dive interview, <strong>ANZ Economist Henry Russell</strong> looks at why the <strong>Fed</strong> is likely to look through the latest energy price shock, even though it was criticized for doing the same thing in 2022, when inflation failed to recede quickly.</p>
<p><br></p>
<p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">⁠https://www.anz.com/institutional/five-in-five-podcast/⁠</a></p>]]>
      </content:encoded>
      <itunes:duration>555</itunes:duration>
      <guid isPermaLink="false"><![CDATA[ea51ab00-2b9f-11f1-afb4-1fca8f083ea5]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO4260549987.mp3" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Friday: Oil up 5% after Trump threatens Iran</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>Oil rises 5% on uncertainty about a US peace deal with Iran. The Reserve Bank of Australia (RBA) is concerned about higher inflation expectations becoming embedded, and ANZ Research has lowered its Australian GDP forecasts.

And then in our deep-dive interview, ANZ Commodities Strategist Soni Kumari analyses how gold has fallen since the Middle East conflict escalated as US rate cut expectations disappeared.



Before accessing this podcast, please read the disclaimer at ⁠https://www.anz.com/institutional/five-in-five-podcast/⁠</description>
      <pubDate>Thu, 26 Mar 2026 18:45:00 -0000</pubDate>
      <itunes:title>Friday: Oil up 5% after Trump threatens Iran</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>Oil rises 5% on uncertainty about a US peace deal with Iran. The Reserve Bank of Australia (RBA) is concerned about higher inflation expectations becoming embedded, and ANZ Research has lowered its Australian GDP forecasts.

And then in our deep-dive interview, ANZ Commodities Strategist Soni Kumari analyses how gold has fallen since the Middle East conflict escalated as US rate cut expectations disappeared.



Before accessing this podcast, please read the disclaimer at ⁠https://www.anz.com/institutional/five-in-five-podcast/⁠</itunes:summary>
      <content:encoded>
        <![CDATA[<p>Oil rises 5% on uncertainty about a US peace deal with Iran. The <strong>Reserve Bank of Australia (RBA)</strong> is concerned about higher inflation expectations becoming embedded, and <strong>ANZ Research</strong> has lowered its Australian GDP forecasts.</p>
<p>And then in our deep-dive interview, <strong>ANZ Commodities Strategist Soni Kumari</strong> analyses how gold has fallen since the Middle East conflict escalated as US rate cut expectations disappeared.</p>
<p><br></p>
<p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">⁠https://www.anz.com/institutional/five-in-five-podcast/⁠</a></p>]]>
      </content:encoded>
      <itunes:duration>519</itunes:duration>
      <guid isPermaLink="false"><![CDATA[f1fcca0a-2943-11f1-bfde-e39216882504]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO9802280850.mp3" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Thursday: Australian inflation eases</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>Oil eases and stocks rise on Middle East ceasefire hopes, even as Iran rejects a US peace plan. And Australia’s annual inflation fell slightly in February, as household spending eased off.

And then in our deep-dive interview, ANZ Agri Economist Matt Dilly explains how the oil price shock is affecting global fertiliser prices and on-farm costs in New Zealand.



Before accessing this podcast, please read the disclaimer at ⁠https://www.anz.com/institutional/five-in-five-podcast/⁠</description>
      <pubDate>Wed, 25 Mar 2026 18:48:00 -0000</pubDate>
      <itunes:title>Thursday: Australian inflation eases</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>Oil eases and stocks rise on Middle East ceasefire hopes, even as Iran rejects a US peace plan. And Australia’s annual inflation fell slightly in February, as household spending eased off.

And then in our deep-dive interview, ANZ Agri Economist Matt Dilly explains how the oil price shock is affecting global fertiliser prices and on-farm costs in New Zealand.



Before accessing this podcast, please read the disclaimer at ⁠https://www.anz.com/institutional/five-in-five-podcast/⁠</itunes:summary>
      <content:encoded>
        <![CDATA[<p>Oil eases and stocks rise on Middle East ceasefire hopes, even as Iran rejects a US peace plan. And Australia’s annual inflation fell slightly in February, as household spending eased off.</p>
<p>And then in our deep-dive interview, <strong>ANZ Agri Economist Matt Dilly</strong> explains how the oil price shock is affecting global fertiliser prices and on-farm costs in New Zealand.</p>
<p><br></p>
<p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">⁠https://www.anz.com/institutional/five-in-five-podcast/⁠</a></p>]]>
      </content:encoded>
      <itunes:duration>531</itunes:duration>
      <guid isPermaLink="false"><![CDATA[317f1b16-287b-11f1-bf75-ef57f16ed77c]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO6018808043.mp3" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Wednesday: Australian confidence hits new low</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>Oil is back up 5% as caution returns to the outlook for the Middle East conflict. The RBNZ signals no knee-jerk moves but is watching inflation expectations. And Australian inflation expectations jump to a record high as confidence plunges.

And then in our deep-dive interview, ANZ Senior Rates Strategist Jennifer Kusuma looks at the tail end risks for Asian economies from a prolonged supply shock due to the Middle East conflict.



Before accessing this podcast, please read the disclaimer at ⁠https://www.anz.com/institutional/five-in-five-podcast/⁠</description>
      <pubDate>Tue, 24 Mar 2026 18:51:00 -0000</pubDate>
      <itunes:title>Wednesday: Australian confidence hits new low</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>Oil is back up 5% as caution returns to the outlook for the Middle East conflict. The RBNZ signals no knee-jerk moves but is watching inflation expectations. And Australian inflation expectations jump to a record high as confidence plunges.

And then in our deep-dive interview, ANZ Senior Rates Strategist Jennifer Kusuma looks at the tail end risks for Asian economies from a prolonged supply shock due to the Middle East conflict.



Before accessing this podcast, please read the disclaimer at ⁠https://www.anz.com/institutional/five-in-five-podcast/⁠</itunes:summary>
      <content:encoded>
        <![CDATA[<p>Oil is back up 5% as caution returns to the outlook for the Middle East conflict. The <strong>RBNZ</strong> signals no knee-jerk moves but is watching inflation expectations. And Australian inflation expectations jump to a record high as confidence plunges.</p>
<p>And then in our deep-dive interview, <strong>ANZ Senior Rates Strategist Jennifer Kusuma</strong> looks at the tail end risks for Asian economies from a prolonged supply shock due to the Middle East conflict.</p>
<p><br></p>
<p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">⁠https://www.anz.com/institutional/five-in-five-podcast/⁠</a></p>]]>
      </content:encoded>
      <itunes:duration>584</itunes:duration>
      <guid isPermaLink="false"><![CDATA[6a13ca2c-27b2-11f1-9ff5-3b0e63ec2309]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO5272766030.mp3" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Tuesday: Markets rally as Trump delays strikes</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>US President Donald Trump has postponed his threatened strikes on Iranian power and desalination plants. Markets rally on hopes for de-escalation. And New Zealand’s new Reserve Bank Governor, Anna Breman, speaks today.

And then in part two of a deep-dive interview with ANZ Senior Commodity Strategist Daniel Hynes,  he details why any resumption of oil production won’t be easy, or quick.



Before accessing this podcast, please read the disclaimer at ⁠https://www.anz.com/institutional/five-in-five-podcast/⁠</description>
      <pubDate>Mon, 23 Mar 2026 18:48:00 -0000</pubDate>
      <itunes:title>Tuesday: Markets rally as Trump delays strikes</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>US President Donald Trump has postponed his threatened strikes on Iranian power and desalination plants. Markets rally on hopes for de-escalation. And New Zealand’s new Reserve Bank Governor, Anna Breman, speaks today.

And then in part two of a deep-dive interview with ANZ Senior Commodity Strategist Daniel Hynes,  he details why any resumption of oil production won’t be easy, or quick.



Before accessing this podcast, please read the disclaimer at ⁠https://www.anz.com/institutional/five-in-five-podcast/⁠</itunes:summary>
      <content:encoded>
        <![CDATA[<p><strong>US President Donald Trump</strong> has postponed his threatened strikes on Iranian power and desalination plants. Markets rally on hopes for de-escalation. And New Zealand’s new <strong>Reserve Bank Governor, Anna Breman,</strong> speaks today.</p>
<p>And then in part two of a deep-dive interview with <strong>ANZ Senior Commodity Strategist Daniel Hynes, </strong> he details why any resumption of oil production won’t be easy, or quick.</p>
<p><br></p>
<p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">⁠https://www.anz.com/institutional/five-in-five-podcast/⁠</a></p>]]>
      </content:encoded>
      <itunes:duration>541</itunes:duration>
      <guid isPermaLink="false"><![CDATA[df2c561e-26e8-11f1-93b2-43572d823e29]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO4916414862.mp3" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Monday: Middle East conflict escalates again</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>US President Donald Trump threatens to destroy Iran’s power and water plants. In response, Iran threatens to strike US infrastructure across the Persian Gulf. Markets are set to react badly. Also, ANZ Research changes its call for the next Fed cut.

And then in our deep-dive interview, ANZ Senior Commodity Strategist Daniel Hynes explains how the latest strikes on oil and gas infrastructure in the Gulf will change global energy markets, structurally.



Before accessing this podcast, please read the disclaimer at ⁠https://www.anz.com/institutional/five-in-five-podcast/⁠</description>
      <pubDate>Sun, 22 Mar 2026 18:47:00 -0000</pubDate>
      <itunes:title>Monday: Middle East conflict escalates again</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>US President Donald Trump threatens to destroy Iran’s power and water plants. In response, Iran threatens to strike US infrastructure across the Persian Gulf. Markets are set to react badly. Also, ANZ Research changes its call for the next Fed cut.

And then in our deep-dive interview, ANZ Senior Commodity Strategist Daniel Hynes explains how the latest strikes on oil and gas infrastructure in the Gulf will change global energy markets, structurally.



Before accessing this podcast, please read the disclaimer at ⁠https://www.anz.com/institutional/five-in-five-podcast/⁠</itunes:summary>
      <content:encoded>
        <![CDATA[<p><strong>US President Donald Trump</strong> threatens to destroy Iran’s power and water plants. In response, Iran threatens to strike US infrastructure across the Persian Gulf. Markets are set to react badly. Also, ANZ Research changes its call for the next <strong>Fed</strong> cut.</p>
<p>And then in our deep-dive interview, <strong>ANZ Senior Commodity Strategist Daniel Hynes</strong> explains how the latest strikes on oil and gas infrastructure in the Gulf will change global energy markets, structurally.</p>
<p><br></p>
<p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">⁠https://www.anz.com/institutional/five-in-five-podcast/⁠</a></p>]]>
      </content:encoded>
      <itunes:duration>500</itunes:duration>
      <guid isPermaLink="false"><![CDATA[a21c3092-261f-11f1-85b4-db4258bd7688]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO9253602163.mp3" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Friday: Gas prices rise 35% as conflict widens</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>Oil hits US$119 a barrel after Iran hits Qatar’s big LNG plant hard. Gas prices rise 35%. The Fed, Bank of Japan and the ECB all hold rates to take stock of the Middle East conflict. Australia’s jobless rate rises.

And then in our deep-dive interview, ANZ Senior Economist Matthew Galt analyses how New Zealand’s economy hung onto growth in Q4.



Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Thu, 19 Mar 2026 18:49:00 -0000</pubDate>
      <itunes:title>Friday: Gas prices rise 35% as conflict widens</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>Oil hits US$119 a barrel after Iran hits Qatar’s big LNG plant hard. Gas prices rise 35%. The Fed, Bank of Japan and the ECB all hold rates to take stock of the Middle East conflict. Australia’s jobless rate rises.

And then in our deep-dive interview, ANZ Senior Economist Matthew Galt analyses how New Zealand’s economy hung onto growth in Q4.



Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>Oil hits US$119 a barrel after Iran hits Qatar’s big LNG plant hard. Gas prices rise 35%. The Fed, Bank of Japan and the ECB all hold rates to take stock of the Middle East conflict. Australia’s jobless rate rises.</p>
<p>And then in our deep-dive interview, <strong>ANZ Senior Economist Matthew Galt </strong>analyses how New Zealand’s economy hung onto growth in Q4.</p>
<p><br></p>
<p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>526</itunes:duration>
      <guid isPermaLink="false"><![CDATA[60440418-23c4-11f1-8a21-c3b2c3cdbcd3]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO8900282316.mp3" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Thursday: Eyes turn to BoJ, ECB after Fed call</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>Oil climbs and stocks fall as Persian Gulf facilities are hit. Australia’s jobs market likely remained tight in February. Attention now turns to the Bank of Japan and ECB after the Fed’s rate decision as this podcast goes to air.

And then our deep-dive interview, ANZ Economist Vicky Xiao Zhou analyses how exposed Asia’s economies are to oil and LNG from the Middle East.



Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Wed, 18 Mar 2026 18:49:00 -0000</pubDate>
      <itunes:title>Thursday: Eyes turn to BoJ, ECB after Fed call</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>Oil climbs and stocks fall as Persian Gulf facilities are hit. Australia’s jobs market likely remained tight in February. Attention now turns to the Bank of Japan and ECB after the Fed’s rate decision as this podcast goes to air.

And then our deep-dive interview, ANZ Economist Vicky Xiao Zhou analyses how exposed Asia’s economies are to oil and LNG from the Middle East.



Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>Oil climbs and stocks fall as Persian Gulf facilities are hit. Australia’s jobs market likely remained tight in February. Attention now turns to the <strong>Bank of Japan</strong> and <strong>ECB</strong> after the <strong>Fed’s</strong> rate decision as this podcast goes to air.</p>
<p>And then our deep-dive interview, <strong>ANZ Economist Vicky Xiao Zhou </strong>analyses how exposed Asia’s economies are to oil and LNG from the Middle East.</p>
<p><br></p>
<p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>591</itunes:duration>
      <guid isPermaLink="false"><![CDATA[3773b41c-22fb-11f1-b420-bbe662639336]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO2924301073.mp3" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Wednesday: RBA hikes; another expected</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>The RBA hikes rates again in a close 5-to-4 vote. Another is on the cards for May. West Texas Oil futures rose about 2% overnight; And all eyes are now on how the Fed reacts to the Middle East conflict tomorrow.

And then our deep-dive interview, ANZ’s Head of Geopolitical Risk, Cameron Mitchell analyses the chances of a longer and wider conflict in the Middle East.



Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Tue, 17 Mar 2026 18:45:00 -0000</pubDate>
      <itunes:title>Wednesday: RBA hikes; another expected</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>The RBA hikes rates again in a close 5-to-4 vote. Another is on the cards for May. West Texas Oil futures rose about 2% overnight; And all eyes are now on how the Fed reacts to the Middle East conflict tomorrow.

And then our deep-dive interview, ANZ’s Head of Geopolitical Risk, Cameron Mitchell analyses the chances of a longer and wider conflict in the Middle East.



Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>The RBA hikes rates again in a close 5-to-4 vote. Another is on the cards for May. West Texas Oil futures rose about 2% overnight; And all eyes are now on how the Fed reacts to the Middle East conflict tomorrow.</p>
<p>And then our deep-dive interview, <strong>ANZ’s Head of Geopolitical Risk, Cameron Mitchell </strong>analyses the chances of a longer and wider conflict in the Middle East.</p>
<p><br></p>
<p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>596</itunes:duration>
      <guid isPermaLink="false"><![CDATA[786870b8-2231-11f1-bf0d-7fe94b0de746]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO1781197593.mp3" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Tuesday: RBA expected to hike 25 bps today</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>A few oil tankers have started moving through the Strait of Hormuz, but only from India, China &amp; Turkey. So oil prices softened. And all eyes in Australia are on the Reserve Bank of Australia’s expected rate hike later today.

And then our deep-dive interview, ANZ New Zealand’s Chief Economist Sharon Zollner takes a closer look at how the Reserve Bank of New Zealand might, or might not, react to the energy price shock coming out of the Middle East conflict.



Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Mon, 16 Mar 2026 18:41:00 -0000</pubDate>
      <itunes:title>Tuesday: RBA expected to hike 25 bps today</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>A few oil tankers have started moving through the Strait of Hormuz, but only from India, China &amp; Turkey. So oil prices softened. And all eyes in Australia are on the Reserve Bank of Australia’s expected rate hike later today.

And then our deep-dive interview, ANZ New Zealand’s Chief Economist Sharon Zollner takes a closer look at how the Reserve Bank of New Zealand might, or might not, react to the energy price shock coming out of the Middle East conflict.



Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>A few oil tankers have started moving through the Strait of Hormuz, but only from India, China &amp; Turkey. So oil prices softened. And all eyes in Australia are on the <strong>Reserve Bank of Australia</strong>’s expected rate hike later today.</p>
<p>And then our deep-dive interview, <strong>ANZ New Zealand’s Chief Economist Sharon Zollner</strong> takes a closer look at how the <strong>Reserve Bank of New Zealand</strong> might, or might not, react to the energy price shock coming out of the Middle East conflict.</p>
<p><br></p>
<p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>404</itunes:duration>
      <guid isPermaLink="false"><![CDATA[cbde82d4-2167-11f1-b9d5-abccda308f73]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO1656877819.mp3" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Monday: Middle East conflict escalates</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>The Strait of Hormuz remains shut to oil tankers as the Middle East conflict escalates. The US strikes Kharg Island &amp; Iran attacks oil facilities in the UAE. Oil is expected to rise over US$100 a barrel in Asian trade later today. 

And then our deep-dive interview, ANZ Group Chief Economist Richard Yetsenga analyses the risk now facing central banks and consumers as the Strait remains closed at the start of a third week.



Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Sun, 15 Mar 2026 18:52:00 -0000</pubDate>
      <itunes:title>Monday: Middle East conflict escalates</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>The Strait of Hormuz remains shut to oil tankers as the Middle East conflict escalates. The US strikes Kharg Island &amp; Iran attacks oil facilities in the UAE. Oil is expected to rise over US$100 a barrel in Asian trade later today. 

And then our deep-dive interview, ANZ Group Chief Economist Richard Yetsenga analyses the risk now facing central banks and consumers as the Strait remains closed at the start of a third week.



Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>The Strait of Hormuz remains shut to oil tankers as the Middle East conflict escalates. The US strikes Kharg Island &amp; Iran attacks oil facilities in the UAE. Oil is expected to rise over US$100 a barrel in Asian trade later today. </p>
<p>And then our deep-dive interview, <strong>ANZ Group Chief Economist Richard Yetsenga </strong>analyses the risk now facing central banks and consumers as the Strait remains closed at the start of a third week.</p>
<p><br></p>
<p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>548</itunes:duration>
      <guid isPermaLink="false"><![CDATA[1f6476ca-20a0-11f1-bb47-d3dd9927387f]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO7523932965.mp3" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Friday: ANZ Research sees two RBA hikes</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>The price of Brent crude rises back over US$100/barrel as Iran’s new leader vows to keep the Strait of Hormuz closed. US stocks fall. And ANZ Research upgrades its RBA call to hikes in both March and May.

And then our deep-dive interview ANZ Economist Dhiraj Nim analyses how well-placed India’s key economic players are to withstand a prolonged oil price shock.



Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Thu, 12 Mar 2026 18:55:00 -0000</pubDate>
      <itunes:title>Friday: ANZ Research sees two RBA hikes</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>The price of Brent crude rises back over US$100/barrel as Iran’s new leader vows to keep the Strait of Hormuz closed. US stocks fall. And ANZ Research upgrades its RBA call to hikes in both March and May.

And then our deep-dive interview ANZ Economist Dhiraj Nim analyses how well-placed India’s key economic players are to withstand a prolonged oil price shock.



Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>The price of Brent crude rises back over US$100/barrel as Iran’s new leader vows to keep the Strait of Hormuz closed. US stocks fall. And <strong>ANZ Research</strong> upgrades its <strong>RBA</strong> call to hikes in both March and May.</p>
<p>And then our deep-dive interview <strong>ANZ Economist Dhiraj Nim</strong> analyses how well-placed India’s key economic players are to withstand a prolonged oil price shock.</p>
<p><br></p>
<p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>582</itunes:duration>
      <guid isPermaLink="false"><![CDATA[ff141ae0-1e44-11f1-8b5a-73d446fb0fc7]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO5852887086.mp3" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Thursday: Aussie dollar strengthens</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>The International Energy Agency releases a record 400 million barrels, but oil is back up 5% as the Middle East conflict deepens. US core inflation falls in February. The Australian dollar has strengthened in recent days after hawkish RBA comments.

And then in part 2 of a deep-dive interview on the outlook for Australia’s agri sectors, ANZ’s Head of Agribusiness Mark Bennett analyses the prospects for dairy and wool.



Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Wed, 11 Mar 2026 18:48:00 -0000</pubDate>
      <itunes:title>Thursday: Aussie dollar strengthens</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>The International Energy Agency releases a record 400 million barrels, but oil is back up 5% as the Middle East conflict deepens. US core inflation falls in February. The Australian dollar has strengthened in recent days after hawkish RBA comments.

And then in part 2 of a deep-dive interview on the outlook for Australia’s agri sectors, ANZ’s Head of Agribusiness Mark Bennett analyses the prospects for dairy and wool.



Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>The <strong>International Energy Agency</strong> releases a record 400 million barrels, but oil is back up 5% as the Middle East conflict deepens. US core inflation falls in February. The Australian dollar has strengthened in recent days after hawkish <strong>RBA</strong> comments.</p>
<p>And then in part 2 of a deep-dive interview on the outlook for Australia’s agri sectors, <strong>ANZ’s Head of Agribusiness Mark Bennett </strong>analyses the prospects for dairy and wool.</p>
<p><br></p>
<p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>556</itunes:duration>
      <guid isPermaLink="false"><![CDATA[eb8fd83a-1d7a-11f1-94f9-f335f1224f8b]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO5662620686.mp3" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Wednesday: Oil slumps on stockpile hopes</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>The oil price slumps back towards US$80, and stocks rise, as traders bet on stockpiles being released. Australian consumers expect higher inflation due to the conflict. China’s chip exports and oil imports surge.

And then in our deep-dive interview, ANZ’s Head of Agribusiness Mark Bennett reviews the headwinds and tailwinds for Australia’s agriculture sectors as we head into Autumn.



Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Tue, 10 Mar 2026 18:46:00 -0000</pubDate>
      <itunes:title>Wednesday: Oil slumps on stockpile hopes</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>The oil price slumps back towards US$80, and stocks rise, as traders bet on stockpiles being released. Australian consumers expect higher inflation due to the conflict. China’s chip exports and oil imports surge.

And then in our deep-dive interview, ANZ’s Head of Agribusiness Mark Bennett reviews the headwinds and tailwinds for Australia’s agriculture sectors as we head into Autumn.



Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>The oil price slumps back towards US$80, and stocks rise, as traders bet on stockpiles being released. Australian consumers expect higher inflation due to the conflict. China’s chip exports and oil imports surge.</p>
<p>And then in our deep-dive interview, <strong>ANZ’s Head of Agribusiness Mark Bennett </strong>reviews the headwinds and tailwinds for Australia’s agriculture sectors as we head into Autumn.</p>
<p><br></p>
<p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>567</itunes:duration>
      <guid isPermaLink="false"><![CDATA[7c9db3b2-1cb1-11f1-afe7-2703b5853550]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO1093157696.mp3" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Tuesday: Oil off highs after G7 reassures</title>
      <description>Oil prices slid back to US$100/barrel overnight after the G7 said it’s ready to release reserves. China’s consumer price inflation rose in February, but producer prices are still falling. So there’s still room for China to cut rates. And Asia’s currencies are hit hard.

And then in our deep-dive interview, ANZ Greater China Economist Vicky Xiao Zhou explores China’s slower growth target, albeit with much better exports than most expected last year.</description>
      <pubDate>Mon, 09 Mar 2026 19:00:00 -0000</pubDate>
      <itunes:title>Tuesday: Oil off highs after G7 reassures</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>Oil prices slid back to US$100/barrel overnight after the G7 said it’s ready to release reserves. China’s consumer price inflation rose in February, but producer prices are still falling. So there’s still room for China to cut rates. And Asia’s currencies are hit hard.

And then in our deep-dive interview, ANZ Greater China Economist Vicky Xiao Zhou explores China’s slower growth target, albeit with much better exports than most expected last year.</itunes:summary>
      <content:encoded>
        <![CDATA[<p>Oil prices slid back to US$100/barrel overnight after the G7 said it’s ready to release reserves. China’s consumer price inflation rose in February, but producer prices are still falling. So there’s still room for China to cut rates. And Asia’s currencies are hit hard.</p>
<p>And then in our deep-dive interview, <strong>ANZ Greater China Economist Vicky Xiao Zhou</strong> explores China’s slower growth target, albeit with much better exports than most expected last year.</p>]]>
      </content:encoded>
      <itunes:duration>586</itunes:duration>
      <guid isPermaLink="false"><![CDATA[cbe7ad04-28c5-11f1-a950-f78a7f0be7a9]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO4198884929.mp3" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Monday: US$100/barrel beckons in second week of Iran war</title>
      <description>Oil and fuel prices are expected to surge again today as US and Israeli strikes on Iran extend into a second week, and as Iran ramps up strikes on oil facilities around the Gulf, with the Strait of Hormuz still closed.

And then in our deep-dive interview, ANZ Group Chief Economist Richard Yetsenga looks at what an extended war might mean, especially if global asset prices slump and US fuel prices soar ahead of US midterm elections in November.</description>
      <pubDate>Sun, 08 Mar 2026 19:00:00 -0000</pubDate>
      <itunes:title>Monday: US$100/barrel beckons in second week of Iran war</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>Oil and fuel prices are expected to surge again today as US and Israeli strikes on Iran extend into a second week, and as Iran ramps up strikes on oil facilities around the Gulf, with the Strait of Hormuz still closed.

And then in our deep-dive interview, ANZ Group Chief Economist Richard Yetsenga looks at what an extended war might mean, especially if global asset prices slump and US fuel prices soar ahead of US midterm elections in November.</itunes:summary>
      <content:encoded>
        <![CDATA[<p>Oil and fuel prices are expected to surge again today as US and Israeli strikes on Iran extend into a second week, and as Iran ramps up strikes on oil facilities around the Gulf, with the Strait of Hormuz still closed.</p>
<p>And then in our deep-dive interview, <strong>ANZ Group Chief Economist Richard Yetsenga </strong>looks at what an extended war might mean, especially if global asset prices slump and US fuel prices soar ahead of US midterm elections in November.</p>]]>
      </content:encoded>
      <itunes:duration>524</itunes:duration>
      <guid isPermaLink="false"><![CDATA[b345dd48-28c5-11f1-9f5c-7f76ba9b5da4]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO3894099490.mp3" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Friday: Traders look to OPEC for oil clues</title>
      <description>Oil prices and jet fuel prices rise as traders look to OPEC for guidance. China sets its lowest growth target since 1991. And Australian household spending is weaker than expected.

And then in part two of our deep-dive interview on Australia’s major projects pipeline, ANZ Senior Economist Adelaide Timbrell explains what’s behind the coming fall in large public projects.</description>
      <pubDate>Thu, 05 Mar 2026 19:00:00 -0000</pubDate>
      <itunes:title>Friday: Traders look to OPEC for oil clues</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>Oil prices and jet fuel prices rise as traders look to OPEC for guidance. China sets its lowest growth target since 1991. And Australian household spending is weaker than expected.

And then in part two of our deep-dive interview on Australia’s major projects pipeline, ANZ Senior Economist Adelaide Timbrell explains what’s behind the coming fall in large public projects.</itunes:summary>
      <content:encoded>
        <![CDATA[<p>Oil prices and jet fuel prices rise as traders look to OPEC for guidance. China sets its lowest growth target since 1991. And Australian household spending is weaker than expected.</p>
<p>And then in part two of our deep-dive interview on Australia’s major projects pipeline, <strong>ANZ Senior Economist Adelaide Timbrell</strong> explains what’s behind the coming fall in large public projects.</p>]]>
      </content:encoded>
      <itunes:duration>544</itunes:duration>
      <guid isPermaLink="false"><![CDATA[90f69f20-28c5-11f1-aa1f-97a9fad98d57]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO7983283886.mp3" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Thursday: Australia's economy grows strongly</title>
      <description>The oil price holds overnight on hopes for a resolution to the Iran conflict which were later denied. Korea’s stock exchange plummets on energy cost fears. And Australia’s GDP jumps in the December quarter.

And then in our deep-dive interview, ANZ Senior Economist Adelaide Timbrell assesses the outlook for major infrastructure projects in Australia.</description>
      <pubDate>Wed, 04 Mar 2026 19:00:00 -0000</pubDate>
      <itunes:title>Thursday: Australia's economy grows strongly</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>The oil price holds overnight on hopes for a resolution to the Iran conflict which were later denied. Korea’s stock exchange plummets on energy cost fears. And Australia’s GDP jumps in the December quarter.

And then in our deep-dive interview, ANZ Senior Economist Adelaide Timbrell assesses the outlook for major infrastructure projects in Australia.</itunes:summary>
      <content:encoded>
        <![CDATA[<p>The oil price holds overnight on hopes for a resolution to the Iran conflict which were later denied. Korea’s stock exchange plummets on energy cost fears. And Australia’s GDP jumps in the December quarter.</p>
<p>And then in our deep-dive interview, <strong>ANZ Senior Economist Adelaide Timbrell</strong> assesses the outlook for major infrastructure projects in Australia.</p>]]>
      </content:encoded>
      <itunes:duration>588</itunes:duration>
      <guid isPermaLink="false"><![CDATA[63b42f96-28c5-11f1-ac1b-fba3270c036b]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO2363324493.mp3" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Wednesday: RBA's Bullock says March call 'live'</title>
      <description>Oil rises further and US stocks drop as markets fear a longer Middle East conflict and higher inflation. ANZ Research has upgraded its forecast for Q4 GDP out today, and Australia’s housing market and consumers start to soften as the RBA says March’s rate meeting is ‘live’.

And then in our deep-dive interview, ANZ Senior China Strategist Zhaopeng Xing analyses how China’s economy is placed to withstand the Iran oil price shock.</description>
      <pubDate>Tue, 03 Mar 2026 19:00:00 -0000</pubDate>
      <itunes:title>Wednesday: RBA's Bullock says March call 'live'</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>Oil rises further and US stocks drop as markets fear a longer Middle East conflict and higher inflation. ANZ Research has upgraded its forecast for Q4 GDP out today, and Australia’s housing market and consumers start to soften as the RBA says March’s rate meeting is ‘live’.

And then in our deep-dive interview, ANZ Senior China Strategist Zhaopeng Xing analyses how China’s economy is placed to withstand the Iran oil price shock.</itunes:summary>
      <content:encoded>
        <![CDATA[<p>Oil rises further and US stocks drop as markets fear a longer Middle East conflict and higher inflation. <strong>ANZ Research</strong> has upgraded its forecast for Q4 GDP out today, and Australia’s housing market and consumers start to soften as the <strong>RBA</strong> says March’s rate meeting is ‘live’.</p>
<p>And then in our deep-dive interview, <strong>ANZ Senior China Strategist Zhaopeng Xing </strong>analyses how China’s economy is placed to withstand the Iran oil price shock.</p>]]>
      </content:encoded>
      <itunes:duration>463</itunes:duration>
      <guid isPermaLink="false"><![CDATA[44edc770-28c5-11f1-896a-27c7e921ac55]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO4358876888.mp3" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Tuesday: Gas prices up 50% in Europe</title>
      <description>Gas prices jump 50% in Europe after Iranian drone strikes force Qatar to close the world’s largest LNG export facility. Oil prices are up 6% with the Strait of Hormuz still closed. The US dollar strengthens.

And then in our deep-dive interview, ANZ’s Chief Economist for Southeast Asia and India Sanjay Mathur analyses the effects of the latest Iran oil price shock on Asian economies outside of China.</description>
      <pubDate>Mon, 02 Mar 2026 19:00:00 -0000</pubDate>
      <itunes:title>Tuesday: Gas prices up 50% in Europe</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>Gas prices jump 50% in Europe after Iranian drone strikes force Qatar to close the world’s largest LNG export facility. Oil prices are up 6% with the Strait of Hormuz still closed. The US dollar strengthens.

And then in our deep-dive interview, ANZ’s Chief Economist for Southeast Asia and India Sanjay Mathur analyses the effects of the latest Iran oil price shock on Asian economies outside of China.</itunes:summary>
      <content:encoded>
        <![CDATA[<p>Gas prices jump 50% in Europe after Iranian drone strikes force Qatar to close the world’s largest LNG export facility. Oil prices are up 6% with the Strait of Hormuz still closed. The US dollar strengthens.</p>
<p>And then in our deep-dive interview, <strong>ANZ’s Chief Economist for Southeast Asia and India Sanjay Mathur </strong>analyses the effects of the latest Iran oil price shock on Asian economies outside of China.</p>]]>
      </content:encoded>
      <itunes:duration>599</itunes:duration>
      <guid isPermaLink="false"><![CDATA[2bf2d8b4-28c5-11f1-ab1b-035357548ceb]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO4378781765.mp3" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Monday: Iran retaliation hits oil tanker traffic</title>
      <description>The US and Israel bomb Iran and kill its supreme leader. Iran lashes back, rocketing targets throughout the Middle East and importantly for oil markets, hitting ships in Persian Gulf. Oil prices rose 10% in early trading.

And then in our deep-dive interview, ANZ Senior Commodity Strategist Daniel Hynes says markets are focused on how Iran’s retaliation hits oil shipping.</description>
      <pubDate>Sun, 01 Mar 2026 19:00:00 -0000</pubDate>
      <itunes:title>Monday: Iran retaliation hits oil tanker traffic</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>The US and Israel bomb Iran and kill its supreme leader. Iran lashes back, rocketing targets throughout the Middle East and importantly for oil markets, hitting ships in Persian Gulf. Oil prices rose 10% in early trading.

And then in our deep-dive interview, ANZ Senior Commodity Strategist Daniel Hynes says markets are focused on how Iran’s retaliation hits oil shipping.</itunes:summary>
      <content:encoded>
        <![CDATA[<p>The US and Israel bomb Iran and kill its supreme leader. Iran lashes back, rocketing targets throughout the Middle East and importantly for oil markets, hitting ships in Persian Gulf. Oil prices rose 10% in early trading.</p>
<p>And then in our deep-dive interview, <strong>ANZ Senior Commodity Strategist Daniel Hynes</strong> says markets are focused on how Iran’s retaliation hits oil shipping.</p>]]>
      </content:encoded>
      <itunes:duration>548</itunes:duration>
      <guid isPermaLink="false"><![CDATA[0baabf72-28c5-11f1-bdcf-e35dc3468863]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO4550294496.mp3" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Friday: ANZ Research now sees RBA hike in May</title>
      <description>ANZ Research updated its Reserve Bank of Australia call to another rate hike in May, following strong January inflation. Red flags are emerging on New Zealand’s inflation front as well.

And then in our deep-dive interview, ANZ Senior Economist Adelaide Timbrell dives into the details of Australia’s strong January CPI data.</description>
      <pubDate>Thu, 26 Feb 2026 19:00:00 -0000</pubDate>
      <itunes:title>Friday: ANZ Research now sees RBA hike in May</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>ANZ Research updated its Reserve Bank of Australia call to another rate hike in May, following strong January inflation. Red flags are emerging on New Zealand’s inflation front as well.

And then in our deep-dive interview, ANZ Senior Economist Adelaide Timbrell dives into the details of Australia’s strong January CPI data.</itunes:summary>
      <content:encoded>
        <![CDATA[<p><strong>ANZ Research </strong>updated its<strong> Reserve Bank of Australia</strong> call to another rate hike in May, following strong January inflation. Red flags are emerging on New Zealand’s inflation front as well.</p>
<p>And then in our deep-dive interview, <strong>ANZ Senior Economist Adelaide Timbrell </strong>dives into the details of Australia’s strong January CPI data.</p>]]>
      </content:encoded>
      <itunes:duration>536</itunes:duration>
      <guid isPermaLink="false"><![CDATA[dd7d2f54-28c4-11f1-b662-2f27a5e3971a]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO7083547118.mp3" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Thursday: Inflation puts pressure on RBA</title>
      <description>Chances rise that the RBA may hike in May after inflation stays high in January. The Aussie dollar rose. The US indicates it will respect existing trade agreements. And the Bank of Thailand unexpectedly cuts rates.

And then in our deep-dive interview, ANZ Agri Economist Matt Dilly reviews how New Zealand’s all-important primary industries have weathered the start of 2026.</description>
      <pubDate>Wed, 25 Feb 2026 19:00:00 -0000</pubDate>
      <itunes:title>Thursday: Inflation puts pressure on RBA</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>Chances rise that the RBA may hike in May after inflation stays high in January. The Aussie dollar rose. The US indicates it will respect existing trade agreements. And the Bank of Thailand unexpectedly cuts rates.

And then in our deep-dive interview, ANZ Agri Economist Matt Dilly reviews how New Zealand’s all-important primary industries have weathered the start of 2026.</itunes:summary>
      <content:encoded>
        <![CDATA[<p>Chances rise that the <strong>RBA</strong> may hike in May after inflation stays high in January. The Aussie dollar rose. The US indicates it will respect existing trade agreements. And the <strong>Bank of Thailand</strong> unexpectedly cuts rates.</p>
<p>And then in our deep-dive interview, <strong>ANZ Agri Economist Matt Dilly </strong>reviews how New Zealand’s all-important primary industries have weathered the start of 2026.</p>]]>
      </content:encoded>
      <itunes:duration>485</itunes:duration>
      <guid isPermaLink="false"><![CDATA[bf075eb4-28c4-11f1-bf90-af4b8c7d29c5]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO1318969418.mp3" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Wednesday: RBA digs into inflation spike</title>
      <description>US stocks rebound after yesterday’s AI slump, and despite Fed officials indicating no March rate cut. The RBA digs into why inflation jumped at the end of 2025, and China leaves key rates unchanged.

And then in our deep-dive interview, ANZ Economist Sophia Angala reviews how Australian consumers have been tracking so far in 2026.</description>
      <pubDate>Tue, 24 Feb 2026 19:00:00 -0000</pubDate>
      <itunes:title>Wednesday: RBA digs into inflation spike</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>US stocks rebound after yesterday’s AI slump, and despite Fed officials indicating no March rate cut. The RBA digs into why inflation jumped at the end of 2025, and China leaves key rates unchanged.

And then in our deep-dive interview, ANZ Economist Sophia Angala reviews how Australian consumers have been tracking so far in 2026.</itunes:summary>
      <content:encoded>
        <![CDATA[<p>US stocks rebound after yesterday’s AI slump, and despite Fed officials indicating no March rate cut. The RBA digs into why inflation jumped at the end of 2025, and China leaves key rates unchanged.</p>
<p>And then in our deep-dive interview, <strong>ANZ Economist Sophia Angala </strong>reviews how Australian consumers have been tracking so far in 2026.</p>]]>
      </content:encoded>
      <itunes:duration>572</itunes:duration>
      <guid isPermaLink="false"><![CDATA[5eabd9d2-28c4-11f1-8b1a-975215c1e612]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO3599742695.mp3" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Tuesday: AI fear &amp; tariff uncertainty hit stocks</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>US software stocks dive on new AI fears. Tariff uncertainty isn’t helping. Australian headline CPI likely fell a bit in January, but core inflation is still humming. And New Zealand’s retail sales rose in the December quarter.

In our deep-dive interview, ANZ’s Senior Commodities Strategist Daniel Hynes talks about why oil markets are on tenterhooks.



Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Mon, 23 Feb 2026 18:49:00 -0000</pubDate>
      <itunes:title>Tuesday: AI fear &amp; tariff uncertainty hit stocks</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>US software stocks dive on new AI fears. Tariff uncertainty isn’t helping. Australian headline CPI likely fell a bit in January, but core inflation is still humming. And New Zealand’s retail sales rose in the December quarter.

In our deep-dive interview, ANZ’s Senior Commodities Strategist Daniel Hynes talks about why oil markets are on tenterhooks.



Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>US software stocks dive on new AI fears. Tariff uncertainty isn’t helping. Australian headline CPI likely fell a bit in January, but core inflation is still humming. And New Zealand’s retail sales rose in the December quarter.</p>
<p>In our deep-dive interview, <strong>ANZ’s Senior Commodities Strategist Daniel Hynes </strong>talks about why oil markets are on tenterhooks.</p>
<p><br></p>
<p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>558</itunes:duration>
      <guid isPermaLink="false"><![CDATA[651fde1a-10e8-11f1-b56f-ffd5a0712370]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO3962759848.mp3" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Monday: Supreme Court upends Trump's tariffs</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>The US Supreme Court rules Donald Trump’s tariffs are illegal, but he won’t give up on them. US GDP is weaker than expected, but inflation for consumers is warmer than forecast. And Malaysian exports surge.

In our deep-dive interview, ANZ Group Chief Economist Richard Yetsenga analyses the impact of the Supreme Court’s tariff block, including on the US Government deficit and its borrowing.



Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Sun, 22 Feb 2026 18:48:00 -0000</pubDate>
      <itunes:title>Monday: Supreme Court upends Trump's tariffs</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>The US Supreme Court rules Donald Trump’s tariffs are illegal, but he won’t give up on them. US GDP is weaker than expected, but inflation for consumers is warmer than forecast. And Malaysian exports surge.

In our deep-dive interview, ANZ Group Chief Economist Richard Yetsenga analyses the impact of the Supreme Court’s tariff block, including on the US Government deficit and its borrowing.



Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>The <strong>US Supreme Court</strong> rules <strong>Donald Trump’s</strong> tariffs are illegal, but he won’t give up on them. US GDP is weaker than expected, but inflation for consumers is warmer than forecast. And Malaysian exports surge.</p>
<p>In our deep-dive interview, <strong>ANZ Group Chief Economist Richard Yetsenga </strong>analyses the impact of the Supreme Court’s tariff block, including on the US Government deficit and its borrowing.</p>
<p><br></p>
<p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>501</itunes:duration>
      <guid isPermaLink="false"><![CDATA[0745898a-101f-11f1-8870-ffce1b15b39a]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO1830423163.mp3" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Friday: Oil up on fear of Iran strikes 'within days'</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>Oil prices jump on reports the US could strike Iran within days. ANZ Research sees three Fed rate cuts this year, rather than two, but starting in June, rather than March. Australia’s jobless rate was flat in February, which the RBA may consider is still tight.

In our deep-dive interview, ANZ Senior Economist Miles Workman has released his latest outlook for the New Zealand economy.



Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Thu, 19 Feb 2026 18:52:00 -0000</pubDate>
      <itunes:title>Friday: Oil up on fear of Iran strikes 'within days'</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>Oil prices jump on reports the US could strike Iran within days. ANZ Research sees three Fed rate cuts this year, rather than two, but starting in June, rather than March. Australia’s jobless rate was flat in February, which the RBA may consider is still tight.

In our deep-dive interview, ANZ Senior Economist Miles Workman has released his latest outlook for the New Zealand economy.



Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>Oil prices jump on reports the US could strike Iran within days. <strong>ANZ Research</strong> sees three <strong>Fed</strong> rate cuts this year, rather than two, but starting in June, rather than March. Australia’s jobless rate was flat in February, which the <strong>RBA</strong> may consider is still tight.</p>
<p>In our deep-dive interview, <strong>ANZ Senior Economist Miles Workman </strong>has released his latest outlook for the New Zealand economy.</p>
<p><br></p>
<p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>582</itunes:duration>
      <guid isPermaLink="false"><![CDATA[31238a84-0dc4-11f1-987c-ffbe2d529c21]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO9844571126.mp3" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Thursday: RBNZ signals hike by end of year</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>The Reserve Bank of New Zealand holds and forecasts a rate hike this year, just not as early as markets expected. The Kiwi dollar falls over 1%. Australian wages continue growing strongly. And the Bank of England is set to cut rates from March.

In our deep-dive interview, ANZ Group Chief Economist Richard Yetsenga examines Fed Chair Kevin Warsh’s view that an AI productivity surge will allow for faster growth with lower rates.



Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Wed, 18 Feb 2026 18:48:00 -0000</pubDate>
      <itunes:title>Thursday: RBNZ signals hike by end of year</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>The Reserve Bank of New Zealand holds and forecasts a rate hike this year, just not as early as markets expected. The Kiwi dollar falls over 1%. Australian wages continue growing strongly. And the Bank of England is set to cut rates from March.

In our deep-dive interview, ANZ Group Chief Economist Richard Yetsenga examines Fed Chair Kevin Warsh’s view that an AI productivity surge will allow for faster growth with lower rates.



Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p><strong>The Reserve Bank of New Zealand </strong>holds and forecasts a rate hike this year, just not as early as markets expected. The Kiwi dollar falls over 1%. Australian wages continue growing strongly. And the Bank of England is set to cut rates from March.</p>
<p>In our deep-dive interview, <strong>ANZ Group Chief Economist Richard Yetsenga</strong> examines <strong>Fed Chair Kevin Warsh’s</strong> view that an AI productivity surge will allow for faster growth with lower rates.</p>
<p><br></p>
<p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>547</itunes:duration>
      <guid isPermaLink="false"><![CDATA[7d36fdb8-0cfa-11f1-bf61-7fce005f90fa]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO3579683491.mp3" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Wednesday: Another RBA hike not a sure thing</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>The RBA’s rate hike meeting minutes indicate another move higher is not a foregone conclusion. And the Reserve Bank of New Zealand is expected to hold rates today, but all eyes are on its future rate track.

In the final part of our deep-dive interview on the Year of the Fire Horse, ANZ’s Chief Economist for Greater China Raymond Yeung talks about the outlook for interest rates, the Yuan and the property market.



Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Tue, 17 Feb 2026 18:50:00 -0000</pubDate>
      <itunes:title>Wednesday: Another RBA hike not a sure thing</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>The RBA’s rate hike meeting minutes indicate another move higher is not a foregone conclusion. And the Reserve Bank of New Zealand is expected to hold rates today, but all eyes are on its future rate track.

In the final part of our deep-dive interview on the Year of the Fire Horse, ANZ’s Chief Economist for Greater China Raymond Yeung talks about the outlook for interest rates, the Yuan and the property market.



Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>The RBA’s rate hike meeting minutes indicate another move higher is not a foregone conclusion. And <strong>the Reserve Bank of New Zealand</strong> is expected to hold rates today, but all eyes are on its future rate track.</p>
<p>In the final part of our deep-dive interview on the Year of the Fire Horse, <strong>ANZ’s Chief Economist for Greater China Raymond Yeung </strong>talks about the outlook for interest rates, the Yuan and the property market.</p>
<p><br></p>
<p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>569</itunes:duration>
      <guid isPermaLink="false"><![CDATA[82366ad4-0c31-11f1-b739-07753de695b0]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO4729616704.mp3" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Tuesday: NZ house prices soft; RBNZ set to hold</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>Japanese GDP is weak, but Thailand’s economic growth beat forecasts. New Zealand’s housing market is soft. And the Reserve Bank of New Zealand (RBNZ) is expected to hold its official cash rate tomorrow.

In part two of our deep-dive interview, ANZ’s Chief Economist for Greater China, Raymond Yeung, talks about China’s exports, jobs, and the AI boom.



Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Mon, 16 Feb 2026 18:46:00 -0000</pubDate>
      <itunes:title>Tuesday: NZ house prices soft; RBNZ set to hold</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>Japanese GDP is weak, but Thailand’s economic growth beat forecasts. New Zealand’s housing market is soft. And the Reserve Bank of New Zealand (RBNZ) is expected to hold its official cash rate tomorrow.

In part two of our deep-dive interview, ANZ’s Chief Economist for Greater China, Raymond Yeung, talks about China’s exports, jobs, and the AI boom.



Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>Japanese GDP is weak, but Thailand’s economic growth beat forecasts. New Zealand’s housing market is soft. And the <strong>Reserve Bank of New Zealand</strong> (RBNZ) is expected to hold its official cash rate tomorrow.</p>
<p>In part two of our deep-dive interview, <strong>ANZ’s Chief Economist for Greater China, Raymond Yeung, </strong>talks about China’s exports, jobs, and the AI boom.</p>
<p><br></p>
<p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>536</itunes:duration>
      <guid isPermaLink="false"><![CDATA[ce3f23fa-0b67-11f1-ac36-fb2948b60325]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO2538214164.mp3" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Monday: Aussie dollar riding high on RBA hike </title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>US inflation is slightly weaker than expected. The Aussie dollar is riding higher after the RBA’s rate hike. Nickel prices are stabilising after Indonesia confirmed supply cuts. And Malaysia’s GDP growth beats forecasts.

In our Deep-Dive interview, ANZ Chief Economist for Greater China Raymond Yeung starts unpacking his 10 themes for the year of the fire horse.



Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Sun, 15 Feb 2026 18:10:00 -0000</pubDate>
      <itunes:title>Monday: Aussie dollar riding high on RBA hike </itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>US inflation is slightly weaker than expected. The Aussie dollar is riding higher after the RBA’s rate hike. Nickel prices are stabilising after Indonesia confirmed supply cuts. And Malaysia’s GDP growth beats forecasts.

In our Deep-Dive interview, ANZ Chief Economist for Greater China Raymond Yeung starts unpacking his 10 themes for the year of the fire horse.



Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>US inflation is slightly weaker than expected. The Aussie dollar is riding higher after the <strong>RBA</strong>’s rate hike. Nickel prices are stabilising after Indonesia confirmed supply cuts. And Malaysia’s GDP growth beats forecasts.</p>
<p>In our Deep-Dive interview, <strong>ANZ Chief Economist for Greater China Raymond Yeung </strong>starts unpacking his 10 themes for the year of the fire horse.</p>
<p><br></p>
<p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>542</itunes:duration>
      <guid isPermaLink="false"><![CDATA[9651a95a-0a99-11f1-9b2a-23c0e599c717]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO6241016206.mp3" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Friday: Stocks &amp; gold sold off before US CPI data</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>Gold, silver and global stocks are down ahead of key US inflation data tonight, with investors switching into bonds, so yields fell overnight. UK GDP barely grew in the last nine months of 2025, which is expected to lead to BoE rate cuts.

In our Deep-Dive interview, ANZ Senior Commodities Strategist Daniel Hynes examines headwinds in the global iron ore market.



Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Thu, 12 Feb 2026 18:46:00 -0000</pubDate>
      <itunes:title>Friday: Stocks &amp; gold sold off before US CPI data</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>Gold, silver and global stocks are down ahead of key US inflation data tonight, with investors switching into bonds, so yields fell overnight. UK GDP barely grew in the last nine months of 2025, which is expected to lead to BoE rate cuts.

In our Deep-Dive interview, ANZ Senior Commodities Strategist Daniel Hynes examines headwinds in the global iron ore market.



Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>Gold, silver and global stocks are down ahead of key US inflation data tonight, with investors switching into bonds, so yields fell overnight. UK GDP barely grew in the last nine months of 2025, which is expected to lead to BoE rate cuts.</p>
<p>In our Deep-Dive interview, <strong>ANZ Senior Commodities Strategist Daniel Hynes </strong>examines headwinds in the global iron ore market.</p>
<p><br></p>
<p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>510</itunes:duration>
      <guid isPermaLink="false"><![CDATA[281dd790-0843-11f1-a3fb-3b40c05c72e0]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO8433876681.mp3" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Thursday: Markets eye Fed cut in July after higher jobs data</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>US jobs growth is higher than expected in January, pushing market expectations towards a July cut by the Fed. ANZ Research lowers its Australian growth forecast after last week’s RBA hike, slightly. And Australian first home buyers jumped into the market in the December quarter. 

In our Deep-Dive interview, ANZ Senior Pacific Economist Kishti Sen analyses Papua New Guinea’s economic performance as international capital looks to invest in large infrastructure projects.



Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Wed, 11 Feb 2026 18:50:00 -0000</pubDate>
      <itunes:title>Thursday: Markets eye Fed cut in July after higher jobs data</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>US jobs growth is higher than expected in January, pushing market expectations towards a July cut by the Fed. ANZ Research lowers its Australian growth forecast after last week’s RBA hike, slightly. And Australian first home buyers jumped into the market in the December quarter. 

In our Deep-Dive interview, ANZ Senior Pacific Economist Kishti Sen analyses Papua New Guinea’s economic performance as international capital looks to invest in large infrastructure projects.



Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p><br>US jobs growth is higher than expected in January, pushing market expectations towards a July cut by the <strong>Fed</strong>. <strong>ANZ Research</strong> lowers its Australian growth forecast after last week’s RBA hike, slightly. And Australian first home buyers jumped into the market in the December quarter. </p>
<p>In our Deep-Dive interview, <strong>ANZ Senior Pacific Economist Kishti Sen</strong> analyses Papua New Guinea’s economic performance as international capital looks to invest in large infrastructure projects.</p>
<p><br></p>
<p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>593</itunes:duration>
      <guid isPermaLink="false"><![CDATA[811b1110-077a-11f1-8143-b3f8b5673cf5]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO8982119902.mp3" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Wednesday: US retail sales stall</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>US retail sales stall, suggesting a Fed rate cut is needed. Australian consumers take a hit after the RBA hikes rates, as businesses report easing price pressures. And New Zealand’s economic momentum builds. 

In our Deep-Dive interview, ANZ’s Head of G3 Economics Brian Martin analyses why the US jobs market remains weak even as the economy grows.



Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Tue, 10 Feb 2026 18:45:00 -0000</pubDate>
      <itunes:title>Wednesday: US retail sales stall</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>US retail sales stall, suggesting a Fed rate cut is needed. Australian consumers take a hit after the RBA hikes rates, as businesses report easing price pressures. And New Zealand’s economic momentum builds. 

In our Deep-Dive interview, ANZ’s Head of G3 Economics Brian Martin analyses why the US jobs market remains weak even as the economy grows.



Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>US retail sales stall, suggesting a <strong>Fed</strong> rate cut is needed. Australian consumers take a hit after the <strong>RBA</strong> hikes rates, as businesses report easing price pressures. And New Zealand’s economic momentum builds. </p>
<p>In our Deep-Dive interview, <strong>ANZ’s Head of G3 Economics Brian Martin </strong>analyses why the US jobs market remains weak even as the economy grows.</p>
<p><br></p>
<p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>545</itunes:duration>
      <guid isPermaLink="false"><![CDATA[b3d461da-06b0-11f1-a2aa-f320e1dff313]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO2739868227.mp3" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Tuesday: Gold &amp; silver surge, while US$ sags</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>Gold and silver rise and the US dollar falls again, with yen traders on high alert for intervention. Australian household spending falls in December, surprisingly. And stock investors welcome election results in Japan and Thailand. 

In our Deep-Dive interview, ANZ’s Group Chief Economist Richard Yetsenga analyses Singapore’s resilience despite a year of global trade dramas.



Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Mon, 09 Feb 2026 18:47:00 -0000</pubDate>
      <itunes:title>Tuesday: Gold &amp; silver surge, while US$ sags</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>Gold and silver rise and the US dollar falls again, with yen traders on high alert for intervention. Australian household spending falls in December, surprisingly. And stock investors welcome election results in Japan and Thailand. 

In our Deep-Dive interview, ANZ’s Group Chief Economist Richard Yetsenga analyses Singapore’s resilience despite a year of global trade dramas.



Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>Gold and silver rise and the US dollar falls again, with yen traders on high alert for intervention. Australian household spending falls in December, surprisingly. And stock investors welcome election results in Japan and Thailand. </p>
<p>In our Deep-Dive interview, <strong>ANZ’s Group Chief Economist Richard Yetsenga </strong>analyses Singapore’s resilience despite a year of global trade dramas.</p>
<p><br></p>
<p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>587</itunes:duration>
      <guid isPermaLink="false"><![CDATA[bd784e78-05e7-11f1-982d-ff252ef902ca]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO5139954235.mp3" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Monday: Takaichi wins mandate for tax cuts</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>Japan’s ruling party wins big in a snap election, clearing the way for tax cuts that may drive up bond yields and drag on the yen. ANZ Research sees Australian house price inflation slowing. And silver faces supply pressure. 

In our Deep-Dive interview, ANZ Head of FX Strategy Mahjabeen Zaman, looks at the US debasement trade and where traders see safe havens these days.



Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Sun, 08 Feb 2026 18:47:00 -0000</pubDate>
      <itunes:title>Monday: Takaichi wins mandate for tax cuts</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>Japan’s ruling party wins big in a snap election, clearing the way for tax cuts that may drive up bond yields and drag on the yen. ANZ Research sees Australian house price inflation slowing. And silver faces supply pressure. 

In our Deep-Dive interview, ANZ Head of FX Strategy Mahjabeen Zaman, looks at the US debasement trade and where traders see safe havens these days.



Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>Japan’s ruling party wins big in a snap election, clearing the way for tax cuts that may drive up bond yields and drag on the yen. ANZ Research sees Australian house price inflation slowing. And silver faces supply pressure. </p>
<p>In our Deep-Dive interview, <strong>ANZ Head of FX Strategy Mahjabeen Zaman, </strong>looks at the US debasement trade and where traders see safe havens these days.</p>
<p><br></p>
<p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>596</itunes:duration>
      <guid isPermaLink="false"><![CDATA[aa7c450a-051e-11f1-a6eb-13b1b2ae1f15]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO7166469572.mp3" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Friday: Gold, silver, oil &amp; bitcoin slide again</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>Commodities and bitcoin slide as US job losses rise to a 17-year high. The European Central Bank holds rates, as does the Bank of of England, but only just. Gold exports prop up Australian exports to the US, and a rate cut is on the cards in Thailand. 

In our Deep-Dive interview, ANZ Head of G3 Economics Brian Martin analyses how Fed Chair nominee Kevin Warsh could shape the future of US interest rates.



Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Thu, 05 Feb 2026 18:50:00 -0000</pubDate>
      <itunes:title>Friday: Gold, silver, oil &amp; bitcoin slide again</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>Commodities and bitcoin slide as US job losses rise to a 17-year high. The European Central Bank holds rates, as does the Bank of of England, but only just. Gold exports prop up Australian exports to the US, and a rate cut is on the cards in Thailand. 

In our Deep-Dive interview, ANZ Head of G3 Economics Brian Martin analyses how Fed Chair nominee Kevin Warsh could shape the future of US interest rates.



Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>Commodities and bitcoin slide as US job losses rise to a 17-year high. The <strong>European Central Bank</strong> holds rates, as does the <strong>Bank of of England</strong>, but only just. Gold exports prop up Australian exports to the US, and a rate cut is on the cards in Thailand. </p>
<p>In our Deep-Dive interview, <strong>ANZ Head of G3 Economics Brian Martin</strong> analyses how <strong>Fed Chair nominee Kevin Warsh</strong> could shape the future of US interest rates.</p>
<p><br></p>
<p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>588</itunes:duration>
      <guid isPermaLink="false"><![CDATA[8eb02de4-02c3-11f1-b023-b302bbcbc8a2]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO3727141265.mp3" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Thursday: NZ employment rises</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>US hiring is weak in January, raising questions of whether a Fed rate cut in March could be on the cards; New Zealand’s unemployment rate rises, but there are positive signals; and the ECB and Bank of England are both expected to hold rates today amid cutting cycles. 

In our Deep-Dive interview, ANZ Economist Dhiraj Nim analyses the implications for India’s economy from the deal to reduce US tariffs earlier this week.



Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Wed, 04 Feb 2026 18:47:00 -0000</pubDate>
      <itunes:title>Thursday: NZ employment rises</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>US hiring is weak in January, raising questions of whether a Fed rate cut in March could be on the cards; New Zealand’s unemployment rate rises, but there are positive signals; and the ECB and Bank of England are both expected to hold rates today amid cutting cycles. 

In our Deep-Dive interview, ANZ Economist Dhiraj Nim analyses the implications for India’s economy from the deal to reduce US tariffs earlier this week.



Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>US hiring is weak in January, raising questions of whether a Fed rate cut in March could be on the cards; New Zealand’s unemployment rate rises, but there are positive signals; and the <strong>ECB</strong> and <strong>Bank of England</strong> are both expected to hold rates today amid cutting cycles. </p>
<p>In our Deep-Dive interview, <strong>ANZ Economist Dhiraj Nim </strong>analyses the implications for India’s economy from the deal to reduce US tariffs earlier this week.</p>
<p><br></p>
<p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>570</itunes:duration>
      <guid isPermaLink="false"><![CDATA[016740a4-01fa-11f1-8857-733f23bbff41]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO1078536584.mp3" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Wednesday: The RBA hikes </title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>The Reserve Bank of Australia hikes the cash rate and its inflation forecasts, so the Australian dollar rises in response. New Zealand jobs data today is being watched closely by the RBNZ. Gold and silver prices surge again. 

In our Deep-Dive interview, ANZ Economist Maddy Dunk says Australia’s housing market was starting to soften ahead of the RBA hiking rates, particularly in Sydney and Melbourne.



Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Tue, 03 Feb 2026 18:50:00 -0000</pubDate>
      <itunes:title>Wednesday: The RBA hikes </itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>The Reserve Bank of Australia hikes the cash rate and its inflation forecasts, so the Australian dollar rises in response. New Zealand jobs data today is being watched closely by the RBNZ. Gold and silver prices surge again. 

In our Deep-Dive interview, ANZ Economist Maddy Dunk says Australia’s housing market was starting to soften ahead of the RBA hiking rates, particularly in Sydney and Melbourne.



Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p><strong>The Reserve Bank of Australia</strong> hikes the cash rate and its inflation forecasts, so the Australian dollar rises in response. New Zealand jobs data today is being watched closely by the <strong>RBNZ</strong>. Gold and silver prices surge again. </p>
<p>In our Deep-Dive interview, <strong>ANZ Economist Maddy Dunk</strong> says Australia’s housing market was starting to soften ahead of the RBA hiking rates, particularly in Sydney and Melbourne.</p>
<p><br></p>
<p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>599</itunes:duration>
      <guid isPermaLink="false"><![CDATA[4772141c-0131-11f1-a64c-bffcbdd55250]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO6219443663.mp3" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Tuesday: Oil falls 5% as Mideast tensions ease</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>Oil falls 5% as tensions ease in the Middle East, and gold falls again, although by much less than in previous days. Silver bounces. The Reserve Bank of Australia (RBA) is expected to hike today. And Australian job ads grow the most in four years. 



Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Mon, 02 Feb 2026 18:48:00 -0000</pubDate>
      <itunes:title>Tuesday: Oil falls 5% as Mideast tensions ease</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>Oil falls 5% as tensions ease in the Middle East, and gold falls again, although by much less than in previous days. Silver bounces. The Reserve Bank of Australia (RBA) is expected to hike today. And Australian job ads grow the most in four years. 



Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>Oil falls 5% as tensions ease in the Middle East, and gold falls again, although by much less than in previous days. Silver bounces. The <strong>Reserve Bank of Australia (RBA)</strong> is expected to hike today. And Australian job ads grow the most in four years. </p>
<p><br></p>
<p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>599</itunes:duration>
      <guid isPermaLink="false"><![CDATA[ba5d036c-0067-11f1-b93d-9bc3bb5a286f]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO5939077866.mp3" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Monday: US$ firms while gold &amp; silver slump after Warsh nomination</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>Donald Trump nominates Kevin Warsh to be Fed Chair, reassuring some who feared a less conventional chair would devalue the US dollar. The world’s reserve currency bounced 0.7%, while gold slumped 11% and silver fell 31%. 

In our Deep-Dive interview, ANZ Senior Rates Strategist Jack Chambers looks into the remarkable stability of US bond markets, which haven’t received the ‘Sell America’ memo.



Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Sun, 01 Feb 2026 18:47:00 -0000</pubDate>
      <itunes:title>Monday: US$ firms while gold &amp; silver slump after Warsh nomination</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>Donald Trump nominates Kevin Warsh to be Fed Chair, reassuring some who feared a less conventional chair would devalue the US dollar. The world’s reserve currency bounced 0.7%, while gold slumped 11% and silver fell 31%. 

In our Deep-Dive interview, ANZ Senior Rates Strategist Jack Chambers looks into the remarkable stability of US bond markets, which haven’t received the ‘Sell America’ memo.



Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p><strong>Donald Trump</strong> nominates <strong>Kevin Warsh</strong> to be <strong>Fed</strong> Chair, reassuring some who feared a less conventional chair would devalue the US dollar. The world’s reserve currency bounced 0.7%, while gold slumped 11% and silver fell 31%. </p>
<p>In our Deep-Dive interview, <strong>ANZ Senior Rates Strategist Jack Chambers</strong> looks into the remarkable stability of US bond markets, which haven’t received the ‘Sell America’ memo.</p>
<p><br></p>
<p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>599</itunes:duration>
      <guid isPermaLink="false"><![CDATA[876e6a1e-ff9e-11f0-a9c1-3f10a6494d39]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO3502410026.mp3" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Friday: Fed holds &amp; copper surges to new highs</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>The Fed holds with a mildly hawkish tone, but is still expected to cut again. Copper jumps 11% to a record-high. Singapore holds policy but a tightening is coming; Australia’s inflation rise looks to be temporary, and Indonesia’s stock market plunges.

In our Deep-Dive interview, ANZ New Zealand Senior Strategist David Croy looks at what’s behind the Kiwi dollar’s strong start to 2026.



Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Thu, 29 Jan 2026 18:50:00 -0000</pubDate>
      <itunes:title>Friday: Fed holds &amp; copper surges to new highs</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>The Fed holds with a mildly hawkish tone, but is still expected to cut again. Copper jumps 11% to a record-high. Singapore holds policy but a tightening is coming; Australia’s inflation rise looks to be temporary, and Indonesia’s stock market plunges.

In our Deep-Dive interview, ANZ New Zealand Senior Strategist David Croy looks at what’s behind the Kiwi dollar’s strong start to 2026.



Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>The Fed holds with a mildly hawkish tone, but is still expected to cut again. Copper jumps 11% to a record-high. Singapore holds policy but a tightening is coming; Australia’s inflation rise looks to be temporary, and Indonesia’s stock market plunges.</p>
<p>In our Deep-Dive interview, <strong>ANZ New Zealand Senior Strategist David Croy</strong> looks at what’s behind the Kiwi dollar’s strong start to 2026.</p>
<p><br></p>
<p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>543</itunes:duration>
      <guid isPermaLink="false"><![CDATA[72cf0e36-fd43-11f0-a560-57bc5a901472]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO3352588977.mp3" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Thursday: Gold surges to US$5,335/oz after Trump comments</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>The US dollar slides and then rebounds after conflicting comments from Donald Trump and his Treasury Secretary Scott Bessent. ANZ Research now sees the RBA hiking next Tuesday, and ANZ lowers its house price inflation forecast in New Zealand

In our Deep-Dive interview, ANZ Group Chief Economist Richard Yetsenga explores the lessons of Brexit for the United States as it reorders its trade relations with the world.



Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Wed, 28 Jan 2026 18:52:00 -0000</pubDate>
      <itunes:title>Thursday: Gold surges to US$5,335/oz after Trump comments</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>The US dollar slides and then rebounds after conflicting comments from Donald Trump and his Treasury Secretary Scott Bessent. ANZ Research now sees the RBA hiking next Tuesday, and ANZ lowers its house price inflation forecast in New Zealand

In our Deep-Dive interview, ANZ Group Chief Economist Richard Yetsenga explores the lessons of Brexit for the United States as it reorders its trade relations with the world.



Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>The US dollar slides and then rebounds after conflicting comments from <strong>Donald Trump</strong> and his <strong>Treasury Secretary Scott Bessent</strong>. <strong>ANZ Research</strong> now sees the <strong>RBA</strong> hiking next Tuesday, and ANZ lowers its house price inflation forecast in New Zealand</p>
<p>In our Deep-Dive interview, <strong>ANZ Group Chief Economist Richard Yetsenga</strong> explores the lessons of Brexit for the United States as it reorders its trade relations with the world.</p>
<p><br></p>
<p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>592</itunes:duration>
      <guid isPermaLink="false"><![CDATA[70957818-fc7a-11f0-8366-07e783439b54]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO3881608454.mp3" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Wednesday: NZD over 60c &amp; AUD nears 70c</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>The US dollar falls again ahead of a likely Fed pause, with the Aussie up to near 70 USc, and the Kiwi over 60 USc. China’s firms are profitable for the first time in four years. The Reserve Bank of Australia will focus today on December quarter CPI data.

In our Deep-Dive interview, ANZ’s Head of Asia Research Khoon Goh previews the Monetary Authority of Singapore’s decision due on Friday.



Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Tue, 27 Jan 2026 18:49:00 -0000</pubDate>
      <itunes:title>Wednesday: NZD over 60c &amp; AUD nears 70c</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>The US dollar falls again ahead of a likely Fed pause, with the Aussie up to near 70 USc, and the Kiwi over 60 USc. China’s firms are profitable for the first time in four years. The Reserve Bank of Australia will focus today on December quarter CPI data.

In our Deep-Dive interview, ANZ’s Head of Asia Research Khoon Goh previews the Monetary Authority of Singapore’s decision due on Friday.



Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>The US dollar falls again ahead of a likely <strong>Fed</strong> pause, with the Aussie up to near 70 USc, and the Kiwi over 60 USc. China’s firms are profitable for the first time in four years. The <strong>Reserve Bank of Australia</strong> will focus today on December quarter CPI data.</p>
<p>In our Deep-Dive interview, <strong>ANZ’s Head of Asia Research Khoon Goh </strong>previews the <strong>Monetary Authority of Singapore’s</strong> decision due on Friday.</p>
<p><br></p>
<p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>501</itunes:duration>
      <guid isPermaLink="false"><![CDATA[f5cd5a2a-fbb0-11f0-8b99-b7b2d9259144]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO1526703025.mp3" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Tuesday: Gold &amp; silver vault to record highs</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>Gold blasts through US$5,100 an ounce. Silver vaults over US$100 an ounce. The USD keeps dropping, as investors look for safe havens elsewhere, including in the Aussie dollar, which surged to a three-year high overnight of 69.40 USc.

In our Deep-Dive interview, ANZ Group Chief Economist Richard Yetsenga says the Fed’s cutting track means it’s diverging from other central banks that are likely to hike next, including Australia and New Zealand.



Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Mon, 26 Jan 2026 18:51:00 -0000</pubDate>
      <itunes:title>Tuesday: Gold &amp; silver vault to record highs</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>Gold blasts through US$5,100 an ounce. Silver vaults over US$100 an ounce. The USD keeps dropping, as investors look for safe havens elsewhere, including in the Aussie dollar, which surged to a three-year high overnight of 69.40 USc.

In our Deep-Dive interview, ANZ Group Chief Economist Richard Yetsenga says the Fed’s cutting track means it’s diverging from other central banks that are likely to hike next, including Australia and New Zealand.



Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>Gold blasts through US$5,100 an ounce. Silver vaults over US$100 an ounce. The USD keeps dropping, as investors look for safe havens elsewhere, including in the Aussie dollar, which surged to a three-year high overnight of 69.40 USc.</p>
<p>In our Deep-Dive interview, <strong>ANZ Group Chief Economist Richard Yetsenga </strong>says the <strong>Fed</strong>’s cutting track means it’s diverging from other central banks that are likely to hike next, including Australia and New Zealand.</p>
<p><br></p>
<p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>577</itunes:duration>
      <guid isPermaLink="false"><![CDATA[179be6fe-fae8-11f0-abf8-b3e155531249]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO6622368783.mp3" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Friday: RBA rate hike view firms after jobless rate fall</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>US stocks rise after Donald Trump de-escalates tensions over Greenland, but the US dollar falls again, driving the Aussie and Kiwi dollars to 3-month highs. Australian unemployment unexpectedly drops, bolstering views the next RBA move is a hike.

In our Deep-Dive interview, ANZ’s Head of Geopolitical Risk Cameron Mitchell says a useful way to analyse an extraordinary few weeks in global politics is to identify the contests to focus on, and then the corridors that transmit their risks into the global economy.



Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Thu, 22 Jan 2026 18:50:00 -0000</pubDate>
      <itunes:title>Friday: RBA rate hike view firms after jobless rate fall</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>US stocks rise after Donald Trump de-escalates tensions over Greenland, but the US dollar falls again, driving the Aussie and Kiwi dollars to 3-month highs. Australian unemployment unexpectedly drops, bolstering views the next RBA move is a hike.

In our Deep-Dive interview, ANZ’s Head of Geopolitical Risk Cameron Mitchell says a useful way to analyse an extraordinary few weeks in global politics is to identify the contests to focus on, and then the corridors that transmit their risks into the global economy.



Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>US stocks rise after Donald Trump de-escalates tensions over Greenland, but the US dollar falls again, driving the Aussie and Kiwi dollars to 3-month highs. Australian unemployment unexpectedly drops, bolstering views the next RBA move is a hike.</p>
<p>In our Deep-Dive interview, <strong>ANZ’s Head of Geopolitical Risk Cameron Mitchell </strong>says a useful way to analyse an extraordinary few weeks in global politics is to identify the contests to focus on, and then the corridors that transmit their risks into the global economy.</p>
<p><br></p>
<p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>580</itunes:duration>
      <guid isPermaLink="false"><![CDATA[349f9ea8-f7c3-11f0-adee-9fb53dede9f3]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO9258886514.mp3" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Thursday: Markets stabilise after Trump softens Greenland comments</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>US markets stabilise as US President Donald Trump says the US won’t take Greenland by force. Gold rises again though. Bank Indonesia holds to support its currency. And Australian jobs data today will give clues on the Reserve Bank of Australia’s next move.

In our Deep-Dive interview, ANZ’s Chief economist for Southeast Asia and India Sanjay Mathur explains what India’s tight bank liquidity could mean for growth and corporate earnings there.



Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Wed, 21 Jan 2026 18:48:00 -0000</pubDate>
      <itunes:title>Thursday: Markets stabilise after Trump softens Greenland comments</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>US markets stabilise as US President Donald Trump says the US won’t take Greenland by force. Gold rises again though. Bank Indonesia holds to support its currency. And Australian jobs data today will give clues on the Reserve Bank of Australia’s next move.

In our Deep-Dive interview, ANZ’s Chief economist for Southeast Asia and India Sanjay Mathur explains what India’s tight bank liquidity could mean for growth and corporate earnings there.



Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>US markets stabilise as <strong>US President Donald Trump</strong> says the US won’t take Greenland by force. Gold rises again though. <strong>Bank Indonesia</strong> holds to support its currency. And Australian jobs data today will give clues on the <strong>Reserve Bank of Australia’s</strong> next move.</p>
<p>In our Deep-Dive interview, <strong>ANZ’s Chief economist for Southeast Asia and India Sanjay Mathur</strong> explains what India’s tight bank liquidity could mean for growth and corporate earnings there.</p>
<p><br></p>
<p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>585</itunes:duration>
      <guid isPermaLink="false"><![CDATA[c1c8b2da-f6f9-11f0-809c-ffe30d28405b]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO4852396017.mp3" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Wednesday: Gold surges as US assets slide</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>US assets fell sharply overnight and gold surged on a renewed ‘sell America’ trade. Japanese bond yields jump. Australian consumer confidence drops as rate hikes are forecast. New Zealand’s services sector finally expands again.

In our Deep-Dive interview, ANZ’s Chief Economist for Greater China, Raymond Yeung, says China’s early and deep adoption of industrial robots and AI drove GDP up 5%, but without many new jobs.



Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Tue, 20 Jan 2026 18:48:00 -0000</pubDate>
      <itunes:title>Wednesday: Gold surges as US assets slide</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>US assets fell sharply overnight and gold surged on a renewed ‘sell America’ trade. Japanese bond yields jump. Australian consumer confidence drops as rate hikes are forecast. New Zealand’s services sector finally expands again.

In our Deep-Dive interview, ANZ’s Chief Economist for Greater China, Raymond Yeung, says China’s early and deep adoption of industrial robots and AI drove GDP up 5%, but without many new jobs.



Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>US assets fell sharply overnight and gold surged on a renewed ‘sell America’ trade. Japanese bond yields jump. Australian consumer confidence drops as rate hikes are forecast. New Zealand’s services sector finally expands again.</p>
<p>In our Deep-Dive interview, <strong>ANZ’s Chief Economist for Greater China, Raymond Yeung, </strong>says China’s early and deep adoption of industrial robots and AI drove GDP up 5%, but without many new jobs.</p>
<p><br></p>
<p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>599</itunes:duration>
      <guid isPermaLink="false"><![CDATA[b1022644-f630-11f0-b4aa-9bcef038f677]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO5465282071.mp3" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Tuesday: Greenland tariff threat hits Euro Stoxx</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>The latest tariff dramas drive European stocks and the US dollar down, but gold hits a new high. Japan looks set to cut its sales tax on food, which bond markets aren’t keen on. And China achieves its 5% GDP growth target for 2025.

In our Deep-Dive interview, ANZ Commodities Strategist Soni Kumari says silver’s price has been more volatile than gold, partly because 70% is mined as a by-product of gold, copper and zinc.



Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Mon, 19 Jan 2026 18:49:00 -0000</pubDate>
      <itunes:title>Tuesday: Greenland tariff threat hits Euro Stoxx</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>The latest tariff dramas drive European stocks and the US dollar down, but gold hits a new high. Japan looks set to cut its sales tax on food, which bond markets aren’t keen on. And China achieves its 5% GDP growth target for 2025.

In our Deep-Dive interview, ANZ Commodities Strategist Soni Kumari says silver’s price has been more volatile than gold, partly because 70% is mined as a by-product of gold, copper and zinc.



Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>The latest tariff dramas drive European stocks and the US dollar down, but gold hits a new high. Japan looks set to cut its sales tax on food, which bond markets aren’t keen on. And China achieves its 5% GDP growth target for 2025.</p>
<p>In our Deep-Dive interview, <strong>ANZ Commodities Strategist Soni Kumari </strong>says silver’s price has been more volatile than gold, partly because 70% is mined as a by-product of gold, copper and zinc.</p>
<p><br></p>
<p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>585</itunes:duration>
      <guid isPermaLink="false"><![CDATA[a505a6e6-f567-11f0-a191-3f8b1b21f8a9]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO6622235401.mp3" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Monday: Silver slides as Iran tensions ease</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>Silver prices fall sharply as tensions ease around Iran. China’s GDP figures today are expected to show a two-speed economy. Malaysia reports strong economic growth, and there’s more signs of economic heat in New Zealand. 

In our Deep-Dive interview, ANZ Commodities Strategist Soni Kumari says central banks are now buying 20% of all gold, double the demand seen in 2022.



Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Sun, 18 Jan 2026 18:48:00 -0000</pubDate>
      <itunes:title>Monday: Silver slides as Iran tensions ease</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>Silver prices fall sharply as tensions ease around Iran. China’s GDP figures today are expected to show a two-speed economy. Malaysia reports strong economic growth, and there’s more signs of economic heat in New Zealand. 

In our Deep-Dive interview, ANZ Commodities Strategist Soni Kumari says central banks are now buying 20% of all gold, double the demand seen in 2022.



Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>Silver prices fall sharply as tensions ease around Iran. China’s GDP figures today are expected to show a two-speed economy. Malaysia reports strong economic growth, and there’s more signs of economic heat in New Zealand. </p>
<p>In our Deep-Dive interview, <strong>ANZ Commodities Strategist Soni Kumari </strong>says central banks are now buying 20% of all gold, double the demand seen in 2022.</p>
<p><br></p>
<p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>508</itunes:duration>
      <guid isPermaLink="false"><![CDATA[583ec974-f49e-11f0-a396-6302e61bb445]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO4389323636.mp3" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Friday: Oil down 4.9% as Iran tensions ease</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>Oil prices slide nearly 5% as tensions ease in the Middle East. US job losses are less than expected. The Bank of Korea ends its rate cutting cycle and the European Central Bank faces an inflation undershoot. 

In our Deep-Dive interview, ANZ’s Head of Asia Research, Khoon Goh, explains why China’s currency is likely to keep appreciating.



Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Thu, 15 Jan 2026 18:52:00 -0000</pubDate>
      <itunes:title>Friday: Oil down 4.9% as Iran tensions ease</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>Oil prices slide nearly 5% as tensions ease in the Middle East. US job losses are less than expected. The Bank of Korea ends its rate cutting cycle and the European Central Bank faces an inflation undershoot. 

In our Deep-Dive interview, ANZ’s Head of Asia Research, Khoon Goh, explains why China’s currency is likely to keep appreciating.



Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>Oil prices slide nearly 5% as tensions ease in the Middle East. US job losses are less than expected. The <strong>Bank of Korea</strong> ends its rate cutting cycle and the <strong>European Central Bank</strong> faces an inflation undershoot. </p>
<p>In our Deep-Dive interview, <strong>ANZ’s Head of Asia Research, Khoon Goh, </strong>explains why China’s currency is likely to keep appreciating.</p>
<p><br></p>
<p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>588</itunes:duration>
      <guid isPermaLink="false"><![CDATA[6b173fac-f243-11f0-9e29-ef0e80efed0e]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO6875820564.mp3" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Thursday: Intervention talk props up yen</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>Warnings of intervention force the yen back up from an 18-month low as markets brace for a snap election in Japan. US retail sales are solid, but K-shaped. And China’s exports are very strong overall, despite US tariffs.

In our Deep-Dive interview, ANZ’s Head of FX Research Mahjabeen Zaman takes a closer look at what a snap election in Japan means for the yen, the Bank of Japan and Japanese Government Bond (JGBs) yields.



Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Wed, 14 Jan 2026 18:49:00 -0000</pubDate>
      <itunes:title>Thursday: Intervention talk props up yen</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>Warnings of intervention force the yen back up from an 18-month low as markets brace for a snap election in Japan. US retail sales are solid, but K-shaped. And China’s exports are very strong overall, despite US tariffs.

In our Deep-Dive interview, ANZ’s Head of FX Research Mahjabeen Zaman takes a closer look at what a snap election in Japan means for the yen, the Bank of Japan and Japanese Government Bond (JGBs) yields.



Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>Warnings of intervention force the yen back up from an 18-month low as markets brace for a snap election in Japan. US retail sales are solid, but K-shaped. And China’s exports are very strong overall, despite US tariffs.</p>
<p>In our Deep-Dive interview, <strong>ANZ’s Head of FX Research Mahjabeen Zaman</strong> takes a closer look at what a snap election in Japan means for the yen, the <strong>Bank of Japan</strong> and Japanese Government Bond (JGBs) yields.</p>
<p><br></p>
<p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>549</itunes:duration>
      <guid isPermaLink="false"><![CDATA[b8b8c11a-f179-11f0-a43c-27502bb06284]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO2173576128.mp3" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Wednesday: Central bankers back Fed independence</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>More support for Fed independence from all the living Fed chairs and 11 other central bankers reassure markets. The yen slides on talk of a snap election in Japan. Australian house prices soften.

In our Deep-Dive interview, ANZ’s Senior Commodities Strategist Daniel Hynes explains why concerns about Iran are hitting oil markets more than Venezuela. Oil prices rose 3.4% overnight.



Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Tue, 13 Jan 2026 18:49:00 -0000</pubDate>
      <itunes:title>Wednesday: Central bankers back Fed independence</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>More support for Fed independence from all the living Fed chairs and 11 other central bankers reassure markets. The yen slides on talk of a snap election in Japan. Australian house prices soften.

In our Deep-Dive interview, ANZ’s Senior Commodities Strategist Daniel Hynes explains why concerns about Iran are hitting oil markets more than Venezuela. Oil prices rose 3.4% overnight.



Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>More support for Fed independence from all the living Fed chairs and 11 other central bankers reassure markets. The yen slides on talk of a snap election in Japan. Australian house prices soften.</p>
<p>In our Deep-Dive interview, <strong>ANZ’s Senior Commodities Strategist Daniel Hynes</strong> explains why concerns about Iran are hitting oil markets more than Venezuela. Oil prices rose 3.4% overnight.</p>
<p><br></p>
<p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>565</itunes:duration>
      <guid isPermaLink="false"><![CDATA[92ec3cf6-f0b0-11f0-829f-2f179c3f4927]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO2719489709.mp3" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Tuesday: Powell says Trump attacking Fed independence</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>Fed Chair Jerome Powell has made an unprecedented statement, accusing Donald Trump of trying to intimidate the Fed into cutting rates. Gold surges to new highs, but stocks and bonds hold their nerve. For now.

In our Deep-Dive interview, ANZ Head of Asia Research’s Khoon Goh explains why the AI boom is so important for Asia’s economies.



Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Mon, 12 Jan 2026 18:49:00 -0000</pubDate>
      <itunes:title>Tuesday: Powell says Trump attacking Fed independence</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>Fed Chair Jerome Powell has made an unprecedented statement, accusing Donald Trump of trying to intimidate the Fed into cutting rates. Gold surges to new highs, but stocks and bonds hold their nerve. For now.

In our Deep-Dive interview, ANZ Head of Asia Research’s Khoon Goh explains why the AI boom is so important for Asia’s economies.



Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p><strong>Fed Chair Jerome Powell</strong> has made an unprecedented statement, accusing <strong>Donald Trump</strong> of trying to intimidate the Fed into cutting rates. Gold surges to new highs, but stocks and bonds hold their nerve. For now.</p>
<p>In our Deep-Dive interview, <strong>ANZ Head of Asia Research’s Khoon Goh </strong>explains why the AI boom is so important for Asia’s economies.</p>
<p><br></p>
<p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>596</itunes:duration>
      <guid isPermaLink="false"><![CDATA[8097a0a0-efe7-11f0-a626-0f58292fc0e6]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO4100299024.mp3" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Monday: Markets coping with geopolitical turmoil</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>Geopolitical turmoil features in our first podcast of 2026, although markets are relatively relaxed. We also look ahead to big decisions at the Fed and the US Supreme Court, and look back to China inflation data and a record low for the Philippines Peso.

In our Deep-Dive interview, I talked with ANZ Group Chief Economist Richard Yetsenga about why financial markets are sanguine so far about the geopolitical turmoil over the last fortnight.



Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Sun, 11 Jan 2026 18:45:00 -0000</pubDate>
      <itunes:title>Monday: Markets coping with geopolitical turmoil</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>Geopolitical turmoil features in our first podcast of 2026, although markets are relatively relaxed. We also look ahead to big decisions at the Fed and the US Supreme Court, and look back to China inflation data and a record low for the Philippines Peso.

In our Deep-Dive interview, I talked with ANZ Group Chief Economist Richard Yetsenga about why financial markets are sanguine so far about the geopolitical turmoil over the last fortnight.



Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>Geopolitical turmoil features in our first podcast of 2026, although markets are relatively relaxed. We also look ahead to big decisions at the Fed and the US Supreme Court, and look back to China inflation data and a record low for the Philippines Peso.</p>
<p>In our Deep-Dive interview, I talked with <strong>ANZ Group Chief Economist Richard Yetsenga </strong>about why financial markets are sanguine so far about the geopolitical turmoil over the last fortnight.</p>
<p><br></p>
<p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>526</itunes:duration>
      <guid isPermaLink="false"><![CDATA[c4196266-ef1d-11f0-8beb-234b190a6c96]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO8170821719.mp3" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Wednesday: US jobs market weakens</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>US jobs data is weaker than expected in November. Australian consumer confidence ends the year lower than it started. And New Zealand’s Government adds another year of deficits to its forecasts.

In our Deep-Dive interview, ahead of the Australian Government’s Mid-year Economic and Fiscal Outlook today ANZ Senior Rates Strategist Jack Chambers explains what to look out for in the new fiscal and bond programme forecasts.



Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Tue, 16 Dec 2025 18:51:00 -0000</pubDate>
      <itunes:title>Wednesday: US jobs market weakens</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>US jobs data is weaker than expected in November. Australian consumer confidence ends the year lower than it started. And New Zealand’s Government adds another year of deficits to its forecasts.

In our Deep-Dive interview, ahead of the Australian Government’s Mid-year Economic and Fiscal Outlook today ANZ Senior Rates Strategist Jack Chambers explains what to look out for in the new fiscal and bond programme forecasts.



Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>US jobs data is weaker than expected in November. Australian consumer confidence ends the year lower than it started. And New Zealand’s Government adds another year of deficits to its forecasts.</p>
<p>In our Deep-Dive interview, ahead of the Australian Government’s Mid-year Economic and Fiscal Outlook today <strong>ANZ Senior Rates Strategist Jack Chambers </strong>explains what to look out for in the new fiscal and bond programme forecasts.</p>
<p><br></p>
<p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>594</itunes:duration>
      <guid isPermaLink="false"><![CDATA[35b82c40-dab0-11f0-b07f-67752d03b3b3]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO2757211874.mp3" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Tuesday: Fed on hold, as is RBNZ</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>The Fed signals it’s on hold for the next month at least. China’s economy slows markedly. And the Reserve Bank of New Zealand’s new Governor unexpectedly tells markets not to bet so hard on rate hikes soon.

In our Deep-Dive interview, ANZ Senior Commodities Strategist Daniel Hynes has analysed the potential effects on the global oil market of a possible peace deal between Ukraine and Russia, no deal with the status quo, or no deal with much tougher sanctions.



Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Mon, 15 Dec 2025 18:51:00 -0000</pubDate>
      <itunes:title>Tuesday: Fed on hold, as is RBNZ</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>The Fed signals it’s on hold for the next month at least. China’s economy slows markedly. And the Reserve Bank of New Zealand’s new Governor unexpectedly tells markets not to bet so hard on rate hikes soon.

In our Deep-Dive interview, ANZ Senior Commodities Strategist Daniel Hynes has analysed the potential effects on the global oil market of a possible peace deal between Ukraine and Russia, no deal with the status quo, or no deal with much tougher sanctions.



Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>The <strong>Fed</strong> signals it’s on hold for the next month at least. China’s economy slows markedly. And the <strong>Reserve Bank of New Zealand’s</strong> new Governor unexpectedly tells markets not to bet so hard on rate hikes soon.</p>
<p>In our Deep-Dive interview, <strong>ANZ Senior Commodities Strategist Daniel Hynes </strong>has analysed the potential effects on the global oil market of a possible peace deal between Ukraine and Russia, no deal with the status quo, or no deal with much tougher sanctions.</p>
<p><br></p>
<p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>598</itunes:duration>
      <guid isPermaLink="false"><![CDATA[0cc6374c-d9e7-11f0-b166-af3e6d6dc6aa]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO2944895876.mp3" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Monday: Fed Presidents divided on more cuts</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>The Fed is divided about more rate cuts going into a new year with a new Chair. India’s underlying inflation decelerates. And New Zealand’s manufacturing sector expands slightly faster.

In our Deep-Dive interview, ANZ Greater China Economist Vicky Xiao Zhou analyses the results of last week’s Central Economic Work Conference (CEWC) statement after a key Politburo meeting.



Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Sun, 14 Dec 2025 18:46:00 -0000</pubDate>
      <itunes:title>Monday: Fed Presidents divided on more cuts</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>The Fed is divided about more rate cuts going into a new year with a new Chair. India’s underlying inflation decelerates. And New Zealand’s manufacturing sector expands slightly faster.

In our Deep-Dive interview, ANZ Greater China Economist Vicky Xiao Zhou analyses the results of last week’s Central Economic Work Conference (CEWC) statement after a key Politburo meeting.



Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>The Fed is divided about more rate cuts going into a new year with a new Chair. India’s underlying inflation decelerates. And New Zealand’s manufacturing sector expands slightly faster.</p>
<p>In our Deep-Dive interview, <strong>ANZ Greater China Economist Vicky Xiao Zhou </strong>analyses the results of last week’s <strong>Central Economic Work Conference (CEWC)</strong> statement after a key Politburo meeting.</p>
<p><br></p>
<p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>539</itunes:duration>
      <guid isPermaLink="false"><![CDATA[44116cf0-d91d-11f0-9da4-f78f8a317bbd]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO6253613716.mp3" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Friday: Soft signs in Australian jobs market</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>Markets relax after the Fed cut rates, seeing two more cuts next year. Australia’s unemployment rate holds, but a drop in jobs suggests softness. And New Zealand growth expectations get a boost.

In our Deep-Dive interview, ANZ Head of FX Research Mahjabeen Zaman previews some of the more interesting drivers of FX markets in 2026.



Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Thu, 11 Dec 2025 18:47:00 -0000</pubDate>
      <itunes:title>Friday: Soft signs in Australian jobs market</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>Markets relax after the Fed cut rates, seeing two more cuts next year. Australia’s unemployment rate holds, but a drop in jobs suggests softness. And New Zealand growth expectations get a boost.

In our Deep-Dive interview, ANZ Head of FX Research Mahjabeen Zaman previews some of the more interesting drivers of FX markets in 2026.



Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>Markets relax after the Fed cut rates, seeing two more cuts next year. Australia’s unemployment rate holds, but a drop in jobs suggests softness. And New Zealand growth expectations get a boost.</p>
<p>In our Deep-Dive interview, <strong>ANZ Head of FX Research Mahjabeen Zaman </strong>previews some of the more interesting drivers of FX markets in 2026.</p>
<p><br></p>
<p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>560</itunes:duration>
      <guid isPermaLink="false"><![CDATA[e205989a-d6c1-11f0-b45e-3fed8eb7fbe8]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO3917304539.mp3" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Thursday: Australia jobs data to hold RBA clues</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>The S&amp;P 500 was flat ahead of the Fed’s expected cut this morning, which was being announced as the podcast was going to air. Australia is set to have seen jobs growth in November, and Chinese inflation rises.

In our Deep-Dive interview, ANZ Commodity Strategist Soni Kumari looks at what’s behind a recent spike in the silver price.



Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Wed, 10 Dec 2025 18:48:00 -0000</pubDate>
      <itunes:title>Thursday: Australia jobs data to hold RBA clues</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>The S&amp;P 500 was flat ahead of the Fed’s expected cut this morning, which was being announced as the podcast was going to air. Australia is set to have seen jobs growth in November, and Chinese inflation rises.

In our Deep-Dive interview, ANZ Commodity Strategist Soni Kumari looks at what’s behind a recent spike in the silver price.



Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>The S&amp;P 500 was flat ahead of the Fed’s expected cut this morning, which was being announced as the podcast was going to air. Australia is set to have seen jobs growth in November, and Chinese inflation rises.</p>
<p>In our Deep-Dive interview, <strong>ANZ Commodity Strategist Soni Kumari </strong>looks at what’s behind a recent spike in the silver price.</p>
<p><br></p>
<p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>552</itunes:duration>
      <guid isPermaLink="false"><![CDATA[e442b7b0-d5f8-11f0-956e-f39320e8c085]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO7169628754.mp3" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Wednesday: RBA holds, future cut looks off table</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>US job openings rise, supporting stocks ahead of the Fed’s rate decision tomorrow. And the Reserve Bank of Australia holds a little less hawkishly than expected, but rate cuts appear to be off the table from here.

In our Deep-Dive interview, ANZ’s Chief Economist for Greater China Raymond Yeung looks at the outlook for prices and policy responses in China over 2026.



Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Tue, 09 Dec 2025 18:44:00 -0000</pubDate>
      <itunes:title>Wednesday: RBA holds, future cut looks off table</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>US job openings rise, supporting stocks ahead of the Fed’s rate decision tomorrow. And the Reserve Bank of Australia holds a little less hawkishly than expected, but rate cuts appear to be off the table from here.

In our Deep-Dive interview, ANZ’s Chief Economist for Greater China Raymond Yeung looks at the outlook for prices and policy responses in China over 2026.



Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>US job openings rise, supporting stocks ahead of the <strong>Fed</strong>’s rate decision tomorrow. And <strong>the Reserve Bank of Australia</strong> holds a little less hawkishly than expected, but rate cuts appear to be off the table from here.</p>
<p>In our Deep-Dive interview, <strong>ANZ’s Chief Economist for Greater China Raymond Yeung </strong>looks at the outlook for prices and policy responses in China over 2026.</p>
<p><br></p>
<p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>537</itunes:duration>
      <guid isPermaLink="false"><![CDATA[247eb1aa-d52f-11f0-aa48-0f14ae8b879e]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO4738650156.mp3" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Tuesday: RBA expected to hold hawkishly</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>The Reserve Bank of Australia is expected to hold its cash rate at 3.6% later this afternoon. The Aussie dollar has rallied in anticipation of a rate hike next year. And China’s trade surplus hits US$1 trillion.

In our Deep-Dive interview, ANZ’s Head of FX Research Mahjabeen Zaman analyses the immediate outlook for the US dollar ahead of the Fed’s expected cut this week.



Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Mon, 08 Dec 2025 18:40:00 -0000</pubDate>
      <itunes:title>Tuesday: RBA expected to hold hawkishly</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>The Reserve Bank of Australia is expected to hold its cash rate at 3.6% later this afternoon. The Aussie dollar has rallied in anticipation of a rate hike next year. And China’s trade surplus hits US$1 trillion.

In our Deep-Dive interview, ANZ’s Head of FX Research Mahjabeen Zaman analyses the immediate outlook for the US dollar ahead of the Fed’s expected cut this week.



Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>The <strong>Reserve Bank of Australia</strong> is expected to hold its cash rate at 3.6% later this afternoon. The Aussie dollar has rallied in anticipation of a rate hike next year. And China’s trade surplus hits US$1 trillion.</p>
<p>In our Deep-Dive interview, <strong>ANZ’s Head of FX Research Mahjabeen Zaman </strong>analyses the immediate outlook<strong> </strong>for the US dollar ahead of the <strong>Fed</strong>’s expected cut this week.</p>
<p><br></p>
<p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>502</itunes:duration>
      <guid isPermaLink="false"><![CDATA[5e759916-d465-11f0-9821-df12dec59a3b]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO7804737982.mp3" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Monday: Fed expected to cut this week</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>Benign US inflation data sets the scene for a Fed rate cut this week. China’s exports are growing solidly. Japanese consumers spend less, but the Bank of Japan is still expected to hike. And the Reserve Bank of India cuts rates, as expected.

In our Deep-Dive interview, ANZ Group Chief Economist Richard Yetsenga explains why the Fed is still cutting, while the next moves by Reserve Banks in Australia and New Zealand (RBA, RBNZ) are expected to be hikes.



Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Sun, 07 Dec 2025 18:39:00 -0000</pubDate>
      <itunes:title>Monday: Fed expected to cut this week</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>Benign US inflation data sets the scene for a Fed rate cut this week. China’s exports are growing solidly. Japanese consumers spend less, but the Bank of Japan is still expected to hike. And the Reserve Bank of India cuts rates, as expected.

In our Deep-Dive interview, ANZ Group Chief Economist Richard Yetsenga explains why the Fed is still cutting, while the next moves by Reserve Banks in Australia and New Zealand (RBA, RBNZ) are expected to be hikes.



Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>Benign US inflation data sets the scene for a <strong>Fed</strong> rate cut this week. China’s exports are growing solidly. Japanese consumers spend less, but the <strong>Bank of Japan</strong> is still expected to hike. And the <strong>Reserve Bank of India</strong> cuts rates, as expected.</p>
<p>In our Deep-Dive interview, <strong>ANZ Group Chief Economist Richard Yetsenga </strong>explains why the Fed is still cutting, while the next moves by <strong>Reserve Banks in Australia and New Zealand</strong> (<strong>RBA, RBNZ</strong>) are expected to be hikes.</p>
<p><br></p>
<p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>500</itunes:duration>
      <guid isPermaLink="false"><![CDATA[19282488-d39c-11f0-9e3a-ab0a8157164a]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO1280206495.mp3" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Friday: Australian households spend up</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>Global markets are solid ahead of key US inflation data tonight. Australian households spent up during October sales. Australia’s gold exports continue to climb. And there are positive signs for New Zealand’s Q3 growth.

In our Deep-Dive interview, ANZ Head of Asia Research Khoon Goh looks at what’s in store for the Yuan and Rupee next year.



Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Thu, 04 Dec 2025 18:48:00 -0000</pubDate>
      <itunes:title>Friday: Australian households spend up</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>Global markets are solid ahead of key US inflation data tonight. Australian households spent up during October sales. Australia’s gold exports continue to climb. And there are positive signs for New Zealand’s Q3 growth.

In our Deep-Dive interview, ANZ Head of Asia Research Khoon Goh looks at what’s in store for the Yuan and Rupee next year.



Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>Global markets are solid ahead of key US inflation data tonight. Australian households spent up during October sales. Australia’s gold exports continue to climb. And there are positive signs for New Zealand’s Q3 growth.</p>
<p>In our Deep-Dive interview, <strong>ANZ Head of Asia Research Khoon Goh </strong>looks at what’s in store for the Yuan and Rupee next year.</p>
<p><br></p>
<p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>551</itunes:duration>
      <guid isPermaLink="false"><![CDATA[d7ffb036-d141-11f0-b105-234cdcfe3766]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO8917368890.mp3" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Thursday: Australian GDP contains inflation sparks</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>US markets are mixed after weak jobs data. Australian GDP shows stronger inflation signals for the RBA. South Korean growth rises. And India’s central bank looks unlikely to aggressively defend a falling rupee.

In the first of two Deep-Dive interviews into the outlook for Asian currencies in 2026, ANZ Head of Asia Research Khoon Goh analyses the general trends and domestic drivers to watch out for.



Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Wed, 03 Dec 2025 18:47:00 -0000</pubDate>
      <itunes:title>Thursday: Australian GDP includes inflation sparks</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>US markets are mixed after weak jobs data. Australian GDP shows stronger inflation signals for the RBA. South Korean growth rises. And India’s central bank looks unlikely to aggressively defend a falling rupee.

In the first of two Deep-Dive interviews into the outlook for Asian currencies in 2026, ANZ Head of Asia Research Khoon Goh analyses the general trends and domestic drivers to watch out for.



Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>US markets are mixed after weak jobs data. Australian GDP shows stronger inflation signals for the <strong>RBA</strong>. South Korean growth rises. And India’s central bank looks unlikely to aggressively defend a falling rupee.</p>
<p>In the first of two Deep-Dive interviews into the outlook for Asian currencies in 2026, <strong>ANZ Head of Asia Research Khoon Goh</strong> analyses the general trends and domestic drivers to watch out for.</p>
<p><br></p>
<p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>516</itunes:duration>
      <guid isPermaLink="false"><![CDATA[7d14c11c-d078-11f0-915e-77a09f5cc0b2]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO2684702456.mp3" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Wednesday: RBA to hold from here - ANZ Research</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>US stocks rise, but wariness remains around tech valuations. ANZ Research updates its RBA call, with rates are expected to stay at 3.6%, and Australian Q3 GDP out today is set to be buoyed by public sector demand.

In our Deep-Dive interview, ANZ Head of Australian Economics Adam Boyton explains why the Reserve Bank of Australia (RBA) is at the end of its rate cut cycle, and what’s needed before the next move.



Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Tue, 02 Dec 2025 18:42:00 -0000</pubDate>
      <itunes:title>Wednesday: RBA to hold from here - ANZ Research</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>US stocks rise, but wariness remains around tech valuations. ANZ Research updates its RBA call, with rates are expected to stay at 3.6%, and Australian Q3 GDP out today is set to be buoyed by public sector demand.

In our Deep-Dive interview, ANZ Head of Australian Economics Adam Boyton explains why the Reserve Bank of Australia (RBA) is at the end of its rate cut cycle, and what’s needed before the next move.



Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>US stocks rise, but wariness remains around tech valuations. <strong>ANZ Research</strong> updates its <strong>RBA</strong> call, with rates are expected to stay at 3.6%, and Australian Q3 GDP out today is set to be buoyed by public sector demand.</p>
<p>In our Deep-Dive interview, <strong>ANZ Head of Australian Economics Adam Boyton</strong> explains why the <strong>Reserve Bank of Australia (RBA)</strong> is at the end of its rate cut cycle, and what’s needed before the next move.</p>
<p><br></p>
<p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>580</itunes:duration>
      <guid isPermaLink="false"><![CDATA[ac8615d8-cfae-11f0-96c5-cf02e77d87dd]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO7555628425.mp3" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Tuesday: Inside NZ's house price recovery</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>US manufacturing data is weaker than expected, reinforcing expectations of a Fed rate cut next week. That’s dragging on the US dollar. But the Kiwi dollar is doing well on fresh talk rates could rise next year.

In our Deep-Dive interview, ANZ New Zealand Senior Economist Matt Galt sees house prices rising by a relatively slow 5% next year.



Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Mon, 01 Dec 2025 18:56:00 -0000</pubDate>
      <itunes:title>Tuesday: Inside NZ's house price recovery</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>US manufacturing data is weaker than expected, reinforcing expectations of a Fed rate cut next week. That’s dragging on the US dollar. But the Kiwi dollar is doing well on fresh talk rates could rise next year.

In our Deep-Dive interview, ANZ New Zealand Senior Economist Matt Galt sees house prices rising by a relatively slow 5% next year.



Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>US manufacturing data is weaker than expected, reinforcing expectations of a Fed rate cut next week. That’s dragging on the US dollar. But the Kiwi dollar is doing well on fresh talk rates could rise next year.</p>
<p>In our Deep-Dive interview, <strong>ANZ New Zealand Senior Economist Matt Galt</strong> sees house prices rising by a relatively slow 5% next year.</p>
<p><br></p>
<p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>593</itunes:duration>
      <guid isPermaLink="false"><![CDATA[658ef720-cee7-11f0-b387-436b0810d9d4]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO4388305644.mp3" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Monday: Lending to Australian housing investors hits 10-year high</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>Lending to rental property investors in Australia surges to its fastest growth rate in a decade. China’s economy is showing mixed signals. And India posts a very fast GDP growth number.

In our Deep-Dive interview, ANZ Australia Economist Maddy Dunk analyses the surge in lending to rental property investors in October.



Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Sun, 30 Nov 2025 18:42:00 -0000</pubDate>
      <itunes:title>Monday: Lending to Australian housing investors hits 10-year high</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>Lending to rental property investors in Australia surges to its fastest growth rate in a decade. China’s economy is showing mixed signals. And India posts a very fast GDP growth number.

In our Deep-Dive interview, ANZ Australia Economist Maddy Dunk analyses the surge in lending to rental property investors in October.



Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>Lending to rental property investors in Australia surges to its fastest growth rate in a decade. China’s economy is showing mixed signals. And India posts a very fast GDP growth number.</p>
<p>In our Deep-Dive interview, <strong>ANZ Australia Economist Maddy Dunk </strong>analyses the surge in lending to rental property investors in October.</p>
<p><br></p>
<p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>434</itunes:duration>
      <guid isPermaLink="false"><![CDATA[5266e07a-ce1c-11f0-b1f6-6f99248b8101]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO8339803567.mp3" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Friday: Data centres boost Australian capex</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>Markets are quiet with the US on Thanksgiving holiday. Data centres underpin an Australian investment jump, putting further pressure on RBA to hold rates. And The Bank of Korea holds rates.

In our Deep-Dive interview, ANZ’s New Zealand Business Outlook hit its highest point in a decade - something ANZ New Zealand Chief Economist Sharon Zollner says shows the economy has turned.



Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Thu, 27 Nov 2025 18:50:00 -0000</pubDate>
      <itunes:title>Friday: Data centres boost Australian capex</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>Markets are quiet with the US on Thanksgiving holiday. Data centres underpin an Australian investment jump, putting further pressure on RBA to hold rates. And The Bank of Korea holds rates.

In our Deep-Dive interview, ANZ’s New Zealand Business Outlook hit its highest point in a decade - something ANZ New Zealand Chief Economist Sharon Zollner says shows the economy has turned.



Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>Markets are quiet with the US on Thanksgiving holiday. Data centres underpin an Australian investment jump, putting further pressure on <strong>RBA</strong> to hold rates. And The <strong>Bank of Korea</strong> holds rates.</p>
<p>In our Deep-Dive interview, <strong>ANZ’s New Zealand Business Outlook</strong> hit its highest point in a decade - something <strong>ANZ New Zealand Chief Economist Sharon Zollner</strong> says shows the economy has turned.</p>
<p><br></p>
<p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>565</itunes:duration>
      <guid isPermaLink="false"><![CDATA[01ed2584-cbc2-11f0-a17c-37fe42599559]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO8419563483.mp3" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Thursday: AUD &amp; NZD rise as rate views shift</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>Both the Aussie and Kiwi dollars rise as rate cut views retreat. Australian October inflation overshot the mark, putting another Reserve Bank of Australia cut in doubt. And the Reserve Bank of New Zealand cuts but strongly hints the cycle is over.

In our Deep-Dive interview, ANZ FX Analyst Kausani Basak explains why ANZ Research has downgraded its near term forecast for the Philippines Peso (PHP).



Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Wed, 26 Nov 2025 18:44:00 -0000</pubDate>
      <itunes:title>Thursday: AUD &amp; NZD rise as rate views shift</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>Both the Aussie and Kiwi dollars rise as rate cut views retreat. Australian October inflation overshot the mark, putting another Reserve Bank of Australia cut in doubt. And the Reserve Bank of New Zealand cuts but strongly hints the cycle is over.

In our Deep-Dive interview, ANZ FX Analyst Kausani Basak explains why ANZ Research has downgraded its near term forecast for the Philippines Peso (PHP).



Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>Both the Aussie and Kiwi dollars rise as rate cut views retreat. Australian October inflation overshot the mark, putting another <strong>Reserve Bank of Australia</strong> cut in doubt. And the <strong>Reserve Bank of New Zealand</strong> cuts but strongly hints the cycle is over.</p>
<p>In our Deep-Dive interview, <strong>ANZ FX Analyst Kausani Basak</strong> explains why <strong>ANZ Research</strong> has downgraded its near term forecast for the Philippines Peso (PHP).</p>
<p><br></p>
<p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>570</itunes:duration>
      <guid isPermaLink="false"><![CDATA[f13034ea-caf7-11f0-bf8c-3f00855b41f5]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO2917383714.mp3" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Wednesday: US data supports Fed cut</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>US jobs, consumption and producer inflation data overnight support a Fed rate cut in December. The Reserve Bank of New Zealand is set to cut rates today. And Australia’s October inflation is expected to stay above the Reserve Bank of Australia’s target band.

In our Deep-Dive interview, ANZ Head of Asia Research Khoon Goh looks at what Singapore’s improving growth outlook could mean for the Monetary Authority of Singapore.



Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Tue, 25 Nov 2025 18:41:00 -0000</pubDate>
      <itunes:title>Wednesday: US data supports Fed cut</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>US jobs, consumption and producer inflation data overnight support a Fed rate cut in December. The Reserve Bank of New Zealand is set to cut rates today. And Australia’s October inflation is expected to stay above the Reserve Bank of Australia’s target band.

In our Deep-Dive interview, ANZ Head of Asia Research Khoon Goh looks at what Singapore’s improving growth outlook could mean for the Monetary Authority of Singapore.



Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>US jobs, consumption and producer inflation data overnight support a Fed rate cut in December. The <strong>Reserve Bank of New Zealand</strong> is set to cut rates today. And Australia’s October inflation is expected to stay above the <strong>Reserve Bank of Australia</strong>’s target band.</p>
<p>In our Deep-Dive interview, <strong>ANZ Head of Asia Research Khoon Goh </strong>looks at what Singapore’s improving growth outlook could mean for the <strong>Monetary Authority of Singapore</strong>.</p>
<p><br></p>
<p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>578</itunes:duration>
      <guid isPermaLink="false"><![CDATA[5a894168-ca2e-11f0-bc13-471b62e14c47]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO5233414116.mp3" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Tuesday: US stocks rally as Fed cut views grow</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>US stocks rally on growing expectations, again, that the Fed will cut rates next month. There’s another weak business sentiment survey out of the US, and the Reserve Bank of India intervenes to stop the rupee falling.

In our Deep-Dive interview, ANZ New Zealand’s Chief Economist Sharon Zollner previews tomorrow’s rates decision by the Reserve Bank of New Zealand.



Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Mon, 24 Nov 2025 18:40:00 -0000</pubDate>
      <itunes:title>Tuesday: US stocks rally as Fed cut views grow</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>US stocks rally on growing expectations, again, that the Fed will cut rates next month. There’s another weak business sentiment survey out of the US, and the Reserve Bank of India intervenes to stop the rupee falling.

In our Deep-Dive interview, ANZ New Zealand’s Chief Economist Sharon Zollner previews tomorrow’s rates decision by the Reserve Bank of New Zealand.



Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>US stocks rally on growing expectations, again, that the <strong>Fed</strong> will cut rates next month. There’s another weak business sentiment survey out of the US, and the <strong>Reserve Bank of India</strong> intervenes to stop the rupee falling.</p>
<p>In our Deep-Dive interview, <strong>ANZ New Zealand’s Chief Economist Sharon Zollner </strong>previews tomorrow’s rates decision by the <strong>Reserve Bank of New Zealand</strong>.</p>
<p><br></p>
<p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>582</itunes:duration>
      <guid isPermaLink="false"><![CDATA[122fa610-c965-11f0-b3f6-e3b448be0b64]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO2904130542.mp3" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Monday: Japan launches US$135b fiscal stimulus</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>Japan has launched a stimulus package that could add almost half a percent to GDP growth. But bond investors aren’t keen on the extra borrowing to pay for it, driving up Japanese Government Bond (JGB) yields to record highs.

In our Deep-Dive interview, ANZ’s Head of FX Research, Mahjabeen Zaman, takes a closer look at where demand is coming from for stablecoins.





Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Sun, 23 Nov 2025 18:40:00 -0000</pubDate>
      <itunes:title>Monday: Japan launches US$135b fiscal stimulus</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>Japan has launched a stimulus package that could add almost half a percent to GDP growth. But bond investors aren’t keen on the extra borrowing to pay for it, driving up Japanese Government Bond (JGB) yields to record highs.

In our Deep-Dive interview, ANZ’s Head of FX Research, Mahjabeen Zaman, takes a closer look at where demand is coming from for stablecoins.





Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>Japan has launched a stimulus package that could add almost half a percent to GDP growth. But bond investors aren’t keen on the extra borrowing to pay for it, driving up Japanese Government Bond (JGB) yields to record highs.</p>
<p>In our Deep-Dive interview, <strong>ANZ’s Head of FX Research, Mahjabeen Zaman, </strong>takes a closer look at where demand is coming from for stablecoins.</p>
<p><br></p>
<p><br></p>
<p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>599</itunes:duration>
      <guid isPermaLink="false"><![CDATA[d385dd5e-c89b-11f0-85e9-a77fc28b377d]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO5182641737.mp3" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Friday: US jobless rate up, but Fed cut doubts remain</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>Finally, we get a US jobs report, but the data is mixed. Fed minutes show division on whether to cut in December. China holds key rates, and Japanese government borrowing costs rise on stimulus expectations.

In our Deep-Dive interview, ANZ Economist Bansi Madhavani looks at the situation facing the UK government ahead of next week’s budget.



Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Thu, 20 Nov 2025 18:53:00 -0000</pubDate>
      <itunes:title>Friday: US jobless rate up, but Fed cut doubts remain</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>Finally, we get a US jobs report, but the data is mixed. Fed minutes show division on whether to cut in December. China holds key rates, and Japanese government borrowing costs rise on stimulus expectations.

In our Deep-Dive interview, ANZ Economist Bansi Madhavani looks at the situation facing the UK government ahead of next week’s budget.



Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>Finally, we get a US jobs report, but the data is mixed. Fed minutes show division on whether to cut in December. China holds key rates, and Japanese government borrowing costs rise on stimulus expectations.</p>
<p>In our Deep-Dive interview, <strong>ANZ Economist Bansi Madhavani </strong>looks at the situation facing the UK government ahead of next week’s budget.</p>
<p><br></p>
<p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>596</itunes:duration>
      <guid isPermaLink="false"><![CDATA[3c5f06ea-c642-11f0-9c10-535d33c5a6a2]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO7215917803.mp3" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Thursday: Australian wage growth behaves</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>US markets strengthen ahead of Nvidia earnings. UK inflation appears to have peaked. Australian wage growth behaves - and shouldn’t stop the RBA from a final cut. And Indonesia holds rates to support its currency.

In our Deep-Dive interview, ANZ Senior Commodities Strategist Daniel Hynes surveys the outlook for the aluminium market.



Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Wed, 19 Nov 2025 18:41:00 -0000</pubDate>
      <itunes:title>Thursday: Australian wage growth behaves</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>US markets strengthen ahead of Nvidia earnings. UK inflation appears to have peaked. Australian wage growth behaves - and shouldn’t stop the RBA from a final cut. And Indonesia holds rates to support its currency.

In our Deep-Dive interview, ANZ Senior Commodities Strategist Daniel Hynes surveys the outlook for the aluminium market.



Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>US markets strengthen ahead of Nvidia earnings. UK inflation appears to have peaked. Australian wage growth behaves - and shouldn’t stop the RBA from a final cut. And Indonesia holds rates to support its currency.</p>
<p>In our Deep-Dive interview, <strong>ANZ Senior Commodities Strategist Daniel Hynes </strong>surveys the outlook for the aluminium market.</p>
<p><br></p>
<p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>542</itunes:duration>
      <guid isPermaLink="false"><![CDATA[5697dfda-c577-11f0-8d12-df6d7ac0b326]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO8855979125.mp3" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Wednesday: RBA more hawkish than expected</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>Market expectations for a Fed rate cut next month have risen after a weak private jobs report, but remain below 50%. The RBA’s November minutes are more hawkish than expected, and Australian consumer confidence is boosted by sales events.

In our Deep-Dive interview, ANZ Commodities Strategist Soni Kumari looks at China’s ambitions to establish a global gold trading hub to compete with the likes of New York and London.



Before accessing this podcast, please read the disclaimer at ⁠https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Tue, 18 Nov 2025 20:32:00 -0000</pubDate>
      <itunes:title>Wednesday: RBA more hawkish than expected</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>Market expectations for a Fed rate cut next month have risen after a weak private jobs report, but remain below 50%. The RBA’s November minutes are more hawkish than expected, and Australian consumer confidence is boosted by sales events.

In our Deep-Dive interview, ANZ Commodities Strategist Soni Kumari looks at China’s ambitions to establish a global gold trading hub to compete with the likes of New York and London.



Before accessing this podcast, please read the disclaimer at ⁠https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>Market expectations for a Fed rate cut next month have risen after a weak private jobs report, but remain below 50%. The <strong>RBA’s</strong> November minutes are more hawkish than expected, and Australian consumer confidence is boosted by sales events.</p>
<p>In our Deep-Dive interview, <strong>ANZ Commodities Strategist Soni Kumari </strong>looks at China’s ambitions to establish a global gold trading hub to compete with the likes of New York and London.</p>
<p><br></p>
<p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">⁠https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>597</itunes:duration>
      <guid isPermaLink="false"><![CDATA[476a24b8-c4b0-11f0-9b29-3fcfd3f457b0]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO2889012839.mp3" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Tuesday: Fed cut expectations slide under 50%</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>Market expectations the Fed will cut next month have drifted below 50%. Later today, the RBA’s board will release its minutes from its hold decision, and New Zealand’s house prices nudge lower in October.

In our Deep-Dive interview, ANZ Asia Economist Krystal Tan explains why Thailand’s GDP contracted more than expected in the September quarter.



Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Mon, 17 Nov 2025 18:51:00 -0000</pubDate>
      <itunes:title>Tuesday: Fed cut expectations slide under 50%</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>Market expectations the Fed will cut next month have drifted below 50%. Later today, the RBA’s board will release its minutes from its hold decision, and New Zealand’s house prices nudge lower in October.

In our Deep-Dive interview, ANZ Asia Economist Krystal Tan explains why Thailand’s GDP contracted more than expected in the September quarter.



Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>Market expectations the <strong>Fed</strong> will cut next month have drifted below 50%. Later today, the <strong>RBA</strong>’s board will release its minutes from its hold decision, and New Zealand’s house prices nudge lower in October.</p>
<p>In our Deep-Dive interview, <strong>ANZ Asia Economist Krystal Tan</strong> explains why Thailand’s GDP contracted more than expected in the September quarter.</p>
<p><br></p>
<p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>495</itunes:duration>
      <guid isPermaLink="false"><![CDATA[600e0ad6-c3e6-11f0-85f0-6fe0cc3961c5]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO6767171501.mp3" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Monday: Trump relents on beef &amp; coffee tariffs</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>Donald Trump cuts tariffs on beef, coffee and bananas to soften inflation concerns evident in recent election losses. China’s factory expansion slows as investment drops, and UK bond markets sell off on Budget deficit worries.

In our Deep-Dive interview, ANZ Group Chief Economist Richard Yetsenga puts a huge year for China’s economy in perspective after a visit to China.



Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Sun, 16 Nov 2025 18:51:00 -0000</pubDate>
      <itunes:title>Monday: Trump relents on beef &amp; coffee tariffs</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>Donald Trump cuts tariffs on beef, coffee and bananas to soften inflation concerns evident in recent election losses. China’s factory expansion slows as investment drops, and UK bond markets sell off on Budget deficit worries.

In our Deep-Dive interview, ANZ Group Chief Economist Richard Yetsenga puts a huge year for China’s economy in perspective after a visit to China.



Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p><strong>Donald Trump</strong> cuts tariffs on beef, coffee and bananas to soften inflation concerns evident in recent election losses. China’s factory expansion slows as investment drops, and UK bond markets sell off on Budget deficit worries.</p>
<p>In our Deep-Dive interview, <strong>ANZ</strong> <strong>Group Chief Economist Richard Yetsenga</strong> puts a huge year for China’s economy in perspective after a visit to China.</p>
<p><br></p>
<p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>574</itunes:duration>
      <guid isPermaLink="false"><![CDATA[40a29d5c-c31d-11f0-aecc-67606623377d]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO3419911602.mp3" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Friday: Strong Australian jobs growth</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>US data releases remain disrupted as opinions on US rate cuts diverge. Australia’s unemployment rate falls after strong jobs growth. And New Zealand’s recovering labour market is supporting a migration turn-around.

In our Deep-Dive interview, ANZ Economist Maddy Dunk looks at where the hotspots are for lending to Australian housing investors.



Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Thu, 13 Nov 2025 18:44:00 -0000</pubDate>
      <itunes:title>Friday: Strong Australian jobs growth</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>US data releases remain disrupted as opinions on US rate cuts diverge. Australia’s unemployment rate falls after strong jobs growth. And New Zealand’s recovering labour market is supporting a migration turn-around.

In our Deep-Dive interview, ANZ Economist Maddy Dunk looks at where the hotspots are for lending to Australian housing investors.



Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>US data releases remain disrupted as opinions on US rate cuts diverge. Australia’s unemployment rate falls after strong jobs growth. And New Zealand’s recovering labour market is supporting a migration turn-around.</p>
<p>In our Deep-Dive interview, <strong>ANZ Economist Maddy Dunk </strong>looks at where the hotspots are for lending to Australian housing investors.</p>
<p><br></p>
<p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>470</itunes:duration>
      <guid isPermaLink="false"><![CDATA[cb613f7a-c0c0-11f0-85e0-27f18975756a]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO9905545094.mp3" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Thursday: Australian housing investment jumps</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>An end to the US Government shutdown nears as traders wait on delayed data for a picture of the US economy. Oil falls over 4% on oversupply concerns. And Australian housing lending to investors jumped to a record high in the third quarter.

In our Deep-Dive interview, ANZ New Zealand Chief Economist Sharon Zollner reviews a nascent recovery in consumer spending evidenced by ANZ card spending data.



Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Wed, 12 Nov 2025 17:51:00 -0000</pubDate>
      <itunes:title>Thursday: Australian housing investment jumps</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>An end to the US Government shutdown nears as traders wait on delayed data for a picture of the US economy. Oil falls over 4% on oversupply concerns. And Australian housing lending to investors jumped to a record high in the third quarter.

In our Deep-Dive interview, ANZ New Zealand Chief Economist Sharon Zollner reviews a nascent recovery in consumer spending evidenced by ANZ card spending data.



Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>An end to the US Government shutdown nears as traders wait on delayed data for a picture of the US economy. Oil falls over 4% on oversupply concerns. And Australian housing lending to investors jumped to a record high in the third quarter.</p>
<p>In our Deep-Dive interview, <strong>ANZ New Zealand Chief Economist Sharon Zollner</strong> reviews a nascent recovery in consumer spending evidenced by ANZ card spending data.</p>
<p><br></p>
<p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>499</itunes:duration>
      <guid isPermaLink="false"><![CDATA[30874d62-bff0-11f0-aa39-539d78a93a13]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO6219652599.mp3" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Wednesday: Australia's 'Goldilocks' economy</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>US markets fall after a large Nvidia stake sale. Australian consumer confidence dips again, while businesses say conditions are the best in 20 months. And New Zealand inflation expectations remain anchored.

In our Deep-Dive interview, ANZ Senior Economist Tom Kenny reviews comments from the Fed on AI’s impact on the US economy.



Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Tue, 11 Nov 2025 18:44:00 -0000</pubDate>
      <itunes:title>Wednesday: Australia's 'Goldilocks' economy</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>US markets fall after a large Nvidia stake sale. Australian consumer confidence dips again, while businesses say conditions are the best in 20 months. And New Zealand inflation expectations remain anchored.

In our Deep-Dive interview, ANZ Senior Economist Tom Kenny reviews comments from the Fed on AI’s impact on the US economy.



Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>US markets fall after a large Nvidia stake sale. Australian consumer confidence dips again, while businesses say conditions are the best in 20 months. And New Zealand inflation expectations remain anchored.</p>
<p>In our Deep-Dive interview, <strong>ANZ Senior Economist Tom Kenny </strong>reviews comments from the Fed on AI’s impact on the US economy.</p>
<p><br></p>
<p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>550</itunes:duration>
      <guid isPermaLink="false"><![CDATA[8678350a-bf2e-11f0-b4b9-73f7c39f0b4b]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO4416136121.mp3" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Tuesday: Markets surge after vote to end US shutdown</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>US stocks and gold rally after the Senate voted overnight to end the longest-ever US Government shutdown. New Zealand’s economy is stirring back to life. And Australian unemployment is expected to fall, slightly.

In our Deep-Dive interview, ANZ FX Analyst Kausani Basak explains why the Philippines peso has weakened through a key level in recent weeks and why ongoing weakness is likely.



Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Mon, 10 Nov 2025 17:50:00 -0000</pubDate>
      <itunes:title>Tuesday: Markets surge after vote to end US shutdown</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>US stocks and gold rally after the Senate voted overnight to end the longest-ever US Government shutdown. New Zealand’s economy is stirring back to life. And Australian unemployment is expected to fall, slightly.

In our Deep-Dive interview, ANZ FX Analyst Kausani Basak explains why the Philippines peso has weakened through a key level in recent weeks and why ongoing weakness is likely.



Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>US stocks and gold rally after the Senate voted overnight to end the longest-ever US Government shutdown. New Zealand’s economy is stirring back to life. And Australian unemployment is expected to fall, slightly.</p>
<p>In our Deep-Dive interview, <strong>ANZ FX Analyst Kausani Basak</strong> explains why the Philippines peso has weakened through a key level in recent weeks and why ongoing weakness is likely.</p>
<p><br></p>
<p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>583</itunes:duration>
      <guid isPermaLink="false"><![CDATA[b30a4c88-be5d-11f0-85d1-3b6b52675e19]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO9693535565.mp3" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Monday: China inflation higher than forecast</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>China’s inflation rates are higher than expected, but not enough to stop more easing. The US dollar is rising with higher US growth expectations, for now. And Philippines’ GDP is much weaker than forecasts.

In our Deep-Dive interview, ANZ’s Chief Economist for Southeast Asia and India, Sanjay Mathur, explains why consumers in the region have responded so weakly to rate cuts this time around.



Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Sun, 09 Nov 2025 18:46:00 -0000</pubDate>
      <itunes:title>Monday: China inflation higher than forecast</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>China’s inflation rates are higher than expected, but not enough to stop more easing. The US dollar is rising with higher US growth expectations, for now. And Philippines’ GDP is much weaker than forecasts.

In our Deep-Dive interview, ANZ’s Chief Economist for Southeast Asia and India, Sanjay Mathur, explains why consumers in the region have responded so weakly to rate cuts this time around.



Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>China’s inflation rates are higher than expected, but not enough to stop more easing. The US dollar is rising with higher US growth expectations, for now. And Philippines’ GDP is much weaker than forecasts.</p>
<p>In our Deep-Dive interview, <strong>ANZ’s Chief Economist for Southeast Asia and India, Sanjay Mathur</strong>, explains why consumers in the region have responded so weakly to rate cuts this time around.</p>
<p><br></p>
<p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>573</itunes:duration>
      <guid isPermaLink="false"><![CDATA[7a45657a-bd9c-11f0-8374-977575507fbf]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO1003438490.mp3" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Friday: Bank of England holds, but only just</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>The Bank of England holds rates, but only just. US tech stocks wobble again. Australia’s trade surplus grows as gold exports are strong. Japan’s wage growth lags inflation, and Malaysia optimistically holds rates.

In our Deep-Dive interview, ANZ FX Analyst Felix Ryan analyses some key currency movements following the de-escalation in US-China trade relations, including for dollar-yen.



Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Thu, 06 Nov 2025 18:42:00 -0000</pubDate>
      <itunes:title>Friday: Bank of England holds, but only just</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>The Bank of England holds rates, but only just. US tech stocks wobble again. Australia’s trade surplus grows as gold exports are strong. Japan’s wage growth lags inflation, and Malaysia optimistically holds rates.

In our Deep-Dive interview, ANZ FX Analyst Felix Ryan analyses some key currency movements following the de-escalation in US-China trade relations, including for dollar-yen.



Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p><strong>The Bank of England</strong> holds rates, but only just. US tech stocks wobble again. Australia’s trade surplus grows as gold exports are strong. Japan’s wage growth lags inflation, and Malaysia optimistically holds rates.</p>
<p>In our Deep-Dive interview, <strong>ANZ FX Analyst Felix Ryan </strong>analyses some key currency movements following the de-escalation in US-China trade relations, including for dollar-yen.</p>
<p><br></p>
<p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>461</itunes:duration>
      <guid isPermaLink="false"><![CDATA[691960de-bb40-11f0-af0e-8717207d8372]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO5313373232.mp3" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Thursday: Fed rate cut bets ease slightly</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>Fed rate cut bets ease back after stronger US jobs and services reports. New Zealand’s jobless rate rises but may be through the worst. Indonesia’s growth is dented, and deflation continues in Thailand.

In our Deep-Dive interview ANZ Senior Economist Miles Workman explains why the Reserve Bank of New Zealand will be feeling comfortable with how the country’s labour market is performing.



Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Wed, 05 Nov 2025 18:47:00 -0000</pubDate>
      <itunes:title>Thursday: Fed rate cut bets ease slightly</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>Fed rate cut bets ease back after stronger US jobs and services reports. New Zealand’s jobless rate rises but may be through the worst. Indonesia’s growth is dented, and deflation continues in Thailand.

In our Deep-Dive interview ANZ Senior Economist Miles Workman explains why the Reserve Bank of New Zealand will be feeling comfortable with how the country’s labour market is performing.



Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p><strong>Fed</strong> rate cut bets ease back after stronger US jobs and services reports. New Zealand’s jobless rate rises but may be through the worst. Indonesia’s growth is dented, and deflation continues in Thailand.</p>
<p>In our Deep-Dive interview <strong>ANZ Senior Economist Miles Workman</strong> explains why the <strong>Reserve Bank of New Zealand</strong> will be feeling comfortable with how the country’s labour market is performing.</p>
<p><br></p>
<p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>569</itunes:duration>
      <guid isPermaLink="false"><![CDATA[e6c12e78-ba77-11f0-9894-0b10fd2a47b8]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO2970389905.mp3" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Wednesday: RBA holds 'less hawkishly'</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>The Reserve Bank of Australia holds, and was less hawkish than it could have been. South Korea’s inflation is stronger than expected. And New Zealand’s unemployment rate is expected to rise again later today.

In our Deep-Dive interview ANZ Head of Australian Economics Adam Boyton analyses the RBA’s ability to cut rates again after last week’s inflation surprise.



Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Tue, 04 Nov 2025 18:42:00 -0000</pubDate>
      <itunes:title>Wednesday: RBA holds 'less hawkishly'</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>The Reserve Bank of Australia holds, and was less hawkish than it could have been. South Korea’s inflation is stronger than expected. And New Zealand’s unemployment rate is expected to rise again later today.

In our Deep-Dive interview ANZ Head of Australian Economics Adam Boyton analyses the RBA’s ability to cut rates again after last week’s inflation surprise.



Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>The <strong>Reserve Bank of Australia</strong> holds, and was less hawkish than it could have been. South Korea’s inflation is stronger than expected. And New Zealand’s unemployment rate is expected to rise again later today.</p>
<p>In our Deep-Dive interview <strong>ANZ Head of Australian Economics Adam Boyton</strong> analyses the RBA’s ability to cut rates again after last week’s inflation surprise.</p>
<p><br></p>
<p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>590</itunes:duration>
      <guid isPermaLink="false"><![CDATA[08059fc6-b9ae-11f0-a284-6b6d2cc70d0d]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO8318771341.mp3" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Tuesday: RBA expected to hold, then cut in Feb</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>The Reserve Bank of Australia is expected to hold later today, and then wait for inflation to come off the boil so it can cut for the last time in February. And Australia’s housing market is heating up, but consumers are still cautious and job ads are falling.

In part two of our Deep-Dive interview, I talk to Tatsuya Terasawa, the CEO of Japan’s Institute of Energy Economics about the lessons others could learn Japan’s critical minerals crisis of 2010.



Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Mon, 03 Nov 2025 18:43:00 -0000</pubDate>
      <itunes:title>Tuesday: RBA expected to hold, then cut in Feb</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>The Reserve Bank of Australia is expected to hold later today, and then wait for inflation to come off the boil so it can cut for the last time in February. And Australia’s housing market is heating up, but consumers are still cautious and job ads are falling.

In part two of our Deep-Dive interview, I talk to Tatsuya Terasawa, the CEO of Japan’s Institute of Energy Economics about the lessons others could learn Japan’s critical minerals crisis of 2010.



Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>The <strong>Reserve Bank of Australia</strong> is expected to hold later today, and then wait for inflation to come off the boil so it can cut for the last time in February. And Australia’s housing market is heating up, but consumers are still cautious and job ads are falling.</p>
<p>In part two of our Deep-Dive interview, I talk to <strong>Tatsuya Terasawa,</strong> the CEO of <strong>Japan’s Institute of Energy Economics</strong> about the lessons others could learn Japan’s critical minerals crisis of 2010.</p>
<p><br></p>
<p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>542</itunes:duration>
      <guid isPermaLink="false"><![CDATA[eed2ff04-b8e4-11f0-af0c-3b6f2f02ce67]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO6978638410.mp3" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Monday: Asia get more time to adjust to tariffs</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>America’s trade deals with Asian economies give them more time to improve their industrial sectors. Australia’s rental property investors borrow at their fastest rate in 10 years. Consumer confidence falls in New Zealand.

In our Deep-Dive interview, I talk to Tatsuya Terasawa, the CEO of Japan’s Institute of Energy Economics about why critical minerals supply chains are so important.



Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Sun, 02 Nov 2025 18:53:00 -0000</pubDate>
      <itunes:title>Monday: Asia get more time to adjust to tariffs</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>America’s trade deals with Asian economies give them more time to improve their industrial sectors. Australia’s rental property investors borrow at their fastest rate in 10 years. Consumer confidence falls in New Zealand.

In our Deep-Dive interview, I talk to Tatsuya Terasawa, the CEO of Japan’s Institute of Energy Economics about why critical minerals supply chains are so important.



Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>America’s trade deals with Asian economies give them more time to improve their industrial sectors. Australia’s rental property investors borrow at their fastest rate in 10 years. Consumer confidence falls in New Zealand.</p>
<p>In our Deep-Dive interview, I talk to <strong>Tatsuya Terasawa,</strong> the CEO of Japan’s Institute of Energy Economics about why critical minerals supply chains are so important.</p>
<p><br></p>
<p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>585</itunes:duration>
      <guid isPermaLink="false"><![CDATA[35696d7c-b81d-11f0-878c-bbe29e96ccbf]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO6499275952.mp3" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Friday: Powell fuels doubts about Dec rate cut</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>Markets are mixed, weighing up a trade truce between China and the US against emerging doubts over whether the Fed can cut again this year. The ECB and the BoJ hold rates, as expected, and New Zealand business confidence lifts.

In our Deep-Dive interview, ANZ International Economist Tom Kenny analyses Fed chair Jerome Powell’s comments on the risks around a December rate cut.



Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Thu, 30 Oct 2025 18:50:00 -0000</pubDate>
      <itunes:title>Friday: Powell fuels doubts about Dec rate cut</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>Markets are mixed, weighing up a trade truce between China and the US against emerging doubts over whether the Fed can cut again this year. The ECB and the BoJ hold rates, as expected, and New Zealand business confidence lifts.

In our Deep-Dive interview, ANZ International Economist Tom Kenny analyses Fed chair Jerome Powell’s comments on the risks around a December rate cut.



Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>Markets are mixed, weighing up a trade truce between China and the US against emerging doubts over whether the <strong>Fed</strong> can cut again this year. The <strong>ECB</strong> and the <strong>BoJ</strong> hold rates, as expected, and New Zealand business confidence lifts.</p>
<p>In our Deep-Dive interview, <strong>ANZ International Economist Tom Kenny </strong>analyses <strong>Fed chair Jerome Powell’</strong>s comments on the risks around a December rate cut.</p>
<p><br></p>
<p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>593</itunes:duration>
      <guid isPermaLink="false"><![CDATA[4d444308-b5c1-11f0-ac08-cbf2ee3a498e]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO4350590688.mp3" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Thursday: Fed cuts and will end QT</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>The Fed has just cut its key policy rate by 25 basis points, as expected, and says it will end its Quantitative Tightening (QT) from December 1. The Reserve Bank of Australia looks set to hold next month after strong inflation data.

In our Deep-Dive interview, ANZ Commodities Strategist Soni Kumari looks ahead to today’s meeting between President Trump of the US and President Xi of China, and analyses how metals markets may react to any trade deal.



Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Wed, 29 Oct 2025 18:50:00 -0000</pubDate>
      <itunes:title>Thursday: Fed cuts and will end QT</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>The Fed has just cut its key policy rate by 25 basis points, as expected, and says it will end its Quantitative Tightening (QT) from December 1. The Reserve Bank of Australia looks set to hold next month after strong inflation data.

In our Deep-Dive interview, ANZ Commodities Strategist Soni Kumari looks ahead to today’s meeting between President Trump of the US and President Xi of China, and analyses how metals markets may react to any trade deal.



Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>The <strong>Fed</strong> has just cut its key policy rate by 25 basis points, as expected, and says it will end its Quantitative Tightening (QT) from December 1. <strong>The Reserve Bank of Australia</strong> looks set to hold next month after strong inflation data.</p>
<p>In our Deep-Dive interview, <strong>ANZ Commodities Strategist Soni Kumari </strong>looks ahead to today’s meeting between President Trump of the US and President Xi of China, and analyses how metals markets may react to any trade deal.</p>
<p><br></p>
<p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>590</itunes:duration>
      <guid isPermaLink="false"><![CDATA[28343470-b4f8-11f0-bbf5-e3999573651e]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO3719304177.mp3" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Wednesday: Markets steady ahead of Fed call</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>Markets are steady ahead of the Fed’s expected rate cut tomorrow. Australia’s disinflation progress is set to have stalled in Q3. And South Korea gets a GDP growth bump from a mid-year fiscal stimulus. 

In our Deep-Dive interview, ANZ Senior Commodities Strategist Daniel Hynes looks at how US sanctions on Russian oil companies might affect the global market.



Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Tue, 28 Oct 2025 18:45:00 -0000</pubDate>
      <itunes:title>Wednesday: Markets steady ahead of Fed call</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>Markets are steady ahead of the Fed’s expected rate cut tomorrow. Australia’s disinflation progress is set to have stalled in Q3. And South Korea gets a GDP growth bump from a mid-year fiscal stimulus. 

In our Deep-Dive interview, ANZ Senior Commodities Strategist Daniel Hynes looks at how US sanctions on Russian oil companies might affect the global market.



Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>Markets are steady ahead of the Fed’s expected rate cut tomorrow. Australia’s disinflation progress is set to have stalled in Q3. And South Korea gets a GDP growth bump from a mid-year fiscal stimulus. </p>
<p>In our Deep-Dive interview, <strong>ANZ Senior Commodities Strategist Daniel Hynes </strong>looks at how US sanctions on Russian oil companies might affect the global market.</p>
<p><br></p>
<p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a><br></p>]]>
      </content:encoded>
      <itunes:duration>559</itunes:duration>
      <guid isPermaLink="false"><![CDATA[47908da2-b42e-11f0-87e8-b32d03b87ec3]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO5893873720.mp3" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Tuesday: US stocks celebrate China deal hopes</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>US stocks hit new highs, loving signs that Donald Trump will strike a trade deal with Xi Jinping later this week. Gold slumps below US$4,000/oz as the shine comes off its safe haven status. 

In our Deep-Dive interview, ANZ’s Head of G3 Economics, Brian Martin, digs into why 200 basis points of easing by the European Central Bank isn’t getting much traction with consumers and businesses.



Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Mon, 27 Oct 2025 18:45:00 -0000</pubDate>
      <itunes:title>Tuesday: US stocks celebrate China deal hopes</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>US stocks hit new highs, loving signs that Donald Trump will strike a trade deal with Xi Jinping later this week. Gold slumps below US$4,000/oz as the shine comes off its safe haven status. 

In our Deep-Dive interview, ANZ’s Head of G3 Economics, Brian Martin, digs into why 200 basis points of easing by the European Central Bank isn’t getting much traction with consumers and businesses.



Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>US stocks hit new highs, loving signs that <strong>Donald Trump</strong> will strike a trade deal with <strong>Xi Jinping </strong>later this week. Gold slumps below US$4,000/oz as the shine comes off its safe haven status. </p>
<p>In our Deep-Dive interview, <strong>ANZ’s Head of G3 Economics, Brian Martin, </strong>digs into why 200 basis points of easing by the <strong>European Central Bank</strong> isn’t getting much traction with consumers and businesses.</p>
<p><br></p>
<p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a><br></p>]]>
      </content:encoded>
      <itunes:duration>597</itunes:duration>
      <guid isPermaLink="false"><![CDATA[2ef05d6e-b365-11f0-a156-e7efe1360a85]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO6977794071.mp3" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Monday: Fed expected to cut this week</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>The Fed is on track to cut this week, but the Bank of Japan is expected to hold. Markets will keep a close eye on Donald Trump’s meeting with Xi Jinping on Thursday, and fresh Australian inflation data will be the focus for the Reserve Bank of Australia.

In our Deep-Dive interview, ANZ Senior China Strategist Zhaopeng Xing details where China plans to invest in its new five year plan, and why that’s important.



Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Sun, 26 Oct 2025 18:45:00 -0000</pubDate>
      <itunes:title>Monday: Fed expected to cut this week</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>The Fed is on track to cut this week, but the Bank of Japan is expected to hold. Markets will keep a close eye on Donald Trump’s meeting with Xi Jinping on Thursday, and fresh Australian inflation data will be the focus for the Reserve Bank of Australia.

In our Deep-Dive interview, ANZ Senior China Strategist Zhaopeng Xing details where China plans to invest in its new five year plan, and why that’s important.



Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>The <strong>Fed</strong> is on track to cut this week, but the <strong>Bank of Japan</strong> is expected to hold. Markets will keep a close eye on <strong>Donald Trump’s</strong> meeting with <strong>Xi Jinping</strong> on Thursday, and fresh Australian inflation data will be the focus for the <strong>Reserve Bank of Australia.</strong></p>
<p>In our Deep-Dive interview, <strong>ANZ Senior China Strategist Zhaopeng Xing </strong>details where China plans to invest in its new five year plan, and why that’s important.</p>
<p><br></p>
<p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>556</itunes:duration>
      <guid isPermaLink="false"><![CDATA[ed56b016-b29b-11f0-9113-6fb5e4841e9f]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO5407789580.mp3" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Friday: US inflation to hold Fed clues</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>Oil prices surge 5% to two-week highs after the United States sanctions Russian oil exports. Gold rises too. Markets will focus tonight on delayed US inflation data the Fed watches closely. And inflation in Singapore is surprisingly strong.

In our Deep-Dive interview, ANZ Economist Dhiraj Nim tracks how India’s exchange rate has depreciated this year, as a US trade deal potentially draws nearer.



Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Thu, 23 Oct 2025 18:46:00 -0000</pubDate>
      <itunes:title>Friday: US inflation to hold Fed clues</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>Oil prices surge 5% to two-week highs after the United States sanctions Russian oil exports. Gold rises too. Markets will focus tonight on delayed US inflation data the Fed watches closely. And inflation in Singapore is surprisingly strong.

In our Deep-Dive interview, ANZ Economist Dhiraj Nim tracks how India’s exchange rate has depreciated this year, as a US trade deal potentially draws nearer.



Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>Oil prices surge 5% to two-week highs after the United States sanctions Russian oil exports. Gold rises too. Markets will focus tonight on delayed US inflation data the <strong>Fed</strong> watches closely. And inflation in Singapore is surprisingly strong.</p>
<p>In our Deep-Dive interview, <strong>ANZ Economist Dhiraj Nim</strong> tracks how India’s exchange rate has depreciated this year, as a US trade deal potentially draws nearer.</p>
<p><br></p>
<p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>569</itunes:duration>
      <guid isPermaLink="false"><![CDATA[879cab70-b040-11f0-b3b1-c75f81e0ca82]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO6724420899.mp3" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Thursday: Gold continues its slide</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>Gold continues its slide, while US stocks also drop, led by large tech stocks. Expectations the Bank of England will cut rates are rising after weaker inflation. And Bank Indonesia unexpectedly holds rates.

In our Deep-Dive interview, ANZ Economist Krystal Tan analyses how Indonesia’s authorities are looking to support growth.



Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Wed, 22 Oct 2025 18:43:00 -0000</pubDate>
      <itunes:title>Thursday: Gold continues its slide</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>Gold continues its slide, while US stocks also drop, led by large tech stocks. Expectations the Bank of England will cut rates are rising after weaker inflation. And Bank Indonesia unexpectedly holds rates.

In our Deep-Dive interview, ANZ Economist Krystal Tan analyses how Indonesia’s authorities are looking to support growth.



Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>Gold continues its slide, while US stocks also drop, led by large tech stocks. Expectations the <strong>Bank of England</strong> will cut rates are rising after weaker inflation. And <strong>Bank Indonesia</strong> unexpectedly holds rates.</p>
<p>In our Deep-Dive interview, <strong>ANZ Economist Krystal Tan</strong> analyses how Indonesia’s authorities are looking to support growth.</p>
<p><br></p>
<p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>571</itunes:duration>
      <guid isPermaLink="false"><![CDATA[05eebb6e-af77-11f0-9a62-6bafc5467e3e]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO5914210370.mp3" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Wednesday: Gold slumps 6% as trade fear eases</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>Gold slumps as traders take profits and trade fears ease. Japan has a new Prime Minister. And Australian Consumer Confidence recovers slightly, as the RBA keeps a close watch.

In our Deep-Dive interview, we talk to Austrade CEO Paul Grimes about the potential for deeper trade connections between Australia and Southeast Asia.



Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Tue, 21 Oct 2025 18:41:00 -0000</pubDate>
      <itunes:title>Wednesday: Gold slumps 6% as trade fear eases</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>Gold slumps as traders take profits and trade fears ease. Japan has a new Prime Minister. And Australian Consumer Confidence recovers slightly, as the RBA keeps a close watch.

In our Deep-Dive interview, we talk to Austrade CEO Paul Grimes about the potential for deeper trade connections between Australia and Southeast Asia.



Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>Gold slumps as traders take profits and trade fears ease. Japan has a new Prime Minister. And Australian Consumer Confidence recovers slightly, as the <strong>RBA</strong> keeps a close watch.</p>
<p>In our Deep-Dive interview, we talk to <strong>Austrade CEO Paul Grimes</strong> about the potential for deeper trade connections between Australia and Southeast Asia.</p>
<p><br></p>
<p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>497</itunes:duration>
      <guid isPermaLink="false"><![CDATA[8a848d60-aead-11f0-82e8-2b5ffd55c912]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO8521655058.mp3" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Tuesday: China on track for 5% growth target</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>Gold and US stocks jump back to near their record highs overnight. China is on track to meet its 5% GDP growth target this year, with production and exports still going strong, despite all sorts of tariff drama.

In part two of our Deep-Dive interview, ANZ’s Head of Geopolitical Risk, Cameron Mitchell talks about a new era for geopolitics and trade, how long it might last, and who’s winning so far.



Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Mon, 20 Oct 2025 18:55:00 -0000</pubDate>
      <itunes:title>Tuesday: China on track for 5% growth target</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>Gold and US stocks jump back to near their record highs overnight. China is on track to meet its 5% GDP growth target this year, with production and exports still going strong, despite all sorts of tariff drama.

In part two of our Deep-Dive interview, ANZ’s Head of Geopolitical Risk, Cameron Mitchell talks about a new era for geopolitics and trade, how long it might last, and who’s winning so far.



Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>Gold and US stocks jump back to near their record highs overnight. China is on track to meet its 5% GDP growth target this year, with production and exports still going strong, despite all sorts of tariff drama.</p>
<p>In part two of our Deep-Dive interview, <strong>ANZ’s Head of Geopolitical Risk, Cameron Mitchell </strong>talks about a new era for geopolitics and trade, how long it might last, and who’s winning so far.</p>
<p><br></p>
<p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>592</itunes:duration>
      <guid isPermaLink="false"><![CDATA[63e4d038-ade6-11f0-86a3-bb2ce7571042]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO8567359989.mp3" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Monday: Trump backs off 100% tariff threat</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>Donald Trump calms fears about imposing 100% tariffs on China, saying that wouldn’t be sustainable. France’s credit rating is downgraded. Gold falls from its highs. And New Zealand’s inflation rate may top 3%.

In our Deep-Dive interview, ANZ’s Head of Geopolitical Risk, Cameron Mitchell describes a new era for geopolitics and trade.



Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Sun, 19 Oct 2025 18:48:00 -0000</pubDate>
      <itunes:title>Monday: Trump backs off 100% tariff threat</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>Donald Trump calms fears about imposing 100% tariffs on China, saying that wouldn’t be sustainable. France’s credit rating is downgraded. Gold falls from its highs. And New Zealand’s inflation rate may top 3%.

In our Deep-Dive interview, ANZ’s Head of Geopolitical Risk, Cameron Mitchell describes a new era for geopolitics and trade.



Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>Donald Trump calms fears about imposing 100% tariffs on China, saying that wouldn’t be sustainable. France’s credit rating is downgraded. Gold falls from its highs. And New Zealand’s inflation rate may top 3%.</p>
<p>In our Deep-Dive interview, <strong>ANZ’s Head of Geopolitical Risk, Cameron Mitchell </strong>describes a new era for geopolitics and trade.</p>
<p><br></p>
<p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>491</itunes:duration>
      <guid isPermaLink="false"><![CDATA[3f8d7c5a-ad1c-11f0-8c6e-af72a4166fe9]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO3566629020.mp3" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Friday: Gold surges past US$4,300/oz</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>Gold surges over US$4,300/oz. Australia’s unemployment rate jumps to its highest since 2021, sending the Aussie dollar down against the Kiwi. And New Zealand dairy farmers are in line for bumper returns.

In our Deep-Dive interview, ANZ Senior Economist Matthew Galt looks at whether New Zealand’s housing market might finally turn, as the Reserve Bank plans to ease lending restrictions.



Before accessing this podcast, please read the disclaimer at ⁠https://www.anz.com/institutional/five-in-five-podcast/⁠</description>
      <pubDate>Thu, 16 Oct 2025 18:56:00 -0000</pubDate>
      <itunes:title>Friday: Gold surges past US$4,300/oz</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>Gold surges over US$4,300/oz. Australia’s unemployment rate jumps to its highest since 2021, sending the Aussie dollar down against the Kiwi. And New Zealand dairy farmers are in line for bumper returns.

In our Deep-Dive interview, ANZ Senior Economist Matthew Galt looks at whether New Zealand’s housing market might finally turn, as the Reserve Bank plans to ease lending restrictions.



Before accessing this podcast, please read the disclaimer at ⁠https://www.anz.com/institutional/five-in-five-podcast/⁠</itunes:summary>
      <content:encoded>
        <![CDATA[<p>Gold surges over US$4,300/oz. Australia’s unemployment rate jumps to its highest since 2021, sending the Aussie dollar down against the Kiwi. And New Zealand dairy farmers are in line for bumper returns.</p>
<p>In our Deep-Dive interview, <strong>ANZ Senior Economist Matthew Galt </strong>looks at whether New Zealand’s housing market might finally turn, as the <strong>Reserve Bank</strong> plans to ease lending restrictions.</p>
<p><br></p>
<p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">⁠https://www.anz.com/institutional/five-in-five-podcast/⁠</a></p>]]>
      </content:encoded>
      <itunes:duration>465</itunes:duration>
      <guid isPermaLink="false"><![CDATA[4bb4dd0c-aabf-11f0-bed1-130016a3f5c4]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO4613641090.mp3" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Thursday: China's deflation continues</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>Markets firm on easing US-China trade tensions. China’s deflation continues, as authorities set a stronger yuan fix. Australia’s job market numbers today will be closely watched by the RBA. And Singapore’s growth strengthens.

In our Deep-Dive interview, ANZ Economist Sophia Angala reviews which Australian states and territories are doing well, including during the trade and geopolitical disruption seen this year.



Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Wed, 15 Oct 2025 18:45:00 -0000</pubDate>
      <itunes:title>Thursday: China's deflation continues</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>Markets firm on easing US-China trade tensions. China’s deflation continues, as authorities set a stronger yuan fix. Australia’s job market numbers today will be closely watched by the RBA. And Singapore’s growth strengthens.

In our Deep-Dive interview, ANZ Economist Sophia Angala reviews which Australian states and territories are doing well, including during the trade and geopolitical disruption seen this year.



Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>Markets firm on easing US-China trade tensions. China’s deflation continues, as authorities set a stronger yuan fix. Australia’s job market numbers today will be closely watched by the <strong>RBA</strong>. And Singapore’s growth strengthens.</p>
<p>In our Deep-Dive interview, <strong>ANZ Economist Sophia Angala </strong>reviews which Australian states and territories are doing well, including during the trade and geopolitical disruption seen this year.</p>
<p><br></p>
<p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>592</itunes:duration>
      <guid isPermaLink="false"><![CDATA[1874bafc-a9f7-11f0-90e1-2bd7f6ba0e07]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO8202058007.mp3" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Wednesday: RBA leaves the door open</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>The US Fed chair warns of a weaker jobs market amid a shutdown data blindspot. The RBA Board leaves its options open. Australian consumer confidence drops to a 12-month low. And New Zealand’s housing market goes sideways.

In our Deep-Dive interview, ANZ Economist Arindam Chakraborty reviews Malaysia’s 2026 Government budget and fiscal targets.



Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Tue, 14 Oct 2025 18:43:00 -0000</pubDate>
      <itunes:title>Wednesday: RBA leaves the door open</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>The US Fed chair warns of a weaker jobs market amid a shutdown data blindspot. The RBA Board leaves its options open. Australian consumer confidence drops to a 12-month low. And New Zealand’s housing market goes sideways.

In our Deep-Dive interview, ANZ Economist Arindam Chakraborty reviews Malaysia’s 2026 Government budget and fiscal targets.



Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>The US <strong>Fed</strong> chair warns of a weaker jobs market amid a shutdown data blindspot. The <strong>RBA</strong> Board leaves its options open. Australian consumer confidence drops to a 12-month low. And New Zealand’s housing market goes sideways.</p>
<p>In our Deep-Dive interview, <strong>ANZ Economist Arindam Chakraborty </strong>reviews Malaysia’s 2026 Government budget and fiscal targets.</p>
<p><br></p>
<p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>548</itunes:duration>
      <guid isPermaLink="false"><![CDATA[bc3c0f0c-a92d-11f0-a7d2-33a633224acd]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO1474269038.mp3" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Tuesday: Trump backpedals on China</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>Markets bounce back overnight after Donald Trump downplays his new 100% China tariff threat. China’s exports are stronger than expected. And New Zealand’s traffic movements may indicate an economic turnaround has begun.

In our Deep-Dive interview, ANZ’s Chief Economist for Greater China, Raymond Yeung, suggests looking through the latest noise in the US -China trade dramas for the signal.



Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Mon, 13 Oct 2025 18:49:00 -0000</pubDate>
      <itunes:title>Tuesday: Trump backpedals on China</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>Markets bounce back overnight after Donald Trump downplays his new 100% China tariff threat. China’s exports are stronger than expected. And New Zealand’s traffic movements may indicate an economic turnaround has begun.

In our Deep-Dive interview, ANZ’s Chief Economist for Greater China, Raymond Yeung, suggests looking through the latest noise in the US -China trade dramas for the signal.



Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>Markets bounce back overnight after Donald Trump downplays his new 100% China tariff threat. China’s exports are stronger than expected. And New Zealand’s traffic movements may indicate an economic turnaround has begun.</p>
<p>In our Deep-Dive interview, <strong>ANZ’s Chief Economist for Greater China, Raymond Yeung,</strong> suggests looking through the latest noise in the US -China trade dramas for the signal.</p>
<p><br></p>
<p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>590</itunes:duration>
      <guid isPermaLink="false"><![CDATA[646c9a76-a865-11f0-86c8-e32f3aefda54]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO9989035666.mp3" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Monday: US stocks slump after Trump threatens new China tariff</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>Trade tensions between the US and China escalate, which triggers a stock market selloff. But US bonds rally, and gold is up too on safe haven demand. And watch out today for trade data from China.

In our Deep-Dive interview, ANZ Senior Commodities Strategist Daniel Hynes says China’s stockpiling of oil has held up prices, for now.



Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Sun, 12 Oct 2025 18:45:00 -0000</pubDate>
      <itunes:title>Monday: US stocks slump after Trump threatens new China tariff</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>Trade tensions between the US and China escalate, which triggers a stock market selloff. But US bonds rally, and gold is up too on safe haven demand. And watch out today for trade data from China.

In our Deep-Dive interview, ANZ Senior Commodities Strategist Daniel Hynes says China’s stockpiling of oil has held up prices, for now.



Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>Trade tensions between the US and China escalate, which triggers a stock market selloff. But US bonds rally, and gold is up too on safe haven demand. And watch out today for trade data from China.</p>
<p>In our Deep-Dive interview, <strong>ANZ Senior Commodities Strategist Daniel Hynes</strong> says China’s stockpiling of oil has held up prices, for now.</p>
<p><br></p>
<p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>589</itunes:duration>
      <guid isPermaLink="false"><![CDATA[ab042212-a79b-11f0-9eba-6bb6e193d702]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO6374222519.mp3" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Friday: USD up &amp; gold back under US$4k/oz</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>The US dollar surges against the euro and yen after political turmoil in France and Japan. Gold dips back below US$4,000/oz. NZ card spending shows signs of life. And the Philippines’ Central Bank unexpectedly cuts rates.

In our Deep-Dive interview, ANZ Economist Vicky Xiao Zhou looks at how China’s economy is set to perform this quarter and to the end of the year.



Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Thu, 09 Oct 2025 18:50:00 -0000</pubDate>
      <itunes:title>Friday: USD up &amp; gold back under US$4k/oz</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>The US dollar surges against the euro and yen after political turmoil in France and Japan. Gold dips back below US$4,000/oz. NZ card spending shows signs of life. And the Philippines’ Central Bank unexpectedly cuts rates.

In our Deep-Dive interview, ANZ Economist Vicky Xiao Zhou looks at how China’s economy is set to perform this quarter and to the end of the year.



Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>The US dollar surges against the euro and yen after political turmoil in France and Japan. Gold dips back below US$4,000/oz. NZ card spending shows signs of life. And the Philippines’ Central Bank unexpectedly cuts rates.</p>
<p>In our Deep-Dive interview, <strong>ANZ Economist Vicky Xiao Zhou </strong>looks at how China’s economy is set to perform this quarter and to the end of the year.</p>
<p><br></p>
<p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>577</itunes:duration>
      <guid isPermaLink="false"><![CDATA[d4f27bb2-a540-11f0-83d2-eb30bf2e7de8]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO9001571237.mp3" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Thursday: RBNZ goes for big cut</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>Gold surges another 1.8% overnight. The Reserve Bank of New Zealand cuts its cash rate 50 basis points, which sends the Aussie dollar higher against the Kiwi.

In our Deep-Dive interview, ANZ New Zealand Chief Economist Sharon Zollner looks at what was behind the RBNZ’s large cut.



Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Wed, 08 Oct 2025 18:44:00 -0000</pubDate>
      <itunes:title>Thursday: RBNZ goes for big cut</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>Gold surges another 1.8% overnight. The Reserve Bank of New Zealand cuts its cash rate 50 basis points, which sends the Aussie dollar higher against the Kiwi.

In our Deep-Dive interview, ANZ New Zealand Chief Economist Sharon Zollner looks at what was behind the RBNZ’s large cut.



Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>Gold surges another 1.8% overnight. The <strong>Reserve Bank of New Zealand</strong> cuts its cash rate 50 basis points, which sends the Aussie dollar higher against the Kiwi.</p>
<p>In our Deep-Dive interview, <strong>ANZ New Zealand Chief Economist Sharon Zollner </strong>looks at what was behind the <strong>RBNZ</strong>’s large cut.</p>
<p><br></p>
<p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>527</itunes:duration>
      <guid isPermaLink="false"><![CDATA[db3af1b8-a476-11f0-872d-a306c18ceed6]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO9360388817.mp3" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Wednesday: Gold over U$4,000/oz</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>Gold rises through US$4,000/oz as fears grow there’ll be a long US Government shutdown. Australia’s labour market continues to ease, and a weak business survey in New Zealand means the Reserve Bank could cut 50 basis points today.

In our Deep-Dive interview, ANZ Head of Asia Research Khoon Goh looks at Singapore’s economic momentum, including how it is benefiting from a surge in AI-related investment.



Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Tue, 07 Oct 2025 18:47:00 -0000</pubDate>
      <itunes:title>Wednesday: Gold over U$4,000/oz</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>Gold rises through US$4,000/oz as fears grow there’ll be a long US Government shutdown. Australia’s labour market continues to ease, and a weak business survey in New Zealand means the Reserve Bank could cut 50 basis points today.

In our Deep-Dive interview, ANZ Head of Asia Research Khoon Goh looks at Singapore’s economic momentum, including how it is benefiting from a surge in AI-related investment.



Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>Gold rises through US$4,000/oz as fears grow there’ll be a long US Government shutdown. Australia’s labour market continues to ease, and a weak business survey in New Zealand means the <strong>Reserve Bank</strong> could cut 50 basis points today.</p>
<p>In our Deep-Dive interview, <strong>ANZ Head of Asia Research Khoon Goh </strong>looks at Singapore’s economic momentum, including how it is benefiting from a surge in AI-related investment.</p>
<p><br></p>
<p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>568</itunes:duration>
      <guid isPermaLink="false"><![CDATA[2140d4bc-a3ae-11f0-b01e-2fc13a1e7eca]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO5096625768.mp3" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Tuesday: Geopolitics dominates markets</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>The yen falls and Japanese bond prices slide after the election of a new Prime Minister, who is expected to oppose rate hikes and borrow much more. Vietnam’s GDP surges with front-loaded exports to the US, and dairy prices fall.

In our Deep-Dive interview, ANZ Economist Arindam Chakraborty explains why banks in ASEAN countries and India aren’t passing on all of the recent rate cuts.



Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Mon, 06 Oct 2025 18:45:00 -0000</pubDate>
      <itunes:title>Tuesday: Geopolitics dominates markets</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>The yen falls and Japanese bond prices slide after the election of a new Prime Minister, who is expected to oppose rate hikes and borrow much more. Vietnam’s GDP surges with front-loaded exports to the US, and dairy prices fall.

In our Deep-Dive interview, ANZ Economist Arindam Chakraborty explains why banks in ASEAN countries and India aren’t passing on all of the recent rate cuts.



Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>The yen falls and Japanese bond prices slide after the election of a new Prime Minister, who is expected to oppose rate hikes and borrow much more. Vietnam’s GDP surges with front-loaded exports to the US, and dairy prices fall.</p>
<p>In our Deep-Dive interview, <strong>ANZ Economist Arindam Chakraborty </strong>explains why banks in ASEAN countries and India aren’t passing on all of the recent rate cuts.</p>
<p><br></p>
<p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>562</itunes:duration>
      <guid isPermaLink="false"><![CDATA[9b6be6a2-a2e4-11f0-a518-23ceba1c1bc9]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO9670610412.mp3" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Monday: ANZ Research changes RBA call</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>The US Government shutdown cancels the release of key US jobs data. ANZ Research has raised its inflation forecast for Australia, and now sees the Reserve Bank of Australia delaying its final rate cut until February from November. 

In our Deep-Dive interview, ANZ Senior Rates Strategist Jack Chambers explains where Australian inflation is up, and why the RBA is likely to wait until after Christmas.



Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Sun, 05 Oct 2025 18:49:00 -0000</pubDate>
      <itunes:title>Monday: ANZ Research changes RBA call</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>The US Government shutdown cancels the release of key US jobs data. ANZ Research has raised its inflation forecast for Australia, and now sees the Reserve Bank of Australia delaying its final rate cut until February from November. 

In our Deep-Dive interview, ANZ Senior Rates Strategist Jack Chambers explains where Australian inflation is up, and why the RBA is likely to wait until after Christmas.



Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>The US Government shutdown cancels the release of key US jobs data. <strong>ANZ Research</strong> has raised its inflation forecast for Australia, and now sees the <strong>Reserve Bank of Australia</strong> delaying its final rate cut until February from November. </p>
<p>In our Deep-Dive interview, <strong>ANZ Senior Rates Strategist Jack Chambers</strong> explains where Australian inflation is up, and why the <strong>RBA</strong> is likely to wait until after Christmas.</p>
<p><br></p>
<p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>545</itunes:duration>
      <guid isPermaLink="false"><![CDATA[fdd447d6-a21b-11f0-906a-3b7586f50b07]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO9908124820.mp3" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Friday: Australian spending growth slows</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>Gold is off its highs as US markets are relaxed about the US Government shutdown. Australian gold exports drop in August after a safe-haven boost in July. And Australian household spending growth weakens.

In our Deep-Dive interview, ANZ Economist Maddy Dunk looks at what’s driving Australia’s housing market after a bumper September for price growth in the capital cities.



Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Thu, 02 Oct 2025 18:56:00 -0000</pubDate>
      <itunes:title>Friday: Australian spending growth slows</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>Gold is off its highs as US markets are relaxed about the US Government shutdown. Australian gold exports drop in August after a safe-haven boost in July. And Australian household spending growth weakens.

In our Deep-Dive interview, ANZ Economist Maddy Dunk looks at what’s driving Australia’s housing market after a bumper September for price growth in the capital cities.



Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>Gold is off its highs as US markets are relaxed about the US Government shutdown. Australian gold exports drop in August after a safe-haven boost in July. And Australian household spending growth weakens.</p>
<p>In our Deep-Dive interview, <strong>ANZ Economist Maddy Dunk </strong>looks at what’s driving Australia’s housing market after a bumper September for price growth in the capital cities.</p>
<p><br></p>
<p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>473</itunes:duration>
      <guid isPermaLink="false"><![CDATA[7527b6d6-9fc1-11f0-9d8f-f3b85773e8e1]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO3903793275.mp3" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Thursday: Australian house prices jump</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>The US Government shut down overnight and private jobs data is weak, so bond yields fell and gold rose. The Reserve Bank of India holds rates, but is seen cutting again soon. And Australian house prices jump in September.

In our Deep-Dive interview, ANZ International Economist Kishti Sen analyses what’s been supporting Papua New Guinea’s currency, and how a wave of foreign investment is set to help the nation’s economy.



Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Wed, 01 Oct 2025 18:49:00 -0000</pubDate>
      <itunes:title>Thursday: Australian house prices jump</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>The US Government shut down overnight and private jobs data is weak, so bond yields fell and gold rose. The Reserve Bank of India holds rates, but is seen cutting again soon. And Australian house prices jump in September.

In our Deep-Dive interview, ANZ International Economist Kishti Sen analyses what’s been supporting Papua New Guinea’s currency, and how a wave of foreign investment is set to help the nation’s economy.



Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>The US Government shut down overnight and private jobs data is weak, so bond yields fell and gold rose. The <strong>Reserve Bank of India</strong> holds rates, but is seen cutting again soon. And Australian house prices jump in September.</p>
<p>In our Deep-Dive interview, <strong>ANZ International Economist Kishti Sen</strong> analyses what’s been supporting Papua New Guinea’s currency, and how a wave of foreign investment is set to help the nation’s economy.</p>
<p><br></p>
<p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>548</itunes:duration>
      <guid isPermaLink="false"><![CDATA[6d999b70-9ef7-11f0-90e7-2f4fec1a509d]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO1147426594.mp3" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Wednesday: Doubt grows RBA can cut next month</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>US stocks soften and gold rises overnight as fears grow about a US Government shutdown. The Reserve Bank of Australia holds rates, and there’s renewed doubt about a cut in November. So the Aussie dollar rose against both the US dollar and Kiwi.

In our Deep-Dive interview, ANZ New Zealand Chief Economist Sharon Zollner says there was a hint of Spring in the latest ANZ Business Outlook for September.



Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Tue, 30 Sep 2025 18:47:00 -0000</pubDate>
      <itunes:title>Wednesday: Doubt grows RBA can cut next month</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>US stocks soften and gold rises overnight as fears grow about a US Government shutdown. The Reserve Bank of Australia holds rates, and there’s renewed doubt about a cut in November. So the Aussie dollar rose against both the US dollar and Kiwi.

In our Deep-Dive interview, ANZ New Zealand Chief Economist Sharon Zollner says there was a hint of Spring in the latest ANZ Business Outlook for September.



Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>US stocks soften and gold rises overnight as fears grow about a US Government shutdown. <strong>The Reserve Bank of Australia</strong> holds rates, and there’s renewed doubt about a cut in November. So the Aussie dollar rose against both the US dollar and Kiwi.</p>
<p>In our Deep-Dive interview, <strong>ANZ New Zealand Chief Economist Sharon Zollner </strong>says there was a hint of Spring in the latest ANZ Business Outlook for September.</p>
<p><br></p>
<p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>548</itunes:duration>
      <guid isPermaLink="false"><![CDATA[eb35a846-9e2d-11f0-ac1c-f38220ec979a]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO9973437173.mp3" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Tuesday: Gold jumps over US$3,800/oz</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>Gold surges a new record high over US$3,800/oz and US bond yields fall as fears of a US Government shutdown escalate. In Australia, the Reserve Bank is expected to hold the cash rate today, possibly with a hawkish tone.

In our Deep-Dive interview, ANZ Chief Economist for Southeast Asia and India, Sanjay Mathur sees India’s big IT exporters adjusting to Donald Trump’s $100,000 fee for new H1B Visas.



Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Mon, 29 Sep 2025 18:44:00 -0000</pubDate>
      <itunes:title>Tuesday: Gold jumps over US$3,800/oz</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>Gold surges a new record high over US$3,800/oz and US bond yields fall as fears of a US Government shutdown escalate. In Australia, the Reserve Bank is expected to hold the cash rate today, possibly with a hawkish tone.

In our Deep-Dive interview, ANZ Chief Economist for Southeast Asia and India, Sanjay Mathur sees India’s big IT exporters adjusting to Donald Trump’s $100,000 fee for new H1B Visas.



Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>Gold surges a new record high over US$3,800/oz and US bond yields fall as fears of a US Government shutdown escalate. In Australia, the <strong>Reserve Bank</strong> is expected to hold the cash rate today, possibly with a hawkish tone.</p>
<p>In our Deep-Dive interview, <strong>ANZ Chief Economist for Southeast Asia and India, Sanjay Mathur</strong> sees India’s big IT exporters adjusting to Donald Trump’s $100,000 fee for new H1B Visas.</p>
<p><br></p>
<p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>582</itunes:duration>
      <guid isPermaLink="false"><![CDATA[57716588-9d64-11f0-b8b8-ff7dfbef3bfa]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO2751359093.mp3" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Monday: US consumer spending robust</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>US consumers are in a mood to spend, which is seen backing the Fed Chair’s caution on rate cuts. New Zealand consumers are a bit more confident about their current finances, but not so confident about future house prices.

In our Deep-Dive interview, ANZ Head of FX Strategy Mahjabeen Zaman explains how Aussie pension funds dealt with an apparent breakdown earlier this year in the traditional link between the Aussie dollar and global risk assets.



Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Sun, 28 Sep 2025 18:46:00 -0000</pubDate>
      <itunes:title>Monday: US consumer spending robust</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>US consumers are in a mood to spend, which is seen backing the Fed Chair’s caution on rate cuts. New Zealand consumers are a bit more confident about their current finances, but not so confident about future house prices.

In our Deep-Dive interview, ANZ Head of FX Strategy Mahjabeen Zaman explains how Aussie pension funds dealt with an apparent breakdown earlier this year in the traditional link between the Aussie dollar and global risk assets.



Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>US consumers are in a mood to spend, which is seen backing the Fed Chair’s caution on rate cuts. New Zealand consumers are a bit more confident about their current finances, but not so confident about future house prices.</p>
<p>In our Deep-Dive interview, <strong>ANZ Head of FX Strategy Mahjabeen Zaman </strong>explains how Aussie pension funds dealt with an apparent breakdown earlier this year in the traditional link between the Aussie dollar and global risk assets.</p>
<p><br></p>
<p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>597</itunes:duration>
      <guid isPermaLink="false"><![CDATA[722ed74e-9c9b-11f0-92e3-871e890aca12]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO5458412791.mp3" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Friday: Stocks fall after robust US GDP growth</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>US bond yields rose and US stocks fell overnight after robust US growth figures reinforced views the Fed won’t cut rates much. So the US dollar rose, and the Aussie and Kiwi dollars fell. And Australian job ads drop.

In our Deep-Dive interview ANZ Senior Economist Miles Workman reviews the New Zealand Treasury’s long-term outlook for Government spending released this week.



Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Thu, 25 Sep 2025 19:46:00 -0000</pubDate>
      <itunes:title>Friday: Stocks fall after robust US GDP growth</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>US bond yields rose and US stocks fell overnight after robust US growth figures reinforced views the Fed won’t cut rates much. So the US dollar rose, and the Aussie and Kiwi dollars fell. And Australian job ads drop.

In our Deep-Dive interview ANZ Senior Economist Miles Workman reviews the New Zealand Treasury’s long-term outlook for Government spending released this week.



Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>US bond yields rose and US stocks fell overnight after robust US growth figures reinforced views the Fed won’t cut rates much. So the US dollar rose, and the Aussie and Kiwi dollars fell. And Australian job ads drop.</p>
<p>In our Deep-Dive interview <strong>ANZ Senior Economist Miles Workman</strong> reviews the New Zealand Treasury’s long-term outlook for Government spending released this week.</p>
<p><br></p>
<p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>580</itunes:duration>
      <guid isPermaLink="false"><![CDATA[4e25aec2-9a48-11f0-8a2b-5b2967fbaeb0]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO9587034694.mp3" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Thursday: Australian CPI strengthens</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>US stocks fall on valuation concerns. Australia’s monthly inflation picks up in August, posing questions for the Reserve Bank of Australia (RBA), and the Reserve Bank of New Zealand (RBNZ) has a new Governor from Sweden.

In part two of a Deep-Dive interview on China’s deflationary pressures, ANZ Chief Economist for Greater China Raymond Yeung looks at what authorities there can do to respond.



Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Wed, 24 Sep 2025 19:40:00 -0000</pubDate>
      <itunes:title>Thursday: Australian CPI strengthens</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>US stocks fall on valuation concerns. Australia’s monthly inflation picks up in August, posing questions for the Reserve Bank of Australia (RBA), and the Reserve Bank of New Zealand (RBNZ) has a new Governor from Sweden.

In part two of a Deep-Dive interview on China’s deflationary pressures, ANZ Chief Economist for Greater China Raymond Yeung looks at what authorities there can do to respond.



Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>US stocks fall on valuation concerns. Australia’s monthly inflation picks up in August, posing questions for the <strong>Reserve Bank of Australia (RBA)</strong>, and the <strong>Reserve Bank of New Zealand (RBNZ)</strong> has a new Governor from Sweden.</p>
<p>In part two of a Deep-Dive interview on China’s deflationary pressures, <strong>ANZ Chief Economist for Greater China Raymond Yeung</strong> looks at what authorities there can do to respond.</p>
<p><br></p>
<p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>560</itunes:duration>
      <guid isPermaLink="false"><![CDATA[58bb05c8-997e-11f0-9f24-6bc06fa77cfc]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO2517889050.mp3" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Wednesday: Powell holds back on rates</title>
      <description>US traders looking for rate cut direction from the Fed chair were disappointed overnight. Australian consumer confidence drops again. And Singapore’s inflation underperforms expectations.

In our Deep-Dive interview, ANZ Chief Economist for Greater China Raymond Yeung analyses China’s domestic deflation and what can be done to turn it around.



Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Tue, 23 Sep 2025 19:41:00 -0000</pubDate>
      <itunes:title>Wednesday: Powell holds back on rates</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>US traders looking for rate cut direction from the Fed chair were disappointed overnight. Australian consumer confidence drops again. And Singapore’s inflation underperforms expectations.

In our Deep-Dive interview, ANZ Chief Economist for Greater China Raymond Yeung analyses China’s domestic deflation and what can be done to turn it around.



Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>US traders looking for rate cut direction from the Fed chair were disappointed overnight. Australian consumer confidence drops again. And Singapore’s inflation underperforms expectations.</p>
<p>In our Deep-Dive interview, <strong>ANZ Chief Economist for Greater China Raymond Yeung</strong> analyses China’s domestic deflation and what can be done to turn it around.</p>
<p><br></p>
<p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>588</itunes:duration>
      <guid isPermaLink="false"><![CDATA[476d4570-98b5-11f0-bcb8-bb1286053ab0]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO7909725723.mp3" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Tuesday: AUD firm near decade-high vs NZD</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>The US dollar slides again, which nudges the Aussie dollar up again. How high can it go ahead of next week’s decision by the RBA and tomorrow’s key inflation data? And New Zealand’s current account deficit improves a lot.

In our Deep-Dive interview, ANZ Head of FX Research Mahjabeen Zaman looks at whether the Aussie dollar is about to break above its decade-long range against the Kiwi of 100 to 115 cents per Kiwi dollar.



Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Mon, 22 Sep 2025 19:45:00 -0000</pubDate>
      <itunes:title>Tuesday: AUD firm near decade-high vs NZD</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>The US dollar slides again, which nudges the Aussie dollar up again. How high can it go ahead of next week’s decision by the RBA and tomorrow’s key inflation data? And New Zealand’s current account deficit improves a lot.

In our Deep-Dive interview, ANZ Head of FX Research Mahjabeen Zaman looks at whether the Aussie dollar is about to break above its decade-long range against the Kiwi of 100 to 115 cents per Kiwi dollar.



Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>The US dollar slides again, which nudges the Aussie dollar up again. How high can it go ahead of next week’s decision by the RBA and tomorrow’s key inflation data? And New Zealand’s current account deficit improves a lot.</p>
<p>In our Deep-Dive interview, <strong>ANZ Head of FX Research Mahjabeen Zaman </strong>looks at whether the Aussie dollar is about to break above its decade-long range against the Kiwi of 100 to 115 cents per Kiwi dollar.</p>
<p><br></p>
<p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>597</itunes:duration>
      <guid isPermaLink="false"><![CDATA[c08c9ca4-97ec-11f0-8db7-5f02c5f592e0]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO2027885794.mp3" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Monday: Eyes ahead to key US inflation data</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>All eyes this week will be on US consumer price inflation data, to see whether the market’s expectations of more than four extra Fed cuts can be justified. And the Bank of Japan holds, albeit with a surprise split vote.

In our Deep-Dive interview, ANZ Senior Rates Strategist Jack Chambers looks at why the US housing market isn’t getting as much stimulus from Fed rate cuts as you’d think.



Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Sun, 21 Sep 2025 19:45:00 -0000</pubDate>
      <itunes:title>Monday: Eyes ahead to key US inflation data</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>All eyes this week will be on US consumer price inflation data, to see whether the market’s expectations of more than four extra Fed cuts can be justified. And the Bank of Japan holds, albeit with a surprise split vote.

In our Deep-Dive interview, ANZ Senior Rates Strategist Jack Chambers looks at why the US housing market isn’t getting as much stimulus from Fed rate cuts as you’d think.



Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>All eyes this week will be on US consumer price inflation data, to see whether the market’s expectations of more than four extra Fed cuts can be justified. And the Bank of Japan holds, albeit with a surprise split vote.</p>
<p>In our Deep-Dive interview, <strong>ANZ Senior Rates Strategist Jack Chambers</strong> looks at why the US housing market isn’t getting as much stimulus from Fed rate cuts as you’d think.</p>
<p><br></p>
<p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>591</itunes:duration>
      <guid isPermaLink="false"><![CDATA[91c161bc-9723-11f0-8e5c-fbe25749edfc]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO9578430800.mp3" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Friday: Australian jobs disappoint</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>Stocks hit fresh record highs after the Fed’s rate cut, with another four forecast. Australia’s jobs growth disappoints in August, and New Zealand’s economy contracted much more than expected in Q2.

In in part two of a Deep-Dive interview, ANZ Senior Commodities Strategist Daniel Hynes continues his analysis of the world’s diverging oil market.



Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Thu, 18 Sep 2025 19:50:00 -0000</pubDate>
      <itunes:title>Friday: Australian jobs disappoint</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>Stocks hit fresh record highs after the Fed’s rate cut, with another four forecast. Australia’s jobs growth disappoints in August, and New Zealand’s economy contracted much more than expected in Q2.

In in part two of a Deep-Dive interview, ANZ Senior Commodities Strategist Daniel Hynes continues his analysis of the world’s diverging oil market.



Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>Stocks hit fresh record highs after the Fed’s rate cut, with another four forecast. Australia’s jobs growth disappoints in August, and New Zealand’s economy contracted much more than expected in Q2.</p>
<p>In in part two of a Deep-Dive interview, <strong>ANZ Senior Commodities Strategist Daniel Hynes </strong>continues his analysis of the world’s diverging oil market.</p>
<p><br></p>
<p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>575</itunes:duration>
      <guid isPermaLink="false"><![CDATA[c65af206-94c8-11f0-a12f-835d330495d5]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO7450058092.mp3" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Thursday: US Fed cuts 25 bps</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>The Fed cuts and signals more to come. Australia’s jobs figures today will be watched for signs of strength by the RBA. And New Zealand’s economy is expected to have gone backwards in Q2. 

In our Deep Dive interview, ANZ Senior Commodities Strategist Daniel Hynes reviews how the global oil trade has shifted following Western sanctions being placed on Russia.



Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Wed, 17 Sep 2025 19:48:00 -0000</pubDate>
      <itunes:title>Thursday: US Fed cuts 25 bps</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>The Fed cuts and signals more to come. Australia’s jobs figures today will be watched for signs of strength by the RBA. And New Zealand’s economy is expected to have gone backwards in Q2. 

In our Deep Dive interview, ANZ Senior Commodities Strategist Daniel Hynes reviews how the global oil trade has shifted following Western sanctions being placed on Russia.



Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>The <strong>Fed</strong> cuts and signals more to come. Australia’s jobs figures today will be watched for signs of strength by the <strong>RBA</strong>. And New Zealand’s economy is expected to have gone backwards in Q2. </p>
<p>In our Deep Dive interview, <strong>ANZ Senior Commodities Strategist Daniel Hynes </strong>reviews how the global oil trade has shifted following Western sanctions being placed on Russia.</p>
<p><br></p>
<p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>597</itunes:duration>
      <guid isPermaLink="false"><![CDATA[3ab38f7a-93ff-11f0-a5d5-0fc49561c48a]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO1303770737.mp3" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Wednesday: All eyes ahead to Fed rate cut</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>The US dollar falls again ahead of a widely expected Fed rate cut early tomorrow morning. Australian consumer confidence about the long term hits a 15-year low, and New Zealand house prices are flat. 

In our Deep Dive interview, ANZ’s Head of FX Research Mahjabeen Zaman looks at the big picture for the US dollar, and its focus on US Federal Reserve Chair Jerome Powell’s comments tomorrow morning.



Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Tue, 16 Sep 2025 19:47:00 -0000</pubDate>
      <itunes:title>Wednesday: All eyes ahead to Fed rate cut</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>The US dollar falls again ahead of a widely expected Fed rate cut early tomorrow morning. Australian consumer confidence about the long term hits a 15-year low, and New Zealand house prices are flat. 

In our Deep Dive interview, ANZ’s Head of FX Research Mahjabeen Zaman looks at the big picture for the US dollar, and its focus on US Federal Reserve Chair Jerome Powell’s comments tomorrow morning.



Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>The US dollar falls again ahead of a widely expected Fed rate cut early tomorrow morning. Australian consumer confidence about the long term hits a 15-year low, and New Zealand house prices are flat. </p>
<p>In our Deep Dive interview, <strong>ANZ’s Head of FX Research Mahjabeen Zaman </strong>looks at the big picture for the US dollar, and its focus on <strong>US Federal Reserve Chair Jerome Powell’s</strong> comments tomorrow morning.</p>
<p><br></p>
<p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>599</itunes:duration>
      <guid isPermaLink="false"><![CDATA[f20f3f54-9335-11f0-8548-2b0c2c47e08c]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO2117839936.mp3" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Tuesday: Aussie &amp; Kiwi join risk-on rally</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>US stocks and gold hit new record highs overnight ahead of an expected Fed cut this week, with more to come. The Aussie and Kiwi dollars finally join the risk-on rally. China’s economy slows, and the Peoples Bank of China is set to start buying bonds. 

In our Deep Dive interview, ANZ New Zealand Chief Economist Sharon Zollner explains why she’s downgraded her June quarter GDP forecast to a contraction of 0.4% from a 0.1% fall. The data is due on Thursday.



Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Mon, 15 Sep 2025 19:46:00 -0000</pubDate>
      <itunes:title>Tuesday: Aussie &amp; Kiwi join risk-on rally</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>US stocks and gold hit new record highs overnight ahead of an expected Fed cut this week, with more to come. The Aussie and Kiwi dollars finally join the risk-on rally. China’s economy slows, and the Peoples Bank of China is set to start buying bonds. 

In our Deep Dive interview, ANZ New Zealand Chief Economist Sharon Zollner explains why she’s downgraded her June quarter GDP forecast to a contraction of 0.4% from a 0.1% fall. The data is due on Thursday.



Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>US stocks and gold hit new record highs overnight ahead of an expected Fed cut this week, with more to come. The Aussie and Kiwi dollars finally join the risk-on rally. China’s economy slows, and the <strong>Peoples Bank of China</strong> is set to start buying bonds. </p>
<p>In our Deep Dive interview, <strong>ANZ New Zealand Chief Economist Sharon Zollner </strong>explains why she’s downgraded her June quarter GDP forecast to a contraction of 0.4% from a 0.1% fall. The data is due on Thursday.</p>
<p><br></p>
<p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>510</itunes:duration>
      <guid isPermaLink="false"><![CDATA[b35a2806-926c-11f0-85dd-1bcee1da05bf]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO9895295483.mp3" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Monday: US consumer confidence slides</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>US consumer confidence slides below expectations, locking in expectations for a Fed rate cut this week. India’s inflation is benign. And New Zealand’s manufacturing sector contracts, but retail sales rise.

In our Deep Dive interview, ANZ Group Chief Economist Richard Yetsenga summarises the likely fallout from Donald Trump’s tariffs.



Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Sun, 14 Sep 2025 19:47:00 -0000</pubDate>
      <itunes:title>Monday: US consumer confidence slides</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>US consumer confidence slides below expectations, locking in expectations for a Fed rate cut this week. India’s inflation is benign. And New Zealand’s manufacturing sector contracts, but retail sales rise.

In our Deep Dive interview, ANZ Group Chief Economist Richard Yetsenga summarises the likely fallout from Donald Trump’s tariffs.



Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>US consumer confidence slides below expectations, locking in expectations for a Fed rate cut this week. India’s inflation is benign. And New Zealand’s manufacturing sector contracts, but retail sales rise.</p>
<p>In our Deep Dive interview, <strong>ANZ Group Chief Economist Richard Yetsenga </strong>summarises the likely fallout from Donald Trump’s tariffs.</p>
<p><br></p>
<p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>582</itunes:duration>
      <guid isPermaLink="false"><![CDATA[b7411fd4-91a3-11f0-9cd1-7716da7f0520]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO3077272048.mp3" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Friday: Stocks hit new highs on Fed cut hopes</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>US stocks hit fresh record highs after US inflation data reassured investors the Fed will cut next week, with more later in the year. Australian inbound tourism rises, but visitors from China aren’t back at pre-pandemic levels.

In our Deep Dive interview, ANZ Senior Asia Rates Strategist Jennifer Kusuma analyses Indonesia’s worsening fiscal situation.



Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Thu, 11 Sep 2025 19:49:00 -0000</pubDate>
      <itunes:title>Friday: Stocks hit new highs on Fed cut hopes</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>US stocks hit fresh record highs after US inflation data reassured investors the Fed will cut next week, with more later in the year. Australian inbound tourism rises, but visitors from China aren’t back at pre-pandemic levels.

In our Deep Dive interview, ANZ Senior Asia Rates Strategist Jennifer Kusuma analyses Indonesia’s worsening fiscal situation.



Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>US stocks hit fresh record highs after US inflation data reassured investors the <strong>Fed</strong> will cut next week, with more later in the year. Australian inbound tourism rises, but visitors from China aren’t back at pre-pandemic levels.</p>
<p>In our Deep Dive interview, <strong>ANZ Senior Asia Rates Strategist Jennifer Kusuma</strong> analyses Indonesia’s worsening fiscal situation.</p>
<p><br></p>
<p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>599</itunes:duration>
      <guid isPermaLink="false"><![CDATA[6793e474-8f48-11f0-ab69-87f2cdc4568b]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO1445359596.mp3" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Thursday: US producer price fall surprises</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>US stocks rise as producer prices drop ahead of CPI data tonight. China’s core inflation rises, meaning the PBOC’s easing cycle could be near an end. And New Zealand’s traffic data shows the economy may pick up from Q3.

In our Deep Dive interview, ANZ Senior Commodities Strategist Daniel Hynes looks at how China has been building up stockpiles of oil reserves, and why it’s about to end.



Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Wed, 10 Sep 2025 19:52:00 -0000</pubDate>
      <itunes:title>Thursday: US producer price fall surprises</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>US stocks rise as producer prices drop ahead of CPI data tonight. China’s core inflation rises, meaning the PBOC’s easing cycle could be near an end. And New Zealand’s traffic data shows the economy may pick up from Q3.

In our Deep Dive interview, ANZ Senior Commodities Strategist Daniel Hynes looks at how China has been building up stockpiles of oil reserves, and why it’s about to end.



Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>US stocks rise as producer prices drop ahead of CPI data tonight. China’s core inflation rises, meaning the <strong>PBOC</strong>’s easing cycle could be near an end. And New Zealand’s traffic data shows the economy may pick up from Q3.</p>
<p>In our Deep Dive interview, <strong>ANZ Senior Commodities Strategist Daniel Hynes </strong>looks at how China has been building up stockpiles of oil reserves, and why it’s about to end.</p>
<p><br></p>
<p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>496</itunes:duration>
      <guid isPermaLink="false"><![CDATA[a2657f46-8e7f-11f0-a018-ff7229213a09]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO4211692519.mp3" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Wednesday: US jobs revised down</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>US jobs growth has a record downward revision as traders turn their attention to inflation data for Fed cut clues. And Australian consumer confidence rises again, while business conditions also tick up in August.

In our Deep Dive interview, ANZ Economist Sophia Angala looks at what has been driving Australian trade growth since the pandemic.



Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Tue, 09 Sep 2025 19:45:00 -0000</pubDate>
      <itunes:title>Wednesday: US jobs revised down</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>US jobs growth has a record downward revision as traders turn their attention to inflation data for Fed cut clues. And Australian consumer confidence rises again, while business conditions also tick up in August.

In our Deep Dive interview, ANZ Economist Sophia Angala looks at what has been driving Australian trade growth since the pandemic.



Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>US jobs growth has a record downward revision as traders turn their attention to inflation data for Fed cut clues. And Australian consumer confidence rises again, while business conditions also tick up in August.</p>
<p>In our Deep Dive interview, <strong>ANZ Economist Sophia Angala </strong>looks at what has been driving Australian trade growth since the pandemic.</p>
<p><br></p>
<p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>535</itunes:duration>
      <guid isPermaLink="false"><![CDATA[92777b9a-8db5-11f0-851e-178ea50ad435]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO2366237955.mp3" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Tuesday: Gold hits new highs as US yields fall</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>US interest rates kept falling overnight after last week’s soft jobs data. So gold jumped to a new record high. Japan’s GDP is revised higher. And China’s exports to the US fell 33% in August.

In our Deep Dive interview, ANZ Pacific Economist Kishti Sen has analysed the economic impact on Fiji from the home games of its mens and womens rugby union teams, known as the Drua.



Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Mon, 08 Sep 2025 19:46:00 -0000</pubDate>
      <itunes:title>Tuesday: Gold hits new highs as US yields fall</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>US interest rates kept falling overnight after last week’s soft jobs data. So gold jumped to a new record high. Japan’s GDP is revised higher. And China’s exports to the US fell 33% in August.

In our Deep Dive interview, ANZ Pacific Economist Kishti Sen has analysed the economic impact on Fiji from the home games of its mens and womens rugby union teams, known as the Drua.



Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>US interest rates kept falling overnight after last week’s soft jobs data. So gold jumped to a new record high. Japan’s GDP is revised higher. And China’s exports to the US fell 33% in August.</p>
<p>In our Deep Dive interview, <strong>ANZ Pacific Economist Kishti Sen </strong>has analysed the economic impact on Fiji from the home games of its mens and womens rugby union teams, known as the Drua.</p>
<p><br></p>
<p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>564</itunes:duration>
      <guid isPermaLink="false"><![CDATA[8e07c412-8cec-11f0-9cdd-5b12c7f03780]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO2372172274.mp3" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Monday: US jobs growth well below forecasts</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>US jobs growth was much weaker than expectations, raising questions about whether the Fed could cut 50 basis points next week, rather than 25 basis points. Also, Japan’s Prime Minister resigned last night, which may weaken the yen today.

In our Deep Dive interview, ANZ’s Group Chief Economist Richard Yetsenga looks at why long bond yields are rising and what the weak US jobs data means for global interest rates.



Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Sun, 07 Sep 2025 19:47:00 -0000</pubDate>
      <itunes:title>Monday: US jobs growth well below forecasts</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>US jobs growth was much weaker than expectations, raising questions about whether the Fed could cut 50 basis points next week, rather than 25 basis points. Also, Japan’s Prime Minister resigned last night, which may weaken the yen today.

In our Deep Dive interview, ANZ’s Group Chief Economist Richard Yetsenga looks at why long bond yields are rising and what the weak US jobs data means for global interest rates.



Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>US jobs growth was much weaker than expectations, raising questions about whether the Fed could cut 50 basis points next week, rather than 25 basis points. Also, Japan’s Prime Minister resigned last night, which may weaken the yen today.</p>
<p>In our Deep Dive interview, <strong>ANZ’s</strong> <strong>Group Chief Economist Richard Yetsenga</strong> looks at why long bond yields are rising and what the weak US jobs data means for global interest rates.</p>
<p><br></p>
<p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>569</itunes:duration>
      <guid isPermaLink="false"><![CDATA[712860be-8c23-11f0-ab9c-6bd8dfc2da4b]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO6248522435.mp3" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Friday: RBA watching household spending</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>Stocks and bonds rally on more signs US jobs data tonight will be soft, and clear the way for the Fed to cut rates. Australia’s household spend-up catches the RBA’s attention, and Australia’s gold exports hit a record high.

In our Deep Dive interview, ANZ’s Head of Asia Research Khoon Goh analyses the impact of US tariffs on Asian economies.





Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Thu, 04 Sep 2025 19:47:00 -0000</pubDate>
      <itunes:title>Friday: RBA watching household spending</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>Stocks and bonds rally on more signs US jobs data tonight will be soft, and clear the way for the Fed to cut rates. Australia’s household spend-up catches the RBA’s attention, and Australia’s gold exports hit a record high.

In our Deep Dive interview, ANZ’s Head of Asia Research Khoon Goh analyses the impact of US tariffs on Asian economies.





Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>Stocks and bonds rally on more signs US jobs data tonight will be soft, and clear the way for the Fed to cut rates. Australia’s household spend-up catches the RBA’s attention, and Australia’s gold exports hit a record high.</p>
<p>In our Deep Dive interview, <strong>ANZ’s Head of Asia Research Khoon Goh</strong> analyses the impact of US tariffs on Asian economies.</p>
<p><br></p>
<p><br></p>
<p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>599</itunes:duration>
      <guid isPermaLink="false"><![CDATA[f8328188-89c7-11f0-aa6a-f3d57f8bb350]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO2628615993.mp3" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Thursday: Australian GDP growth strengthens</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>Weak US jobs data strengthens bets the Fed will cut later this month. Australia’s economy grows faster than expected. And there’s an export boost for South Korea.

In our Deep Dive interview, ANZ’s Senior Economist Adelaide Timbrell analyses Australia’s stronger-than-expected Q2 growth.



Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Wed, 03 Sep 2025 19:41:00 -0000</pubDate>
      <itunes:title>Thursday: Australian GDP growth strengthens</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>Weak US jobs data strengthens bets the Fed will cut later this month. Australia’s economy grows faster than expected. And there’s an export boost for South Korea.

In our Deep Dive interview, ANZ’s Senior Economist Adelaide Timbrell analyses Australia’s stronger-than-expected Q2 growth.



Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>Weak US jobs data strengthens bets the Fed will cut later this month. Australia’s economy grows faster than expected. And there’s an export boost for South Korea.</p>
<p>In our Deep Dive interview, <strong>ANZ’s Senior Economist Adelaide Timbrell </strong>analyses Australia’s stronger-than-expected Q2 growth.</p>
<p><br></p>
<p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>554</itunes:duration>
      <guid isPermaLink="false"><![CDATA[f0f7cad8-88fd-11f0-b7db-b7c29215358f]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO4209094819.mp3" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Wednesday: Long bond yields jump in UK &amp; US</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>Long bond yields rise in the UK to their highest levels since 1998 on fiscal fears. US long bond yields jump on Fed independence worries. Australia’s final GDP indicators are weaker. And New Zealand’s terms of trade hits another record.

In our Deep Dive interview ANZ International Economist Kishti Sen reviews how Pacific economies can reduce their combined infrastructure deficit.



Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Tue, 02 Sep 2025 19:43:00 -0000</pubDate>
      <itunes:title>Wednesday: Long bond yields jump in UK &amp; US</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>Long bond yields rise in the UK to their highest levels since 1998 on fiscal fears. US long bond yields jump on Fed independence worries. Australia’s final GDP indicators are weaker. And New Zealand’s terms of trade hits another record.

In our Deep Dive interview ANZ International Economist Kishti Sen reviews how Pacific economies can reduce their combined infrastructure deficit.



Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>Long bond yields rise in the UK to their highest levels since 1998 on fiscal fears. US long bond yields jump on <strong>Fed</strong> independence worries. Australia’s final GDP indicators are weaker. And New Zealand’s terms of trade hits another record.</p>
<p>In our Deep Dive interview <strong>ANZ International Economist Kishti Sen</strong> reviews how Pacific economies can reduce their combined infrastructure deficit.</p>
<p><br></p>
<p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>571</itunes:duration>
      <guid isPermaLink="false"><![CDATA[11e135e6-8835-11f0-b67e-eb6c717a4816]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO3436920110.mp3" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Tuesday: Gold &amp; silver surge to record highs</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>Gold jumps to a fresh record high, as does silver. Australia’s GDP growth is on track for 0.6% in the June quarter. And momentum is growing in Australia’s housing market.

In part two of our Deep Dive interview about a digital renminbi, ANZ’s Chief Economist for Greater China Raymond Yeung unveils the missing link: a lack of demand for renminbi as a reserve currency.



Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Mon, 01 Sep 2025 19:49:00 -0000</pubDate>
      <itunes:title>Tuesday: Gold &amp; silver surge to record highs</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>Gold jumps to a fresh record high, as does silver. Australia’s GDP growth is on track for 0.6% in the June quarter. And momentum is growing in Australia’s housing market.

In part two of our Deep Dive interview about a digital renminbi, ANZ’s Chief Economist for Greater China Raymond Yeung unveils the missing link: a lack of demand for renminbi as a reserve currency.



Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>Gold jumps to a fresh record high, as does silver. Australia’s GDP growth is on track for 0.6% in the June quarter. And momentum is growing in Australia’s housing market.</p>
<p>In part two of our Deep Dive interview about a digital renminbi, <strong>ANZ’s Chief Economist for Greater China Raymond Yeung </strong>unveils the missing link: a lack of demand for renminbi as a reserve currency.</p>
<p><br></p>
<p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>599</itunes:duration>
      <guid isPermaLink="false"><![CDATA[cd21e860-876c-11f0-b6cd-db4cffffb0bd]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO5244283333.mp3" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Monday: Trump's tariffs ruled illegal</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>A US court rules Donald Trump’s reciprocal tariffs are illegal, but they’ll keep going for now before an expected Supreme Court ruling. The Fed is still expected to cut later this month after key inflation data met expectations.

In our Deep Dive interview, ANZ’s Chief Economist for Greater China, Raymond Yeung, unpacks China’s plans for a digital renmimbi.



Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Sun, 31 Aug 2025 19:44:00 -0000</pubDate>
      <itunes:title>Monday: Trump's tariffs ruled illegal</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>A US court rules Donald Trump’s reciprocal tariffs are illegal, but they’ll keep going for now before an expected Supreme Court ruling. The Fed is still expected to cut later this month after key inflation data met expectations.

In our Deep Dive interview, ANZ’s Chief Economist for Greater China, Raymond Yeung, unpacks China’s plans for a digital renmimbi.



Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>A US court rules Donald Trump’s reciprocal tariffs are illegal, but they’ll keep going for now before an expected Supreme Court ruling. The Fed is still expected to cut later this month after key inflation data met expectations.</p>
<p>In our Deep Dive interview, <strong>ANZ’s Chief Economist for Greater China, Raymond Yeung,</strong> unpacks China’s plans for a digital renmimbi.</p>
<p><br></p>
<p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>530</itunes:duration>
      <guid isPermaLink="false"><![CDATA[db8bac08-86a2-11f0-aee2-67f2243ef282]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO1187918486.mp3" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Friday: China lets currency strengthen</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>Markets are mixed ahead of key US inflation data tonight. China lets its currency strengthen in what could be a signal before trade talks. Australian firms’ capex plans lift. And New Zealand businesses are still struggling.

In our Deep Dive interview, ANZ Chief Economist for Southeast Asia and India Sanjay Mathur outlines his findings from a recent trip to Malaysia.



Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Thu, 28 Aug 2025 19:48:00 -0000</pubDate>
      <itunes:title>Friday: China lets currency strengthen</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>Markets are mixed ahead of key US inflation data tonight. China lets its currency strengthen in what could be a signal before trade talks. Australian firms’ capex plans lift. And New Zealand businesses are still struggling.

In our Deep Dive interview, ANZ Chief Economist for Southeast Asia and India Sanjay Mathur outlines his findings from a recent trip to Malaysia.



Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>Markets are mixed ahead of key US inflation data tonight. China lets its currency strengthen in what could be a signal before trade talks. Australian firms’ capex plans lift. And New Zealand businesses are still struggling.</p>
<p>In our Deep Dive interview, <strong>ANZ Chief</strong> <strong>Economist for Southeast Asia and India Sanjay Mathur</strong> outlines his findings from a recent trip to Malaysia.</p>
<p><br></p>
<p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>540</itunes:duration>
      <guid isPermaLink="false"><![CDATA[f96eac1e-8447-11f0-8314-f31425a1febd]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO6798565712.mp3" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Thursday: Australian inflation jumps</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>US bond yields edge lower as rate cut expectations rise, but French Government bond yields have surged amid budget worries. Australia’s inflation jumps in July on higher electricity prices.

In our Deep Dive interview, ANZ Senior Economist Miles Workman runs through ANZ Research’s new forecasts for New Zealand’s economy.



Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Wed, 27 Aug 2025 19:42:00 -0000</pubDate>
      <itunes:title>Thursday: Australian inflation jumps</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>US bond yields edge lower as rate cut expectations rise, but French Government bond yields have surged amid budget worries. Australia’s inflation jumps in July on higher electricity prices.

In our Deep Dive interview, ANZ Senior Economist Miles Workman runs through ANZ Research’s new forecasts for New Zealand’s economy.



Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>US bond yields edge lower as rate cut expectations rise, but French Government bond yields have surged amid budget worries. Australia’s inflation jumps in July on higher electricity prices.</p>
<p>In our Deep Dive interview, <strong>ANZ Senior Economist Miles Workman</strong> runs through <strong>ANZ Research’s</strong> new forecasts for New Zealand’s economy.</p>
<p><br></p>
<p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>588</itunes:duration>
      <guid isPermaLink="false"><![CDATA[fefd964c-837d-11f0-b49e-6349b79064f5]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO3785878009.mp3" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Wednesday: RBA minutes support further cut</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>Market worries about Federal Reserve independence grow, pushing up longer US bond yields. The RBA’s August meeting minutes support another rate cut in Australia.

In our Deep Dive interview, ANZ Group Chief Economist Richard Yetsenga looks at how developed economies are grappling with low birthrates following debate at the Jackson Hole central bankers’ summit.



Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Tue, 26 Aug 2025 20:30:00 -0000</pubDate>
      <itunes:title>Wednesday: RBA minutes support further cut</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>Market worries about Federal Reserve independence grow, pushing up longer US bond yields. The RBA’s August meeting minutes support another rate cut in Australia.

In our Deep Dive interview, ANZ Group Chief Economist Richard Yetsenga looks at how developed economies are grappling with low birthrates following debate at the Jackson Hole central bankers’ summit.



Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>Market worries about Federal Reserve independence grow, pushing up longer US bond yields. The RBA’s August meeting minutes support another rate cut in Australia.</p>
<p>In our Deep Dive interview, <strong>ANZ Group Chief Economist Richard Yetsenga </strong>looks at how developed economies are grappling with low birthrates following debate at the Jackson Hole central bankers’ summit.</p>
<p><br></p>
<p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>590</itunes:duration>
      <guid isPermaLink="false"><![CDATA[84b6a3fa-82bb-11f0-9179-7b2bed083a31]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO7861189815.mp3" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Tuesday: NZ retail trade improves</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>New Zealand’s retail trade volumes are stronger than expected. Global markets are mixed as traders debate the certainty of a Fed rate cut next month. And Singapore’s inflation is weaker than expected.

In part two of our Deep Dive interview, ANZ Senior Commodity Strategist Daniel Hynes details why Chinese investors are funding Indonesia’s aluminium expansion.



Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Mon, 25 Aug 2025 19:44:00 -0000</pubDate>
      <itunes:title>Tuesday: NZ retail trade improves</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>New Zealand’s retail trade volumes are stronger than expected. Global markets are mixed as traders debate the certainty of a Fed rate cut next month. And Singapore’s inflation is weaker than expected.

In part two of our Deep Dive interview, ANZ Senior Commodity Strategist Daniel Hynes details why Chinese investors are funding Indonesia’s aluminium expansion.



Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>New Zealand’s retail trade volumes are stronger than expected. Global markets are mixed as traders debate the certainty of a <strong>Fed</strong> rate cut next month. And Singapore’s inflation is weaker than expected<strong>.</strong></p>
<p>In part two of our Deep Dive interview, <strong>ANZ Senior Commodity Strategist Daniel Hynes</strong> details why Chinese investors are funding Indonesia’s aluminium expansion.</p>
<p><br></p>
<p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>593</itunes:duration>
      <guid isPermaLink="false"><![CDATA[e161e6d0-81eb-11f0-9b9e-5b7595de8ce6]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO9816363562.mp3" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Monday: Powell clears the way for the Fed to cut</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>Jerome Powell clears the way for the Fed to cut next month. The Fed drops its flexible target for inflation. Core inflation in Japan remains elevated, which means a rate hike is likely from the Bank of Japan.

In our Deep Dive interview, ANZ Senior Commodities Strategist Daniel Hynes analyses whether Indonesia is about to transform aluminium supply, like it did for nickel.



Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Sun, 24 Aug 2025 19:48:00 -0000</pubDate>
      <itunes:title>Monday: Powell clears the way for the Fed to cut</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>Jerome Powell clears the way for the Fed to cut next month. The Fed drops its flexible target for inflation. Core inflation in Japan remains elevated, which means a rate hike is likely from the Bank of Japan.

In our Deep Dive interview, ANZ Senior Commodities Strategist Daniel Hynes analyses whether Indonesia is about to transform aluminium supply, like it did for nickel.



Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p><strong>Jerome Powell</strong> clears the way for the <strong>Fed</strong> to cut next month. The Fed drops its flexible target for inflation. Core inflation in Japan remains elevated, which means a rate hike is likely from the <strong>Bank of Japan</strong>.</p>
<p>In our Deep Dive interview, <strong>ANZ Senior Commodities Strategist</strong> <strong>Daniel Hynes</strong> analyses whether Indonesia is about to transform aluminium supply, like it did for nickel.</p>
<p><br></p>
<p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>556</itunes:duration>
      <guid isPermaLink="false"><![CDATA[5a855110-8123-11f0-91b1-4fea7f0e0680]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO6681394884.mp3" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Friday: Markets on edge for Powell speech</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>US stocks are soft ahead of Fed Chair Jerome Powell’s Jackson Hole speech tonight. New Zealand’s trade bounce may be at a turning point. There’s price pressure showing through in Japan’s manufacturing sector. 

In our Deep Dive interview, ANZ Economist Aaron Luk has been looking at how Australian consumers react to Reserve Bank of Australia rate cuts.



Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Thu, 21 Aug 2025 19:45:00 -0000</pubDate>
      <itunes:title>Friday: Markets on edge for Powell speech</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>US stocks are soft ahead of Fed Chair Jerome Powell’s Jackson Hole speech tonight. New Zealand’s trade bounce may be at a turning point. There’s price pressure showing through in Japan’s manufacturing sector. 

In our Deep Dive interview, ANZ Economist Aaron Luk has been looking at how Australian consumers react to Reserve Bank of Australia rate cuts.



Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>US stocks are soft ahead of <strong>Fed Chair Jerome Powell’s</strong> Jackson Hole speech tonight. New Zealand’s trade bounce may be at a turning point. There’s price pressure showing through in Japan’s manufacturing sector. </p>
<p>In our Deep Dive interview, <strong>ANZ Economist Aaron Luk </strong>has been looking at how Australian consumers react to <strong>Reserve Bank of Australia</strong> rate cuts.</p>
<p><br></p>
<p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>532</itunes:duration>
      <guid isPermaLink="false"><![CDATA[54da78fc-7ec7-11f0-a812-e3e4d685d888]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO8515154429.mp3" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Thursday: 'The most dovish RBNZ cut you could imagine'</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>US markets fall on tech valuation concerns. The Reserve Bank of New Zealand cuts and signals more to come, so the NZ dollar falls over 1%. Bank Indonesia also cuts to support growth. 

In our Deep Dive interview, ANZ New Zealand Chief Economist Sharon Zollner dissects the RBNZ’s latest forecasts after a dovish cut.



Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Wed, 20 Aug 2025 19:43:00 -0000</pubDate>
      <itunes:title>Thursday: 'The most dovish RBNZ cut you could imagine'</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>US markets fall on tech valuation concerns. The Reserve Bank of New Zealand cuts and signals more to come, so the NZ dollar falls over 1%. Bank Indonesia also cuts to support growth. 

In our Deep Dive interview, ANZ New Zealand Chief Economist Sharon Zollner dissects the RBNZ’s latest forecasts after a dovish cut.



Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>US markets fall on tech valuation concerns. <strong>The Reserve Bank of New Zealand</strong> cuts and signals more to come, so the NZ dollar falls over 1%. <strong>Bank Indonesia</strong> also cuts to support growth. </p>
<p>In our Deep Dive interview, <strong>ANZ New Zealand Chief Economist Sharon Zollner </strong>dissects the RBNZ’s latest forecasts after a dovish cut.</p>
<p><br></p>
<p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>571</itunes:duration>
      <guid isPermaLink="false"><![CDATA[03298788-7dfe-11f0-b058-7bad6c7ff3b0]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO3039633691.mp3" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Wednesday: RBNZ set to cut rates</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>Markets fall as traders wait on how dovish the Fed chair will be at Jackson Hole. The Reserve Bank of New Zealand is set to cut rates. Malaysia’s exports are set to face headwinds after a strong July. 

In our Deep Dive interview, ANZ Commodities Strategist Soni Kumari discusses what’s been driving the gold price in recent months, and the outlook for the rest of 2025.



Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Tue, 19 Aug 2025 19:47:00 -0000</pubDate>
      <itunes:title>Wednesday: RBNZ set to cut rates</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>Markets fall as traders wait on how dovish the Fed chair will be at Jackson Hole. The Reserve Bank of New Zealand is set to cut rates. Malaysia’s exports are set to face headwinds after a strong July. 

In our Deep Dive interview, ANZ Commodities Strategist Soni Kumari discusses what’s been driving the gold price in recent months, and the outlook for the rest of 2025.



Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>Markets fall as traders wait on how dovish the Fed chair will be at Jackson Hole. <strong>The Reserve Bank of New Zealand</strong> is set to cut rates. Malaysia’s exports are set to face headwinds after a strong July. </p>
<p>In our Deep Dive interview, <strong>ANZ Commodities Strategist Soni Kumari </strong>discusses what’s been driving the gold price in recent months, and the outlook for the rest of 2025.</p>
<p><br></p>
<p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>599</itunes:duration>
      <guid isPermaLink="false"><![CDATA[486b9508-7d35-11f0-b738-2b2cb7069106]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO6100850530.mp3" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Tuesday: Markets look ahead to Jackson Hole</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>Markets are flat ahead of central bankers’ speeches at Jackson Hole. Thailand’s growth slows as tariff and political dramas hit. India gets a long-overdue credit rating upgrade. And there’s another sign of life from New Zealand’s economy. 

In part two of our Deep Dive interview, ANZ Senior China Strategist Zhaopeng Xing details how China is ending price-cutting wars to cure deflation, including by banning cheap power banks from planes.



Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Mon, 18 Aug 2025 19:50:00 -0000</pubDate>
      <itunes:title>Tuesday: Markets look ahead to Jackson Hole</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>Markets are flat ahead of central bankers’ speeches at Jackson Hole. Thailand’s growth slows as tariff and political dramas hit. India gets a long-overdue credit rating upgrade. And there’s another sign of life from New Zealand’s economy. 

In part two of our Deep Dive interview, ANZ Senior China Strategist Zhaopeng Xing details how China is ending price-cutting wars to cure deflation, including by banning cheap power banks from planes.



Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>Markets are flat ahead of central bankers’ speeches at Jackson Hole. Thailand’s growth slows as tariff and political dramas hit. India gets a long-overdue credit rating upgrade. And there’s another sign of life from New Zealand’s economy. </p>
<p>In part two of our Deep Dive interview, <strong>ANZ Senior China Strategist Zhaopeng</strong> <strong>Xing</strong> details how China is ending price-cutting wars to cure deflation, including by banning cheap power banks from planes.</p>
<p><br></p>
<p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>541</itunes:duration>
      <guid isPermaLink="false"><![CDATA[9777e42c-7c6c-11f0-83ce-5f33f6f39171]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO1788995670.mp3" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Monday: Solid retail sales give Fed room </title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>US retail sales are solid, leaving the Fed in no hurry to cut rates. China’s consumers remain very cautious. Taiwan’s GDP is surprisingly strong. And India is planning big sales tax reforms. 

In our Deep Dive interview, ANZ Senior China Strategist Zhaopeng Xing introduces us to a new word for an important problem in China: involution; to curl inwards.



Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Sun, 17 Aug 2025 19:46:00 -0000</pubDate>
      <itunes:title>Monday: Solid retail sales give Fed room </itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>US retail sales are solid, leaving the Fed in no hurry to cut rates. China’s consumers remain very cautious. Taiwan’s GDP is surprisingly strong. And India is planning big sales tax reforms. 

In our Deep Dive interview, ANZ Senior China Strategist Zhaopeng Xing introduces us to a new word for an important problem in China: involution; to curl inwards.



Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>US retail sales are solid, leaving the Fed in no hurry to cut rates. China’s consumers remain very cautious. Taiwan’s GDP is surprisingly strong. And India is planning big sales tax reforms. </p>
<p>In our Deep Dive interview, <strong>ANZ Senior China Strategist Zhaopeng Xing</strong> introduces us to a new word for an important problem in China: involution; to curl inwards.</p>
<p><br></p>
<p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>507</itunes:duration>
      <guid isPermaLink="false"><![CDATA[d04dbba2-7ba2-11f0-9587-434daccbaeec]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO4477678611.mp3" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Friday: Inflation building in US pipeline</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>US producer price inflation jumps to a three-year high, which lifts US bond yields and the US dollar. The Aussie and Kiwi dollars fall almost a percent. Australian jobs growth recovers, and New Zealand house prices fall again.

In our Deep Dive interview, ANZ FX Analyst Felix Ryan has been researching central bank currency holdings, including of the Aussie and Kiwi dollars.



Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Thu, 14 Aug 2025 19:46:00 -0000</pubDate>
      <itunes:title>Friday: Inflation building in US pipeline</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>US producer price inflation jumps to a three-year high, which lifts US bond yields and the US dollar. The Aussie and Kiwi dollars fall almost a percent. Australian jobs growth recovers, and New Zealand house prices fall again.

In our Deep Dive interview, ANZ FX Analyst Felix Ryan has been researching central bank currency holdings, including of the Aussie and Kiwi dollars.



Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>US producer price inflation jumps to a three-year high, which lifts US bond yields and the US dollar. The Aussie and Kiwi dollars fall almost a percent. Australian jobs growth recovers, and New Zealand house prices fall again.</p>
<p>In our Deep Dive interview, <strong>ANZ FX Analyst Felix Ryan</strong> has been researching central bank currency holdings, including of the Aussie and Kiwi dollars.</p>
<p><br></p>
<p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>517</itunes:duration>
      <guid isPermaLink="false"><![CDATA[5cfb2282-7947-11f0-a7a9-ffb0670cdde4]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO3365893295.mp3" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Thursday: US rate cut bets grow</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>US rate cut expectations grow. Australian wage growth is strong, but that shouldn’t worry the RBA. The Bank of Thailand cuts rates. There’s another tentative sign that the worst could be over for New Zealand’s economy.

In our Deep Dive interview, ANZ Economist Krystal Tan analyses the implications for Thailand’s economy of recent political turmoil which has seen its Prime Minister suspended.



Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Wed, 13 Aug 2025 19:38:00 -0000</pubDate>
      <itunes:title>Thursday: US rate cut bets grow</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>US rate cut expectations grow. Australian wage growth is strong, but that shouldn’t worry the RBA. The Bank of Thailand cuts rates. There’s another tentative sign that the worst could be over for New Zealand’s economy.

In our Deep Dive interview, ANZ Economist Krystal Tan analyses the implications for Thailand’s economy of recent political turmoil which has seen its Prime Minister suspended.



Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>US rate cut expectations grow. Australian wage growth is strong, but that shouldn’t worry the RBA. The Bank of Thailand cuts rates. There’s another tentative sign that the worst could be over for New Zealand’s economy.</p>
<p>In our Deep Dive interview, <strong>ANZ Economist Krystal Tan </strong>analyses the implications for Thailand’s economy of recent political turmoil which has seen its Prime Minister suspended.</p>
<p><br></p>
<p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>509</itunes:duration>
      <guid isPermaLink="false"><![CDATA[170bea24-787d-11f0-a5f2-db421ae469b1]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO8978079201.mp3" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Wednesday: RBA cuts rates</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>The Reserve Bank of Australia cuts, with further easing on the cards. US inflation lifts but with positive signs tariffs are only having a transitory effect. New Zealand’s economy may be showing signs of life in Q3.

In our Deep Dive interview, ANZ Head of Australian Economics Adam Boyton reviews the RBA’s decision and latest set of economic forecasts.



Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Tue, 12 Aug 2025 19:44:00 -0000</pubDate>
      <itunes:title>Wednesday: RBA cuts rates</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>The Reserve Bank of Australia cuts, with further easing on the cards. US inflation lifts but with positive signs tariffs are only having a transitory effect. New Zealand’s economy may be showing signs of life in Q3.

In our Deep Dive interview, ANZ Head of Australian Economics Adam Boyton reviews the RBA’s decision and latest set of economic forecasts.



Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p><strong>The Reserve Bank of Australia</strong> cuts, with further easing on the cards. US inflation lifts but with positive signs tariffs are only having a transitory effect. New Zealand’s economy may be showing signs of life in Q3.</p>
<p>In our Deep Dive interview, <strong>ANZ Head of Australian Economics Adam Boyton</strong> reviews the RBA’s decision and latest set of economic forecasts.</p>
<p><br></p>
<p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>565</itunes:duration>
      <guid isPermaLink="false"><![CDATA[cf7c7494-77b4-11f0-877f-932a0d4688da]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO2714623601.mp3" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Tuesday: RBA expected to cut 25 bps</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>The Reserve Bank of Australia (RBA) is expected to cut its cash rate 25 basis points later today. ANZ Research upgrades its forecasts for house prices and GDP growth in Australia.

In our Deep Dive interview, ANZ Senior Economist Adelaide Timbrell details why ANZ Research has upgraded those house price forecasts.



Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Mon, 11 Aug 2025 19:43:00 -0000</pubDate>
      <itunes:title>Tuesday: RBA expected to cut 25 bps</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>The Reserve Bank of Australia (RBA) is expected to cut its cash rate 25 basis points later today. ANZ Research upgrades its forecasts for house prices and GDP growth in Australia.

In our Deep Dive interview, ANZ Senior Economist Adelaide Timbrell details why ANZ Research has upgraded those house price forecasts.



Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>The <strong>Reserve Bank of Australia (RBA)</strong> is expected to cut its cash rate 25 basis points later today. <strong>ANZ Research</strong> upgrades its forecasts for house prices and GDP growth in Australia.</p>
<p>In our Deep Dive interview, <strong>ANZ Senior Economist Adelaide Timbrell </strong>details why <strong>ANZ Research</strong> has upgraded those house price forecasts.</p>
<p><br></p>
<p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>597</itunes:duration>
      <guid isPermaLink="false"><![CDATA[6e33cb02-76eb-11f0-9ff5-a3754596a3c3]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO1885467423.mp3" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Monday: Gold hits record high after US tariff move</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>Gold hits a new record high after the US sets tariffs on imports of gold bars. All eyes this week are on an expected rate cut in Australia tomorrow, and US inflation data tomorrow night.

In our Deep Dive interview, ANZ Head of Australian Economics Adam Boyton goes hunting for the neutral interest rate.



Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Sun, 10 Aug 2025 19:47:00 -0000</pubDate>
      <itunes:title>Monday: Gold hits record high after US tariff move</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>Gold hits a new record high after the US sets tariffs on imports of gold bars. All eyes this week are on an expected rate cut in Australia tomorrow, and US inflation data tomorrow night.

In our Deep Dive interview, ANZ Head of Australian Economics Adam Boyton goes hunting for the neutral interest rate.



Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>Gold hits a new record high after the US sets tariffs on imports of gold bars. All eyes this week are on an expected rate cut in Australia tomorrow, and US inflation data tomorrow night.</p>
<p>In our Deep Dive interview, <strong>ANZ Head of Australian Economics Adam Boyton</strong> goes hunting for the neutral interest rate.</p>
<p><br></p>
<p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>593</itunes:duration>
      <guid isPermaLink="false"><![CDATA[d628e018-7622-11f0-824f-b3ba9cc14e8c]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO7164033539.mp3" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Friday: Trump sets 100% tariff on chips</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>Donald Trump announces a 100% tariff on chip imports, but markets are relaxed because there’s lots of exemptions. The Bank of England cuts…but only just, and oil prices are falling as OPEC+ pumps out more crude.

In part two of our Deep Dive interview with Soni Kumari about India’s huge demand for metals, she lays out the opportunity for Australia’s exporters.



Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Thu, 07 Aug 2025 19:49:00 -0000</pubDate>
      <itunes:title>Friday: Trump sets 100% tariff on chips</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>Donald Trump announces a 100% tariff on chip imports, but markets are relaxed because there’s lots of exemptions. The Bank of England cuts…but only just, and oil prices are falling as OPEC+ pumps out more crude.

In part two of our Deep Dive interview with Soni Kumari about India’s huge demand for metals, she lays out the opportunity for Australia’s exporters.



Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p><strong>Donald Trump</strong> announces a 100% tariff on chip imports, but markets are relaxed because there’s lots of exemptions. The <strong>Bank of England</strong> cuts…but only just, and oil prices are falling as <strong>OPEC+</strong> pumps out more crude.</p>
<p>In part two of our Deep Dive interview with <strong>Soni Kumari</strong> about India’s huge demand for metals, she lays out the opportunity for Australia’s exporters.</p>
<p><br></p>
<p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>512</itunes:duration>
      <guid isPermaLink="false"><![CDATA[9ea767fc-73c7-11f0-8fe9-a3944609fc31]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO8097149120.mp3" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Thursday: Trump hits India with 50% tariff</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>Donald Trump has doubled India’s tariff rate to 50% to punish it for buying oil from Russia. Markets are also wary of imminent Trump announcements on replacing key people at the Fed and the Bureau of Labor Statistics (BLS).



Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Wed, 06 Aug 2025 19:47:00 -0000</pubDate>
      <itunes:title>Thursday: Trump hits India with 50% tariff</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>Donald Trump has doubled India’s tariff rate to 50% to punish it for buying oil from Russia. Markets are also wary of imminent Trump announcements on replacing key people at the Fed and the Bureau of Labor Statistics (BLS).



Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p><strong>Donald Trump</strong> has doubled India’s tariff rate to 50% to punish it for buying oil from Russia. Markets are also wary of imminent Trump announcements on replacing key people at the <strong>Fed</strong> and the <strong>Bureau of Labor Statistics (BLS).</strong></p>
<p><br></p>
<p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>563</itunes:duration>
      <guid isPermaLink="false"><![CDATA[31e12618-72fe-11f0-8d99-37403d1801e5]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO5631770532.mp3" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Wednesday: RBI expected to cut</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>Hong Kong’s Monetary Authority intervenes again to stop the Hong Kong dollar falling off its peg to the US dollar. ANZ Research sees the Reserve Bank of India cutting today. And Australian consumer confidence hits a three-year high.

In our deep dive interview, ANZ New Zealand Senior Economist Miles Workman teases out the implications of significant job hoarding in recent years.



Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Tue, 05 Aug 2025 19:48:00 -0000</pubDate>
      <itunes:title>Wednesday: RBI expected to cut</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>Hong Kong’s Monetary Authority intervenes again to stop the Hong Kong dollar falling off its peg to the US dollar. ANZ Research sees the Reserve Bank of India cutting today. And Australian consumer confidence hits a three-year high.

In our deep dive interview, ANZ New Zealand Senior Economist Miles Workman teases out the implications of significant job hoarding in recent years.



Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p><strong>Hong Kong’s Monetary Authority</strong> intervenes again to stop the Hong Kong dollar falling off its peg to the US dollar. ANZ Research sees the <strong>Reserve Bank of India</strong> cutting today. And Australian consumer confidence hits a three-year high.</p>
<p>In our deep dive interview, <strong>ANZ New Zealand Senior Economist Miles Workman</strong> teases out the implications of significant job hoarding in recent years.</p>
<p><br></p>
<p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>548</itunes:duration>
      <guid isPermaLink="false"><![CDATA[29fa879c-7235-11f0-acd0-47855296dcba]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO3975286958.mp3" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Tuesday: Stocks rally with Fed cut hopes</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>Global stocks rally on growing hopes the Fed will cut next month. Donald Trump threatens even higher tariffs on India, blaming its buying of Russian oil. And Australian house prices are rising at an annualised rate of 7.4%. 

In our deep dive interview, ANZ Economist Vicky Xiao Zhou navigates the ins and outs of China’s still unresolved trade negotiations with the US.



Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Mon, 04 Aug 2025 19:45:00 -0000</pubDate>
      <itunes:title>Tuesday: Stocks rally with Fed cut hopes</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>Global stocks rally on growing hopes the Fed will cut next month. Donald Trump threatens even higher tariffs on India, blaming its buying of Russian oil. And Australian house prices are rising at an annualised rate of 7.4%. 

In our deep dive interview, ANZ Economist Vicky Xiao Zhou navigates the ins and outs of China’s still unresolved trade negotiations with the US.



Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>Global stocks rally on growing hopes the Fed will cut next month. <strong>Donald Trump</strong> threatens even higher tariffs on India, blaming its buying of Russian oil. And Australian house prices are rising at an annualised rate of 7.4%. </p>
<p>In our deep dive interview, <strong>ANZ Economist Vicky Xiao Zhou </strong>navigates the ins and outs of China’s still unresolved trade negotiations with the US.</p>
<p><br></p>
<p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>550</itunes:duration>
      <guid isPermaLink="false"><![CDATA[9f75b1ba-716b-11f0-b5f2-d32f0201c338]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO4316755933.mp3" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Monday: Inside Trump's tariff rate surprises</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>Donald Trump hits Taiwan (20%), India (25%) and New Zealand (15%) with higher than expected tariff rates. US jobs figures were weaker than expected in July, and market bets the Fed will cut next month have strengthened. 

In our deep dive interview, ANZ’s Head of Asia Research Khoon Goh looks at the winners and losers from Friday’s big tariff news.



Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Sun, 03 Aug 2025 19:42:00 -0000</pubDate>
      <itunes:title>Monday: Inside Trump's tariff rate surprises</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>Donald Trump hits Taiwan (20%), India (25%) and New Zealand (15%) with higher than expected tariff rates. US jobs figures were weaker than expected in July, and market bets the Fed will cut next month have strengthened. 

In our deep dive interview, ANZ’s Head of Asia Research Khoon Goh looks at the winners and losers from Friday’s big tariff news.



Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>Donald Trump hits Taiwan (20%), India (25%) and New Zealand (15%) with higher than expected tariff rates. US jobs figures were weaker than expected in July, and market bets the <strong>Fed</strong> will cut next month have strengthened. </p>
<p>In our deep dive interview, <strong>ANZ’s Head of Asia Research Khoon Goh </strong>looks at the winners and losers from Friday’s big tariff news.</p>
<p><br></p>
<p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>547</itunes:duration>
      <guid isPermaLink="false"><![CDATA[f7106bec-70a1-11f0-a188-5bdbd29a5bda]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO5784302014.mp3" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Friday: US piles tariff pressure on India</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>US inflation rises in June, driving down expectations for a Fed rate cut next month. Trump announces a string of trade deals and extensions, but not for India. And the Bank of Japan holds, but sees higher inflation. 

In our deep dive interview, ANZ’s Dhiraj Nim looks at how the lack of a US trade deal for India, with a penalty tariff rate of 25%, will affect its economy.



Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Thu, 31 Jul 2025 19:44:00 -0000</pubDate>
      <itunes:title>Friday: US piles tariff pressure on India</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>US inflation rises in June, driving down expectations for a Fed rate cut next month. Trump announces a string of trade deals and extensions, but not for India. And the Bank of Japan holds, but sees higher inflation. 

In our deep dive interview, ANZ’s Dhiraj Nim looks at how the lack of a US trade deal for India, with a penalty tariff rate of 25%, will affect its economy.



Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>US inflation rises in June, driving down expectations for a Fed rate cut next month. Trump announces a string of trade deals and extensions, but not for India. And the Bank of Japan holds, but sees higher inflation. </p>
<p>In our deep dive interview, <strong>ANZ’s Dhiraj Nim</strong> looks at how the lack of a US trade deal for India, with a penalty tariff rate of 25%, will affect its economy.</p>
<p><br></p>
<p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>599</itunes:duration>
      <guid isPermaLink="false"><![CDATA[d8db0e00-6e46-11f0-9b67-e360410d4edc]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO7253231593.mp3" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Thursday: US Fed holds rates</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>The Fed keeps US rates on hold, and lowers its tone on growth; Australia’s inflation paves the way for an August rate cut; there are signs of weakness in New Zealand’s economy; And Singapore leaves policy on hold. 

In our deep dive interview, ANZ’s Matthew Galt looks at what’s been driving local Council property tax rates up in New Zealand in recent years.



Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Wed, 30 Jul 2025 19:44:00 -0000</pubDate>
      <itunes:title>Thursday: US Fed holds rates</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>The Fed keeps US rates on hold, and lowers its tone on growth; Australia’s inflation paves the way for an August rate cut; there are signs of weakness in New Zealand’s economy; And Singapore leaves policy on hold. 

In our deep dive interview, ANZ’s Matthew Galt looks at what’s been driving local Council property tax rates up in New Zealand in recent years.



Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>The Fed keeps US rates on hold, and lowers its tone on growth; Australia’s inflation paves the way for an August rate cut; there are signs of weakness in New Zealand’s economy; And Singapore leaves policy on hold. </p>
<p>In our deep dive interview, <strong>ANZ’s Matthew Galt </strong>looks at what’s been driving local Council property tax rates up in New Zealand in recent years.</p>
<p><br></p>
<p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>581</itunes:duration>
      <guid isPermaLink="false"><![CDATA[a1b2b136-6d7d-11f0-b53e-533dd51cd378]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO5414347822.mp3?updated=1753904981" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Wednesday: Australia CPI to hold rate clues</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>Markets are mixed this morning as attention turns to the Fed’s rate decision tomorrow. Also, Australia’s Q2 inflation data today will provide a big clue to whether the Reserve Bank of Australia can cut rates next month. 

In our deep dive interview, ANZ Economist Aaron Luk has been researching insolvencies in Australia’s accommodation and food services sector.



Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Tue, 29 Jul 2025 19:46:00 -0000</pubDate>
      <itunes:title>Wednesday: Australia CPI to hold rate clues</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>Markets are mixed this morning as attention turns to the Fed’s rate decision tomorrow. Also, Australia’s Q2 inflation data today will provide a big clue to whether the Reserve Bank of Australia can cut rates next month. 

In our deep dive interview, ANZ Economist Aaron Luk has been researching insolvencies in Australia’s accommodation and food services sector.



Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>Markets are mixed this morning as attention turns to the Fed’s rate decision tomorrow. Also, Australia’s Q2 inflation data today will provide a big clue to whether the <strong>Reserve Bank of Australia</strong> can cut rates next month. </p>
<p>In our deep dive interview, <strong>ANZ Economist Aaron Luk </strong>has been researching insolvencies in Australia’s accommodation and food services sector.</p>
<p><br></p>
<p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>594</itunes:duration>
      <guid isPermaLink="false"><![CDATA[b5254f18-6cb4-11f0-809d-c39f804327ee]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO7168764227.mp3?updated=1753818687" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Tuesday: Euro slides as tariff reality sets in</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>The euro fell sharply overnight as traders pored over Europe’s trade deal with the United States and saw a 15% tariff slowing its economy. The yen fell too, along with the Aussie and Kiwi dollars. 

In our deep dive interview, ANZ’s Chief Economist for Southeast Asia and India, Sanjay Mathur, looks at how the Reserve Bank of India could deal with surplus liquidity in the banking system.



Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Mon, 28 Jul 2025 19:43:00 -0000</pubDate>
      <itunes:title>Tuesday: Euro slides as tariff reality sets in</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>The euro fell sharply overnight as traders pored over Europe’s trade deal with the United States and saw a 15% tariff slowing its economy. The yen fell too, along with the Aussie and Kiwi dollars. 

In our deep dive interview, ANZ’s Chief Economist for Southeast Asia and India, Sanjay Mathur, looks at how the Reserve Bank of India could deal with surplus liquidity in the banking system.



Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>The euro fell sharply overnight as traders pored over Europe’s trade deal with the United States and saw a 15% tariff slowing its economy. The yen fell too, along with the Aussie and Kiwi dollars. </p>
<p>In our deep dive interview, <strong>ANZ’s Chief Economist for Southeast Asia and India, Sanjay Mathur, </strong>looks at how the <strong>Reserve Bank of India</strong> could deal with surplus liquidity in the banking system.</p>
<p><br></p>
<p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>598</itunes:duration>
      <guid isPermaLink="false"><![CDATA[2af7f24c-6beb-11f0-bf62-570802b9f2f7]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO6780725696.mp3?updated=1753732124" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Monday: Trade agrees trade deal with EU</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>The United States and Europe agreed a trade deal overnight that will see a 15% tariff applied to imports from Europe. Markets are looking ahead to the Fed’s decision on Thursday Asian time and US jobs on Friday night.

In our deep dive interview, ANZ Group Chief Economist Richard Yetsenga reports back from a trip he took to the United States this month.



Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Sun, 27 Jul 2025 19:48:00 -0000</pubDate>
      <itunes:title>Monday: Trade agrees trade deal with EU</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>The United States and Europe agreed a trade deal overnight that will see a 15% tariff applied to imports from Europe. Markets are looking ahead to the Fed’s decision on Thursday Asian time and US jobs on Friday night.

In our deep dive interview, ANZ Group Chief Economist Richard Yetsenga reports back from a trip he took to the United States this month.



Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>The United States and Europe agreed a trade deal overnight that will see a 15% tariff applied to imports from Europe. Markets are looking ahead to the Fed’s decision on Thursday Asian time and US jobs on Friday night.</p>
<p>In our deep dive interview, <strong>ANZ Group Chief Economist Richard Yetsenga</strong> reports back from a trip he took to the United States this month.</p>
<p><br></p>
<p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>491</itunes:duration>
      <guid isPermaLink="false"><![CDATA[85137ff4-6b22-11f0-b338-33b32da15973]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO6173894462.mp3?updated=1753645990" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Friday: US manufacturing data solid</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>US manufacturing and jobs figures are solid. Japan’s factory activity contracts. South Korea’s growth rebounds. And central bankers hit the speaking circuit Down Under.

In our deep dive interview, ANZ FX Analyst Felix Ryan analyses how sentiment around the world’s major currencies has shifted through the year.



Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Thu, 24 Jul 2025 19:45:00 -0000</pubDate>
      <itunes:title>Friday: US manufacturing data solid</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>US manufacturing and jobs figures are solid. Japan’s factory activity contracts. South Korea’s growth rebounds. And central bankers hit the speaking circuit Down Under.

In our deep dive interview, ANZ FX Analyst Felix Ryan analyses how sentiment around the world’s major currencies has shifted through the year.



Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>US manufacturing and jobs figures are solid. Japan’s factory activity contracts. South Korea’s growth rebounds. And central bankers hit the speaking circuit Down Under.</p>
<p>In our deep dive interview, <strong>ANZ FX Analyst Felix Ryan </strong>analyses how sentiment around the world’s major currencies has shifted through the year.</p>
<p><br></p>
<p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>570</itunes:duration>
      <guid isPermaLink="false"><![CDATA[a80eda7a-68c6-11f0-b2c3-370232d836df]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO7146531844.mp3?updated=1753386640" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Thursday: Markets celebrate 15% tariff deals</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>US, European and Japanese stocks surged and risk-sensitive currencies such as the Aussie and Kiwi dollars rose as traders celebrated a US trade deal with Japan with lower tariffs than feared, and signs of a similar one for Europe. 

In our deep dive interview, ANZ Senior Commodities Strategist 



Daniel Hynes analyses why a 50% tariff on US copper imports may not help rebuild its domestic copper industry.



Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Wed, 23 Jul 2025 19:49:00 -0000</pubDate>
      <itunes:title>Thursday: Markets celebrate 15% tariff deals</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>US, European and Japanese stocks surged and risk-sensitive currencies such as the Aussie and Kiwi dollars rose as traders celebrated a US trade deal with Japan with lower tariffs than feared, and signs of a similar one for Europe. 

In our deep dive interview, ANZ Senior Commodities Strategist 



Daniel Hynes analyses why a 50% tariff on US copper imports may not help rebuild its domestic copper industry.



Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>US, European and Japanese stocks surged and risk-sensitive currencies such as the Aussie and Kiwi dollars rose as traders celebrated a US trade deal with Japan with lower tariffs than feared, and signs of a similar one for Europe. </p>
<p>In our deep dive interview, <strong>ANZ Senior Commodities Strategist </strong></p>
<p><br></p>
<p><a href="">Daniel Hynes</a> analyses why a 50% tariff on US copper imports may not help rebuild its domestic copper industry.</p>
<p><br></p>
<p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>
<p><br></p>
<p><br></p>
<p><br></p>
<p><br></p>]]>
      </content:encoded>
      <itunes:duration>599</itunes:duration>
      <guid isPermaLink="false"><![CDATA[f44d2d66-67fd-11f0-9714-bf4e120340c4]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO6345820866.mp3?updated=1753300466" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Wednesday: RBA minutes support rate cuts</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>US manufacturing surveys are weak. Donald Trump is set to unveil more trade deals. The Reserve Bank of Australia’s board meeting minutes point to a rate cut in August. And New Zealand trade data shows the effects of US tariffs. 

In our deep dive interview, ANZ Economist Bansi Madhavani analyses what’s behind Taiwan’s record export growth this year.



Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Tue, 22 Jul 2025 19:46:00 -0000</pubDate>
      <itunes:title>Wednesday: RBA minutes support rate cuts</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>US manufacturing surveys are weak. Donald Trump is set to unveil more trade deals. The Reserve Bank of Australia’s board meeting minutes point to a rate cut in August. And New Zealand trade data shows the effects of US tariffs. 

In our deep dive interview, ANZ Economist Bansi Madhavani analyses what’s behind Taiwan’s record export growth this year.



Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>US manufacturing surveys are weak. Donald Trump is set to unveil more trade deals. The Reserve Bank of Australia’s board meeting minutes point to a rate cut in August. And New Zealand trade data shows the effects of US tariffs. </p>
<p>In our deep dive interview, <strong>ANZ Economist Bansi Madhavani </strong>analyses what’s behind Taiwan’s record export growth this year.</p>
<p><br></p>
<p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>595</itunes:duration>
      <guid isPermaLink="false"><![CDATA[810b8222-6734-11f0-8503-47ad73cd49de]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO9156609153.mp3?updated=1753213917" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Tuesday: Yen jumps 1% after PM stays</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>Japan’s ruling LDP party loses a key election, but PM Shigeru Ishiba vows not to resign, while he’s still negotiating tariffs with Donald Trump. So the yen rose 1%. And New Zealand’s inflation is softer than forecasts. 

In part two of our deep dive interview, ANZ Senior Rates Strategist Jack Chambers looks beyond America’s fiscal issues to the UK, Australia and New Zealand.



Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Mon, 21 Jul 2025 19:43:00 -0000</pubDate>
      <itunes:title>Tuesday: Yen jumps 1% after PM stays</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>Japan’s ruling LDP party loses a key election, but PM Shigeru Ishiba vows not to resign, while he’s still negotiating tariffs with Donald Trump. So the yen rose 1%. And New Zealand’s inflation is softer than forecasts. 

In part two of our deep dive interview, ANZ Senior Rates Strategist Jack Chambers looks beyond America’s fiscal issues to the UK, Australia and New Zealand.



Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>Japan’s ruling LDP party loses a key election, but PM Shigeru Ishiba vows not to resign, while he’s still negotiating tariffs with Donald Trump. So the yen rose 1%. And New Zealand’s inflation is softer than forecasts. </p>
<p>In part two of our deep dive interview, <strong>ANZ Senior Rates Strategist Jack Chambers</strong> looks beyond America’s fiscal issues to the UK, Australia and New Zealand.</p>
<p><br></p>
<p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>586</itunes:duration>
      <guid isPermaLink="false"><![CDATA[fb4c98f2-666a-11f0-a8a2-034d441b5556]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO3756884421.mp3?updated=1753127312" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Monday: Fed on track to cut in September</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>US consumer confidence is weak. The Fed is on track to cut in September. That’s weakening the US dollar. And New Zealand gets fresh inflation data today that’s expected to give room for its Reserve Bank to cut next month. 

In our deep dive interview, ANZ Senior Rates Strategist Jack Chambers talks about the importance of rising long bond yields.



Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Sun, 20 Jul 2025 19:44:00 -0000</pubDate>
      <itunes:title>Monday: Fed on track to cut in September</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>US consumer confidence is weak. The Fed is on track to cut in September. That’s weakening the US dollar. And New Zealand gets fresh inflation data today that’s expected to give room for its Reserve Bank to cut next month. 

In our deep dive interview, ANZ Senior Rates Strategist Jack Chambers talks about the importance of rising long bond yields.



Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>US consumer confidence is weak. The Fed is on track to cut in September. That’s weakening the US dollar. And New Zealand gets fresh inflation data today that’s expected to give room for its Reserve Bank to cut next month. </p>
<p>In our deep dive interview, <strong>ANZ Senior Rates Strategist Jack Chambers </strong>talks about the importance of rising long bond yields.</p>
<p><br></p>
<p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>591</itunes:duration>
      <guid isPermaLink="false"><![CDATA[06136cf8-65a2-11f0-8be4-0728d57d0c13]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO4043868701.mp3?updated=1753041002" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Friday: Australia's unemployment jumps</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>US stocks hit fresh record highs overnight after US retail sales beat forecasts. Australia’s unemployment rate unexpectedly jumps. New Zealand’s inflation rate is set to rise in the June quarter, and Japan’s exports drop again. 

In our deep dive interview, ANZ Commodities Strategist Soni Kumari digs into what’s been driving the platinum price so far this year.



Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Thu, 17 Jul 2025 19:46:00 -0000</pubDate>
      <itunes:title>Friday: Australia's unemployment jumps</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>US stocks hit fresh record highs overnight after US retail sales beat forecasts. Australia’s unemployment rate unexpectedly jumps. New Zealand’s inflation rate is set to rise in the June quarter, and Japan’s exports drop again. 

In our deep dive interview, ANZ Commodities Strategist Soni Kumari digs into what’s been driving the platinum price so far this year.



Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>US stocks hit fresh record highs overnight after US retail sales beat forecasts. Australia’s unemployment rate unexpectedly jumps. New Zealand’s inflation rate is set to rise in the June quarter, and Japan’s exports drop again. </p>
<p>In our deep dive interview, <strong>ANZ Commodities Strategist Soni Kumari </strong>digs into what’s been driving the platinum price so far this year.</p>
<p><br></p>
<p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>599</itunes:duration>
      <guid isPermaLink="false"><![CDATA[b7e22946-6346-11f0-8012-dbdc70d70172]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO1630219414.mp3?updated=1752781884" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Thursday: US PPI shows muted tariff impact</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>US producer prices are flat, in an another sign tariffs aren’t very inflationary, yet. Speculation swirls on Fed Chair Powell’s future. Bank Indonesia cuts rates. Australian jobs data today will be the focus for the RBA. 

In our deep dive interview, ANZ Economist Krystal Tan analyses the US tariff letters received to date by several major Asian economies.



Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Wed, 16 Jul 2025 19:50:00 -0000</pubDate>
      <itunes:title>Thursday: US PPI shows muted tariff impact</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>US producer prices are flat, in an another sign tariffs aren’t very inflationary, yet. Speculation swirls on Fed Chair Powell’s future. Bank Indonesia cuts rates. Australian jobs data today will be the focus for the RBA. 

In our deep dive interview, ANZ Economist Krystal Tan analyses the US tariff letters received to date by several major Asian economies.



Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>US producer prices are flat, in an another sign tariffs aren’t very inflationary, yet. Speculation swirls on <strong>Fed Chair Powell’s</strong> future. <strong>Bank Indonesia</strong> cuts rates. Australian jobs data today will be the focus for the <strong>RBA</strong>. </p>
<p>In our deep dive interview, <strong>ANZ Economist Krystal Tan</strong> analyses the US tariff letters received to date by several major Asian economies.</p>
<p><br></p>
<p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>582</itunes:duration>
      <guid isPermaLink="false"><![CDATA[197e78b8-627e-11f0-b8ac-ef73cb1cbadf]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO4882376103.mp3?updated=1752695719" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Wednesday: US inflation keeps low</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>US inflation continues to come in low as FOMC members approach their next rates decision; Australian consumer confidence falls after the RBA holds; China’s economy outpaces in Q2, and India’s exports and imports both fall in June. 

In our deep dive interview, ANZ Head of FX Research Mahjabeen Zaman looks at how the Australian dollar has been trading in line with a broader array of Asian currencies than just China’s CNH.



Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Tue, 15 Jul 2025 19:49:00 -0000</pubDate>
      <itunes:title>Wednesday: US inflation keeps low</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>US inflation continues to come in low as FOMC members approach their next rates decision; Australian consumer confidence falls after the RBA holds; China’s economy outpaces in Q2, and India’s exports and imports both fall in June. 

In our deep dive interview, ANZ Head of FX Research Mahjabeen Zaman looks at how the Australian dollar has been trading in line with a broader array of Asian currencies than just China’s CNH.



Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>US inflation continues to come in low as FOMC members approach their next rates decision; Australian consumer confidence falls after the RBA holds; China’s economy outpaces in Q2, and India’s exports and imports both fall in June. </p>
<p>In our deep dive interview, <strong>ANZ Head of FX Research Mahjabeen Zaman</strong> looks at how the Australian dollar has been trading in line with a broader array of Asian currencies than just China’s CNH.</p>
<p><br></p>
<p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>512</itunes:duration>
      <guid isPermaLink="false"><![CDATA[c91308cc-61b4-11f0-af64-6fe925708ef1]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO2797301270.mp3?updated=1752609255" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Tuesday: EU warns of trade halt with 30% tariff</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>Risk-sensitive currencies are down after the EU warned Trump’s 30% tariffs on exports would stop trade across the Atlantic. Elsewhere, China reports better-than-expected exports, while Singapore’s GDP outperforms. 

In our deep dive interview, ANZ Senior Commodities Strategist Daniel Hynes explains why metals prices for batteries have slumped so much.



Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Mon, 14 Jul 2025 19:49:00 -0000</pubDate>
      <itunes:title>Tuesday: EU warns of trade halt with 30% tariff</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>Risk-sensitive currencies are down after the EU warned Trump’s 30% tariffs on exports would stop trade across the Atlantic. Elsewhere, China reports better-than-expected exports, while Singapore’s GDP outperforms. 

In our deep dive interview, ANZ Senior Commodities Strategist Daniel Hynes explains why metals prices for batteries have slumped so much.



Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>Risk-sensitive currencies are down after the EU warned Trump’s 30% tariffs on exports would stop trade across the Atlantic. Elsewhere, China reports better-than-expected exports, while Singapore’s GDP outperforms. </p>
<p>In our deep dive interview, <strong>ANZ Senior Commodities Strategist Daniel Hynes</strong> explains why metals prices for batteries have slumped so much.</p>
<p><br></p>
<p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>513</itunes:duration>
      <guid isPermaLink="false"><![CDATA[afce8c8e-60eb-11f0-9bf6-bfe3bdf92a55]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO1586890667.mp3?updated=1752522884" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Monday: Trump threatens big EU &amp; Mexico tariffs</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>Donald Trump threatens 30% tariffs on the EU and Mexico, which may slow US growth and push up inflation. China is due to report data suggesting 5% growth in 2025 is still possible, and India is expected to report benign inflation figures.

In our deep dive interview, ANZ Economist Sophia Angala analyses how Australia’s states performed in Q1.



Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Sun, 13 Jul 2025 19:49:00 -0000</pubDate>
      <itunes:title>Monday: Trump threatens big EU &amp; Mexico tariffs</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>Donald Trump threatens 30% tariffs on the EU and Mexico, which may slow US growth and push up inflation. China is due to report data suggesting 5% growth in 2025 is still possible, and India is expected to report benign inflation figures.

In our deep dive interview, ANZ Economist Sophia Angala analyses how Australia’s states performed in Q1.



Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>Donald Trump threatens 30% tariffs on the EU and Mexico, which may slow US growth and push up inflation. China is due to report data suggesting 5% growth in 2025 is still possible, and India is expected to report benign inflation figures.</p>
<p>In our deep dive interview, <strong>ANZ Economist Sophia Angala </strong>analyses how Australia’s states performed in Q1.</p>
<p><br></p>
<p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>579</itunes:duration>
      <guid isPermaLink="false"><![CDATA[8c339220-6022-11f0-b33f-af21f9086cf4]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO7008043001.mp3?updated=1752436496" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Friday: FOMC member eyes inflation </title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>US jobless claims unexpectedly fall, but markets brush it off. South Korea holds its interest rate. New Zealand’s trucks show production holding up, while data shows fewer migrants have been choosing to stay in New Zealand.

In our deep dive interview, ANZ Chief Economist for SouthEast Asia and India Sanjay Mathur highlights which Asian economies he’s keeping an eye on as we enter the third quarter.



Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Thu, 10 Jul 2025 19:49:00 -0000</pubDate>
      <itunes:title>Friday: FOMC member eyes inflation </itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>US jobless claims unexpectedly fall, but markets brush it off. South Korea holds its interest rate. New Zealand’s trucks show production holding up, while data shows fewer migrants have been choosing to stay in New Zealand.

In our deep dive interview, ANZ Chief Economist for SouthEast Asia and India Sanjay Mathur highlights which Asian economies he’s keeping an eye on as we enter the third quarter.



Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>US jobless claims unexpectedly fall, but markets brush it off. South Korea holds its interest rate. New Zealand’s trucks show production holding up, while data shows fewer migrants have been choosing to stay in New Zealand.</p>
<p>In our deep dive interview, <strong>ANZ Chief Economist for SouthEast Asia and India Sanjay Mathur </strong>highlights which Asian economies he’s keeping an eye on as we enter the third quarter.</p>
<p><br></p>
<p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>570</itunes:duration>
      <guid isPermaLink="false"><![CDATA[0b3c4156-5dc7-11f0-9f43-0f99f3d45e49]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO9110210723.mp3?updated=1752177292" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Thursday: RBNZ holds dovishly</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>A new round of US tariff letters include a 20% rate on the Philippines. There’s uncertainty in the copper market as traders wait for more detail on Trump’s 50% tariff talk. The Reserve Bank of New Zealand dovishly holds, while Malaysia pre-emptively cuts.

In our deep dive interview, as the scramble for tariff-trade deals heats up, ANZ Senior Commodities Strategist Daniel Hynes analyses how the LNG market is playing a role.



Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Wed, 09 Jul 2025 19:50:00 -0000</pubDate>
      <itunes:title>Thursday: RBNZ holds dovishly</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>A new round of US tariff letters include a 20% rate on the Philippines. There’s uncertainty in the copper market as traders wait for more detail on Trump’s 50% tariff talk. The Reserve Bank of New Zealand dovishly holds, while Malaysia pre-emptively cuts.

In our deep dive interview, as the scramble for tariff-trade deals heats up, ANZ Senior Commodities Strategist Daniel Hynes analyses how the LNG market is playing a role.



Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>A new round of US tariff letters include a 20% rate on the Philippines. There’s uncertainty in the copper market as traders wait for more detail on Trump’s 50% tariff talk. <strong>The Reserve Bank of New Zealand</strong> dovishly holds, while Malaysia pre-emptively cuts.</p>
<p>In our deep dive interview, as the scramble for tariff-trade deals heats up, <strong>ANZ Senior Commodities Strategist Daniel Hynes </strong>analyses how the LNG market is playing a role.</p>
<p><br></p>
<p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>598</itunes:duration>
      <guid isPermaLink="false"><![CDATA[f46364b0-5cfd-11f0-a635-37ff3086c45d]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO8462710374.mp3?updated=1752090925" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Wednesday: RBA unexpectedly holds</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>The US administration officially postpones its tariff deadline to 1 August, but sends copper soaring with talk of a 50% tariff. The Reserve Bank of Australia surprises by holding rates. The Reserve Bank of New Zealand is also expected to hold later today.

In our deep dive interview, ANZ Head of Australian Economics Adam Boyton explains why the RBA’s unexpected decision to hold rates doesn’t mark the end of an easing cycle.



Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Tue, 08 Jul 2025 19:44:00 -0000</pubDate>
      <itunes:title>Wednesday: RBA unexpectedly holds</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>The US administration officially postpones its tariff deadline to 1 August, but sends copper soaring with talk of a 50% tariff. The Reserve Bank of Australia surprises by holding rates. The Reserve Bank of New Zealand is also expected to hold later today.

In our deep dive interview, ANZ Head of Australian Economics Adam Boyton explains why the RBA’s unexpected decision to hold rates doesn’t mark the end of an easing cycle.



Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>The US administration officially postpones its tariff deadline to 1 August, but sends copper soaring with talk of a 50% tariff. <strong>The Reserve Bank of Australia</strong> surprises by holding rates. <strong>The Reserve Bank of New Zealand</strong> is also expected to hold later today.</p>
<p>In our deep dive interview, <strong>ANZ Head of Australian Economics Adam Boyton </strong>explains why the RBA’s unexpected decision to hold rates doesn’t mark the end of an easing cycle.</p>
<p><br></p>
<p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>539</itunes:duration>
      <guid isPermaLink="false"><![CDATA[eb600618-5c33-11f0-b859-6fc4ccbed1d5]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO9082089242.mp3?updated=1752004152" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Tuesday: Stocks fall after Trump's tariff moves</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>Global stocks and riskier currencies are falling this morning after Donald Trump sent letters to Japan and South Korea setting tariffs of 25% from August 1, and the Reserve Bank of Australia (RBA) is expected to cut rates later today.

In our deep dive interview, ANZ Chief Economist for Greater China, Raymond Yeung, has taken a closer look at the idea of stablecoins issued in Hong Kong as a way for China to de-dollarise. He’s sceptical.



Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Mon, 07 Jul 2025 19:49:00 -0000</pubDate>
      <itunes:title>Tuesday: Stocks fall after Trump's tariff moves</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>Global stocks and riskier currencies are falling this morning after Donald Trump sent letters to Japan and South Korea setting tariffs of 25% from August 1, and the Reserve Bank of Australia (RBA) is expected to cut rates later today.

In our deep dive interview, ANZ Chief Economist for Greater China, Raymond Yeung, has taken a closer look at the idea of stablecoins issued in Hong Kong as a way for China to de-dollarise. He’s sceptical.



Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>Global stocks and riskier currencies are falling this morning after <strong>Donald Trump</strong> sent letters to Japan and South Korea setting tariffs of 25% from August 1, and the <strong>Reserve Bank of Australia (RBA)</strong> is expected to cut rates later today.</p>
<p>In our deep dive interview, <strong>ANZ Chief Economist for Greater China, Raymond Yeung, </strong>has taken a closer look at the idea of stablecoins issued in Hong Kong as a way for China to de-dollarise.<strong> </strong>He’s sceptical.</p>
<p><br></p>
<p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>545</itunes:duration>
      <guid isPermaLink="false"><![CDATA[7b3b9f5a-5b6b-11f0-be5c-2f3f51822a07]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO4211899439.mp3?updated=1751918066" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Monday: Focus on July 9 tariff deadline</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>Markets are braced for Donald Trump’s July 9 deadline for tariff deals. The RBA is expected to cut 25 basis points tomorrow, but the RBNZ is expected to hold on Wednesday. And Vietnam’s two-tiered trade deal is not expected to hit exports much.

In our deep dive interview, ANZ Economist Bansi Madhavani looks more closely at what sort of deals could be done this week, and what they might mean for the US economy.



Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Sun, 06 Jul 2025 19:49:00 -0000</pubDate>
      <itunes:title>Monday: Focus on July 9 tariff deadline</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>Markets are braced for Donald Trump’s July 9 deadline for tariff deals. The RBA is expected to cut 25 basis points tomorrow, but the RBNZ is expected to hold on Wednesday. And Vietnam’s two-tiered trade deal is not expected to hit exports much.

In our deep dive interview, ANZ Economist Bansi Madhavani looks more closely at what sort of deals could be done this week, and what they might mean for the US economy.



Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>Markets are braced for <strong>Donald Trump’s</strong> July 9 deadline for tariff deals. The <strong>RBA</strong> is expected to cut 25 basis points tomorrow, but the <strong>RBNZ</strong> is expected to hold on Wednesday. And Vietnam’s two-tiered trade deal is not expected to hit exports much.</p>
<p>In our deep dive interview, <strong>ANZ Economist Bansi Madhavani </strong>looks more closely at what sort of deals could be done this week, and what they might mean for the US economy.</p>
<p><br></p>
<p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>583</itunes:duration>
      <guid isPermaLink="false"><![CDATA[65e823c2-5aa2-11f0-83e6-73ce07ec6761]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO9712245452.mp3?updated=1751831699" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Friday: US rate cut views subside</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>US jobs beat economists’ forecasts, which lifts the S&amp;P 500 to another new record high and douses market expectations for Fed rate cuts this year to 50 basis points. Australia’s trade surplus halves in May, and UK’s bond market goes on a wild ride.

In our deep dive interview, ANZ Chief Economist for Southeast Asia and India Sanjay Mathur assess how growing US deficits will see Asian investors diversify away from the world’s largest economy.



Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Thu, 03 Jul 2025 19:44:00 -0000</pubDate>
      <itunes:title>Friday: US rate cut views subside</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>US jobs beat economists’ forecasts, which lifts the S&amp;P 500 to another new record high and douses market expectations for Fed rate cuts this year to 50 basis points. Australia’s trade surplus halves in May, and UK’s bond market goes on a wild ride.

In our deep dive interview, ANZ Chief Economist for Southeast Asia and India Sanjay Mathur assess how growing US deficits will see Asian investors diversify away from the world’s largest economy.



Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>US jobs beat economists’ forecasts, which lifts the S&amp;P 500 to another new record high and douses market expectations for Fed rate cuts this year to 50 basis points. Australia’s trade surplus halves in May, and UK’s bond market goes on a wild ride.</p>
<p>In our deep dive interview, <strong>ANZ Chief Economist for Southeast Asia and India Sanjay Mathur </strong>assess how growing US deficits will see Asian investors diversify away from the world’s largest economy.</p>
<p><br></p>
<p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>552</itunes:duration>
      <guid isPermaLink="false"><![CDATA[2839a856-5846-11f0-8ec7-6f3215317766]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO3184432050.mp3?updated=1751572180" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Thursday: US jobs data to hold rate clues</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>Global markets are on tenterhooks ahead of US jobs data tonight, looking for clues on the Fed’s rate cut path. ANZ Research pulls its RBA rate cut call forward to July after weak retail sales. And South Korea’s inflation rate may allow for one more rate cut.

In our Deep Dive interview, ANZ Economist Maddy Dunk analyses the recent pick up in Australia’s housing market.



Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Wed, 02 Jul 2025 19:44:00 -0000</pubDate>
      <itunes:title>Thursday: US jobs data to hold rate clues</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>Global markets are on tenterhooks ahead of US jobs data tonight, looking for clues on the Fed’s rate cut path. ANZ Research pulls its RBA rate cut call forward to July after weak retail sales. And South Korea’s inflation rate may allow for one more rate cut.

In our Deep Dive interview, ANZ Economist Maddy Dunk analyses the recent pick up in Australia’s housing market.



Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>Global markets are on tenterhooks ahead of US jobs data tonight, looking for clues on the Fed’s rate cut path. ANZ Research pulls its RBA rate cut call forward to July after weak retail sales. And South Korea’s inflation rate may allow for one more rate cut.</p>
<p>In our Deep Dive interview, <strong>ANZ Economist Maddy Dunk</strong> analyses the recent pick up in Australia’s housing market.</p>
<p><br></p>
<p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>
<p><br></p>]]>
      </content:encoded>
      <itunes:duration>532</itunes:duration>
      <guid isPermaLink="false"><![CDATA[ff909258-577c-11f0-aeb5-0b6151ddbe5f]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO5506145017.mp3?updated=1751485783" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Wednesday: Powell holds firm on rates</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>Fed Chair Jerome Powell says he’d be cutting rates now without Trump’s tariffs, although he’s still open to a cut later this month. Australian consumer confidence rises, South Korea’s exporters diversify and Japan is still on track for a rate hike.

In the second part of a deep dive interview, ANZ Group Chief Economist Richard Yetsenga and ANZ Economist Sophia Angala discuss what’s needed to support the growth of Australia’s First Nations Economy.



Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Tue, 01 Jul 2025 19:44:00 -0000</pubDate>
      <itunes:title>Wednesday: Powell holds firm on rates</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>Fed Chair Jerome Powell says he’d be cutting rates now without Trump’s tariffs, although he’s still open to a cut later this month. Australian consumer confidence rises, South Korea’s exporters diversify and Japan is still on track for a rate hike.

In the second part of a deep dive interview, ANZ Group Chief Economist Richard Yetsenga and ANZ Economist Sophia Angala discuss what’s needed to support the growth of Australia’s First Nations Economy.



Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p><strong>Fed Chair Jerome Powell</strong> says he’d be cutting rates now without Trump’s tariffs, although he’s still open to a cut later this month. Australian consumer confidence rises, South Korea’s exporters diversify and Japan is still on track for a rate hike.</p>
<p>In the second part of a deep dive interview, <strong>ANZ Group Chief Economist Richard Yetsenga</strong> and<strong> ANZ Economist Sophia Angala </strong>discuss what’s needed to support the growth of Australia’s First Nations Economy<strong>.</strong></p>
<p><br></p>
<p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>506</itunes:duration>
      <guid isPermaLink="false"><![CDATA[cacd0282-56b3-11f0-bb3a-a7e362d6d515]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO5204213476.mp3?updated=1751399366" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Tuesday: Split opens in FOMC</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>An unusual split has opened up on the Fed’s rate-setting committee, which means a rate cut is possible later this month. China’s economy is proving resilient to Trump’s tariff talk. And New Zealand business confidence improves, but it’s still tough.

In our deep dive interview, ANZ Group Chief Economist Richard Yetsenga and Economist Sophia Angala analyse the growth opportunities for Australia’s First Nations economy.



Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Mon, 30 Jun 2025 19:46:00 -0000</pubDate>
      <itunes:title>Tuesday: Split opens in FOMC</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>An unusual split has opened up on the Fed’s rate-setting committee, which means a rate cut is possible later this month. China’s economy is proving resilient to Trump’s tariff talk. And New Zealand business confidence improves, but it’s still tough.

In our deep dive interview, ANZ Group Chief Economist Richard Yetsenga and Economist Sophia Angala analyse the growth opportunities for Australia’s First Nations economy.



Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>An unusual split has opened up on the <strong>Fed</strong>’s rate-setting committee, which means a rate cut is possible later this month. China’s economy is proving resilient to Trump’s tariff talk. And New Zealand business confidence improves, but it’s still tough.</p>
<p>In our deep dive interview, <strong>ANZ Group Chief Economist Richard Yetsenga and Economist Sophia Angala </strong>analyse the growth opportunities for Australia’s First Nations economy<strong>.</strong></p>
<p><br></p>
<p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>531</itunes:duration>
      <guid isPermaLink="false"><![CDATA[e908ae78-55ea-11f0-a812-d718b1bbdc6e]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO7324462528.mp3?updated=1751313089" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Monday: US inflation supports rate cuts </title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>US inflation behaves, and supports rates being cut in Q3. Attention turns to the US jobs market. New Zealand consumer confidence improves, but cautiously, and the final pieces of data are due ahead of the RBA’s will-they-or-won’t-they rate cut call next week.

In our deep dive interview, ANZ Head of Australian Economics Adam Boyton outlines ANZ Research’s latest forecasts for the Australian economy and the task ahead for the Reserve Bank of Australia.



Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Sun, 29 Jun 2025 19:52:00 -0000</pubDate>
      <itunes:title>Monday: US inflation supports rate cuts </itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>US inflation behaves, and supports rates being cut in Q3. Attention turns to the US jobs market. New Zealand consumer confidence improves, but cautiously, and the final pieces of data are due ahead of the RBA’s will-they-or-won’t-they rate cut call next week.

In our deep dive interview, ANZ Head of Australian Economics Adam Boyton outlines ANZ Research’s latest forecasts for the Australian economy and the task ahead for the Reserve Bank of Australia.



Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>US inflation behaves, and supports rates being cut in Q3. Attention turns to the US jobs market. New Zealand consumer confidence improves, but cautiously, and the final pieces of data are due ahead of the RBA’s will-they-or-won’t-they rate cut call next week.</p>
<p>In our deep dive interview, <strong>ANZ Head of Australian Economics Adam Boyton </strong>outlines ANZ Research’s latest forecasts for the Australian economy and the task ahead for the <strong>Reserve Bank of Australia.</strong></p>
<p><br></p>
<p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>598</itunes:duration>
      <guid isPermaLink="false"><![CDATA[88e6437a-5522-11f0-9f90-ef3916db7eeb]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO9806567356.mp3?updated=1751227027" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Friday: US Q1 contraction revised lower </title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>US growth is revised lower in Q1 and its trade deficit widens in May. All eyes are on May PCE inflation for rate cut clues. Australian job vacancies bounce. Singapore looks set to avoid a technical recession off the back of a manufacturing boost.

In our deep dive interview, ANZ Pacific Economist Kishti Sen analyses how Papua New Guinea and other Pacific economies are faring amid global trade turmoil.



Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Thu, 26 Jun 2025 19:44:00 -0000</pubDate>
      <itunes:title>Friday: US Q1 contraction revised lower </itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>US growth is revised lower in Q1 and its trade deficit widens in May. All eyes are on May PCE inflation for rate cut clues. Australian job vacancies bounce. Singapore looks set to avoid a technical recession off the back of a manufacturing boost.

In our deep dive interview, ANZ Pacific Economist Kishti Sen analyses how Papua New Guinea and other Pacific economies are faring amid global trade turmoil.



Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>US growth is revised lower in Q1 and its trade deficit widens in May. All eyes are on May PCE inflation for rate cut clues. Australian job vacancies bounce. Singapore looks set to avoid a technical recession off the back of a manufacturing boost.</p>
<p>In our deep dive interview, <strong>ANZ Pacific Economist Kishti Sen </strong>analyses how Papua New Guinea and other Pacific economies are faring amid global trade turmoil.</p>
<p><br></p>
<p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>597</itunes:duration>
      <guid isPermaLink="false"><![CDATA[04a65a36-52c6-11f0-b2c4-eff6dec765b6]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO4730217650.mp3?updated=1750967389" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Thursday: Australian inflation lower </title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>US markets are flat as weaker new home sales indicate falling demand. FOMC members debate patience vs a July rate cut. Australia’s May inflation is weaker than expected. Japan’s services inflation pressure builds. New Zealand exports jump.

In our deep dive interview, ANZ Economist Krystal Tan reviews how the latest domestic political uncertainty in Thailand, and a process to find a new central bank Governor, could impact the Bank of Thailand’s policy path.



Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Wed, 25 Jun 2025 19:51:00 -0000</pubDate>
      <itunes:title>Thursday: Australian inflation lower </itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>US markets are flat as weaker new home sales indicate falling demand. FOMC members debate patience vs a July rate cut. Australia’s May inflation is weaker than expected. Japan’s services inflation pressure builds. New Zealand exports jump.

In our deep dive interview, ANZ Economist Krystal Tan reviews how the latest domestic political uncertainty in Thailand, and a process to find a new central bank Governor, could impact the Bank of Thailand’s policy path.



Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>US markets are flat as weaker new home sales indicate falling demand. FOMC members debate patience vs a July rate cut. Australia’s May inflation is weaker than expected. Japan’s services inflation pressure builds. New Zealand exports jump.</p>
<p>In our deep dive interview, <strong>ANZ Economist Krystal Tan </strong>reviews how the latest domestic political uncertainty in Thailand, and a process to find a new central bank Governor, could impact the <strong>Bank of Thailand’s</strong> policy path.</p>
<p><br></p>
<p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>540</itunes:duration>
      <guid isPermaLink="false"><![CDATA[c41271d0-51fd-11f0-a79d-776d7b862d16]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO8382282315.mp3?updated=1750881381" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Wednesday: Oil falls, stocks rise on ceasefire </title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>Oil is down another 5% and US stocks are up over 1% on hopes a Middle East ceasefire will hold. US consumer confidence drops. US Fed chair Powell reiterates patience on rates. Australia’s consumers get a boost from year-end sales.

In our deep dive interview, ANZ Group Chief Economist Richard Yetsenga explains why his latest Research Quarterly note on the world economy has the tagline ‘shaken, but not a shambles’.



Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Tue, 24 Jun 2025 19:45:00 -0000</pubDate>
      <itunes:title>Wednesday: Oil falls, stocks rise on ceasefire </itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>Oil is down another 5% and US stocks are up over 1% on hopes a Middle East ceasefire will hold. US consumer confidence drops. US Fed chair Powell reiterates patience on rates. Australia’s consumers get a boost from year-end sales.

In our deep dive interview, ANZ Group Chief Economist Richard Yetsenga explains why his latest Research Quarterly note on the world economy has the tagline ‘shaken, but not a shambles’.



Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>Oil is down another 5% and US stocks are up over 1% on hopes a Middle East ceasefire will hold. US consumer confidence drops. US Fed chair Powell reiterates patience on rates. Australia’s consumers get a boost from year-end sales.</p>
<p>In our deep dive interview, <strong>ANZ Group Chief Economist Richard Yetsenga </strong>explains why his latest Research Quarterly note on the world economy has the tagline ‘shaken, but not a shambles’.</p>
<p><br></p>
<p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>599</itunes:duration>
      <guid isPermaLink="false"><![CDATA[c633ccc2-5133-11f0-9643-2b9fe86bd3f0]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO9379027331.mp3?updated=1750794628" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Tuesday: Oil falls as traders eye de-escalation</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>Oil falls below US$70 a barrel and stocks rise as traders assess Iran’s retaliatory attack on a US base in Qatar for signs of de-escalation. US PMI data shows ongoing expansion in June. Another Fed Governor backs a July rate cut. Singapore’s inflation falls again.

In our deep dive interview, ANZ Head of Asia Research Khoon Goh looks at how Singapore’s economy has come through tariff-related uncertainty, and how well-placed it is to handle higher oil prices amid a worsening Middle East conflict.



Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Mon, 23 Jun 2025 19:45:00 -0000</pubDate>
      <itunes:title>Tuesday: Oil falls as traders eye de-escalation</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>Oil falls below US$70 a barrel and stocks rise as traders assess Iran’s retaliatory attack on a US base in Qatar for signs of de-escalation. US PMI data shows ongoing expansion in June. Another Fed Governor backs a July rate cut. Singapore’s inflation falls again.

In our deep dive interview, ANZ Head of Asia Research Khoon Goh looks at how Singapore’s economy has come through tariff-related uncertainty, and how well-placed it is to handle higher oil prices amid a worsening Middle East conflict.



Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>Oil falls below US$70 a barrel and stocks rise as traders assess Iran’s retaliatory attack on a US base in Qatar for signs of de-escalation. US PMI data shows ongoing expansion in June. Another Fed Governor backs a July rate cut. Singapore’s inflation falls again.</p>
<p>In our deep dive interview, <strong>ANZ Head of Asia Research Khoon Goh</strong> looks at how Singapore’s economy has come through tariff-related uncertainty, and how well-placed it is to handle higher oil prices amid a worsening Middle East conflict.</p>
<p><br></p>
<p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>557</itunes:duration>
      <guid isPermaLink="false"><![CDATA[a1eddac0-506a-11f0-a7e8-275c28856009]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO2998414851.mp3?updated=1750708237" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Monday: Oil price set to spike</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>Market volatility and a rise in the oil price are expected after the US strikes Iran. The USD could rise with oil. US business sentiment paints a negative growth picture as one Fed Governor breaks ranks by saying a July rate cut is possible.

In our deep dive interview, ANZ Group Chief Economist Richard Yetsenga assesses how long the US Fed will hold off lowering rates as it waits to see the impact tariffs have on inflation.



Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Sun, 22 Jun 2025 19:44:00 -0000</pubDate>
      <itunes:title>Monday: Oil price set to spike</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>Market volatility and a rise in the oil price are expected after the US strikes Iran. The USD could rise with oil. US business sentiment paints a negative growth picture as one Fed Governor breaks ranks by saying a July rate cut is possible.

In our deep dive interview, ANZ Group Chief Economist Richard Yetsenga assesses how long the US Fed will hold off lowering rates as it waits to see the impact tariffs have on inflation.



Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>Market volatility and a rise in the oil price are expected after the US strikes Iran. The USD could rise with oil. US business sentiment paints a negative growth picture as one Fed Governor breaks ranks by saying a July rate cut is possible.</p>
<p>In our deep dive interview, <strong>ANZ Group Chief Economist Richard Yetsenga </strong>assesses how long the US Fed will hold off lowering rates as it waits to see the impact tariffs have on inflation.</p>
<p><br></p>
<p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>534</itunes:duration>
      <guid isPermaLink="false"><![CDATA[41d02e6e-4fa1-11f0-95d1-875d264ea44a]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO3308165335.mp3?updated=1750621747" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Friday: Australian jobs market holding up</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>The Bank of England holds rates; Oil swings as President Trump gives himself two weeks to decide on the Middle East conflict. Australia’s job market remains resilient. New Zealand’s growth passes expectations. The Philippines cuts rates.

In our deep dive interview, ANZ Head of FX Research Mahjabeen Zaman explains how the US dollar is facing further downside risk this year as it loses some safe-haven status.



Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Thu, 19 Jun 2025 19:42:00 -0000</pubDate>
      <itunes:title>Friday: Australian jobs market holding up</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>The Bank of England holds rates; Oil swings as President Trump gives himself two weeks to decide on the Middle East conflict. Australia’s job market remains resilient. New Zealand’s growth passes expectations. The Philippines cuts rates.

In our deep dive interview, ANZ Head of FX Research Mahjabeen Zaman explains how the US dollar is facing further downside risk this year as it loses some safe-haven status.



Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p><strong>The Bank of England</strong> holds rates; Oil swings as President Trump gives himself two weeks to decide on the Middle East conflict. Australia’s job market remains resilient. New Zealand’s growth passes expectations. The Philippines cuts rates.</p>
<p>In our deep dive interview, <strong>ANZ Head of FX Research Mahjabeen Zaman</strong> explains how the US dollar is facing further downside risk this year as it loses some safe-haven status.</p>
<p><br></p>
<p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>544</itunes:duration>
      <guid isPermaLink="false"><![CDATA[851a38da-4d45-11f0-94d9-dfff8f7e768c]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO8816465644.mp3?updated=1750362443" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Thursday: FOMC holds and sees two more 2025 cuts</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>The FOMC holds US rates and indicates two more cuts this year. Bank Indonesia holds to protect its currency. Australia’s job market is set to show ongoing strength. Japan exports fall amid tariff uncertainty. New Zealand’s economy is set for Q1 growth.

In our deep dive interview, ANZ Economist Dhiraj Nim analyses the Reserve Bank of India’s recent monetary policy ‘clarification’ after an oversized rate cut earlier this month.



Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Wed, 18 Jun 2025 19:42:00 -0000</pubDate>
      <itunes:title>Thursday: FOMC holds and sees two more 2025 cuts</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>The FOMC holds US rates and indicates two more cuts this year. Bank Indonesia holds to protect its currency. Australia’s job market is set to show ongoing strength. Japan exports fall amid tariff uncertainty. New Zealand’s economy is set for Q1 growth.

In our deep dive interview, ANZ Economist Dhiraj Nim analyses the Reserve Bank of India’s recent monetary policy ‘clarification’ after an oversized rate cut earlier this month.



Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>The <strong>FOMC</strong> holds US rates and indicates two more cuts this year. <strong>Bank Indonesia</strong> holds to protect its currency. Australia’s job market is set to show ongoing strength. Japan exports fall amid tariff uncertainty. New Zealand’s economy is set for Q1 growth.</p>
<p>In our deep dive interview, <strong>ANZ Economist Dhiraj Nim </strong>analyses the <strong>Reserve Bank of India’s</strong> recent monetary policy ‘clarification’ after an oversized rate cut earlier this month.</p>
<p><br></p>
<p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>572</itunes:duration>
      <guid isPermaLink="false"><![CDATA[51d9bb0e-4c7c-11f0-94a6-6f13158fcc66]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO9723405510.mp3?updated=1750276029" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Wednesday: US economy weakens ahead of Fed call </title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>Oil is up as concern grows over the Israel-Iran conflict. Stocks are down - also due to weak US economic data. The Bank of Japan holds amid tariff uncertainty. Australian consumers are expecting higher inflation as global tensions rise.

In our deep dive interview, ANZ Senior Economist Matthew Galt explains why New Zealand’s housing market is struggling to gain momentum even as interest rates drop.



Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Tue, 17 Jun 2025 19:43:00 -0000</pubDate>
      <itunes:title>Wednesday: US economy weakens ahead of Fed call </itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>Oil is up as concern grows over the Israel-Iran conflict. Stocks are down - also due to weak US economic data. The Bank of Japan holds amid tariff uncertainty. Australian consumers are expecting higher inflation as global tensions rise.

In our deep dive interview, ANZ Senior Economist Matthew Galt explains why New Zealand’s housing market is struggling to gain momentum even as interest rates drop.



Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>Oil is up as concern grows over the Israel-Iran conflict. Stocks are down - also due to weak US economic data. The Bank of Japan holds amid tariff uncertainty. Australian consumers are expecting higher inflation as global tensions rise.</p>
<p>In our deep dive interview, <strong>ANZ Senior Economist Matthew Galt </strong>explains why New Zealand’s housing market is struggling to gain momentum even as interest rates drop.</p>
<p><br></p>
<p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>535</itunes:duration>
      <guid isPermaLink="false"><![CDATA[4db5c0c8-4bb3-11f0-a31f-5f3cd6a7f353]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO1938264907.mp3?updated=1750189693" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Tuesday: Oil eases on de-escalation reports </title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>Oil prices fall and stocks gain on news Iran is seeking de-escalation, despite strikes continuing. The Bank of Japan is set to hold rates today amid a hiking cycle. Extra May holidays boost Chinese retail sales and suppress production.

In our deep dive interview, ANZ Senior Commodities Strategist Daniel Hynes analyses the Israel-Iran conflict and the ability of OPEC to respond to any disruption with increased supply.



Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Mon, 16 Jun 2025 19:42:00 -0000</pubDate>
      <itunes:title>Tuesday: Oil eases on de-escalation reports </itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>Oil prices fall and stocks gain on news Iran is seeking de-escalation, despite strikes continuing. The Bank of Japan is set to hold rates today amid a hiking cycle. Extra May holidays boost Chinese retail sales and suppress production.

In our deep dive interview, ANZ Senior Commodities Strategist Daniel Hynes analyses the Israel-Iran conflict and the ability of OPEC to respond to any disruption with increased supply.



Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>Oil prices fall and stocks gain on news Iran is seeking de-escalation, despite strikes continuing. <strong>The Bank of Japan</strong> is set to hold rates today amid a hiking cycle. Extra May holidays boost Chinese retail sales and suppress production.</p>
<p>In our deep dive interview, <strong>ANZ Senior Commodities Strategist Daniel Hynes </strong>analyses the Israel-Iran conflict and the ability of OPEC to respond to any disruption with increased supply.</p>
<p><br></p>
<p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>
<p><br></p>
<p><br></p>]]>
      </content:encoded>
      <itunes:duration>560</itunes:duration>
      <guid isPermaLink="false"><![CDATA[0cd4cd34-4aea-11f0-8efb-0740322b9788]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO9353928808.mp3?updated=1750103255" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Monday: Oil surges on Middle East conflict </title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>Oil starts the week with more upward pressure, after jumping over 7% on Friday as Israel renewed attacks on Iran, and retaliation over the weekend. The developments will overshadow key central bank meetings this week, set to hold clues for further rate moves.

In our deep dive interview, ANZ Head of Asia Research Khoon Goh says while front-loading of Asian exports has supported trade numbers, the surge in activity is set to ease.



Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Sun, 15 Jun 2025 19:21:00 -0000</pubDate>
      <itunes:title>Monday: Oil surges on Middle East conflict </itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>Oil starts the week with more upward pressure, after jumping over 7% on Friday as Israel renewed attacks on Iran, and retaliation over the weekend. The developments will overshadow key central bank meetings this week, set to hold clues for further rate moves.

In our deep dive interview, ANZ Head of Asia Research Khoon Goh says while front-loading of Asian exports has supported trade numbers, the surge in activity is set to ease.



Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>Oil starts the week with more upward pressure, after jumping over 7% on Friday as Israel renewed attacks on Iran, and retaliation over the weekend. The developments will overshadow key central bank meetings this week, set to hold clues for further rate moves.</p>
<p>In our deep dive interview, <strong>ANZ Head of Asia Research Khoon Goh </strong>says while front-loading of Asian exports has supported trade numbers, the surge in activity is set to ease.</p>
<p><br></p>
<p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>560</itunes:duration>
      <guid isPermaLink="false"><![CDATA[fdb237dc-4a1d-11f0-b7ff-1bd2ff9c7037]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO2773806881.mp3?updated=1750015612" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Friday: Markets price in two Fed rate cuts </title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>Soft US inflation data sees markets price in two Federal Reserve rate cuts later this year. Gold rises and the US dollar falls as markets turn from trade talks. Subdued retail demand continues in New Zealand. India’s inflation is weaker than expected in May.

In our deep dive interview, ANZ Senior Economist Matthew Galt discusses what’s been driving New Zealand’s economy out of last year’s recession ahead of Q1 GDP data next week.



Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Thu, 12 Jun 2025 20:18:00 -0000</pubDate>
      <itunes:title>Friday: Markets price in two Fed rate cuts </itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>Soft US inflation data sees markets price in two Federal Reserve rate cuts later this year. Gold rises and the US dollar falls as markets turn from trade talks. Subdued retail demand continues in New Zealand. India’s inflation is weaker than expected in May.

In our deep dive interview, ANZ Senior Economist Matthew Galt discusses what’s been driving New Zealand’s economy out of last year’s recession ahead of Q1 GDP data next week.



Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>Soft US inflation data sees markets price in two <strong>Federal Reserve</strong> rate cuts later this year. Gold rises and the US dollar falls as markets turn from trade talks. Subdued retail demand continues in New Zealand. India’s inflation is weaker than expected in May.</p>
<p>In our deep dive interview, <strong>ANZ Senior Economist Matthew Galt </strong>discusses what’s been driving New Zealand’s economy out of last year’s recession ahead of Q1 GDP data next week.</p>
<p><br></p>
<p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>535</itunes:duration>
      <guid isPermaLink="false"><![CDATA[fe6b2dae-47c1-11f0-a517-17a74cdd38f7]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO9928059420.mp3?updated=1749759834" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Thursday: Muted reaction to US-China deal </title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>President Trump says US-China trade talks result in agreements covering rare earths and magnets, and Chinese students. US inflation surprises to the downside in May, supporting rate cut expectations for later this year. Australian consumers look to spend.

In our deep dive interview, ANZ Economist Arindam Chakraborty explains ANZ Research’s call that the Philippines should pursue a fairer, or even under-valued exchange rate.



Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Wed, 11 Jun 2025 19:41:00 -0000</pubDate>
      <itunes:title>Thursday: Muted reaction to US-China deal</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>President Trump says US-China trade talks result in agreements covering rare earths and magnets, and Chinese students. US inflation surprises to the downside in May, supporting rate cut expectations for later this year. Australian consumers look to spend.

In our deep dive interview, ANZ Economist Arindam Chakraborty explains ANZ Research’s call that the Philippines should pursue a fairer, or even under-valued exchange rate.



Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>President Trump says US-China trade talks result in agreements covering rare earths and magnets, and Chinese students. US inflation surprises to the downside in May, supporting rate cut expectations for later this year. Australian consumers look to spend.</p>
<p>In our deep dive interview, <strong>ANZ Economist Arindam Chakraborty </strong>explains <strong>ANZ Research’s</strong> call that the Philippines should pursue a fairer, or even under-valued exchange rate.</p>
<p><br></p>
<p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>536</itunes:duration>
      <guid isPermaLink="false"><![CDATA[141d31ae-46fc-11f0-aac2-87954af5e889]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO4633763338.mp3?updated=1749671193" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Wednesday: 'More to do' in US-China trade talks</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>US and China trade talks continue this morning, with ‘more to do’. US inflation data for May will show if tariffs are pushing up prices. Australian business conditions are their lowest since 2020. Traffic movements in New Zealand show diverging economic activity.

In the second part of a deep dive interview into OPEC’s production cut phase-out, ANZ Senior Commodities Strategist Daniel Hynes explains why he will be keeping a close eye on what the oil bloc decides on production in September.



Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Tue, 10 Jun 2025 19:45:00 -0000</pubDate>
      <itunes:title>Wednesday: 'More to do' in US-China trade talks</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>US and China trade talks continue this morning, with ‘more to do’. US inflation data for May will show if tariffs are pushing up prices. Australian business conditions are their lowest since 2020. Traffic movements in New Zealand show diverging economic activity.

In the second part of a deep dive interview into OPEC’s production cut phase-out, ANZ Senior Commodities Strategist Daniel Hynes explains why he will be keeping a close eye on what the oil bloc decides on production in September.



Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>US and China trade talks continue this morning, with ‘more to do’. US inflation data for May will show if tariffs are pushing up prices. Australian business conditions are their lowest since 2020. Traffic movements in New Zealand show diverging economic activity.</p>
<p>In the second part of a deep dive interview into OPEC’s production cut phase-out, <strong>ANZ Senior Commodities Strategist Daniel Hynes</strong> explains why he will be keeping a close eye on what the oil bloc decides on production in September.</p>
<p><br></p>
<p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>
<p><br></p>]]>
      </content:encoded>
      <itunes:duration>505</itunes:duration>
      <guid isPermaLink="false"><![CDATA[8345daa0-4633-11f0-bd81-1b37c689c1a1]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO1792458100.mp3?updated=1749585054" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Tuesday: US and China resume trade talks</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>The US and China resume trade talks, as Chinese export data shows a growing fall in US shipments. Chinese factory gate prices experience stronger deflation in May. New Zealand’s manufacturing activity shows strength in the March quarter.

In our deep dive interview, ANZ Senior Commodities Strategist Daniel Hynes analyses how OPEC has been shifting in its strategy to phase out previous production cuts.



Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Mon, 09 Jun 2025 19:44:00 -0000</pubDate>
      <itunes:title>Tuesday: US and China resume trade talks</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>The US and China resume trade talks, as Chinese export data shows a growing fall in US shipments. Chinese factory gate prices experience stronger deflation in May. New Zealand’s manufacturing activity shows strength in the March quarter.

In our deep dive interview, ANZ Senior Commodities Strategist Daniel Hynes analyses how OPEC has been shifting in its strategy to phase out previous production cuts.



Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>The US and China resume trade talks, as Chinese export data shows a growing fall in US shipments. Chinese factory gate prices experience stronger deflation in May. New Zealand’s manufacturing activity shows strength in the March quarter.</p>
<p>In our deep dive interview, <strong>ANZ Senior Commodities Strategist Daniel Hynes</strong> analyses how OPEC has been shifting in its strategy to phase out previous production cuts.</p>
<p><br></p>
<p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a><br></p>]]>
      </content:encoded>
      <itunes:duration>522</itunes:duration>
      <guid isPermaLink="false"><![CDATA[1b60aa24-456a-11f0-b509-17baf814817f]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO5779268284.mp3?updated=1749498570" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Friday: ECB cuts; Trump and Xi talk trade</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>The European Central Bank cuts but signals the cycle is near an end. US markets were buoyed by a trade call between Presidents Trump and Xi - all eyes are now on payrolls data to gauge the Fed’s next move. Australian households remained cautious in April. New Zealand’s construction sector may have found a floor.

In our deep dive interview, ANZ Economist Vicky Xiao Zhou explains how ANZ Research developed a model to provide a more timely estimate of China’s export performance.



Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Thu, 05 Jun 2025 19:41:00 -0000</pubDate>
      <itunes:title>Friday: ECB cuts; Trump and Xi talk trade</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>The European Central Bank cuts but signals the cycle is near an end. US markets were buoyed by a trade call between Presidents Trump and Xi - all eyes are now on payrolls data to gauge the Fed’s next move. Australian households remained cautious in April. New Zealand’s construction sector may have found a floor.

In our deep dive interview, ANZ Economist Vicky Xiao Zhou explains how ANZ Research developed a model to provide a more timely estimate of China’s export performance.



Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>The <strong>European Central Bank</strong> cuts but signals the cycle is near an end. US markets were buoyed by a trade call between <strong>Presidents Trump</strong> and <strong>Xi</strong> - all eyes are now on payrolls data to gauge the <strong>Fed’s</strong> next move. Australian households remained cautious in April. New Zealand’s construction sector may have found a floor.</p>
<p>In our deep dive interview, <strong>ANZ Economist Vicky Xiao Zhou </strong>explains how <strong>ANZ Research</strong> developed a model to provide a more timely estimate of China’s export performance.</p>
<p><br></p>
<p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>
<p><br></p>
<p><br></p>]]>
      </content:encoded>
      <itunes:duration>524</itunes:duration>
      <guid isPermaLink="false"><![CDATA[2605430e-4245-11f0-af8c-a7b7bd08832f]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO5157489140.mp3?updated=1749152821" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Thursday: Australian GDP growth lower</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>Soft US services and job surveys support rate cut expectations for later in the year. Australia’s headline growth falls in Q1, and South Korea’s currency and stock market get a boost from an election ending months of uncertainty.

In our deep dive interview, ANZ Head of Australian Economics Adam Boyton explains why the economy is in better shape than yesterday’s Q1 GDP indicated.



Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Wed, 04 Jun 2025 19:41:00 -0000</pubDate>
      <itunes:title>Thursday: Australian GDP growth lower</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>Soft US services and job surveys support rate cut expectations for later in the year. Australia’s headline growth falls in Q1, and South Korea’s currency and stock market get a boost from an election ending months of uncertainty.

In our deep dive interview, ANZ Head of Australian Economics Adam Boyton explains why the economy is in better shape than yesterday’s Q1 GDP indicated.



Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>Soft US services and job surveys support rate cut expectations for later in the year. Australia’s headline growth falls in Q1, and South Korea’s currency and stock market get a boost from an election ending months of uncertainty.</p>
<p>In our deep dive interview, <strong>ANZ Head of Australian Economics Adam Boyton</strong> explains why the economy is in better shape than yesterday’s Q1 GDP indicated.</p>
<p><br></p>
<p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>526</itunes:duration>
      <guid isPermaLink="false"><![CDATA[31e849f2-417b-11f0-95c1-a7625e0b32de]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO2552633307.mp3?updated=1749066083" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Wednesday: Australian GDP to be weaker</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>Strong US jobs data adds to the case for a Fed hold. Lower inflation in the EU supports an ECB rate cut this week. Australia’s Q1 GDP growth is set to be weaker on falling public demand, and RBA minutes reveal how much a 50 basis point cut was discussed in May.

In the second of two deep dive interviews into Australia’s agriculture commodity outlook, ANZ Commercial’s Head of Agri Business Mark Bennett highlights the challenges and opportunities for Australia’s sheep, dairy and cropping farmers.



Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Tue, 03 Jun 2025 19:49:00 -0000</pubDate>
      <itunes:title>Wednesday: Australian GDP to be weaker</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>Strong US jobs data adds to the case for a Fed hold. Lower inflation in the EU supports an ECB rate cut this week. Australia’s Q1 GDP growth is set to be weaker on falling public demand, and RBA minutes reveal how much a 50 basis point cut was discussed in May.

In the second of two deep dive interviews into Australia’s agriculture commodity outlook, ANZ Commercial’s Head of Agri Business Mark Bennett highlights the challenges and opportunities for Australia’s sheep, dairy and cropping farmers.



Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>Strong US jobs data adds to the case for a <strong>Fed</strong> hold. Lower inflation in the EU supports an <strong>ECB</strong> rate cut this week. Australia’s Q1 GDP growth is set to be weaker on falling public demand, and <strong>RBA</strong> minutes reveal how much a 50 basis point cut was discussed in May.</p>
<p>In the second of two deep dive interviews into Australia’s agriculture commodity outlook, <strong>ANZ Commercial’s Head of Agri Business Mark Bennett </strong>highlights the challenges and opportunities for Australia’s sheep, dairy and cropping farmers.</p>
<p><br></p>
<p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>599</itunes:duration>
      <guid isPermaLink="false"><![CDATA[ee6c0bfe-40b3-11f0-acd2-b330c81c660f]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO6905023081.mp3?updated=1748980500" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Tuesday: US manufacturing hit by tariff uncertainty</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>Tariff uncertainty weighs on US manufacturing, with export and import activity at multi-year lows in May. Oil jumps over 3% on geopolitical risk; Australia’s housing market bounces back in May, while job-ads fall. Asian economies start showing diverging trade activity.

In in the first of two Deep Dive interviews into Australia’s Agri commodity outlook, ANZ Commercial’s Head of Agri Business Mark Bennett looks at how Australia’s cattle farmers have been affected by different weather across the country.



Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Mon, 02 Jun 2025 19:44:00 -0000</pubDate>
      <itunes:title>Tuesday: US manufacturing hit by tariff uncertainty</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>Tariff uncertainty weighs on US manufacturing, with export and import activity at multi-year lows in May. Oil jumps over 3% on geopolitical risk; Australia’s housing market bounces back in May, while job-ads fall. Asian economies start showing diverging trade activity.

In in the first of two Deep Dive interviews into Australia’s Agri commodity outlook, ANZ Commercial’s Head of Agri Business Mark Bennett looks at how Australia’s cattle farmers have been affected by different weather across the country.



Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>Tariff uncertainty weighs on US manufacturing, with export and import activity at multi-year lows in May. Oil jumps over 3% on geopolitical risk; Australia’s housing market bounces back in May, while job-ads fall. Asian economies start showing diverging trade activity.</p>
<p>In in the first of two Deep Dive interviews into Australia’s Agri commodity outlook, <strong>ANZ Commercial’s Head of Agri Business Mark Bennett </strong>looks at how Australia’s cattle farmers have been affected by different weather across the country.</p>
<p><br></p>
<p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>551</itunes:duration>
      <guid isPermaLink="false"><![CDATA[1c0e6906-3fe9-11f0-b07e-bf5f103a817b]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO4935089311.mp3?updated=1748893388" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Monday: Markets eye tariff uncertainty</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>Markets start the week on the lookout for certainty as US courts see-saw on tariff legality; Australia’s housing market sends mixed signals, while retail spending was sluggish in April; and India produces surprisingly strong first quarter GDP.

In our deep dive interview, ANZ Group Chief Economist Richard Yetsenga looks ahead to a suite of trade data in Asia amid tariff uncertainty, and also Australia’s Q1 growth figures, due on Wednesday.



Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Sun, 01 Jun 2025 19:44:00 -0000</pubDate>
      <itunes:title>Monday: Markets eye tariff uncertainty</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>Markets start the week on the lookout for certainty as US courts see-saw on tariff legality; Australia’s housing market sends mixed signals, while retail spending was sluggish in April; and India produces surprisingly strong first quarter GDP.

In our deep dive interview, ANZ Group Chief Economist Richard Yetsenga looks ahead to a suite of trade data in Asia amid tariff uncertainty, and also Australia’s Q1 growth figures, due on Wednesday.



Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>Markets start the week on the lookout for certainty as US courts see-saw on tariff legality; Australia’s housing market sends mixed signals, while retail spending was sluggish in April; and India produces surprisingly strong first quarter GDP.</p>
<p>In our deep dive interview, <strong>ANZ Group Chief Economist Richard Yetsenga</strong> looks ahead to a suite of trade data in Asia amid tariff uncertainty, and also Australia’s Q1 growth figures, due on Wednesday.</p>
<p><br></p>
<p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>529</itunes:duration>
      <guid isPermaLink="false"><![CDATA[060fc66a-3f1f-11f0-91bc-3358d3485eb6]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO6684715809.mp3?updated=1748806596" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Friday: US Trade Court deems tariffs illegal</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>Markets are mixed as they digest a US court ruling that the Trump administration’s tariffs were imposed illegally. Australian business indicators were a mixed bag in Q1. The Reserve Bank of New Zealand Governor says a July cut is not a done deal. The Bank of Korea cuts, with more to come.

In part two of a Deep Dive interview into Singapore’s new safe-have status, ANZ’s Head of Asia Research Khoon Goh explains how the city-state avoids being labelled a currency manipulator by the United States.



Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Thu, 29 May 2025 19:42:00 -0000</pubDate>
      <itunes:title>Friday: US Trade Court deems tariffs illegal</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>Markets are mixed as they digest a US court ruling that the Trump administration’s tariffs were imposed illegally. Australian business indicators were a mixed bag in Q1. The Reserve Bank of New Zealand Governor says a July cut is not a done deal. The Bank of Korea cuts, with more to come.

In part two of a Deep Dive interview into Singapore’s new safe-have status, ANZ’s Head of Asia Research Khoon Goh explains how the city-state avoids being labelled a currency manipulator by the United States.



Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>Markets are mixed as they digest a US court ruling that the Trump administration’s tariffs were imposed illegally. Australian business indicators were a mixed bag in Q1. <strong>The Reserve Bank of New Zealand</strong> Governor says a July cut is not a done deal. The <strong>Bank of Korea</strong> cuts, with more to come.</p>
<p>In part two of a Deep Dive interview into Singapore’s new safe-have status, <strong>ANZ’s Head of Asia Research Khoon Goh </strong>explains how the city-state avoids being labelled a currency manipulator by the United States.</p>
<p><br></p>
<p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>549</itunes:duration>
      <guid isPermaLink="false"><![CDATA[863b50a6-3cc3-11f0-8c56-83663e50d1a1]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO5711216680.mp3?updated=1748547392" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Thursday: RBNZ cuts, but with dissenter</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>US stocks track down with all eyes on Nvidia results due today. Treasury yields rise as traders eye more supply. The Reserve Bank of New Zealand cuts as expected, and lowers its rate track - although one dissenter wanted a hold. And disinflation progress has stalled in Australia.

In our deep-dive interview, ANZ New Zealand Chief Economist Sharon Zollner says the RBNZ’s 5-to-1 vote yesterday indicates New Zealand’s rate setting committee may be nearing a turning point.



Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Wed, 28 May 2025 19:40:00 -0000</pubDate>
      <itunes:title>Thursday: RBNZ cuts, but with dissenter</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>US stocks track down with all eyes on Nvidia results due today. Treasury yields rise as traders eye more supply. The Reserve Bank of New Zealand cuts as expected, and lowers its rate track - although one dissenter wanted a hold. And disinflation progress has stalled in Australia.

In our deep-dive interview, ANZ New Zealand Chief Economist Sharon Zollner says the RBNZ’s 5-to-1 vote yesterday indicates New Zealand’s rate setting committee may be nearing a turning point.



Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>US stocks track down with all eyes on Nvidia results due today. Treasury yields rise as traders eye more supply. <strong>The Reserve Bank of New Zealand</strong> cuts as expected, and lowers its rate track - although one dissenter wanted a hold. And disinflation progress has stalled in Australia.</p>
<p>In our deep-dive interview, <strong>ANZ New Zealand Chief Economist Sharon Zollner</strong> says the RBNZ’s 5-to-1 vote yesterday indicates New Zealand’s rate setting committee may be nearing a turning point.</p>
<p><br></p>
<p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>551</itunes:duration>
      <guid isPermaLink="false"><![CDATA[3bb3ebde-3bfa-11f0-89d5-93d29636aa64]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO3406823343.mp3?updated=1748460938" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Wednesday: US confidence jumps</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>US markets jump on stronger consumer confidence and intensified US-EU trade talks. Australian consumer confidence drops despite the RBA’s rate cut last week. Australian annual inflation for April may tick up, and the Reserve Bank of New Zealand is set to ease policy later today.

In our deep-dive interview, ANZ’s Head of Asia Research Khoon Goh investigates the Singapore dollar’s even safer-haven status as the US dollar wobbles.



Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Tue, 27 May 2025 19:55:00 -0000</pubDate>
      <itunes:title>Wednesday: US confidence jumps</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>US markets jump on stronger consumer confidence and intensified US-EU trade talks. Australian consumer confidence drops despite the RBA’s rate cut last week. Australian annual inflation for April may tick up, and the Reserve Bank of New Zealand is set to ease policy later today.

In our deep-dive interview, ANZ’s Head of Asia Research Khoon Goh investigates the Singapore dollar’s even safer-haven status as the US dollar wobbles.



Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>US markets jump on stronger consumer confidence and intensified US-EU trade talks. Australian consumer confidence drops despite the <strong>RBA’s</strong> rate cut last week. Australian annual inflation for April may tick up, and the <strong>Reserve Bank of New Zealand</strong> is set to ease policy later today.</p>
<p>In our deep-dive interview, <strong>ANZ’s Head of Asia Research Khoon Goh </strong>investigates the Singapore dollar’s even safer-haven status as the US dollar wobbles.</p>
<p><br></p>
<p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>586</itunes:duration>
      <guid isPermaLink="false"><![CDATA[17123dd4-3b33-11f0-8614-c71fd5b50c71]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO3799242664.mp3?updated=1748375407" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Tuesday: Trump's new tariff threat lifts gold</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>Donald Trump delays his 50% tariff on Europe, which boosts stocks there. But gold remains up near record highs on all the uncertainty. Singapore’s factory output rebounds, reducing the chances of a technical recession. And the RBNZ is expected to cut the OCR again tomorrow

In our deep-dive interview, ANZ’s Senior Commodities Strategist Daniel Hynes has taken a closer look at the aluminium market and finds supply issues are adding to the tension also building over rising trade barriers.



Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Mon, 26 May 2025 19:55:00 -0000</pubDate>
      <itunes:title>Tuesday: Trump's new tariff threat lifts gold</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>Donald Trump delays his 50% tariff on Europe, which boosts stocks there. But gold remains up near record highs on all the uncertainty. Singapore’s factory output rebounds, reducing the chances of a technical recession. And the RBNZ is expected to cut the OCR again tomorrow

In our deep-dive interview, ANZ’s Senior Commodities Strategist Daniel Hynes has taken a closer look at the aluminium market and finds supply issues are adding to the tension also building over rising trade barriers.



Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p><strong>Donald Trump</strong> delays his 50% tariff on Europe, which boosts stocks there. But gold remains up near record highs on all the uncertainty. Singapore’s factory output rebounds, reducing the chances of a technical recession. And the <strong>RBNZ</strong> is expected to cut the OCR again tomorrow</p>
<p>In our deep-dive interview, <strong>ANZ’s Senior Commodities Strategist Daniel Hynes</strong> has taken a closer look at the aluminium market and finds supply issues are adding to the tension also building over rising trade barriers.</p>
<p><br></p>
<p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>
<p><br></p>]]>
      </content:encoded>
      <itunes:duration>581</itunes:duration>
      <guid isPermaLink="false"><![CDATA[457237da-3a69-11f0-a5af-8fc39eaf86cb]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO3367564797.mp3?updated=1748288726" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Monday: Trump threatens 50% tariff on Europe</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>Donald Trump threatens 50% tariffs on Europe and a 25% tariff on Apple iPhones. Japanese bond yields surge to multi-decade highs. Oil production is set to rise. And New Zealand’s retail trade beats expectations in the March quarter.

In our deep-dive interview, ANZ’s Group Chief Economist Richard Yetsenga analyses Trump’s latest moves and the selloff in long bonds globally, and the US in particular.



Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Sun, 25 May 2025 19:56:00 -0000</pubDate>
      <itunes:title>Monday: Trump threatens 50% tariff on Europe</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>Donald Trump threatens 50% tariffs on Europe and a 25% tariff on Apple iPhones. Japanese bond yields surge to multi-decade highs. Oil production is set to rise. And New Zealand’s retail trade beats expectations in the March quarter.

In our deep-dive interview, ANZ’s Group Chief Economist Richard Yetsenga analyses Trump’s latest moves and the selloff in long bonds globally, and the US in particular.



Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>Donald Trump threatens 50% tariffs on Europe and a 25% tariff on Apple iPhones. Japanese bond yields surge to multi-decade highs. Oil production is set to rise. And New Zealand’s retail trade beats expectations in the March quarter.</p>
<p>In our deep-dive interview, <strong>ANZ’s Group Chief Economist Richard Yetsenga </strong>analyses Trump’s latest moves and the selloff in long bonds globally, and the US in particular.</p>
<p><br></p>
<p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>
<p><br></p>]]>
      </content:encoded>
      <itunes:duration>438</itunes:duration>
      <guid isPermaLink="false"><![CDATA[5b5bffea-39a1-11f0-933f-0f5bc28aafd3]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO6755502915.mp3?updated=1748202864" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Friday: Markets bounce after US tax bill passes</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>US markets bounce after Donald Trump’s tax bill passed in the House, just. New Zealand’s Government smooths its bond issuance out. Japanese business confidence falls. Singapore warns of a technical recession, and low Malaysian inflation could support a mid-year rate cut.

In our deep-dive interview, ANZ Senior Economist Miles Workman says the New Zealand Budget should only have a limited impact on the Reserve Bank of New Zealand’s rate cut thinking.



Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Thu, 22 May 2025 19:55:00 -0000</pubDate>
      <itunes:title>Friday: Markets bounce after US tax bill passes</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>US markets bounce after Donald Trump’s tax bill passed in the House, just. New Zealand’s Government smooths its bond issuance out. Japanese business confidence falls. Singapore warns of a technical recession, and low Malaysian inflation could support a mid-year rate cut.

In our deep-dive interview, ANZ Senior Economist Miles Workman says the New Zealand Budget should only have a limited impact on the Reserve Bank of New Zealand’s rate cut thinking.



Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>US markets bounce after <strong>Donald Trump’</strong>s tax bill passed in the House, just. New Zealand’s Government smooths its bond issuance out. Japanese business confidence falls. Singapore warns of a technical recession, and low Malaysian inflation could support a mid-year rate cut.</p>
<p>In our deep-dive interview, <strong>ANZ Senior Economist Miles Workman </strong>says the New Zealand Budget should only have a limited impact on the <strong>Reserve Bank of New Zealand’s</strong> rate cut thinking.</p>
<p><br></p>
<p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>
<p><br></p>]]>
      </content:encoded>
      <itunes:duration>595</itunes:duration>
      <guid isPermaLink="false"><![CDATA[1ab077e0-3745-11f0-92ad-9325a0f10bd6]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO2479007416.mp3?updated=1747943339" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Thursday: US 30-year yield hits 18-year high</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>The selloff of US assets resumes as concerns about ballooning US Government debt pushed the 30-year Treasury yield over 5% to its highest level in 18 years. Indonesia cuts rates as currency worries fade. And New Zealand records a record trade surplus ahead of today’s Budget.

In our deep-dive interview, ANZ Economist Dhiraj Nim analyses recent trends in India’s trade flows as authorities there look to secure a trade deal with the US.



Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Wed, 21 May 2025 19:55:00 -0000</pubDate>
      <itunes:title>Thursday: US 30-year yield hits 18-year high</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>The selloff of US assets resumes as concerns about ballooning US Government debt pushed the 30-year Treasury yield over 5% to its highest level in 18 years. Indonesia cuts rates as currency worries fade. And New Zealand records a record trade surplus ahead of today’s Budget.

In our deep-dive interview, ANZ Economist Dhiraj Nim analyses recent trends in India’s trade flows as authorities there look to secure a trade deal with the US.



Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>The selloff of US assets resumes as concerns about ballooning US Government debt pushed the 30-year Treasury yield over 5% to its highest level in 18 years. Indonesia cuts rates as currency worries fade. And New Zealand records a record trade surplus ahead of today’s Budget.</p>
<p>In our deep-dive interview, <strong>ANZ Economist Dhiraj Nim </strong>analyses recent trends in India’s trade flows as authorities there look to secure a trade deal with the US.</p>
<p><br></p>
<p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>595</itunes:duration>
      <guid isPermaLink="false"><![CDATA[827536d2-367c-11f0-8b31-43ab85946786]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO4236535278.mp3?updated=1747857185" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Wednesday: RBA cuts dovishly</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>The Reserve Bank of Australia cuts 25 basis points, but considered a 50-point cut amid global uncertainty, sending the Aussie dollar down overnight. US stocks fall amid budget concerns. China cuts key lending rates, and Asian exports surge through April.

In our deep-dive interview, ANZ Head of Australian Economics Adam Boyton explains why he expects the Reserve Bank of Australia will next cut rates in August.



Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Tue, 20 May 2025 19:55:00 -0000</pubDate>
      <itunes:title>Wednesday: RBA cuts dovishly</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>The Reserve Bank of Australia cuts 25 basis points, but considered a 50-point cut amid global uncertainty, sending the Aussie dollar down overnight. US stocks fall amid budget concerns. China cuts key lending rates, and Asian exports surge through April.

In our deep-dive interview, ANZ Head of Australian Economics Adam Boyton explains why he expects the Reserve Bank of Australia will next cut rates in August.



Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p><strong>The Reserve Bank of Australia</strong> cuts 25 basis points, but considered a 50-point cut amid global uncertainty, sending the Aussie dollar down overnight. US stocks fall amid budget concerns. China cuts key lending rates, and Asian exports surge through April.</p>
<p>In our deep-dive interview, <strong>ANZ Head of Australian Economics Adam Boyton </strong>explains why he expects the <strong>Reserve Bank of Australia</strong> will next cut rates in August.</p>
<p><br></p>
<p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>
<p><br></p>]]>
      </content:encoded>
      <itunes:duration>556</itunes:duration>
      <guid isPermaLink="false"><![CDATA[2f595552-35b2-11f0-860f-47b2b9627c15]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO1063795160.mp3?updated=1747770286" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Tuesday: US assets sold off after downgrade</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>International investors sell US assets after Moodys cut the US sovereign credit rating. The UK does a trade deal with the EU. The wealth effect from China’s property market slump is still  on consumption. The RBA is expected to cut 25 bps today, but be cautious about more. And Thailand’s stronger-than-expected GDP flatters to deceive.

In our deep-dive interview, ANZ’s Group Chief Economist Richard Yetsenga takes stock of the latest tariff moves.



Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Mon, 19 May 2025 19:55:00 -0000</pubDate>
      <itunes:title>Tuesday: US assets sold off after downgrade</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>International investors sell US assets after Moodys cut the US sovereign credit rating. The UK does a trade deal with the EU. The wealth effect from China’s property market slump is still  on consumption. The RBA is expected to cut 25 bps today, but be cautious about more. And Thailand’s stronger-than-expected GDP flatters to deceive.

In our deep-dive interview, ANZ’s Group Chief Economist Richard Yetsenga takes stock of the latest tariff moves.



Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>International investors sell US assets after Moodys cut the US sovereign credit rating. The UK does a trade deal with the EU. The wealth effect from China’s property market slump is still  on consumption. The RBA is expected to cut 25 bps today, but be cautious about more. And Thailand’s stronger-than-expected GDP flatters to deceive.</p>
<p>In our deep-dive interview, <strong>ANZ’s Group Chief Economist Richard Yetsenga </strong>takes stock of the latest tariff moves.</p>
<p><br></p>
<p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>599</itunes:duration>
      <guid isPermaLink="false"><![CDATA[ad7ac3b8-34e9-11f0-91a7-0feaf6ce0640]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO9627995574.mp3?updated=1747684169" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Monday: US credit rating cut in focus</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>US consumer confidence slumps, but markets are firm, hopeful the Fed can cut, but that may be a while off. Asian markets will watch key economic data from China today, and ANZ Research has lifted its New Zealand inflation forecast a bit.

In our deep-dive interview, ANZ’s Head of FX Research Mahjabeen Zaman takes a closer look at Moody’s downgrade of the US sovereign credit rating on Friday, due to high and fast-growing US Government debt.



Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Sun, 18 May 2025 19:55:00 -0000</pubDate>
      <itunes:title>Monday: US credit rating cut in focus</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>US consumer confidence slumps, but markets are firm, hopeful the Fed can cut, but that may be a while off. Asian markets will watch key economic data from China today, and ANZ Research has lifted its New Zealand inflation forecast a bit.

In our deep-dive interview, ANZ’s Head of FX Research Mahjabeen Zaman takes a closer look at Moody’s downgrade of the US sovereign credit rating on Friday, due to high and fast-growing US Government debt.



Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>US consumer confidence slumps, but markets are firm, hopeful the Fed can cut, but that may be a while off. Asian markets will watch key economic data from China today, and ANZ Research has lifted its New Zealand inflation forecast a bit.</p>
<p>In our deep-dive interview, <strong>ANZ’s Head of FX Research Mahjabeen Zaman </strong>takes a closer look at Moody’s downgrade of the US sovereign credit rating on Friday, due to high and fast-growing US Government debt.</p>
<p><br></p>
<p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>486</itunes:duration>
      <guid isPermaLink="false"><![CDATA[bf615864-341f-11f0-b6e4-079bd02216aa]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO6980482653.mp3?updated=1747597441" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Friday: RBA to look through Australian jobs surge</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>US retail sales are soft and US producer prices fall. The RBA is expected to look through Australia’s jobs market surge in April, and New Zealand house prices appear to have turned a corner.

In our deep-dive interview, ANZ Commodities Strategist Soni Kumari looks into shifting patterns in Chinese Gold demand, and what that might do to the Gold price.



Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Thu, 15 May 2025 19:55:00 -0000</pubDate>
      <itunes:title>Friday: RBA to look through Australian jobs surge</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>US retail sales are soft and US producer prices fall. The RBA is expected to look through Australia’s jobs market surge in April, and New Zealand house prices appear to have turned a corner.

In our deep-dive interview, ANZ Commodities Strategist Soni Kumari looks into shifting patterns in Chinese Gold demand, and what that might do to the Gold price.



Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>US retail sales are soft and US producer prices fall. The <strong>RBA</strong> is expected to look through Australia’s jobs market surge in April, and New Zealand house prices appear to have turned a corner.</p>
<p>In our deep-dive interview, <strong>ANZ Commodities Strategist Soni Kumari</strong> looks into shifting patterns in Chinese Gold demand, and what that might do to the Gold price.</p>
<p><br></p>
<p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>579</itunes:duration>
      <guid isPermaLink="false"><![CDATA[62c95f50-31c4-11f0-aee1-2f34809e04ad]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO9730889281.mp3?updated=1747338320" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Thursday: Markets eye US retail sales data</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>US markets are mixed after Donald Trump’s partial de-escalation of tariffs on China. Investors are looking ahead to US retail sales data tonight. Australian wage growth beats forecasts before jobs data today, while housing lending fell before the election. And New Zealand’s migrant departures hit a new record high.

In our deep-dive interview, ANZ Chief Economist for Southeast Asia and India, Sanjay Mathur, looks at the ability for ASEAN economies and India to use fiscal policy to respond to the economic effects of US tariffs.



Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Wed, 14 May 2025 19:55:00 -0000</pubDate>
      <itunes:title>Thursday: Markets eye US retail sales data</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>US markets are mixed after Donald Trump’s partial de-escalation of tariffs on China. Investors are looking ahead to US retail sales data tonight. Australian wage growth beats forecasts before jobs data today, while housing lending fell before the election. And New Zealand’s migrant departures hit a new record high.

In our deep-dive interview, ANZ Chief Economist for Southeast Asia and India, Sanjay Mathur, looks at the ability for ASEAN economies and India to use fiscal policy to respond to the economic effects of US tariffs.



Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>US markets are mixed after Donald Trump’s partial de-escalation of tariffs on China. Investors are looking ahead to US retail sales data tonight. Australian wage growth beats forecasts before jobs data today, while housing lending fell before the election. And New Zealand’s migrant departures hit a new record high.</p>
<p>In our deep-dive interview, <strong>ANZ Chief Economist for Southeast Asia and India, Sanjay Mathur, </strong>looks at the ability for ASEAN economies and India to use fiscal policy to respond to the economic effects of US tariffs.</p>
<p><br></p>
<p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>
<p><br></p>]]>
      </content:encoded>
      <itunes:duration>599</itunes:duration>
      <guid isPermaLink="false"><![CDATA[0665d29e-30fb-11f0-9763-7f9bed140419]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO4622507946.mp3?updated=1747251815" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Wednesday: US markets bounce</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>US stocks and oil bounce on lower US inflation and another cut in tariffs on China, sending the Aussie and Kiwi dollars up around 1.5% overnight. Lower inflation in India sets a path for a June rate cut. And consumer confidence rises again in Australia.

In our deep-dive interview, ANZ Economist Vicky Xiao Zhou analyses the US-China trade deal, and what to expect next.



Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Tue, 13 May 2025 19:55:00 -0000</pubDate>
      <itunes:title>Wednesday: US markets bounce</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>US stocks and oil bounce on lower US inflation and another cut in tariffs on China, sending the Aussie and Kiwi dollars up around 1.5% overnight. Lower inflation in India sets a path for a June rate cut. And consumer confidence rises again in Australia.

In our deep-dive interview, ANZ Economist Vicky Xiao Zhou analyses the US-China trade deal, and what to expect next.



Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>US stocks and oil bounce on lower US inflation and another cut in tariffs on China, sending the Aussie and Kiwi dollars up around 1.5% overnight. Lower inflation in India sets a path for a June rate cut. And consumer confidence rises again in Australia.</p>
<p>In our deep-dive interview, <strong>ANZ Economist Vicky Xiao Zhou </strong>analyses the US-China trade deal, and what to expect next.</p>
<p><br></p>
<p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>
<p><br></p>]]>
      </content:encoded>
      <itunes:duration>573</itunes:duration>
      <guid isPermaLink="false"><![CDATA[9f5d0bfe-3031-11f0-bfc8-5fa1a9b13fb4]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO5431522710.mp3?updated=1747165314" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Tuesday: Stocks &amp; USD surge on trade deal</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>US stocks, the US dollar and oil prices surged overnight on hopes a US deal with China to both slash their tariffs for 90 days will stick, and revive growth prospects. Gold, safe haven currencies and bond prices fell. Markets will now focus on US inflation data tonight.

In our deep-dive interview, ANZ Australia Economist Sophia Angala analyses why China’s domestic growth means more for Australia’s exporters than China’s exports.



Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Mon, 12 May 2025 19:55:00 -0000</pubDate>
      <itunes:title>Tuesday: Stocks &amp; USD surge on trade deal</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>US stocks, the US dollar and oil prices surged overnight on hopes a US deal with China to both slash their tariffs for 90 days will stick, and revive growth prospects. Gold, safe haven currencies and bond prices fell. Markets will now focus on US inflation data tonight.

In our deep-dive interview, ANZ Australia Economist Sophia Angala analyses why China’s domestic growth means more for Australia’s exporters than China’s exports.



Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>US stocks, the US dollar and oil prices surged overnight on hopes a US deal with China to both slash their tariffs for 90 days will stick, and revive growth prospects. Gold, safe haven currencies and bond prices fell. Markets will now focus on US inflation data tonight.</p>
<p>In our deep-dive interview, <strong>ANZ Australia Economist Sophia Angala</strong> analyses why China’s domestic growth means more for Australia’s exporters than China’s exports.</p>
<p><br></p>
<p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>559</itunes:duration>
      <guid isPermaLink="false"><![CDATA[3008890e-2f69-11f0-9a35-cb4c6a66e4ac]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO3154426533.mp3?updated=1747079228" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Monday: 'Substantial progress' in China trade talks</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>The US reports substantial progress in weekend trade talks with China. A ceasefire between India and Pakistan is holding. China re-routed a lot of exports to Asia and Europe in April. ANZ Research raises its milk price forecasts in New Zealand to a record high $10/kg.

In our deep-dive interview, ANZ Economist Bansi Madhavani explains a divergence that has developed between the economies of South Korea and Taiwan, despite facing the same tariff shocks to their exports to the United States



Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Sun, 11 May 2025 19:55:00 -0000</pubDate>
      <itunes:title>Monday: 'Substantial progress' in China trade talks</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>The US reports substantial progress in weekend trade talks with China. A ceasefire between India and Pakistan is holding. China re-routed a lot of exports to Asia and Europe in April. ANZ Research raises its milk price forecasts in New Zealand to a record high $10/kg.

In our deep-dive interview, ANZ Economist Bansi Madhavani explains a divergence that has developed between the economies of South Korea and Taiwan, despite facing the same tariff shocks to their exports to the United States



Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>The US reports substantial progress in weekend trade talks with China. A ceasefire between India and Pakistan is holding. China re-routed a lot of exports to Asia and Europe in April. <strong>ANZ Research</strong> raises its milk price forecasts in New Zealand to a record high $10/kg.</p>
<p>In our deep-dive interview, <strong>ANZ Economist Bansi Madhavani </strong>explains a divergence that has developed between the economies of South Korea and Taiwan, despite facing the same tariff shocks to their exports to the United States</p>
<p><br></p>
<p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>558</itunes:duration>
      <guid isPermaLink="false"><![CDATA[db6ba832-2e9f-11f0-98f8-4f6dfb96929b]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO7295576439.mp3?updated=1746992757" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Friday: Markets rally on US-UK trade deal</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>Markets rally after the US does a trade deal with the UK that keeps the 10% baseline tariff on most imports. The Bank of England cuts rates, but hawkishly. And exports from Taiwan and Vietnam jumped unexpectedly in April after US importers front-loaded shipments as soon as the 90-day US tariff pause started.

In our bonus Deep Dive interview, ANZ Economist Dhiraj Nim looks at how the China-plus-one diversification strategy has affected regional Foreign Direct Investment flows in surprising ways.



Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Thu, 08 May 2025 19:55:00 -0000</pubDate>
      <itunes:title>Friday: Markets rally on US-UK trade deal</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>Markets rally after the US does a trade deal with the UK that keeps the 10% baseline tariff on most imports. The Bank of England cuts rates, but hawkishly. And exports from Taiwan and Vietnam jumped unexpectedly in April after US importers front-loaded shipments as soon as the 90-day US tariff pause started.

In our bonus Deep Dive interview, ANZ Economist Dhiraj Nim looks at how the China-plus-one diversification strategy has affected regional Foreign Direct Investment flows in surprising ways.



Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>Markets rally after the US does a trade deal with the UK that keeps the 10% baseline tariff on most imports. The <strong>Bank of England</strong> cuts rates, but hawkishly. And exports from Taiwan and Vietnam jumped unexpectedly in April after US importers front-loaded shipments as soon as the 90-day US tariff pause started.</p>
<p>In our bonus Deep Dive interview, <strong>ANZ Economist Dhiraj Nim</strong> looks at how the China-plus-one diversification strategy has affected regional Foreign Direct Investment flows in surprising ways.</p>
<p><br></p>
<p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>599</itunes:duration>
      <guid isPermaLink="false"><![CDATA[824bd950-2c44-11f0-b4e5-03a038537f92]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO2613871563.mp3?updated=1746733621" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Thursday: Fed holds and China eases</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>The Fed has held, as expected. China has lowered interest rates to cushion its domestic economy from the Liberation Day tariff shock. Those lower rates have unleashed extra funds going out of China and into Hong Kong, putting upward pressure on its currency peg with the US dolllar. And New Zealand jobs data was soft, despite a better than expected unemployment rate.

In our bonus Deep Dive interview, ANZ’s Senior Rates Strategist Jack Chambers explains how Australia’s A$4 trillion pension savings system is improving Australia’s current account deficit.



Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Wed, 07 May 2025 19:55:00 -0000</pubDate>
      <itunes:title>Thursday: Fed holds and China eases</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>The Fed has held, as expected. China has lowered interest rates to cushion its domestic economy from the Liberation Day tariff shock. Those lower rates have unleashed extra funds going out of China and into Hong Kong, putting upward pressure on its currency peg with the US dolllar. And New Zealand jobs data was soft, despite a better than expected unemployment rate.

In our bonus Deep Dive interview, ANZ’s Senior Rates Strategist Jack Chambers explains how Australia’s A$4 trillion pension savings system is improving Australia’s current account deficit.



Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>The Fed has held, as expected. China has lowered interest rates to cushion its domestic economy from the Liberation Day tariff shock. Those lower rates have unleashed extra funds going out of China and into Hong Kong, putting upward pressure on its currency peg with the US dolllar. And New Zealand jobs data was soft, despite a better than expected unemployment rate.</p>
<p>In our bonus Deep Dive interview, <strong>ANZ’s Senior Rates Strategist Jack Chambers </strong>explains how Australia’s A$4 trillion pension savings system is improving Australia’s current account deficit.</p>
<p><br></p>
<p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>554</itunes:duration>
      <guid isPermaLink="false"><![CDATA[c08547a2-2b7b-11f0-a75e-e70557daf821]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO9082616047.mp3?updated=1746647398" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Wednesday: US stocks down before FOMC</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>US stocks fall on a lack of trade deals ahead of tomorrow’s FOMC decision. The US trade deficit blows out on import stockpiling ahead of Trump’s tariffs. The UK signs a trade deal with India, and China’s consumers spend strongly over a holiday weekend.

In our bonus Deep Dive interview, ANZ’s Senior Rates Strategist Jack Chambers explains how Australia’s A$4 trillion pension savings system is reducing the nation’s previous reliance on foreign capital.



Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Tue, 06 May 2025 19:55:00 -0000</pubDate>
      <itunes:title>Wednesday: US stocks down before FOMC</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>US stocks fall on a lack of trade deals ahead of tomorrow’s FOMC decision. The US trade deficit blows out on import stockpiling ahead of Trump’s tariffs. The UK signs a trade deal with India, and China’s consumers spend strongly over a holiday weekend.

In our bonus Deep Dive interview, ANZ’s Senior Rates Strategist Jack Chambers explains how Australia’s A$4 trillion pension savings system is reducing the nation’s previous reliance on foreign capital.



Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>US stocks fall on a lack of trade deals ahead of tomorrow’s FOMC decision. The US trade deficit blows out on import stockpiling ahead of Trump’s tariffs. The UK signs a trade deal with India, and China’s consumers spend strongly over a holiday weekend.</p>
<p>In our bonus Deep Dive interview, <strong>ANZ’s Senior Rates Strategist Jack Chambers </strong>explains how Australia’s A$4 trillion pension savings system is reducing the nation’s previous reliance on foreign capital.</p>
<p><br></p>
<p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>560</itunes:duration>
      <guid isPermaLink="false"><![CDATA[8eec964c-2ab2-11f0-99c4-8f81baf71ebf]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO4834161196.mp3?updated=1746560984" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Tuesday: Taiwan &amp; HK$ surges trigger intervention</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>The Taiwan dollar surges, forcing central bank intervention. The Hong Kong Monetary Authority also intervenes to stop the Hong Kong dollar breaking its peg. Oil prices slide on extra production from OPEC. Indonesia is set to cut interest rates.

In our bonus Deep Dive interview, ANZ’s Chief Economist for Southeast Asia and India, Sanjay Mathur, looks at whether a sharp selloff in India’s stock market is justified.



Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Mon, 05 May 2025 19:55:00 -0000</pubDate>
      <itunes:title>Tuesday: Taiwan &amp; HK$ surges trigger intervention</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>The Taiwan dollar surges, forcing central bank intervention. The Hong Kong Monetary Authority also intervenes to stop the Hong Kong dollar breaking its peg. Oil prices slide on extra production from OPEC. Indonesia is set to cut interest rates.

In our bonus Deep Dive interview, ANZ’s Chief Economist for Southeast Asia and India, Sanjay Mathur, looks at whether a sharp selloff in India’s stock market is justified.



Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>The Taiwan dollar surges, forcing central bank intervention. The Hong Kong Monetary Authority also intervenes to stop the Hong Kong dollar breaking its peg. Oil prices slide on extra production from OPEC. Indonesia is set to cut interest rates.</p>
<p>In our bonus Deep Dive interview, <strong>ANZ’s Chief Economist for Southeast Asia and India, Sanjay Mathur, </strong>looks at whether a sharp selloff in India’s stock market is justified.</p>
<p><br></p>
<p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>591</itunes:duration>
      <guid isPermaLink="false"><![CDATA[293c0e6e-29e9-11f0-a32f-bfc450b662c8]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO3264082370.mp3?updated=1746474485" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Monday: Oil falling as Saudis hike output</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>Oil prices are set to fall again with Saudi Arabia expected to force through a deal to increase output later today. Australia’s election result suggests incumbent Governments are safer than they used to be. ANZ Research trims its Australian GDP forecasts. And Indonesia’s GDP growth is softening.

In our bonus Deep Dive interview, ANZ Senior Commodities strategist Daniel Hynes says metals markets should prepare for strategic reserves building of the type already seen in oil markets.



Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Sun, 04 May 2025 19:55:00 -0000</pubDate>
      <itunes:title>Monday: Oil falling as Saudis hike output</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>Oil prices are set to fall again with Saudi Arabia expected to force through a deal to increase output later today. Australia’s election result suggests incumbent Governments are safer than they used to be. ANZ Research trims its Australian GDP forecasts. And Indonesia’s GDP growth is softening.

In our bonus Deep Dive interview, ANZ Senior Commodities strategist Daniel Hynes says metals markets should prepare for strategic reserves building of the type already seen in oil markets.



Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>Oil prices are set to fall again with Saudi Arabia expected to force through a deal to increase output later today. Australia’s election result suggests incumbent Governments are safer than they used to be. ANZ Research trims its Australian GDP forecasts. And Indonesia’s GDP growth is softening.</p>
<p>In our bonus Deep Dive interview, <strong>ANZ Senior Commodities strategist Daniel Hynes</strong> says metals markets should prepare for strategic reserves building of the type already seen in oil markets.</p>
<p><br></p>
<p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>589</itunes:duration>
      <guid isPermaLink="false"><![CDATA[3e8c1774-2920-11f0-997b-836c2d3e1510]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO8347613869.mp3?updated=1746388192" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Friday: Yen falls after BoJ delays hike view</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>US stocks jump on tech earnings, but a new US manufacturing survey points to rising chances of a US recession. The Bank of Japan holds dovishly, which drives the yen down. Australia’s exports jump in March pre-tariffs, while Korea’s exports fall in April.

In our bonus Deep Dive interview ANZ New Zealand Chief Economist Sharon Zollner looks at the prospects of lower business confidence feeding into the Reserve Bank of New Zealand’s rate cut projections.



Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Thu, 01 May 2025 19:55:00 -0000</pubDate>
      <itunes:title>Friday: Yen falls after BoJ delays hike view</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>US stocks jump on tech earnings, but a new US manufacturing survey points to rising chances of a US recession. The Bank of Japan holds dovishly, which drives the yen down. Australia’s exports jump in March pre-tariffs, while Korea’s exports fall in April.

In our bonus Deep Dive interview ANZ New Zealand Chief Economist Sharon Zollner looks at the prospects of lower business confidence feeding into the Reserve Bank of New Zealand’s rate cut projections.



Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>US stocks jump on tech earnings, but a new US manufacturing survey points to rising chances of a US recession. The <strong>Bank of Japan</strong> holds dovishly, which drives the yen down. Australia’s exports jump in March pre-tariffs, while Korea’s exports fall in April.</p>
<p>In our bonus Deep Dive interview <strong>ANZ New Zealand Chief Economist Sharon Zollner </strong>looks at the prospects of lower business confidence feeding into the <strong>Reserve Bank of New Zealand’s</strong> rate cut projections.</p>
<p><br></p>
<p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>560</itunes:duration>
      <guid isPermaLink="false"><![CDATA[cb9da9ca-26c3-11f0-9c14-5f90fc12fcb4]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO2610511429.mp3?updated=1746128583" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Thursday: Oil drops 3.4% as US GDP falls</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>US GDP falls for the first time since 2022. US stocks slide 0.5% and oil prices fall 3.4%. Lower core inflation in Australia lends support to the RBA cutting in May, New Zealand business confidence slumps on the tariff shock, and the Bank of Thailand cuts.

In our bonus Deep Dive interview ANZ Economist Dhiraj Nim analyses foreign direct investment flows in Asia, with some interesting findings on outward investment flows.



Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Wed, 30 Apr 2025 19:55:00 -0000</pubDate>
      <itunes:title>Thursday: Oil drops 3.4% as US GDP falls</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>US GDP falls for the first time since 2022. US stocks slide 0.5% and oil prices fall 3.4%. Lower core inflation in Australia lends support to the RBA cutting in May, New Zealand business confidence slumps on the tariff shock, and the Bank of Thailand cuts.

In our bonus Deep Dive interview ANZ Economist Dhiraj Nim analyses foreign direct investment flows in Asia, with some interesting findings on outward investment flows.



Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>US GDP falls for the first time since 2022. US stocks slide 0.5% and oil prices fall 3.4%. Lower core inflation in Australia lends support to the <strong>RBA</strong> cutting in May, New Zealand business confidence slumps on the tariff shock, and the <strong>Bank of Thailand</strong> cuts.</p>
<p>In our bonus Deep Dive interview <strong>ANZ Economist Dhiraj Nim </strong>analyses foreign direct investment flows in Asia, with some interesting findings on outward investment flows.</p>
<p><br></p>
<p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>
<p><br></p>]]>
      </content:encoded>
      <itunes:duration>562</itunes:duration>
      <guid isPermaLink="false"><![CDATA[4854f2f8-25fb-11f0-b2d9-c72e4fad17f8]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO5021473981.mp3?updated=1746042464" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Wednesday: US confidence slumps again</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>US stocks firm, but oil prices slide after another slump in US consumer confidence drove growth views and Treasury yields lower. Australian consumer confidence falls, and Australia’s inflation rate is forecast to be lower in March quarter data out today.

In our bonus Deep Dive interview ANZ Head of Asia Research Khoon Goh analyses Vietnam’s growth prospects as it scrambles to get a trade deal with the United States.



Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Tue, 29 Apr 2025 19:55:00 -0000</pubDate>
      <itunes:title>Wednesday: US confidence slumps again</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>US stocks firm, but oil prices slide after another slump in US consumer confidence drove growth views and Treasury yields lower. Australian consumer confidence falls, and Australia’s inflation rate is forecast to be lower in March quarter data out today.

In our bonus Deep Dive interview ANZ Head of Asia Research Khoon Goh analyses Vietnam’s growth prospects as it scrambles to get a trade deal with the United States.



Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>US stocks firm, but oil prices slide after another slump in US consumer confidence drove growth views and Treasury yields lower. Australian consumer confidence falls, and Australia’s inflation rate is forecast to be lower in March quarter data out today.</p>
<p>In our bonus Deep Dive interview <strong>ANZ Head of Asia Research Khoon Goh </strong>analyses Vietnam’s growth prospects as it scrambles to get a trade deal with the United States.</p>
<p><br></p>
<p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>556</itunes:duration>
      <guid isPermaLink="false"><![CDATA[cbb55724-2532-11f0-825e-efc1c136cc52]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO6180935473.mp3?updated=1745956355" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Tuesday: Chances of China-US deal remote</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>US stocks and the US dollar are down again on nerves about tech earnings. China exempts some US imports from tariffs, but a wider deal is unlikely. And ANZ Research changes its Bank of Japan call to no hike this week, from a hike.

In our bonus Deep Dive interview, ANZ Economist Krystal Tan reviews how South Korea’s political turmoil put its economy on the back foot before the tariff shock. 



Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Mon, 28 Apr 2025 19:55:00 -0000</pubDate>
      <itunes:title>Tuesday: Chances of China-US deal remote</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>US stocks and the US dollar are down again on nerves about tech earnings. China exempts some US imports from tariffs, but a wider deal is unlikely. And ANZ Research changes its Bank of Japan call to no hike this week, from a hike.

In our bonus Deep Dive interview, ANZ Economist Krystal Tan reviews how South Korea’s political turmoil put its economy on the back foot before the tariff shock. 



Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>US stocks and the US dollar are down again on nerves about tech earnings. China exempts some US imports from tariffs, but a wider deal is unlikely. And <strong>ANZ Research</strong> changes its <strong>Bank of Japan</strong> call to no hike this week, from a hike.</p>
<p>In our bonus Deep Dive interview, <strong>ANZ Economist Krystal Tan</strong> reviews how South Korea’s political turmoil put its economy on the back foot before the tariff shock. </p>
<p><br></p>
<p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>506</itunes:duration>
      <guid isPermaLink="false"><![CDATA[226d322e-2468-11f0-bf82-1b6b9f40921b]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO9380679393.mp3?updated=1745869313" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Monday: Signs trade war is easing</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>Signs the sharp edges are coming off the global trade war have lifted US stocks and the US dollar, which means the Aussie and Kiwi dollars start lower this morning. South Korea’s economy weakened before the tariffs, while consumer confidence rises in New Zealand.

In our bonus Deep Dive interview, ANZ Group Chief Economist Richard Yetsenga says markets may be welcoming some positive tariff news, but there’s still plenty of uncertainty. 



Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Sun, 27 Apr 2025 19:55:00 -0000</pubDate>
      <itunes:title>Monday: Signs trade war is easing</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>Signs the sharp edges are coming off the global trade war have lifted US stocks and the US dollar, which means the Aussie and Kiwi dollars start lower this morning. South Korea’s economy weakened before the tariffs, while consumer confidence rises in New Zealand.

In our bonus Deep Dive interview, ANZ Group Chief Economist Richard Yetsenga says markets may be welcoming some positive tariff news, but there’s still plenty of uncertainty. 



Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>Signs the sharp edges are coming off the global trade war have lifted US stocks and the US dollar, which means the Aussie and Kiwi dollars start lower this morning. South Korea’s economy weakened before the tariffs, while consumer confidence rises in New Zealand.</p>
<p>In our bonus Deep Dive interview, <strong>ANZ Group Chief Economist Richard Yetsenga</strong> says markets may be welcoming some positive tariff news, but there’s still plenty of uncertainty. </p>
<p><br></p>
<p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>
<p><br></p>]]>
      </content:encoded>
      <itunes:duration>474</itunes:duration>
      <guid isPermaLink="false"><![CDATA[acc7fdce-239f-11f0-9571-4b8f26eec9b1]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO3885132086.mp3?updated=1745783218" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Thursday: Trump backs off on China &amp; Fed</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>US stocks and the US dollar rallied overnight on hopes Donald Trump will cut tariffs on China, and after he said he doesn’t want to fire the Fed’s chair. But business surveys in the United States and Europe show economic activity has already softened.

In our bonus Deep Dive interview, ANZ Economist Vicky Xiao Zhou analyses goods trade data to explain why Trump may be easing his tariff rhetoric in recent days. 


Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Wed, 23 Apr 2025 19:55:00 -0000</pubDate>
      <itunes:title>Thursday: Trump backs off on China &amp; Fed</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>US stocks and the US dollar rallied overnight on hopes Donald Trump will cut tariffs on China, and after he said he doesn’t want to fire the Fed’s chair. But business surveys in the United States and Europe show economic activity has already softened.

In our bonus Deep Dive interview, ANZ Economist Vicky Xiao Zhou analyses goods trade data to explain why Trump may be easing his tariff rhetoric in recent days. 


Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>US stocks and the US dollar rallied overnight on hopes <strong>Donald Trump</strong> will cut tariffs on China, and after he said he doesn’t want to fire the <strong>Fed</strong>’s chair. But business surveys in the United States and Europe show economic activity has already softened.</p><p><br></p><p>In our bonus Deep Dive interview, <strong>ANZ Economist Vicky Xiao Zhou </strong>analyses goods trade data to explain why Trump may be easing his tariff rhetoric in recent days. </p><p><br></p><p><br></p><p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>598</itunes:duration>
      <guid isPermaLink="false"><![CDATA[f2940938-207a-11f0-9aa4-f717442aa55e]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO7061523342.mp3?updated=1745437589" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Wednesday: Bessent sees China 'de-escalation'</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>US stocks rally as the US Treasury Secretary says the US-China trade conflict is unsustainable and is likely to ‘de-escalate’ soon. But surveys show weaker US economic activity in April due to tariff uncertainty. Also: gold backs off a new high.

In our bonus Deep Dive interview, as ANZ Research downgrades its Asia-ex China growth forecasts, ANZ Chief Economist for Southeast Asia and India Sanjay Mathur analyses how policymakers might respond to the tariff shock. 


Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Tue, 22 Apr 2025 19:55:00 -0000</pubDate>
      <itunes:title>Wednesday: Bessent sees China 'de-escalation'</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>US stocks rally as the US Treasury Secretary says the US-China trade conflict is unsustainable and is likely to ‘de-escalate’ soon. But surveys show weaker US economic activity in April due to tariff uncertainty. Also: gold backs off a new high.

In our bonus Deep Dive interview, as ANZ Research downgrades its Asia-ex China growth forecasts, ANZ Chief Economist for Southeast Asia and India Sanjay Mathur analyses how policymakers might respond to the tariff shock. 


Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>US stocks rally as the US Treasury Secretary says the US-China trade conflict is unsustainable and is likely to ‘de-escalate’ soon. But surveys show weaker US economic activity in April due to tariff uncertainty. Also: gold backs off a new high.</p><p><br></p><p>In our bonus Deep Dive interview, as ANZ Research downgrades its Asia-ex China growth forecasts, <strong>ANZ Chief Economist for Southeast Asia and India Sanjay Mathur</strong> analyses how policymakers might respond to the tariff shock. </p><p><br></p><p><br></p><p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>554</itunes:duration>
      <guid isPermaLink="false"><![CDATA[d1d9ae1a-1fb1-11f0-8136-ffcc57e53015]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO9663937884.mp3?updated=1745351204" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Tuesday: Trump threatens Fed independence</title>
      <description>The ‘Sell America’ trade is back with a vengeance this morning after Donald Trump threatened the Fed’s independence again. The ECB cuts rates, with further easing expected, and Australia’s jobs market stays strong ahead of expected RBA rate cuts.

In our bonus Deep Dive interview, ANZ Group Chief Economist Richard Yetsenga analyses the risks inherent in Donald Trump’s comments challenging the US Federal Reserve’s independence. 


Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Mon, 21 Apr 2025 19:55:00 -0000</pubDate>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>The ‘Sell America’ trade is back with a vengeance this morning after Donald Trump threatened the Fed’s independence again. The ECB cuts rates, with further easing expected, and Australia’s jobs market stays strong ahead of expected RBA rate cuts.

In our bonus Deep Dive interview, ANZ Group Chief Economist Richard Yetsenga analyses the risks inherent in Donald Trump’s comments challenging the US Federal Reserve’s independence. 


Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>The ‘Sell America’ trade is back with a vengeance this morning after <strong>Donald Trump</strong> threatened the <strong>Fed</strong>’s independence again. The <strong>ECB</strong> cuts rates, with further easing expected, and Australia’s jobs market stays strong ahead of expected <strong>RBA</strong> rate cuts.</p><p><br></p><p>In our bonus Deep Dive interview, <strong>ANZ Group Chief Economist Richard Yetsenga </strong>analyses the risks inherent in Donald Trump’s comments challenging the <strong>US Federal Reserve’s</strong> independence. </p><p><br></p><p><br></p><p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>574</itunes:duration>
      <guid isPermaLink="false"><![CDATA[9607a75c-1ee9-11f0-879f-97d0d33d8aff]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO7446922294.mp3?updated=1745265205" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Thursday: US &amp; China forecasts downgraded</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>Global stocks slump again after Donald Trump restricts Nvidia chip exports to China. Safe-haven buying blasts Gold to US$3,349/oz. ANZ Research cuts its growth forecasts for US and China, and lowers its cash rate view for New Zealand

In our bonus Deep Dive interview ANZ Economist Vicky Xiao Zhao explains ANZ Research’s downgrade to its China growth forecasts as tariff uncertainty takes hold.


Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Wed, 16 Apr 2025 19:55:00 -0000</pubDate>
      <itunes:title>Thursday: US &amp; China forecasts downgraded</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>Global stocks slump again after Donald Trump restricts Nvidia chip exports to China. Safe-haven buying blasts Gold to US$3,349/oz. ANZ Research cuts its growth forecasts for US and China, and lowers its cash rate view for New Zealand

In our bonus Deep Dive interview ANZ Economist Vicky Xiao Zhao explains ANZ Research’s downgrade to its China growth forecasts as tariff uncertainty takes hold.


Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>Global stocks slump again after <strong>Donald Trump</strong> restricts <strong>Nvidia</strong> chip exports to China. Safe-haven buying blasts Gold to US$3,349/oz. <strong>ANZ Research</strong> cuts its growth forecasts for US and China, and lowers its cash rate view for New Zealand</p><p><br></p><p>In our bonus Deep Dive interview <strong>ANZ Economist Vicky Xiao Zhao</strong> explains <strong>ANZ Research’s</strong> downgrade to its China growth forecasts as tariff uncertainty takes hold.</p><p><br></p><p><br></p><p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>550</itunes:duration>
      <guid isPermaLink="false"><![CDATA[0f6019f6-1afb-11f0-b7cf-f78c0dd944ac]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO6656919935.mp3?updated=1744832905" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Wednesday: RBA appears open to May cut</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>Stock markets were stable overnight although the volatility may be short-lived. The Reserve Bank of Australia opens up for a May rate cut, while tariff uncertainty starts to show through in Australian consumer confidence.

In the second part of a bonus Deep Dive interview on the US dollar’s reserve currency status, ANZ’s Senior Rates Strategist Jack Chambers explains why the Aussie dollar’s relationship with the US dollar is so important for Australian pension funds. 


Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Tue, 15 Apr 2025 19:55:00 -0000</pubDate>
      <itunes:title>Wednesday: RBA appears open to May cut</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>Stock markets were stable overnight although the volatility may be short-lived. The Reserve Bank of Australia opens up for a May rate cut, while tariff uncertainty starts to show through in Australian consumer confidence.

In the second part of a bonus Deep Dive interview on the US dollar’s reserve currency status, ANZ’s Senior Rates Strategist Jack Chambers explains why the Aussie dollar’s relationship with the US dollar is so important for Australian pension funds. 


Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>Stock markets were stable overnight although the volatility may be short-lived. The <strong>Reserve Bank of Australia</strong> opens up for a May rate cut, while tariff uncertainty starts to show through in Australian consumer confidence.</p><p><br></p><p>In the second part of a bonus Deep Dive interview on the US dollar’s reserve currency status, <strong>ANZ’s Senior Rates Strategist Jack Chambers </strong>explains why the Aussie dollar’s relationship with the US dollar is so important for Australian pension funds. </p><p><br></p><p><br></p><p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>598</itunes:duration>
      <guid isPermaLink="false"><![CDATA[d76f1e1c-1a31-11f0-8faa-b70920789448]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO8256031047.mp3?updated=1744746483" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Tuesday: Markets find some stability, finally</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>Global markets find some rare stability after Donald Trump’s temporary pivot on computer and phone imports. China’s exporters are stopping shipments anyway. Singapore eases monetary policy. New Zealand’s economic recovery appears to stall.

In the first part of a bonus Deep Dive interview with ANZ’s Senior Rates Strategist Jack Chambers, he talks about the US dollar’s reserve currency status — its exorbitant privilege. 


Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Mon, 14 Apr 2025 19:55:00 -0000</pubDate>
      <itunes:title>Tuesday: Markets find some stability, finally</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>Global markets find some rare stability after Donald Trump’s temporary pivot on computer and phone imports. China’s exporters are stopping shipments anyway. Singapore eases monetary policy. New Zealand’s economic recovery appears to stall.

In the first part of a bonus Deep Dive interview with ANZ’s Senior Rates Strategist Jack Chambers, he talks about the US dollar’s reserve currency status — its exorbitant privilege. 


Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>Global markets find some rare stability after Donald Trump’s temporary pivot on computer and phone imports. China’s exporters are stopping shipments anyway. Singapore eases monetary policy. New Zealand’s economic recovery appears to stall.</p><p><br></p><p>In the first part of a bonus Deep Dive interview with <strong>ANZ’s Senior Rates Strategist Jack Chambers, </strong>he talks<strong> </strong>about the US dollar’s reserve currency status — its exorbitant privilege. </p><p><br></p><p><br></p><p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>572</itunes:duration>
      <guid isPermaLink="false"><![CDATA[9bb011ac-1968-11f0-981f-db10e8dff656]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO3412666133.mp3?updated=1744660053" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Monday: Computer exemption relief may be temporary </title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>The White House quietly exempted computers and phones from reciprocal import tariffs on Friday night after markets closed, but a Trump official has said the exemption is temporary. US consumer confidence slumps. Gold hits a record high.

In our bonus deep dive interview, ANZ’s Senior Commodities Strategist Daniel Hynes explain why oil prices have fallen more than 15% in the last fortnight. 


Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Sun, 13 Apr 2025 19:55:00 -0000</pubDate>
      <itunes:title>Monday: Computer exemption relief may be temporary </itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>The White House quietly exempted computers and phones from reciprocal import tariffs on Friday night after markets closed, but a Trump official has said the exemption is temporary. US consumer confidence slumps. Gold hits a record high.

In our bonus deep dive interview, ANZ’s Senior Commodities Strategist Daniel Hynes explain why oil prices have fallen more than 15% in the last fortnight. 


Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>The White House quietly exempted computers and phones from reciprocal import tariffs on Friday night after markets closed, but a Trump official has said the exemption is temporary. US consumer confidence slumps. Gold hits a record high.</p><p><br></p><p>In our bonus deep dive interview, <strong>ANZ’s Senior Commodities Strategist Daniel Hynes </strong>explain why oil prices have fallen more than 15% in the last fortnight. </p><p><br></p><p><br></p><p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>549</itunes:duration>
      <guid isPermaLink="false"><![CDATA[7acd5392-189f-11f0-8798-7769573bafc8]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO7113581281.mp3?updated=1744573669" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Friday: Safe-haven demand lifts gold to US$3,193/oz </title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>US stocks are down as the White House points out total tariffs on China actually add up to 145%. Gold jumps to a record high.  China is set to cut interest rates in response to Trump’s tariffs. And New Zealand’s truck movements indicate a sluggish recovery.

In our bonus deep dive interview, ANZ Group Chief Economist Richard Yetsenga analyses yesterday’s pivot by Donald Trump to pause global tariff hikes, apart from China. 


Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Thu, 10 Apr 2025 19:55:00 -0000</pubDate>
      <itunes:title>Friday: Safe-haven demand lifts gold to US$3,193/oz </itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>US stocks are down as the White House points out total tariffs on China actually add up to 145%. Gold jumps to a record high.  China is set to cut interest rates in response to Trump’s tariffs. And New Zealand’s truck movements indicate a sluggish recovery.

In our bonus deep dive interview, ANZ Group Chief Economist Richard Yetsenga analyses yesterday’s pivot by Donald Trump to pause global tariff hikes, apart from China. 


Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>US stocks are down as the White House points out total tariffs on China actually add up to 145%. Gold jumps to a record high.  China is set to cut interest rates in response to Trump’s tariffs. And New Zealand’s truck movements indicate a sluggish recovery.</p><p><br></p><p>In our bonus deep dive interview, <strong>ANZ Group Chief Economist Richard Yetsenga</strong> analyses yesterday’s pivot by <strong>Donald Trump</strong> to pause global tariff hikes, apart from China. </p><p><br></p><p><br></p><p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>586</itunes:duration>
      <guid isPermaLink="false"><![CDATA[1f9591c2-1644-11f0-a16a-874b0eeeacf3]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO2332176712.mp3?updated=1744314530" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Thursday: Markets jump after tariff pause </title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>Donald Trump pauses reciprocal tariffs for 90 days, unleashing a furious rally in stocks, but increases his tariff on China to 125% after China retaliates. The Reserve Bank of New Zealand cuts rates by 25 basis points as expected, as does the Reserve Bank of India. Meanwhile, the Yen is attracting safe-haven demand.

In our bonus deep dive interview, ANZ Economist Sophia Angala reviews how Australian states and territories performed at the end of last year. 


Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Wed, 09 Apr 2025 19:55:00 -0000</pubDate>
      <itunes:title>Thursday: Markets jump after tariff pause </itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>Donald Trump pauses reciprocal tariffs for 90 days, unleashing a furious rally in stocks, but increases his tariff on China to 125% after China retaliates. The Reserve Bank of New Zealand cuts rates by 25 basis points as expected, as does the Reserve Bank of India. Meanwhile, the Yen is attracting safe-haven demand.

In our bonus deep dive interview, ANZ Economist Sophia Angala reviews how Australian states and territories performed at the end of last year. 


Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p><strong>Donald Trump</strong> pauses reciprocal tariffs for 90 days, unleashing a furious rally in stocks, but increases his tariff on China to 125% after China retaliates. The <strong>Reserve Bank of New Zealand</strong> cuts rates by 25 basis points as expected, as does the <strong>Reserve Bank of India</strong>. Meanwhile, the Yen is attracting safe-haven demand.</p><p><br></p><p>In our bonus deep dive interview, <strong>ANZ Economist Sophia Angala</strong> reviews how Australian states and territories performed at the end of last year. </p><p><br></p><p><br></p><p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>586</itunes:duration>
      <guid isPermaLink="false"><![CDATA[6a12afca-157a-11f0-b484-db80b5f39efb]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO3798293909.mp3?updated=1744227896" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Wednesday: 104% tariff on China confirmed</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>Global stocks initially rose overnight on hopes for trade deals, but are off their highs in late US trade on confirmation China’s exports will face a 104% tariff within the day. The RBNZ is set to cut today, but will it be 25 bps or 50? And confidence surveys in Australia and New Zealand show confidence rebounded, but that was before the tariff news.

In our bonus deep dive interview, ANZ’s Group Chief Economist Richard Yetsenga says the market reaction to the US administration’s latest tariff announcements could result in a Trump pivot. 


Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Tue, 08 Apr 2025 19:55:00 -0000</pubDate>
      <itunes:title>Wednesday: 104% tariff on China confirmed</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>Global stocks initially rose overnight on hopes for trade deals, but are off their highs in late US trade on confirmation China’s exports will face a 104% tariff within the day. The RBNZ is set to cut today, but will it be 25 bps or 50? And confidence surveys in Australia and New Zealand show confidence rebounded, but that was before the tariff news.

In our bonus deep dive interview, ANZ’s Group Chief Economist Richard Yetsenga says the market reaction to the US administration’s latest tariff announcements could result in a Trump pivot. 


Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>Global stocks initially rose overnight on hopes for trade deals, but are off their highs in late US trade on confirmation China’s exports will face a 104% tariff within the day. The <strong>RBNZ</strong> is set to cut today, but will it be 25 bps or 50? And confidence surveys in Australia and New Zealand show confidence rebounded, but that was before the tariff news.</p><p><br></p><p>In our bonus deep dive interview, <strong>ANZ’s Group Chief Economist Richard Yetsenga </strong>says the market reaction to the US administration’s latest tariff announcements could result in a Trump pivot. </p><p><br></p><p><br></p><p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>586</itunes:duration>
      <guid isPermaLink="false"><![CDATA[7b1b08ae-14b1-11f0-91ad-f33a067fc8bc]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO4165210441.mp3?updated=1744141599" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Tuesday: Trump threatens extra 50% tariff on China</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>Global markets are very volatile again this morning after Donald Trump threatened another 50% tariff on China. Hong Kong stocks fell 9.5%, their worst day since 1997. The Aussie dollar falls below 60 USc to a five-year low. The Kiwi is at a 16-year low.

In our bonus deep dive interview, ANZ’s Chief Economist for Greater China, Raymond Yeung, looks at whether China will now push even harder to de-dollarise its foreign reserves. 


Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Mon, 07 Apr 2025 19:55:00 -0000</pubDate>
      <itunes:title>Tuesday: Trump threatens extra 50% tariff on China</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>Global markets are very volatile again this morning after Donald Trump threatened another 50% tariff on China. Hong Kong stocks fell 9.5%, their worst day since 1997. The Aussie dollar falls below 60 USc to a five-year low. The Kiwi is at a 16-year low.

In our bonus deep dive interview, ANZ’s Chief Economist for Greater China, Raymond Yeung, looks at whether China will now push even harder to de-dollarise its foreign reserves. 


Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>Global markets are very volatile again this morning after <strong>Donald Trump</strong> threatened another 50% tariff on China. Hong Kong stocks fell 9.5%, their worst day since 1997. The Aussie dollar falls below 60 USc to a five-year low. The Kiwi is at a 16-year low.</p><p><br></p><p>In our bonus deep dive interview, <strong>ANZ’s Chief Economist for Greater China, Raymond Yeung, </strong>looks at whether China will now push even harder to de-dollarise its foreign reserves. </p><p><br></p><p><br></p><p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>599</itunes:duration>
      <guid isPermaLink="false"><![CDATA[5469ad74-13e8-11f0-b901-e762365fc7a4]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO6268500893.mp3?updated=1744055202" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Monday: S&amp;P 500 &amp; AUD down sharply</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>Global stocks fall the most since March 2020 after Donald Trump’s Liberation Day tariff shock. The Aussie and Kiwi dollars slump after China retaliates. And ANZ Research now sees the RBA cutting three times this year, rather than once.

In our bonus deep dive interview, ANZ’s Chief Economist for Southeast Asia and India, Sanjay Mathur, analyses the economic effects on India of the 26% tariff rate put on its exports to the United States. 


Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Sun, 06 Apr 2025 19:55:00 -0000</pubDate>
      <itunes:title>Monday: S&amp;P 500 &amp; AUD down sharply</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>Global stocks fall the most since March 2020 after Donald Trump’s Liberation Day tariff shock. The Aussie and Kiwi dollars slump after China retaliates. And ANZ Research now sees the RBA cutting three times this year, rather than once.

In our bonus deep dive interview, ANZ’s Chief Economist for Southeast Asia and India, Sanjay Mathur, analyses the economic effects on India of the 26% tariff rate put on its exports to the United States. 


Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>Global stocks fall the most since March 2020 after Donald Trump’s Liberation Day tariff shock. The Aussie and Kiwi dollars slump after China retaliates. And <strong>ANZ Research</strong> now sees the <strong>RBA</strong> cutting three times this year, rather than once.</p><p><br></p><p>In our bonus deep dive interview, <strong>ANZ’s Chief Economist for Southeast Asia and India, Sanjay Mathur,</strong> analyses the economic effects on India of the 26% tariff rate put on its exports to the United States. </p><p><br></p><p><br></p><p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>589</itunes:duration>
      <guid isPermaLink="false"><![CDATA[a04dd8e6-1320-11f0-b2ad-2f974bac9397]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO5413606269.mp3?updated=1743969430" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Friday: Stocks fall 4-5% after tariff shock</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>US stocks, bond yields and the US dollar are down sharply after Donald Trump unveiled much higher than expected tariffs. Investors fear a US recession and higher inflation. Australia though may fare better, with gold exempted, and beef prices high.

In our bonus deep dive interview, I spoke with ANZ Senior International Economist Tom Kenny late last night about what would be an unprecedented rise in US tariffs to higher than levels seen after the Smoot Hawley Act of 1930. 


Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Thu, 03 Apr 2025 18:55:00 -0000</pubDate>
      <itunes:title>Friday: Stocks fall 4-5% after tariff shock</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>US stocks, bond yields and the US dollar are down sharply after Donald Trump unveiled much higher than expected tariffs. Investors fear a US recession and higher inflation. Australia though may fare better, with gold exempted, and beef prices high.

In our bonus deep dive interview, I spoke with ANZ Senior International Economist Tom Kenny late last night about what would be an unprecedented rise in US tariffs to higher than levels seen after the Smoot Hawley Act of 1930. 


Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>US stocks, bond yields and the US dollar are down sharply after Donald Trump unveiled much higher than expected tariffs. Investors fear a US recession and higher inflation. Australia though may fare better, with gold exempted, and beef prices high.</p><p><br></p><p>In our bonus deep dive interview, I spoke with <strong>ANZ Senior International Economist Tom Kenny </strong>late last night about what would be an unprecedented rise in US tariffs to higher than levels seen after the <strong>Smoot Hawley</strong> Act of 1930. </p><p><br></p><p><br></p><p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>595</itunes:duration>
      <guid isPermaLink="false"><![CDATA[0d4b0e72-10bb-11f0-8e85-9727061acf1a]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO7235811054.mp3?updated=1743705902" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Thursday: Australia's housing market picks up</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>US markets rose overnight, but are in a holding pattern ahead of Donald Trump’s big tariff announcements due at 7am Sydney/Melbourne time. Australia’s housing market picks up, while New Zealand building approvals stay sluggish, and inflation unexpectedly rises in South Korea in the middle of a rate cut cycle.

In our bonus deep dive interview, ANZ FX Analyst Felix Ryan outlines ANZ Research’s work developing a new method to detect Foreign Exchange trading signals. 


Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Wed, 02 Apr 2025 18:55:00 -0000</pubDate>
      <itunes:title>Thursday: Australia's housing market picks up</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>US markets rose overnight, but are in a holding pattern ahead of Donald Trump’s big tariff announcements due at 7am Sydney/Melbourne time. Australia’s housing market picks up, while New Zealand building approvals stay sluggish, and inflation unexpectedly rises in South Korea in the middle of a rate cut cycle.

In our bonus deep dive interview, ANZ FX Analyst Felix Ryan outlines ANZ Research’s work developing a new method to detect Foreign Exchange trading signals. 


Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>US markets rose overnight, but are in a holding pattern ahead of <strong>Donald Trump’s</strong> big tariff announcements due at 7am Sydney/Melbourne time. Australia’s housing market picks up, while New Zealand building approvals stay sluggish, and inflation unexpectedly rises in South Korea in the middle of a rate cut cycle.</p><p><br></p><p>In our bonus deep dive interview, <strong>ANZ FX Analyst Felix Ryan </strong>outlines <strong>ANZ Research’s </strong>work developing a new method to detect Foreign Exchange trading signals. </p><p><br></p><p><br></p><p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>589</itunes:duration>
      <guid isPermaLink="false"><![CDATA[c97f6ae0-0ff1-11f0-9523-f7d16d57a0b6]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO3787147274.mp3?updated=1743619460" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Wednesday: RBA wary of global uncertainty</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>US markets are defensive ahead of ‘Liberation Day’ tariff news, just as weak US manufacturing and jobs data raises slowdown fears. The Reserve Bank of Australia holds rates, but hawkishly. Australian consumer confidence rises and retail sales keep recovering.

In our bonus deep dive interview, ANZ Head of Asia Research Khoon Goh explains why Asian economies may be particularly nervous about the upcoming US tariff announcements, and how they might react. 


Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Tue, 01 Apr 2025 18:55:00 -0000</pubDate>
      <itunes:title>Wednesday: RBA wary of global uncertainty</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>US markets are defensive ahead of ‘Liberation Day’ tariff news, just as weak US manufacturing and jobs data raises slowdown fears. The Reserve Bank of Australia holds rates, but hawkishly. Australian consumer confidence rises and retail sales keep recovering.

In our bonus deep dive interview, ANZ Head of Asia Research Khoon Goh explains why Asian economies may be particularly nervous about the upcoming US tariff announcements, and how they might react. 


Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>US markets are defensive ahead of ‘Liberation Day’ tariff news, just as weak US manufacturing and jobs data raises slowdown fears. <strong>The Reserve Bank of Australia</strong> holds rates, but hawkishly. Australian consumer confidence rises and retail sales keep recovering.</p><p><br></p><p>In our bonus deep dive interview, <strong>ANZ Head of Asia Research Khoon Goh </strong>explains why Asian economies may be particularly nervous about the upcoming US tariff announcements, and how they might react. </p><p><br></p><p><br></p><p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>591</itunes:duration>
      <guid isPermaLink="false"><![CDATA[f49452fa-0f28-11f0-8b8a-379684cb214e]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO4331336662.mp3?updated=1743533203" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Tuesday: Gold jumps to US$3,160/oz </title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>US stocks and more risk-sensitive currencies weakened ahead of President Trump’s ‘Liberation Day’ of tariff announcements. Gold jumps to US$3,160/oz. China’s factories brace for tariffs too. Australia’s bank lending growth is steady. 

In our bonus deep dive interview, Greater China Economist Vicky Xiao Zhou analyses the prospects for a second Plaza Accord-style deal on semiconductors between Taiwan and the United States, similar to a US-Japan deal in 1986. 


Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Mon, 31 Mar 2025 18:55:00 -0000</pubDate>
      <itunes:title>Tuesday: Gold jumps to US$3,160/oz </itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>US stocks and more risk-sensitive currencies weakened ahead of President Trump’s ‘Liberation Day’ of tariff announcements. Gold jumps to US$3,160/oz. China’s factories brace for tariffs too. Australia’s bank lending growth is steady. 

In our bonus deep dive interview, Greater China Economist Vicky Xiao Zhou analyses the prospects for a second Plaza Accord-style deal on semiconductors between Taiwan and the United States, similar to a US-Japan deal in 1986. 


Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>US stocks and more risk-sensitive currencies weakened ahead of President Trump’s ‘Liberation Day’ of tariff announcements. Gold jumps to US$3,160/oz. China’s factories brace for tariffs too. Australia’s bank lending growth is steady. </p><p><br></p><p>In our bonus deep dive interview, <strong>Greater</strong> <strong>China Economist Vicky Xiao Zhou</strong> analyses the prospects for a second Plaza Accord-style deal on semiconductors between Taiwan and the United States, similar to a US-Japan deal in 1986. </p><p><br></p><p><br></p><p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>511</itunes:duration>
      <guid isPermaLink="false"><![CDATA[dd3f413c-0e60-11f0-8e91-2f9aeaf145b4]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO1848705623.mp3?updated=1743447264" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Monday: Markets brace for tariff details</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>US investors start the week nervously ahead of tariff news they’ve yet to fully price in. Gold hits a new high. Japanese inflation is rising, which is seen leading to another Bank of Japan rate hike. And New Zealand consumer confidence fell in March.

In our bonus deep dive interview, ANZ’s Head of G3 Economics Brian Martin looks at who might be the winners and losers in the tariffs Donald Trump is set to confirm, or at least announce, on Wednesday night. 


Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Sun, 30 Mar 2025 18:59:00 -0000</pubDate>
      <itunes:title>Monday: Markets brace for tariff details</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>US investors start the week nervously ahead of tariff news they’ve yet to fully price in. Gold hits a new high. Japanese inflation is rising, which is seen leading to another Bank of Japan rate hike. And New Zealand consumer confidence fell in March.

In our bonus deep dive interview, ANZ’s Head of G3 Economics Brian Martin looks at who might be the winners and losers in the tariffs Donald Trump is set to confirm, or at least announce, on Wednesday night. 


Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>US investors start the week nervously ahead of tariff news they’ve yet to fully price in. Gold hits a new high. Japanese inflation is rising, which is seen leading to another <strong>Bank of Japan</strong> rate hike. And New Zealand consumer confidence fell in March.</p><p><br></p><p>In our bonus deep dive interview, <strong>ANZ’s Head of G3 Economics Brian Martin </strong>looks at who might be the winners and losers in the tariffs <strong>Donald Trump</strong> is set to confirm, or at least announce, on Wednesday night. </p><p><br></p><p><br></p><p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>600</itunes:duration>
      <guid isPermaLink="false"><![CDATA[235469e6-0d98-11f0-9586-b7c95042b0e8]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO7308168379.mp3?updated=1743361055" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Friday: Trump puts 25% tariff on US car imports</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>US stocks trade cautiously after Donald Trump sets a 25% tariff on car and car part imports. Gold hits a record high US$3,100/oz. Australia’s Federal Government borrowing task has jumped, and the People’s Bank of China turns dovish.

In our bonus deep dive interview, ANZ Head of Asia Research Khoon Goh analyses why heavy equity outflows from Asian economies are likely to keep flowing after a swathe of US tariff announcements due on April 2. 


Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Thu, 27 Mar 2025 18:57:00 -0000</pubDate>
      <itunes:title>Friday: Trump puts 25% tariff on US car imports</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>US stocks trade cautiously after Donald Trump sets a 25% tariff on car and car part imports. Gold hits a record high US$3,100/oz. Australia’s Federal Government borrowing task has jumped, and the People’s Bank of China turns dovish.

In our bonus deep dive interview, ANZ Head of Asia Research Khoon Goh analyses why heavy equity outflows from Asian economies are likely to keep flowing after a swathe of US tariff announcements due on April 2. 


Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>US stocks trade cautiously after <strong>Donald Trump</strong> sets a 25% tariff on car and car part imports. Gold hits a record high US$3,100/oz. Australia’s Federal Government borrowing task has jumped, and the <strong>People’s Bank of China</strong> turns dovish.</p><p><br></p><p>In our bonus deep dive interview, <strong>ANZ Head of Asia Research Khoon Goh </strong>analyses why heavy equity outflows from Asian economies are likely to keep flowing after a swathe of US tariff announcements due on April 2. </p><p><br></p><p><br></p><p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>558</itunes:duration>
      <guid isPermaLink="false"><![CDATA[9b16a052-0b3b-11f0-81a0-a772fcfe605b]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO9909244443.mp3?updated=1743101409" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Thursday: Australian inflation being repressed</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>US stocks slide on fears Trump will announce car tariffs tonight. UK inflation falls unexpectedly. Australia’s inflation rate slips as Budget rebates are set to keep repressing headline CPI. And Indonesia’s currency is the lowest it’s been since the Asian Financial Crisis of 1997.

In our bonus deep dive interview, ANZ Commodity Strategist Soni Kumari tracks the fortunes of silver following record-setting price moves for gold.


Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Wed, 26 Mar 2025 18:55:00 -0000</pubDate>
      <itunes:title>Thursday: Australian inflation being repressed</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>US stocks slide on fears Trump will announce car tariffs tonight. UK inflation falls unexpectedly. Australia’s inflation rate slips as Budget rebates are set to keep repressing headline CPI. And Indonesia’s currency is the lowest it’s been since the Asian Financial Crisis of 1997.

In our bonus deep dive interview, ANZ Commodity Strategist Soni Kumari tracks the fortunes of silver following record-setting price moves for gold.


Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>US stocks slide on fears Trump will announce car tariffs tonight. UK inflation falls unexpectedly. Australia’s inflation rate slips as Budget rebates are set to keep repressing headline CPI. And Indonesia’s currency is the lowest it’s been since the Asian Financial Crisis of 1997.</p><p><br></p><p>In our bonus deep dive interview, <strong>ANZ Commodity Strategist Soni Kumari</strong> tracks the fortunes of silver following record-setting price moves for gold.</p><p><br></p><p><br></p><p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>599</itunes:duration>
      <guid isPermaLink="false"><![CDATA[e9b2df98-0a71-11f0-872c-bf3577bec11e]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO9028707033.mp3?updated=1743014782" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Wednesday: New tax cuts in Australian Budget</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>US consumer confidence slumps into recession territory, Australia’s Budget reveals a surprise tax cut, while future spending plans sit near expectations. Oil prices fall as Ukraine agrees a partial ceasefire.

In our bonus deep dive interview, ANZ Senior International Economist Tom Kenny analyses how the Federal Open Markets Committee’s projections for the US GDP have changed, and how rising uncertainty is hitting the world’s largest economy.


Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Tue, 25 Mar 2025 18:55:00 -0000</pubDate>
      <itunes:title>Wednesday: New tax cuts in Australian Budget</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>US consumer confidence slumps into recession territory, Australia’s Budget reveals a surprise tax cut, while future spending plans sit near expectations. Oil prices fall as Ukraine agrees a partial ceasefire.

In our bonus deep dive interview, ANZ Senior International Economist Tom Kenny analyses how the Federal Open Markets Committee’s projections for the US GDP have changed, and how rising uncertainty is hitting the world’s largest economy.


Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>US consumer confidence slumps into recession territory, Australia’s Budget reveals a surprise tax cut, while future spending plans sit near expectations. Oil prices fall as Ukraine agrees a partial ceasefire.</p><p><br></p><p>In our bonus deep dive interview, <strong>ANZ Senior International Economist Tom Kenny</strong> analyses how the Federal Open Markets Committee’s projections for the US GDP have changed, and how rising uncertainty is hitting the world’s largest economy.</p><p><br></p><p><br></p><p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>560</itunes:duration>
      <guid isPermaLink="false"><![CDATA[9bf9927a-09a8-11f0-85c5-a3200ee1dbdc]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO3591527629.mp3?updated=1742928323" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Tuesday: Tariff relief hopes spark US rally</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>US stocks rally on hopes Donald Trump will soften the blow of tariffs due next week. Flash PMIs for the US economy reassure. ANZ Research raises gold forecast to US$3,200 an ounce. And all eyes tonight are on Australia’s Federal Budget.

In our bonus deep dive interview, ANZ Senior Commodity Strategist Daniel Hynes reveals two vastly different approaches to slumps in cobalt and lithium prices.


Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Mon, 24 Mar 2025 18:55:00 -0000</pubDate>
      <itunes:title>Tuesday: Tariff relief hopes spark US rally</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>US stocks rally on hopes Donald Trump will soften the blow of tariffs due next week. Flash PMIs for the US economy reassure. ANZ Research raises gold forecast to US$3,200 an ounce. And all eyes tonight are on Australia’s Federal Budget.

In our bonus deep dive interview, ANZ Senior Commodity Strategist Daniel Hynes reveals two vastly different approaches to slumps in cobalt and lithium prices.


Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>US stocks rally on hopes <strong>Donald Trump</strong> will soften the blow of tariffs due next week. Flash PMIs for the US economy reassure. <strong>ANZ Research</strong> raises gold forecast to US$3,200 an ounce. And all eyes tonight are on Australia’s Federal Budget.</p><p><br></p><p>In our bonus deep dive interview, <strong>ANZ Senior Commodity Strategist Daniel Hynes </strong>reveals two vastly different approaches to slumps in cobalt and lithium prices.</p><p><br></p><p><br></p><p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>598</itunes:duration>
      <guid isPermaLink="false"><![CDATA[73850220-08e0-11f0-8ef6-3f45886e6dd4]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO8553740638.mp3?updated=1742842356" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Monday: Global economy braces for April 2</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>ANZ Research has lowered its US growth forecast, while also nudging its China GDP forecast higher. Donald Trump’s big tariff day on April 2 will be a key moment for global markets, and Japan’s inflation is rising nicely for more Bank of Japan rate hikes.

In our bonus deep dive interview, ANZ Head of Australian Economics Adam Boyton previews tomorrow night’s Federal Budget.


Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Sun, 23 Mar 2025 18:55:00 -0000</pubDate>
      <itunes:title>Monday: Global economy braces for April 2</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>ANZ Research has lowered its US growth forecast, while also nudging its China GDP forecast higher. Donald Trump’s big tariff day on April 2 will be a key moment for global markets, and Japan’s inflation is rising nicely for more Bank of Japan rate hikes.

In our bonus deep dive interview, ANZ Head of Australian Economics Adam Boyton previews tomorrow night’s Federal Budget.


Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p><strong>ANZ Research</strong> has lowered its US growth forecast, while also nudging its China GDP forecast higher. Donald Trump’s big tariff day on April 2 will be a key moment for global markets, and Japan’s inflation is rising nicely for more <strong>Bank of Japan</strong> rate hikes.</p><p><br></p><p>In our bonus deep dive interview, <strong>ANZ Head of Australian Economics Adam Boyton</strong> previews tomorrow night’s Federal Budget.</p><p><br></p><p><br></p><p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>559</itunes:duration>
      <guid isPermaLink="false"><![CDATA[518eb690-0816-11f0-a5cb-b37e978046bc]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO6135230780.mp3?updated=1742755541" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Friday: Bank of England holds, while oil jumps</title>
      <description>The Bank of England holds. New Trump sanctions on Iran pump up oil prices by 1.7%. Australia’s big jobs fall in February is not expected to force more RBA cuts, while New Zealand’s stronger Q4 growth shouldn’t stop RBNZ from cutting more.

In our bonus deep dive interview, ANZ Economist Henry Russell digs into what led to New Zealand’s faster-than-expected growth at the end of 2024.


Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Thu, 20 Mar 2025 18:58:00 -0000</pubDate>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>The Bank of England holds. New Trump sanctions on Iran pump up oil prices by 1.7%. Australia’s big jobs fall in February is not expected to force more RBA cuts, while New Zealand’s stronger Q4 growth shouldn’t stop RBNZ from cutting more.

In our bonus deep dive interview, ANZ Economist Henry Russell digs into what led to New Zealand’s faster-than-expected growth at the end of 2024.


Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p><strong>The Bank of England</strong> holds. New Trump sanctions on Iran pump up oil prices by 1.7%. Australia’s big jobs fall in February is not expected to force more <strong>RBA</strong> cuts, while New Zealand’s stronger Q4 growth shouldn’t stop <strong>RBNZ</strong> from cutting more.</p><p><br></p><p>In our bonus deep dive interview, <strong>ANZ Economist Henry Russell</strong> digs into what led to New Zealand’s faster-than-expected growth at the end of 2024.</p><p><br></p><p><br></p><p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>536</itunes:duration>
      <guid isPermaLink="false"><![CDATA[a41d5d10-05bb-11f0-81e6-b7c7f7928a1c]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO7179846253.mp3?updated=1742496692" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Thursday: Fed holds, but cuts US GDP growth view</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>The Fed has just held US official interest rates, but has forecast slower growth and two more rate cuts. Traders pushed the US dollar and market interest rates down. Gold jumped to a new high. The Bank of Japan also holds, but is expected to keep hiking. Australian jobs data today is forecast to show more growth. NZ GDP is forecast to bounce.

In our bonus deep dive interview, ANZ Pacific Economist Kishti Sen looks at Fiji’s growth outlook and considers what is needed to drive growth.


Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Wed, 19 Mar 2025 18:55:00 -0000</pubDate>
      <itunes:title>Thursday: Fed holds, but cuts US GDP growth view</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>The Fed has just held US official interest rates, but has forecast slower growth and two more rate cuts. Traders pushed the US dollar and market interest rates down. Gold jumped to a new high. The Bank of Japan also holds, but is expected to keep hiking. Australian jobs data today is forecast to show more growth. NZ GDP is forecast to bounce.

In our bonus deep dive interview, ANZ Pacific Economist Kishti Sen looks at Fiji’s growth outlook and considers what is needed to drive growth.


Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>The <strong>Fed </strong>has just held US official interest rates, but has forecast slower growth and two more rate cuts. Traders pushed the US dollar and market interest rates down. Gold jumped to a new high. <strong>The Bank of Japan </strong>also holds, but is expected to keep hiking. Australian jobs data today is forecast to show more growth. NZ GDP is forecast to bounce.</p><p><br></p><p>In our bonus deep dive interview, <strong>ANZ Pacific Economist Kishti Sen </strong>looks at Fiji’s growth outlook and considers what is needed to drive growth.</p><p><br></p><p><br></p><p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>526</itunes:duration>
      <guid isPermaLink="false"><![CDATA[0655cb22-04f2-11f0-bb38-eb51aeb97be1]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO3516848469.mp3?updated=1742410099" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Wednesday: Australian consumers hit 2025 low</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>US markets fall ahead of tomorrow morning’s rate decision by the FOMC. The Bank of Japan is expected to hold rates today, German policy makers get ready to take on more debt, and Australian consumers reveal their lowest confidence so far this year.

In our bonus deep dive interview, ANZ Head of Australian Economics Adam Boyton explains what the Reserve Bank of Australia means when it says it will make ‘data dependent’ decisions.


Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Tue, 18 Mar 2025 18:55:00 -0000</pubDate>
      <itunes:title>Wednesday: Australian consumers hit 2025 low</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>US markets fall ahead of tomorrow morning’s rate decision by the FOMC. The Bank of Japan is expected to hold rates today, German policy makers get ready to take on more debt, and Australian consumers reveal their lowest confidence so far this year.

In our bonus deep dive interview, ANZ Head of Australian Economics Adam Boyton explains what the Reserve Bank of Australia means when it says it will make ‘data dependent’ decisions.


Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>US markets fall ahead of tomorrow morning’s rate decision by the FOMC. The Bank of Japan is expected to hold rates today, German policy makers get ready to take on more debt, and Australian consumers reveal their lowest confidence so far this year.</p><p><br></p><p>In our bonus deep dive interview, <strong>ANZ Head of Australian Economics Adam Boyton </strong>explains what the <strong>Reserve Bank of Australia</strong> means when it says it will make ‘data dependent’ decisions.</p><p><br></p><p><br></p><p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>539</itunes:duration>
      <guid isPermaLink="false"><![CDATA[bff08704-0428-11f0-a190-77749b890380]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO3014785067.mp3?updated=1742323652" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Tuesday: China GDP forecasts upgraded</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>US retail sales are sluggish and dragging on US GDP growth. China’s economy outperforms expectations, so ANZ Research lifts its China GDP growth forecasts for 2025 and 2026. New Zealand’s housing market is stirring, but slowly.
In our bonus deep dive interview, ANZ China Strategist Zhaopeng Xing analyses China’s fiscal response to soften the economic impact of US tariffs.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Mon, 17 Mar 2025 18:55:00 -0000</pubDate>
      <itunes:title>Tuesday: China GDP forecasts upgraded</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>US retail sales are sluggish and dragging on US GDP growth. China’s economy outperforms expectations, so ANZ Research lifts its China GDP growth forecasts for 2025 and 2026. New Zealand’s housing market is stirring, but slowly.
In our bonus deep dive interview, ANZ China Strategist Zhaopeng Xing analyses China’s fiscal response to soften the economic impact of US tariffs.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>US retail sales are sluggish and dragging on US GDP growth. China’s economy outperforms expectations, so <strong>ANZ Research</strong> lifts its China GDP growth forecasts for 2025 and 2026. New Zealand’s housing market is stirring, but slowly.</p><p>In our bonus deep dive interview, <strong>ANZ China Strategist Zhaopeng Xing </strong>analyses China’s fiscal response to soften the economic impact of US tariffs.</p><p><br></p><p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>523</itunes:duration>
      <guid isPermaLink="false"><![CDATA[617ba420-035f-11f0-8d30-9fcb21380b91]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO9903142119.mp3?updated=1742237165" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Monday: Gold finally surpasses US$3,000/oz</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>Gold finally jumps through US$3,000 an ounce. US consumer confidence about jobs and inflation slumps. New Zealand’s GDP data is expected to show growth returned in the December quarter. And the Fed is expected to hold later this week.
In our bonus deep dive interview, ANZ Group Chief Economist Richard Yetsenga analyses how all the Trump tariff turmoil is affecting global markets and the US economy.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Sun, 16 Mar 2025 18:55:00 -0000</pubDate>
      <itunes:title>Monday: Gold finally surpasses US$3,000/oz</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>Gold finally jumps through US$3,000 an ounce. US consumer confidence about jobs and inflation slumps. New Zealand’s GDP data is expected to show growth returned in the December quarter. And the Fed is expected to hold later this week.
In our bonus deep dive interview, ANZ Group Chief Economist Richard Yetsenga analyses how all the Trump tariff turmoil is affecting global markets and the US economy.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>Gold finally jumps through US$3,000 an ounce. US consumer confidence about jobs and inflation slumps. New Zealand’s GDP data is expected to show growth returned in the December quarter. And the <strong>Fed</strong> is expected to hold later this week.</p><p>In our bonus deep dive interview, <strong>ANZ Group Chief Economist Richard Yetsenga</strong> analyses how all the Trump tariff turmoil is affecting global markets and the US economy.</p><p><br></p><p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>498</itunes:duration>
      <guid isPermaLink="false"><![CDATA[58a6a5b2-0296-11f0-a803-17a5a8424a11]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO3213891766.mp3?updated=1742150821" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Friday: US stocks slide more on tariff drama</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>US stocks slide again after a new Trump tariff threat. US inflation data was below forecasts. Migrant departures from New Zealand hit a record high, and Australian businesses didn’t get the same boost as consumers did from the RBA’s rate cut.
In our bonus deep dive interview, ANZ Economist Sophia Angala analyses the impact on Australia from the Trump Administration’s new metals tariffs.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Thu, 13 Mar 2025 18:55:00 -0000</pubDate>
      <itunes:title>Friday: US stocks slide more on tariff drama</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>US stocks slide again after a new Trump tariff threat. US inflation data was below forecasts. Migrant departures from New Zealand hit a record high, and Australian businesses didn’t get the same boost as consumers did from the RBA’s rate cut.
In our bonus deep dive interview, ANZ Economist Sophia Angala analyses the impact on Australia from the Trump Administration’s new metals tariffs.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>US stocks slide again after a new Trump tariff threat. US inflation data was below forecasts. Migrant departures from New Zealand hit a record high, and Australian businesses didn’t get the same boost as consumers did from the <strong>RBA</strong>’s rate cut.</p><p>In our bonus deep dive interview, <strong>ANZ Economist Sophia Angala </strong>analyses the impact on Australia from the Trump Administration’s new metals tariffs.</p><p><br></p><p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>600</itunes:duration>
      <guid isPermaLink="false"><![CDATA[f6e73c40-003a-11f0-8976-6f40e9aa138f]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO6916313898.mp3?updated=1741891670" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Thursday: Tariff roller-coaster continues</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>US inflation is below forecasts. Donald Trump ‘un-doubles’ Canada tariffs, but sets global steel and aluminium ones. Japanese bond yields hit their highest since 2008, thanks to safe-haven demand. And New Zealand’s trucks got moving in February.
In our bonus deep dive interview, ANZ Economist Dhiraj Nim looks at how India’s growth rate over the next year may come in below potential, opening room for rate cuts as annual inflation falls, as it did in February to a weaker-than-expected 3.6%.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Wed, 12 Mar 2025 18:55:00 -0000</pubDate>
      <itunes:title>Thursday: Tariff roller-coaster continues</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>US inflation is below forecasts. Donald Trump ‘un-doubles’ Canada tariffs, but sets global steel and aluminium ones. Japanese bond yields hit their highest since 2008, thanks to safe-haven demand. And New Zealand’s trucks got moving in February.
In our bonus deep dive interview, ANZ Economist Dhiraj Nim looks at how India’s growth rate over the next year may come in below potential, opening room for rate cuts as annual inflation falls, as it did in February to a weaker-than-expected 3.6%.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>US inflation is below forecasts. <strong>Donald Trump</strong> ‘un-doubles’ Canada tariffs, but sets global steel and aluminium ones. Japanese bond yields hit their highest since 2008, thanks to safe-haven demand. And New Zealand’s trucks got moving in February.</p><p>In our bonus deep dive interview, <strong>ANZ Economist Dhiraj Nim </strong>looks at how India’s growth rate over the next year may come in below potential, opening room for rate cuts as annual inflation falls, as it did in February to a weaker-than-expected 3.6%.</p><p><br></p><p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>599</itunes:duration>
      <guid isPermaLink="false"><![CDATA[7901efa6-ff71-11ef-aac0-036b4d0d35d8]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO5478781749.mp3?updated=1741805130" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Wednesday: Trump doubles tariffs to 50%</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>Donald Trump doubles Canadian steel and aluminium tariffs to 50%, slamming markets again. Australian consumer and business confidence fall a bit. Japan’s GDP is revised down, but strong wage growth is expected to keep the Bank of Japan hiking.
In our bonus deep dive interview, ANZ Economist Dhiraj Nim explains why India’s inflation rate doesn’t look to be a problem for further policy easing.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Tue, 11 Mar 2025 18:55:00 -0000</pubDate>
      <itunes:title>Wednesday: Trump doubles tariffs to 50%</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>Donald Trump doubles Canadian steel and aluminium tariffs to 50%, slamming markets again. Australian consumer and business confidence fall a bit. Japan’s GDP is revised down, but strong wage growth is expected to keep the Bank of Japan hiking.
In our bonus deep dive interview, ANZ Economist Dhiraj Nim explains why India’s inflation rate doesn’t look to be a problem for further policy easing.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p><strong>Donald Trump</strong> doubles Canadian steel and aluminium tariffs to 50%, slamming markets again. Australian consumer and business confidence fall a bit. Japan’s GDP is revised down, but strong wage growth is expected to keep the <strong>Bank of Japan</strong> hiking.</p><p>In our bonus deep dive interview, <strong>ANZ Economist Dhiraj Nim </strong>explains why India’s inflation rate doesn’t look to be a problem for further policy easing.</p><p><br></p><p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>548</itunes:duration>
      <guid isPermaLink="false"><![CDATA[810f2d2c-fea8-11ef-ada3-1307093695a0]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO5788003215.mp3?updated=1741718817" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Tuesday: Trump's economic 'transition' comments hit markets </title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>US stocks and US bond yields are down sharply this morning after Donald Trump accepted the US economy was slowing. Oil prices keep falling on global demand and supply fears. The euro is surging on hopes for bigger European investment spending.
In our bonus deep dive interview, ANZ Senior Commodities Strategist Daniel Hynes looks at the surprising performance of US shale oil producers and how they might respond to lower prices in a ‘drill, baby, drill’ era.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Mon, 10 Mar 2025 18:55:00 -0000</pubDate>
      <itunes:title>Tuesday: Trump's economic 'transition' comments hit markets </itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>US stocks and US bond yields are down sharply this morning after Donald Trump accepted the US economy was slowing. Oil prices keep falling on global demand and supply fears. The euro is surging on hopes for bigger European investment spending.
In our bonus deep dive interview, ANZ Senior Commodities Strategist Daniel Hynes looks at the surprising performance of US shale oil producers and how they might respond to lower prices in a ‘drill, baby, drill’ era.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>US stocks and US bond yields are down sharply this morning after <strong>Donald Trump</strong> accepted the US economy was slowing. Oil prices keep falling on global demand and supply fears. The euro is surging on hopes for bigger European investment spending.</p><p>In our bonus deep dive interview, <strong>ANZ Senior Commodities Strategist Daniel Hynes</strong> looks at the surprising performance of US shale oil producers and how they might respond to lower prices in a ‘drill, baby, drill’ era.</p><p><br></p><p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>515</itunes:duration>
      <guid isPermaLink="false"><![CDATA[423386c6-fddf-11ef-a206-e7a226ff9596]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO7863255741.mp3?updated=1741632381" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Monday: Trump's tariff zig-zags unsettle investors</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>Trump’s vacillations on tariffs is unsettling US market and economic confidence, although some think a ‘Trump Put’ will limit any fall in stock prices. Markets now expect more than three Fed rate cuts in 2025. China’s deflation deepens in February.
In our bonus deep dive interview, ANZ’s Head of G3 Economics Brian Martin takes a closer look at Germany’s plan to step off its ‘fiscal brake’.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Sun, 09 Mar 2025 18:55:00 -0000</pubDate>
      <itunes:title>Monday: Trump's tariff zig-zags unsettle investors</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>Trump’s vacillations on tariffs is unsettling US market and economic confidence, although some think a ‘Trump Put’ will limit any fall in stock prices. Markets now expect more than three Fed rate cuts in 2025. China’s deflation deepens in February.
In our bonus deep dive interview, ANZ’s Head of G3 Economics Brian Martin takes a closer look at Germany’s plan to step off its ‘fiscal brake’.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>Trump’s vacillations on tariffs is unsettling US market and economic confidence, although some think a ‘Trump Put’ will limit any fall in stock prices. Markets now expect more than three Fed rate cuts in 2025. China’s deflation deepens in February.</p><p>In our bonus deep dive interview, <strong>ANZ’s Head of G3 Economics Brian Martin </strong>takes a closer look at Germany’s plan to step off its ‘fiscal brake’.</p><p><br></p><p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>536</itunes:duration>
      <guid isPermaLink="false"><![CDATA[dcfddfdc-fd15-11ef-b9cb-fbe841ceb17a]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO2454338194.mp3?updated=1741545882" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Friday: ECB cuts and is set for more</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>Trump delays tariffs on auto imports for a month and the ECB cuts rates. Australia’s exports to the US jump despite tariff uncertainty. Forecasts for New Zealand’s Q4 GDP may fall, and Malaysia holds rates.
In our bonus deep dive interview, ANZ Head of Australian Economics Adam Boyton explains why the RBA’s February meeting minutes this week point to only one more rate cut this year.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Thu, 06 Mar 2025 18:55:00 -0000</pubDate>
      <itunes:title>Friday: ECB cuts and is set for more</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>Trump delays tariffs on auto imports for a month and the ECB cuts rates. Australia’s exports to the US jump despite tariff uncertainty. Forecasts for New Zealand’s Q4 GDP may fall, and Malaysia holds rates.
In our bonus deep dive interview, ANZ Head of Australian Economics Adam Boyton explains why the RBA’s February meeting minutes this week point to only one more rate cut this year.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>Trump delays tariffs on auto imports for a month and the ECB cuts rates. Australia’s exports to the US jump despite tariff uncertainty. Forecasts for New Zealand’s Q4 GDP may fall, and Malaysia holds rates.</p><p>In our bonus deep dive interview, <strong>ANZ Head of Australian Economics Adam Boyton</strong> explains why the <strong>RBA’s</strong> February meeting minutes this week point to only one more rate cut this year.</p><p><br></p><p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>475</itunes:duration>
      <guid isPermaLink="false"><![CDATA[9c109bd4-faba-11ef-b524-9716dc86b133]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO2094504612.mp3?updated=1741286787" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Thursday: Australian growth picks up</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>Oil hits a six-month low and the US dollar drops 1% on fears trade wars will lower global growth. Private spending helps Australian GDP grow 0.6% in Q4. China sets a new growth target of 5%, and the Reserve Bank of New Zealand’s Governor resigns.
In our bonus deep dive interview, ANZ Head of Australian Economics Adam Boyton looks at whether the GDP growth Australia experienced at the end of 2024 can be sustained through 2025.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Wed, 05 Mar 2025 18:55:00 -0000</pubDate>
      <itunes:title>Thursday: Australian growth picks up</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>Oil hits a six-month low and the US dollar drops 1% on fears trade wars will lower global growth. Private spending helps Australian GDP grow 0.6% in Q4. China sets a new growth target of 5%, and the Reserve Bank of New Zealand’s Governor resigns.
In our bonus deep dive interview, ANZ Head of Australian Economics Adam Boyton looks at whether the GDP growth Australia experienced at the end of 2024 can be sustained through 2025.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>Oil hits a six-month low and the US dollar drops 1% on fears trade wars will lower global growth. Private spending helps Australian GDP grow 0.6% in Q4. China sets a new growth target of 5%, and the <strong>Reserve Bank of New Zealand’s</strong> Governor resigns.</p><p>In our bonus deep dive interview, <strong>ANZ Head of Australian Economics Adam Boyton</strong> looks at whether the GDP growth Australia experienced at the end of 2024 can be sustained through 2025.</p><p><br></p><p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>589</itunes:duration>
      <guid isPermaLink="false"><![CDATA[6b9da4b6-f9f1-11ef-88b9-9367862b5030]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO6293996672.mp3?updated=1741200377" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Wednesday: Markets slump as tariff war starts</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>Global stocks and bond yields fall sharply again after the United States imposes tariffs on Canada, Mexico and China, who retaliate with moves of their own. Australia’s Q4 GDP is set for an export boost, while green shoots emerge in New Zealand’s housing market.
In our bonus deep dive interview, ANZ Senior China Strategist Zhaopeng Xing outlines what to expect from China’s National People’s Congress this week.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Tue, 04 Mar 2025 18:55:00 -0000</pubDate>
      <itunes:title>Wednesday: Markets slump as tariff war starts</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>Global stocks and bond yields fall sharply again after the United States imposes tariffs on Canada, Mexico and China, who retaliate with moves of their own. Australia’s Q4 GDP is set for an export boost, while green shoots emerge in New Zealand’s housing market.
In our bonus deep dive interview, ANZ Senior China Strategist Zhaopeng Xing outlines what to expect from China’s National People’s Congress this week.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>Global stocks and bond yields fall sharply again after the United States imposes tariffs on Canada, Mexico and China, who retaliate with moves of their own. Australia’s Q4 GDP is set for an export boost, while green shoots emerge in New Zealand’s housing market.</p><p>In our bonus deep dive interview, <strong>ANZ Senior China Strategist Zhaopeng Xing </strong>outlines what to expect from China’s National People’s Congress this week.</p><p><br></p><p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>597</itunes:duration>
      <guid isPermaLink="false"><![CDATA[68268cd6-f928-11ef-b2d8-c3925838dc58]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO2039890304.mp3?updated=1741114042" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Tuesday: Tariff fears drag on US markets</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>US markets fall on fears about Donald Trump’s tariffs, which are due to kick today unless he changes his mind. Australia’s business indicators in Q4 beat expectations, as did a survey of China manufacturing in February. New Zealand exports jump in Q4.
In our bonus deep dive interview, ANZ Economist Bansi Madhavani crunches the numbers on how much inflation might flow through to US consumers from Trump’s tariffs.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Mon, 03 Mar 2025 18:55:00 -0000</pubDate>
      <itunes:title>Tuesday: Tariff fears drag on US markets</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>US markets fall on fears about Donald Trump’s tariffs, which are due to kick today unless he changes his mind. Australia’s business indicators in Q4 beat expectations, as did a survey of China manufacturing in February. New Zealand exports jump in Q4.
In our bonus deep dive interview, ANZ Economist Bansi Madhavani crunches the numbers on how much inflation might flow through to US consumers from Trump’s tariffs.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>US markets fall on fears about Donald Trump’s tariffs, which are due to kick today unless he changes his mind. Australia’s business indicators in Q4 beat expectations, as did a survey of China manufacturing in February. New Zealand exports jump in Q4.</p><p>In our bonus deep dive interview, <strong>ANZ Economist Bansi Madhavani</strong> crunches the numbers on how much inflation might flow through to US consumers from Trump’s tariffs.</p><p><br></p><p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>582</itunes:duration>
      <guid isPermaLink="false"><![CDATA[0799107e-f85f-11ef-8ab6-dba3027b780b]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO9644974585.mp3?updated=1741027551" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Monday: USD strong as tariff deadlines loom</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>Global markets take the White House clash in their stride. Tariff deadlines are more in focus, boosting the US dollar, in particular vs the Canadian dollar. Australian lending growth softens, and New Zealand consumer confidence remains subdued.
In our bonus deep dive interview, ANZ Economist Henry Russell analyses how New Zealand’s housing market has started 2025.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Sun, 02 Mar 2025 18:55:00 -0000</pubDate>
      <itunes:title>Monday: USD strong as tariff deadlines loom</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>Global markets take the White House clash in their stride. Tariff deadlines are more in focus, boosting the US dollar, in particular vs the Canadian dollar. Australian lending growth softens, and New Zealand consumer confidence remains subdued.
In our bonus deep dive interview, ANZ Economist Henry Russell analyses how New Zealand’s housing market has started 2025.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>Global markets take the White House clash in their stride. Tariff deadlines are more in focus, boosting the US dollar, in particular vs the Canadian dollar. Australian lending growth softens, and New Zealand consumer confidence remains subdued.</p><p>In our bonus deep dive interview, <strong>ANZ Economist Henry Russell </strong>analyses how New Zealand’s housing market has started 2025.</p><p><br></p><p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>551</itunes:duration>
      <guid isPermaLink="false"><![CDATA[1b4b3bac-f796-11ef-b804-13a0c77368e5]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO9933287513.mp3?updated=1740941255" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Friday: USD surges on imminent tariff news</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>The US dollar jumps after Trump says 25% tariffs will hit Canadian and Mexican imports from next Tuesday. New Zealand business confidence nudges up as interest rates fall, and weaker Australian capital expenditure may lower Q4 GDP forecasts.
In our bonus deep dive interview, ANZ Economist Maddy Dunk looks at how much the RBA’s rate cut last week might feed through to Australia’s housing market this year.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Thu, 27 Feb 2025 18:55:00 -0000</pubDate>
      <itunes:title>Friday: USD surges on imminent tariff news</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>The US dollar jumps after Trump says 25% tariffs will hit Canadian and Mexican imports from next Tuesday. New Zealand business confidence nudges up as interest rates fall, and weaker Australian capital expenditure may lower Q4 GDP forecasts.
In our bonus deep dive interview, ANZ Economist Maddy Dunk looks at how much the RBA’s rate cut last week might feed through to Australia’s housing market this year.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>The US dollar jumps after Trump says 25% tariffs will hit Canadian and Mexican imports from next Tuesday. New Zealand business confidence nudges up as interest rates fall, and weaker Australian capital expenditure may lower Q4 GDP forecasts.</p><p>In our bonus deep dive interview, <strong>ANZ Economist Maddy Dunk </strong>looks at how much the <strong>RBA</strong>’s rate cut last week might feed through to Australia’s housing market this year.</p><p><br></p><p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>571</itunes:duration>
      <guid isPermaLink="false"><![CDATA[faf154a8-f539-11ef-a737-4b241df7b3e9]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO8920621725.mp3?updated=1740681785" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Thursday: Electricity rebates jostle Australian CPI data</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>The US dollar stabilises with US bond yields after a surprise drop. Australian inflation is thrown around as electricity rebates roll off, while construction work shows hints of weakness. And Thailand cuts rates unexpectedly, with more cuts likely to come.
In our bonus deep dive interview, ANZ’s International Economist Kishti Sen considers the outlook for Pacific island currencies amid global trade wars.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Wed, 26 Feb 2025 18:55:00 -0000</pubDate>
      <itunes:title>Thursday: Electricity rebates jostle Australian CPI data</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>The US dollar stabilises with US bond yields after a surprise drop. Australian inflation is thrown around as electricity rebates roll off, while construction work shows hints of weakness. And Thailand cuts rates unexpectedly, with more cuts likely to come.
In our bonus deep dive interview, ANZ’s International Economist Kishti Sen considers the outlook for Pacific island currencies amid global trade wars.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>The US dollar stabilises with US bond yields after a surprise drop. Australian inflation is thrown around as electricity rebates roll off, while construction work shows hints of weakness. And Thailand cuts rates unexpectedly, with more cuts likely to come.</p><p>In our bonus deep dive interview, <strong>ANZ’s International Economist Kishti Sen</strong> considers the outlook for Pacific island currencies amid global trade wars.</p><p><br></p><p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>541</itunes:duration>
      <guid isPermaLink="false"><![CDATA[f9f794bc-f472-11ef-9d27-23dfb3be4dc9]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO9641269483.mp3?updated=1740596313" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Wednesday: Bond yields fall after US confidence slump</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>Sliding US consumer confidence hammers US Treasury bond yields down to their lowest levels since December. Australia’s January CPI today could give clues on more RBA rate cuts. Australian consumer confidence jumps after the RBA’s cut this month.
In our bonus deep dive interview, ANZ’s Senior Commodities Strategist Daniel Hynes looks at the prospects of OPEC going through with stated plans to reverse production cuts made back during Covid in 2020 and 2021.  

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Tue, 25 Feb 2025 18:55:00 -0000</pubDate>
      <itunes:title>Wednesday: Bond yields fall after US confidence slump</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>Sliding US consumer confidence hammers US Treasury bond yields down to their lowest levels since December. Australia’s January CPI today could give clues on more RBA rate cuts. Australian consumer confidence jumps after the RBA’s cut this month.
In our bonus deep dive interview, ANZ’s Senior Commodities Strategist Daniel Hynes looks at the prospects of OPEC going through with stated plans to reverse production cuts made back during Covid in 2020 and 2021.  

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>Sliding US consumer confidence hammers US Treasury bond yields down to their lowest levels since December. Australia’s January CPI today could give clues on more RBA rate cuts. Australian consumer confidence jumps after the RBA’s cut this month.</p><p>In our bonus deep dive interview, <strong>ANZ’s Senior Commodities Strategist Daniel Hynes </strong>looks at the prospects of OPEC going through with stated plans to reverse production cuts made back during Covid in 2020 and 2021.  </p><p><br></p><p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>575</itunes:duration>
      <guid isPermaLink="false"><![CDATA[4efbebdc-f3a8-11ef-a16e-57605458abee]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO2117504899.mp3?updated=1740509268" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Tuesday: Tariff fears unnerving US economy</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>Markets react cautiously to Germany’s new Government. The US economy is softening because of tariff uncertainty. China’s central bank is using off balance sheet tools to intervene in markets, and New Zealand’s retail sector has perked up.
In our bonus deep dive interview, ANZ’s Chief Economist for Asia, Sanjay Mathur, has taken a closer look at the importance of household consumption in Asia’s economies, especially in the face of tariff headwinds to their exports . 

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Mon, 24 Feb 2025 18:55:00 -0000</pubDate>
      <itunes:title>Tuesday: Tariff fears unnerving US economy</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>Markets react cautiously to Germany’s new Government. The US economy is softening because of tariff uncertainty. China’s central bank is using off balance sheet tools to intervene in markets, and New Zealand’s retail sector has perked up.
In our bonus deep dive interview, ANZ’s Chief Economist for Asia, Sanjay Mathur, has taken a closer look at the importance of household consumption in Asia’s economies, especially in the face of tariff headwinds to their exports . 

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>Markets react cautiously to Germany’s new Government. The US economy is softening because of tariff uncertainty. China’s central bank is using off balance sheet tools to intervene in markets, and New Zealand’s retail sector has perked up.</p><p>In our bonus deep dive interview, <strong>ANZ’s Chief Economist for Asia, Sanjay Mathur, </strong>has taken a closer look at the importance of household consumption in Asia’s economies, especially in the face of tariff headwinds to their exports . </p><p><br></p><p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>598</itunes:duration>
      <guid isPermaLink="false"><![CDATA[fbe342a6-f2df-11ef-9691-bf7ebf22a118]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO6086748255.mp3?updated=1740423229" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Monday: Tariffs, German elections &amp; USD in focus this week</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>All eyes this week are on the latest tariffs drama and German election results, but in Australia, fresh inflation data will be in focus after the RBA’s rate cut. The US dollar stabilises. Japan’s inflation is strong, and New Zealand posts a trade surplus.
In our bonus deep dive interview, ANZ Group Chief Economist Richard Yetsenga looks at two key issues in geopolitics: whether Trump’s tariffs create inflation, and how the war in Ukraine might be resolved amid elections in Germany. 

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Sun, 23 Feb 2025 18:55:00 -0000</pubDate>
      <itunes:title>Monday: Tariffs, German elections &amp; USD in focus this week</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>All eyes this week are on the latest tariffs drama and German election results, but in Australia, fresh inflation data will be in focus after the RBA’s rate cut. The US dollar stabilises. Japan’s inflation is strong, and New Zealand posts a trade surplus.
In our bonus deep dive interview, ANZ Group Chief Economist Richard Yetsenga looks at two key issues in geopolitics: whether Trump’s tariffs create inflation, and how the war in Ukraine might be resolved amid elections in Germany. 

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>All eyes this week are on the latest tariffs drama and German election results, but in Australia, fresh inflation data will be in focus after the <strong>RBA’</strong>s rate cut. The US dollar stabilises. Japan’s inflation is strong, and New Zealand posts a trade surplus.</p><p>In our bonus deep dive interview, <strong>ANZ Group Chief Economist Richard Yetsenga </strong>looks at two key issues in geopolitics: whether Trump’s tariffs create inflation, and how the war in Ukraine might be resolved amid elections in Germany. </p><p><br></p><p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>456</itunes:duration>
      <guid isPermaLink="false"><![CDATA[e4fe0460-f215-11ef-8af0-0f2b66127791]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO9932361891.mp3?updated=1740336433" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Friday: Australian jobs growth continues</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>Global stocks are down after a Walmart warning. Australia’s jobless rate ticks up, but jobs also surge, so the RBA says it’s hard to see bad news in the data. And China holds its key rates, keeping its powder dry so it can cut when the US trade war hits.
In our bonus deep dive interview, ANZ Economist Vicky Xiao Zhou sorted through more than 10,000 product classifications to find out how the 10% tariffs being placed on China by the US would affect trade. 

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Thu, 20 Feb 2025 18:55:00 -0000</pubDate>
      <itunes:title>Friday: Australian jobs growth continues</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>Global stocks are down after a Walmart warning. Australia’s jobless rate ticks up, but jobs also surge, so the RBA says it’s hard to see bad news in the data. And China holds its key rates, keeping its powder dry so it can cut when the US trade war hits.
In our bonus deep dive interview, ANZ Economist Vicky Xiao Zhou sorted through more than 10,000 product classifications to find out how the 10% tariffs being placed on China by the US would affect trade. 

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>Global stocks are down after a Walmart warning. Australia’s jobless rate ticks up, but jobs also surge, so the <strong>RBA</strong> says it’s hard to see bad news in the data. And China holds its key rates, keeping its powder dry so it can cut when the US trade war hits.</p><p>In our bonus deep dive interview, <strong>ANZ Economist Vicky Xiao Zhou</strong> sorted through more than 10,000 product classifications to find out how the 10% tariffs being placed on China by the US would affect trade. </p><p><br></p><p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>580</itunes:duration>
      <guid isPermaLink="false"><![CDATA[d82c20ee-efba-11ef-821d-f3cd910dbf2e]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO6352841115.mp3?updated=1740077425" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Thursday: RBNZ cuts &amp; signals more</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>The Reserve Bank of New Zealand cuts 50 basis points and signals more to come. Australia’s wage growth is lighter than expected, which is good news for the RBA ahead of January jobs figures today. They are set to show a solid labour market.
In our bonus deep dive interview, ANZ Economist Maddy Dunk highlights how housing markets in Australia’s capital cities struggled ahead of the RBA’s rate cut.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Wed, 19 Feb 2025 18:55:00 -0000</pubDate>
      <itunes:title>Thursday: RBNZ cuts &amp; signals more</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>The Reserve Bank of New Zealand cuts 50 basis points and signals more to come. Australia’s wage growth is lighter than expected, which is good news for the RBA ahead of January jobs figures today. They are set to show a solid labour market.
In our bonus deep dive interview, ANZ Economist Maddy Dunk highlights how housing markets in Australia’s capital cities struggled ahead of the RBA’s rate cut.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>The <strong>Reserve Bank of New Zealand</strong> cuts 50 basis points and signals more to come. Australia’s wage growth is lighter than expected, which is good news for the <strong>RBA</strong> ahead of January jobs figures today. They are set to show a solid labour market.</p><p>In our bonus deep dive interview, <strong>ANZ Economist Maddy Dunk </strong>highlights how housing markets in Australia’s capital cities struggled ahead of the RBA’s rate cut.</p><p><br></p><p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>490</itunes:duration>
      <guid isPermaLink="false"><![CDATA[e249e0ea-eef0-11ef-b486-cf233e6da174]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO8453698418.mp3?updated=1739990683" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Wednesday: RBA cuts hawkishly</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>The Reserve Bank of Australia cuts hawkishly, warning of uncertainties around the labour market. The question now is whether it will cut again this year. And Australian consumers lost a bit of confidence ahead of the cut.
In our bonus deep dive interview, ANZ New Zealand Chief Economist Sharon Zollner analyses the picture the Reserve Bank of New Zealand faces today as it decides how much to cut rates. 

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Tue, 18 Feb 2025 18:55:00 -0000</pubDate>
      <itunes:title>Wednesday: RBA cuts hawkishly</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>The Reserve Bank of Australia cuts hawkishly, warning of uncertainties around the labour market. The question now is whether it will cut again this year. And Australian consumers lost a bit of confidence ahead of the cut.
In our bonus deep dive interview, ANZ New Zealand Chief Economist Sharon Zollner analyses the picture the Reserve Bank of New Zealand faces today as it decides how much to cut rates. 

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>The <strong>Reserve Bank of Australia</strong> cuts hawkishly, warning of uncertainties around the labour market. The question now is whether it will cut again this year. And Australian consumers lost a bit of confidence ahead of the cut.</p><p>In our bonus deep dive interview, <strong>ANZ New Zealand Chief Economist Sharon Zollner </strong>analyses the picture the <strong>Reserve Bank of New Zealand</strong> faces today as it decides how much to cut rates. </p><p><br></p><p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>584</itunes:duration>
      <guid isPermaLink="false"><![CDATA[cd57ac40-ee27-11ef-bb7f-cf6aadc697ee]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO2831884461.mp3?updated=1739904319" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Tuesday: EU stocks hit record highs</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>European stocks hit record highs and bond yields rise as higher defence spending is priced-in amid Ukraine peace talks. Japan’s economy hits its growth stride, and high dairy prices and a low Kiwi dollar are combining to support New Zealand’s economy.
In our bonus deep dive interview, ANZ Australia Senior Economist 
Adelaide Timbrell
explains why the improving inflation outlook has given the Reserve Bank of Australia the room to cut 25 basis points to 4.1% later today, and then once more in August. 

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Mon, 17 Feb 2025 18:55:00 -0000</pubDate>
      <itunes:title>Tuesday: EU stocks hit record highs</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>European stocks hit record highs and bond yields rise as higher defence spending is priced-in amid Ukraine peace talks. Japan’s economy hits its growth stride, and high dairy prices and a low Kiwi dollar are combining to support New Zealand’s economy.
In our bonus deep dive interview, ANZ Australia Senior Economist 
Adelaide Timbrell
explains why the improving inflation outlook has given the Reserve Bank of Australia the room to cut 25 basis points to 4.1% later today, and then once more in August. 

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>European stocks hit record highs and bond yields rise as higher defence spending is priced-in amid Ukraine peace talks. Japan’s economy hits its growth stride, and high dairy prices and a low Kiwi dollar are combining to support New Zealand’s economy.</p><p>In our bonus deep dive interview, <strong>ANZ Australia Senior Economist </strong></p><p>Adelaide Timbrell</p><p>explains why the improving inflation outlook has given the <strong>Reserve Bank of Australia</strong> the room to cut 25 basis points to 4.1% later today, and then once more in August. </p><p><br></p><p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>591</itunes:duration>
      <guid isPermaLink="false"><![CDATA[48904b34-ed5f-11ef-ab3a-2b2ac41be74e]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO7262458807.mp3?updated=1739818197" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Monday: RBA set to cut rates, finally</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>The Reserve Bank of Australia is expected to finally cut rates this week. However, the Aussie dollar is firmer this morning and may rise more as global markets take some of the Trump tariff premium out of the US dollar.
In our bonus deep dive interview, ANZ Australia Senior Economist 
Adelaide Timbrell
explains why ANZ Research has increased its growth forecast for this year to 2.4% from 2.2%. 

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Sun, 16 Feb 2025 18:55:00 -0000</pubDate>
      <itunes:title>Monday: RBA set to cut rates, finally</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>The Reserve Bank of Australia is expected to finally cut rates this week. However, the Aussie dollar is firmer this morning and may rise more as global markets take some of the Trump tariff premium out of the US dollar.
In our bonus deep dive interview, ANZ Australia Senior Economist 
Adelaide Timbrell
explains why ANZ Research has increased its growth forecast for this year to 2.4% from 2.2%. 

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>The <strong>Reserve Bank of Australia</strong> is expected to finally cut rates this week. However, the Aussie dollar is firmer this morning and may rise more as global markets take some of the Trump tariff premium out of the US dollar.</p><p>In our bonus deep dive interview, <strong>ANZ Australia Senior Economist </strong></p><p>Adelaide Timbrell</p><p>explains why <strong>ANZ Research</strong> has increased its growth forecast for this year to 2.4% from 2.2%. </p><p><br></p><p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>596</itunes:duration>
      <guid isPermaLink="false"><![CDATA[cb1a1064-ec95-11ef-9bc0-3fc1238f5c0c]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO7075545401.mp3?updated=1739731658" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Friday: Trump set to announce global reciprocal tariffs</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>Donald Trump is set to announce global reciprocal tariffs today, but US stocks rose and US Treasury yields and the dollar fell on hopes delays could reduce the inflation hit. Japan’s rising producer prices support another BoJ hike. And the Philippines’ central bank unexpectedly holds rates.
In our bonus deep dive interview, ANZ Senior Economist Miles Workman explains the importance of New Zealand’s closely watched inflation expectations survey, ahead of next week’s live rates decision by the Reserve Bank of New Zealand. 

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Thu, 13 Feb 2025 18:55:00 -0000</pubDate>
      <itunes:title>Friday: Trump set to announce global reciprocal tariffs</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>Donald Trump is set to announce global reciprocal tariffs today, but US stocks rose and US Treasury yields and the dollar fell on hopes delays could reduce the inflation hit. Japan’s rising producer prices support another BoJ hike. And the Philippines’ central bank unexpectedly holds rates.
In our bonus deep dive interview, ANZ Senior Economist Miles Workman explains the importance of New Zealand’s closely watched inflation expectations survey, ahead of next week’s live rates decision by the Reserve Bank of New Zealand. 

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p><strong>Donald Trump</strong> is set to announce global reciprocal tariffs today, but US stocks rose and US Treasury yields and the dollar fell on hopes delays could reduce the inflation hit. Japan’s rising producer prices support another <strong>BoJ</strong> hike. And the Philippines’ central bank unexpectedly holds rates.</p><p>In our bonus deep dive interview, <strong>ANZ Senior Economist Miles Workman</strong> explains the importance of New Zealand’s closely watched inflation expectations survey, ahead of next week’s live rates decision by the <strong>Reserve Bank of New Zealand</strong>. </p><p><br></p><p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>599</itunes:duration>
      <guid isPermaLink="false"><![CDATA[ce4ecf30-ea39-11ef-b2b5-4ba51fb4099a]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO6757931165.mp3?updated=1739472247" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Thursday: US inflation overshoots</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>US stocks and rate cut expectations retreat as January inflation comes in hotter than expected - just one rate cut is now priced for this year; And New Zealand trucks got moving last month, but a full recovery in economic activity is yet to take hold.
In our bonus deep dive interview, ANZ Economist Krystal Tan reviews which Asian economies are most at risk from US President Donald Trump’s latest tariff proclamations. 

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Wed, 12 Feb 2025 18:55:00 -0000</pubDate>
      <itunes:title>Thursday: US inflation overshoots</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>US stocks and rate cut expectations retreat as January inflation comes in hotter than expected - just one rate cut is now priced for this year; And New Zealand trucks got moving last month, but a full recovery in economic activity is yet to take hold.
In our bonus deep dive interview, ANZ Economist Krystal Tan reviews which Asian economies are most at risk from US President Donald Trump’s latest tariff proclamations. 

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>US stocks and rate cut expectations retreat as January inflation comes in hotter than expected - just one rate cut is now priced for this year; And New Zealand trucks got moving last month, but a full recovery in economic activity is yet to take hold.</p><p>In our bonus deep dive interview, <strong>ANZ Economist Krystal Tan </strong>reviews which Asian economies are most at risk from US President Donald Trump’s latest tariff proclamations. </p><p><br></p><p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>532</itunes:duration>
      <guid isPermaLink="false"><![CDATA[a8624b22-e970-11ef-a91c-7796851281d1]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO9532383988.mp3?updated=1739385857" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Wednesday: Australia could dodge tariffs</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>Markets are focused on cautious comments from Fed Chair Jerome Powell about more rate cuts. Australia’s large and growing US trade deficit could spare it from metals tariffs. Australian consumer confidence in the here-and-now is at its lowest since September.
In our bonus deep dive interview, ANZ’s Senior Commodities Strategist Daniel Hynes looks into the prospects of gold going through the $3,000 an ounce mark. 

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Tue, 11 Feb 2025 18:55:00 -0000</pubDate>
      <itunes:title>Wednesday: Australia could dodge tariffs</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>Markets are focused on cautious comments from Fed Chair Jerome Powell about more rate cuts. Australia’s large and growing US trade deficit could spare it from metals tariffs. Australian consumer confidence in the here-and-now is at its lowest since September.
In our bonus deep dive interview, ANZ’s Senior Commodities Strategist Daniel Hynes looks into the prospects of gold going through the $3,000 an ounce mark. 

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>Markets are focused on cautious comments from <strong>Fed Chair Jerome Powell</strong> about more rate cuts. Australia’s large and growing US trade deficit could spare it from metals tariffs. Australian consumer confidence in the here-and-now is at its lowest since September.</p><p>In our bonus deep dive interview, <strong>ANZ’s Senior Commodities Strategist Daniel Hynes </strong>looks into the prospects of gold going through the $3,000 an ounce mark. </p><p><br></p><p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>449</itunes:duration>
      <guid isPermaLink="false"><![CDATA[956649fc-e8a7-11ef-a792-7f7a9484263f]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO3818307611.mp3?updated=1739299494" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Tuesday: Gold hits new record high</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>US markets react positively to President Trump’s latest steel and aluminium tariff announcement, but uncertainty remains. Gold hit a new record high overnight. The British Pound continues to weaken following the Bank of England’s rate cut last week.
In our bonus deep dive interview, ANZ’s Senior Commodities Strategist Daniel Hynes unpacks the implications of Trump’s tariffs on aluminium and steel, if enacted, and who might be the winners and losers. 

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Mon, 10 Feb 2025 18:55:00 -0000</pubDate>
      <itunes:title>Tuesday: Gold hits new record high</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>US markets react positively to President Trump’s latest steel and aluminium tariff announcement, but uncertainty remains. Gold hit a new record high overnight. The British Pound continues to weaken following the Bank of England’s rate cut last week.
In our bonus deep dive interview, ANZ’s Senior Commodities Strategist Daniel Hynes unpacks the implications of Trump’s tariffs on aluminium and steel, if enacted, and who might be the winners and losers. 

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>US markets react positively to President Trump’s latest steel and aluminium tariff announcement, but uncertainty remains. Gold hit a new record high overnight. The British Pound continues to weaken following the <strong>Bank of England’s</strong> rate cut last week.</p><p>In our bonus deep dive interview, <strong>ANZ’s Senior Commodities Strategist Daniel Hynes </strong>unpacks the implications of Trump’s tariffs on aluminium and steel, if enacted, and who might be the winners and losers. </p><p><br></p><p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>541</itunes:duration>
      <guid isPermaLink="false"><![CDATA[756deab6-e7de-11ef-a71c-af5b89fc92fd]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO4397957590.mp3?updated=1739213114" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Monday: US consumers fear tariffs will hike prices</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>US consumers increasingly fear Donald Trump’s tariffs will drive up inflation, which worried US markets on Friday. Trump reverses a plan to put tariffs on parcel imports. The Reserve Bank of India cuts rates. And China’s CPI inflation blipped up in January.
In our bonus deep dive interview, ANZ’s Head of Australian Economics Adam Boyton finds some surprising strength in private sector job creation. 

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Sun, 09 Feb 2025 18:55:00 -0000</pubDate>
      <itunes:title>Monday: US consumers fear tariffs will hike prices</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>US consumers increasingly fear Donald Trump’s tariffs will drive up inflation, which worried US markets on Friday. Trump reverses a plan to put tariffs on parcel imports. The Reserve Bank of India cuts rates. And China’s CPI inflation blipped up in January.
In our bonus deep dive interview, ANZ’s Head of Australian Economics Adam Boyton finds some surprising strength in private sector job creation. 

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>US consumers increasingly fear Donald Trump’s tariffs will drive up inflation, which worried US markets on Friday. Trump reverses a plan to put tariffs on parcel imports. The Reserve Bank of India cuts rates. And China’s CPI inflation blipped up in January.</p><p>In our bonus deep dive interview, <strong>ANZ’s Head of Australian Economics Adam Boyton </strong>finds some surprising strength in private sector job creation. </p><p><br></p><p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>556</itunes:duration>
      <guid isPermaLink="false"><![CDATA[34570e5a-e715-11ef-bb40-c348d73edf11]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO9416018235.mp3?updated=1739126673" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Friday: Bank of England cuts dovishly</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>Markets are mixed amid conflicting signals on Donald Trump’s tariffs. The Bank of England cuts dovishly, driving the pound lower. Australia’s trade surplus normalises in December, and Vietnam’s inflation was surprisingly strong.
In our bonus deep dive interview, ANZ International Economist Kishti Sen analyses the risks to Fiji’s trade from a tariff-imposing White House. 

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Thu, 06 Feb 2025 18:55:00 -0000</pubDate>
      <itunes:title>Friday: Bank of England cuts dovishly</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>Markets are mixed amid conflicting signals on Donald Trump’s tariffs. The Bank of England cuts dovishly, driving the pound lower. Australia’s trade surplus normalises in December, and Vietnam’s inflation was surprisingly strong.
In our bonus deep dive interview, ANZ International Economist Kishti Sen analyses the risks to Fiji’s trade from a tariff-imposing White House. 

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>Markets are mixed amid conflicting signals on Donald Trump’s tariffs. The Bank of England cuts dovishly, driving the pound lower. Australia’s trade surplus normalises in December, and Vietnam’s inflation was surprisingly strong.</p><p>In our bonus deep dive interview, <strong>ANZ International Economist Kishti Sen</strong> analyses the risks to Fiji’s trade from a tariff-imposing White House. </p><p><br></p><p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>567</itunes:duration>
      <guid isPermaLink="false"><![CDATA[aa2fcf4e-e4b9-11ef-a561-db7174020ce5]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO5317340651.mp3?updated=1738867455" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Thursday: Gold hits record high over US$2,900/oz</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>Gold hits a new record high as the US 10 year yield falls to its lowest point this year.; China holds the Yuan strongly amid depreciation pressure; and New Zealand’s job market loosens enough to green-light the RBNZ to cut 50 basis points this month.
In our bonus deep dive interview, ANZ Senior Commodities Strategist Daniel Hynes explains what’s behind the surge in gold prices to record highs and a 5% fall in oil prices since Trump’s inauguration. 

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Wed, 05 Feb 2025 18:55:00 -0000</pubDate>
      <itunes:title>Thursday: Gold hits record high over US$2,900/oz</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>Gold hits a new record high as the US 10 year yield falls to its lowest point this year.; China holds the Yuan strongly amid depreciation pressure; and New Zealand’s job market loosens enough to green-light the RBNZ to cut 50 basis points this month.
In our bonus deep dive interview, ANZ Senior Commodities Strategist Daniel Hynes explains what’s behind the surge in gold prices to record highs and a 5% fall in oil prices since Trump’s inauguration. 

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>Gold hits a new record high as the US 10 year yield falls to its lowest point this year.; China holds the Yuan strongly amid depreciation pressure; and New Zealand’s job market loosens enough to green-light the RBNZ to cut 50 basis points this month.</p><p>In our bonus deep dive interview, <strong>ANZ Senior Commodities Strategist Daniel Hynes </strong>explains what’s behind the surge in gold prices to record highs and a 5% fall in oil prices since Trump’s inauguration. </p><p><br></p><p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>541</itunes:duration>
      <guid isPermaLink="false"><![CDATA[8aeed8c4-e3f0-11ef-9216-e3856f3acca3]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO6062234834.mp3?updated=1738781074" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Wednesday: Markets welcome limited China retaliation</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>Mexico and Canada get a one month reprieve from Donald Trump’s 15% across-the-board tariffs and China is in talks for a similar reprieve. China’s response yesterday was also limited, which markets welcomed overnight.
In our bonus deep dive interview, ANZ’s Economist Henry Russell says ANZ’s Business Outlook survey indicates New Zealand’s economy turned a corner at the end of 2024. 

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Tue, 04 Feb 2025 18:55:00 -0000</pubDate>
      <itunes:title>Wednesday: Markets welcome limited China retaliation</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>Mexico and Canada get a one month reprieve from Donald Trump’s 15% across-the-board tariffs and China is in talks for a similar reprieve. China’s response yesterday was also limited, which markets welcomed overnight.
In our bonus deep dive interview, ANZ’s Economist Henry Russell says ANZ’s Business Outlook survey indicates New Zealand’s economy turned a corner at the end of 2024. 

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>Mexico and Canada get a one month reprieve from Donald Trump’s 15% across-the-board tariffs and China is in talks for a similar reprieve. China’s response yesterday was also limited, which markets welcomed overnight.</p><p>In our bonus deep dive interview, <strong>ANZ’s Economist Henry Russell </strong>says <strong>ANZ’s Business Outlook</strong> survey indicates New Zealand’s economy turned a corner at the end of 2024. </p><p><br></p><p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>573</itunes:duration>
      <guid isPermaLink="false"><![CDATA[fde93478-e328-11ef-a511-b357521b14f3]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO5520493610.mp3?updated=1738695367" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Tuesday: Mexico secures tariff pause</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>Mexico secures a one-month reprieve from tariffs by agreeing to send troops to the US border. All eyes are now on a call this morning between President Trump and Canadian PM Trudeau; Gold and the US dollar rise amid the see-sawing uncertainty.
In our bonus deep dive interview, ANZ’s Head of Asia Research Khoon Goh talks about how Trump’s tariffs are likely to drive the yuan and other Asian currencies around, with tomorrow’s fix of the Chinese currency by the People’s Bank of China being a key moment. 

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Mon, 03 Feb 2025 18:55:00 -0000</pubDate>
      <itunes:title>Tuesday: Mexico secures tariff pause</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>Mexico secures a one-month reprieve from tariffs by agreeing to send troops to the US border. All eyes are now on a call this morning between President Trump and Canadian PM Trudeau; Gold and the US dollar rise amid the see-sawing uncertainty.
In our bonus deep dive interview, ANZ’s Head of Asia Research Khoon Goh talks about how Trump’s tariffs are likely to drive the yuan and other Asian currencies around, with tomorrow’s fix of the Chinese currency by the People’s Bank of China being a key moment. 

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>Mexico secures a one-month reprieve from tariffs by agreeing to send troops to the US border. All eyes are now on a call this morning between President Trump and Canadian PM Trudeau; Gold and the US dollar rise amid the see-sawing uncertainty.</p><p>In our bonus deep dive interview, <strong>ANZ’s Head of Asia Research Khoon Goh</strong> talks about how Trump’s tariffs are likely to drive the yuan and other Asian currencies around, with tomorrow’s fix of the Chinese currency by the People’s Bank of China being a key moment. </p><p><br></p><p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>576</itunes:duration>
      <guid isPermaLink="false"><![CDATA[e727b47e-e25d-11ef-bf6b-ff123abfe2b6]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO7416776684.mp3?updated=1738608142" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Monday: Trump's tariffs set to disrupt global economy &amp; markets</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>Markets will open this morning for the first time after Donald Trump unleashed 25% tariffs across the board on imports from Canada and Mexico on Sunday. Stocks, bond yields and non-US currencies are expected to slide as investors seek safe havens.
In our bonus deep dive interview, ANZ’s Head of G3 Economics Brian Martin analyses the detail of Trump’s historic actions and the implications for global trade, output and inflation. 

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Sun, 02 Feb 2025 18:55:00 -0000</pubDate>
      <itunes:title>Monday: Trump's tariffs set to disrupt global economy &amp; markets</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>Markets will open this morning for the first time after Donald Trump unleashed 25% tariffs across the board on imports from Canada and Mexico on Sunday. Stocks, bond yields and non-US currencies are expected to slide as investors seek safe havens.
In our bonus deep dive interview, ANZ’s Head of G3 Economics Brian Martin analyses the detail of Trump’s historic actions and the implications for global trade, output and inflation. 

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>Markets will open this morning for the first time after <strong>Donald Trump</strong> unleashed 25% tariffs across the board on imports from Canada and Mexico on Sunday. Stocks, bond yields and non-US currencies are expected to slide as investors seek safe havens.</p><p>In our bonus deep dive interview, <strong>ANZ’s Head of G3 Economics Brian Martin </strong>analyses the detail of Trump’s historic actions and the implications for global trade, output and inflation. </p><p><br></p><p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>541</itunes:duration>
      <guid isPermaLink="false"><![CDATA[417c6cb8-e195-11ef-ac0b-fb1fdd698e11]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO1649988619.mp3?updated=1738521964" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Friday: ECB cuts, while Fed is in no hurry</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>Markets are coping this morning with the world’s two biggest central banks taking interest rates in different directions, with the Fed holding yesterday and in no hurry to cut again, while the ECB cut overnight with more to come.
In our bonus deep dive interview, ANZ Senior Economist Catherine Birch digs into the detail behind Australia’s falling inflation rate and why ANZ Research is expecting a rate cut in February.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Thu, 30 Jan 2025 18:55:00 -0000</pubDate>
      <itunes:title>Friday: ECB cuts, while Fed is in no hurry</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>Markets are coping this morning with the world’s two biggest central banks taking interest rates in different directions, with the Fed holding yesterday and in no hurry to cut again, while the ECB cut overnight with more to come.
In our bonus deep dive interview, ANZ Senior Economist Catherine Birch digs into the detail behind Australia’s falling inflation rate and why ANZ Research is expecting a rate cut in February.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>Markets are coping this morning with the world’s two biggest central banks taking interest rates in different directions, with the Fed holding yesterday and in no hurry to cut again, while the ECB cut overnight with more to come.</p><p>In our bonus deep dive interview, <strong>ANZ Senior Economist Catherine Birch </strong>digs into the detail behind Australia’s falling inflation rate and why ANZ Research is expecting a rate cut in February.</p><p><br></p><p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>574</itunes:duration>
      <guid isPermaLink="false"><![CDATA[92aecd64-df39-11ef-b356-17ca6eefd321]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO6253741414.mp3?updated=1738262684" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Thursday: Australian CPI supports RBA cut</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>The Reserve Bank of Australia looks well placed to be able to cut in February as Australian inflation comes in below market expectations. The US Federal Open Markets Committee is about to announce its first rate decision of the year, while the European Central Bank is on track to cut rates tonight.
In our bonus deep dive interview, ANZ FX Analyst Felix Ryan analyses market views and positioning for major currencies through 2025.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Wed, 29 Jan 2025 18:58:00 -0000</pubDate>
      <itunes:title>Thursday: Australian CPI supports RBA cut</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>The Reserve Bank of Australia looks well placed to be able to cut in February as Australian inflation comes in below market expectations. The US Federal Open Markets Committee is about to announce its first rate decision of the year, while the European Central Bank is on track to cut rates tonight.
In our bonus deep dive interview, ANZ FX Analyst Felix Ryan analyses market views and positioning for major currencies through 2025.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p><strong>The Reserve Bank of Australia</strong> looks well placed to be able to cut in February as Australian inflation comes in below market expectations. The <strong>US Federal Open Markets Committee</strong> is about to announce its first rate decision of the year, while the <strong>European Central Bank</strong> is on track to cut rates tonight.</p><p>In our bonus deep dive interview, <strong>ANZ FX Analyst Felix Ryan</strong> analyses market views and positioning for major currencies through 2025.</p><p><br></p><p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>559</itunes:duration>
      <guid isPermaLink="false"><![CDATA[5a59d1ee-de70-11ef-8a1c-5b06edf632cb]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO3144037099.mp3?updated=1738176261" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Wednesday: Aus inflation could give RBA green light</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>US stocks stabilised after yesterday’s tech-rout. Attention now turns to tomorrow’s FOMC decision, which could see US interest rates on hold; Meanwhile, Australia’s Q4 inflation today is expected to give the RBA a green light to cut rates in February.
In our bonus deep dive interview, ANZ Economist Arindam Chakraborty says the new Special Economic Zone between Singapore and its neighbouring Malaysian state will present opportunities for both economies.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Tue, 28 Jan 2025 18:55:00 -0000</pubDate>
      <itunes:title>Wednesday: Aus inflation could give RBA green light</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>US stocks stabilised after yesterday’s tech-rout. Attention now turns to tomorrow’s FOMC decision, which could see US interest rates on hold; Meanwhile, Australia’s Q4 inflation today is expected to give the RBA a green light to cut rates in February.
In our bonus deep dive interview, ANZ Economist Arindam Chakraborty says the new Special Economic Zone between Singapore and its neighbouring Malaysian state will present opportunities for both economies.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>US stocks stabilised after yesterday’s tech-rout. Attention now turns to tomorrow’s <strong>FOMC</strong> decision, which could see US interest rates on hold; Meanwhile, Australia’s Q4 inflation today is expected to give the RBA a green light to cut rates in February.</p><p>In our bonus deep dive interview, <strong>ANZ Economist Arindam Chakraborty </strong>says the new Special Economic Zone between Singapore and its neighbouring Malaysian state will present opportunities for both economies.</p><p><br></p><p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>544</itunes:duration>
      <guid isPermaLink="false"><![CDATA[0d9faf14-dda7-11ef-9a67-c750811493dd]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO5412713175.mp3?updated=1738089803" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Tuesday: DeepSeek sparks tech selloff</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>US tech stocks slump on fear AI firms may be overvalued. That’s because a Chinese AI firm looks to have caught up, at a fraction of the cost. Also, the Bank of Japan hikes, while the Monetary Authority of Singapore eases.
In our bonus deep dive interview, ANZ’s Head of FX Research Mahjabeen Zaman has reviewed how well currency markets coped with Donald Trump’s first week as US President.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Mon, 27 Jan 2025 18:55:00 -0000</pubDate>
      <itunes:title>Tuesday: DeepSeek sparks tech selloff</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>US tech stocks slump on fear AI firms may be overvalued. That’s because a Chinese AI firm looks to have caught up, at a fraction of the cost. Also, the Bank of Japan hikes, while the Monetary Authority of Singapore eases.
In our bonus deep dive interview, ANZ’s Head of FX Research Mahjabeen Zaman has reviewed how well currency markets coped with Donald Trump’s first week as US President.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>US tech stocks slump on fear AI firms may be overvalued. That’s because a Chinese AI firm looks to have caught up, at a fraction of the cost. Also, the <strong>Bank of Japan</strong> hikes, while the <strong>Monetary Authority of Singapore</strong> eases.</p><p>In our bonus deep dive interview, <strong>ANZ’s Head of FX Research Mahjabeen Zaman </strong>has reviewed how well currency markets coped with <strong>Donald Trump</strong>’s first week as US President.</p><p><br></p><p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>513</itunes:duration>
      <guid isPermaLink="false"><![CDATA[389f93ec-dcde-11ef-b26f-8f39d0a24293]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO5597574447.mp3?updated=1738003547" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Friday: BoJ rate hike expected</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>The Bank of Japan is set to hike rates today, while Singapore looks set to ease. Political turmoil suppresses Korean growth, and inflows of migrants into New Zealand fall again.
In our bonus deep dive interview, ANZ Economist Krystal Tan analyses Bank Indonesia’s shift away from being concerned about a weak currency, leading to last week’s surprise rate cut.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Thu, 23 Jan 2025 18:55:00 -0000</pubDate>
      <itunes:title>Friday: BoJ rate hike expected</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>The Bank of Japan is set to hike rates today, while Singapore looks set to ease. Political turmoil suppresses Korean growth, and inflows of migrants into New Zealand fall again.
In our bonus deep dive interview, ANZ Economist Krystal Tan analyses Bank Indonesia’s shift away from being concerned about a weak currency, leading to last week’s surprise rate cut.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>The <strong>Bank of Japan</strong> is set to hike rates today, while Singapore looks set to ease. Political turmoil suppresses Korean growth, and inflows of migrants into New Zealand fall again.</p><p>In our bonus deep dive interview, <strong>ANZ Economist Krystal Tan</strong> analyses <strong>Bank Indonesia’s</strong> shift away from being concerned about a weak currency, leading to last week’s surprise rate cut.</p><p><br></p><p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>539</itunes:duration>
      <guid isPermaLink="false"><![CDATA[31847ab4-d9b9-11ef-a25b-cf97a772367b]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO1258390256.mp3?updated=1737657790" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Thursday: Trump suggests 1 Feb for China tariffs</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>President Trump indicates a 10% tariff could be placed on China from 1 February; New Zealand’s domestic inflation slows more than expected; and Malaysia holds rates amid strong growth.
In our bonus deep dive interview, ANZ Economist Henry Russell reviews the state of New Zealand’s housing market, and what to expect over 2025.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Wed, 22 Jan 2025 19:00:00 -0000</pubDate>
      <itunes:title>Thursday: Trump suggests 1 Feb for China tariffs</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>President Trump indicates a 10% tariff could be placed on China from 1 February; New Zealand’s domestic inflation slows more than expected; and Malaysia holds rates amid strong growth.
In our bonus deep dive interview, ANZ Economist Henry Russell reviews the state of New Zealand’s housing market, and what to expect over 2025.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>President Trump indicates a 10% tariff could be placed on China from 1 February; New Zealand’s domestic inflation slows more than expected; and Malaysia holds rates amid strong growth.</p><p>In our bonus deep dive interview, <strong>ANZ Economist Henry Russell </strong>reviews the state of New Zealand’s housing market, and what to expect over 2025.</p><p><br></p><p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>570</itunes:duration>
      <guid isPermaLink="false"><![CDATA[19fd4db2-d8f1-11ef-8f83-3f59e9a5f8b4]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO5014407779.mp3?updated=1737571851" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Wednesday: US markets calm on Day One of Trump 2.0</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>US markets remain calm on Day One of the new administration as tariffs remain unannounced - for now; New Zealand’s non-tradable inflation today will be a gauge for the RBNZ’s next rate cut, and Malaysia’s central bank is expected to hold today.
In our bonus deep dive interview, ANZ’s Chief Economist for Southeast Asia and India, Sanjay Mathur, looks at prospects across Indonesia, Malaysia, the Philippines and Thailand in 2025.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Tue, 21 Jan 2025 18:55:00 -0000</pubDate>
      <itunes:title>Wednesday: US markets calm on Day One of Trump 2.0</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>US markets remain calm on Day One of the new administration as tariffs remain unannounced - for now; New Zealand’s non-tradable inflation today will be a gauge for the RBNZ’s next rate cut, and Malaysia’s central bank is expected to hold today.
In our bonus deep dive interview, ANZ’s Chief Economist for Southeast Asia and India, Sanjay Mathur, looks at prospects across Indonesia, Malaysia, the Philippines and Thailand in 2025.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>US markets remain calm on Day One of the new administration as tariffs remain unannounced - for now; New Zealand’s non-tradable inflation today will be a gauge for the <strong>RBNZ</strong>’s next rate cut, and Malaysia’s central bank is expected to hold today.</p><p>In our bonus deep dive interview, <strong>ANZ’s Chief Economist for Southeast Asia and India, Sanjay Mathur, </strong>looks at prospects across Indonesia, Malaysia, the Philippines and Thailand in 2025.</p><p><br></p><p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>579</itunes:duration>
      <guid isPermaLink="false"><![CDATA[c6ad83f4-d826-11ef-962d-4b7893ffaf23]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO3857520339.mp3?updated=1737484953" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Tuesday: USD drops on reports of tariff delays</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>The Aussie and Kiwi dollars are up 1% this morning as reports on President Trump’s inauguration day indicate tariffs won’t be enforced on day one of the new administration. China’s authorities are preparing their financial markets for when trade restrictions do come into force.
In our bonus deep dive interview, ANZ’s Chief Economist for Greater China Raymond Yeung previews what to expect in the Year of the Snake.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Mon, 20 Jan 2025 18:55:00 -0000</pubDate>
      <itunes:title>Tuesday: USD drops on reports of tariff delays</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>The Aussie and Kiwi dollars are up 1% this morning as reports on President Trump’s inauguration day indicate tariffs won’t be enforced on day one of the new administration. China’s authorities are preparing their financial markets for when trade restrictions do come into force.
In our bonus deep dive interview, ANZ’s Chief Economist for Greater China Raymond Yeung previews what to expect in the Year of the Snake.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>The Aussie and Kiwi dollars are up 1% this morning as reports on President Trump’s inauguration day indicate tariffs won’t be enforced on day one of the new administration. China’s authorities are preparing their financial markets for when trade restrictions do come into force.</p><p>In our bonus deep dive interview, <strong>ANZ’s Chief Economist for Greater China Raymond Yeung</strong> previews what to expect in the Year of the Snake.</p><p><br></p><p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>580</itunes:duration>
      <guid isPermaLink="false"><![CDATA[b41867d2-d75d-11ef-aa6a-5ba8b33d7a16]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO6895704531.mp3?updated=1737398593" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Monday: USD strong as Trump 2.0 begins</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>All eyes are on the second inauguration of Donald Trump and what he says about tariffs and migration. The US dollar is firm and may rise even more. China’s GDP growth beats forecasts, but was boosted by pre-loading of exports to America.
In our bonus deep dive interview, ANZ’s Head of Australian Economics Adam Boyton analyses the meaning of Donald Trump version 2.0 for Australia’s economy.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Sun, 19 Jan 2025 18:55:00 -0000</pubDate>
      <itunes:title>Monday: USD strong as Trump 2.0 begins</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>All eyes are on the second inauguration of Donald Trump and what he says about tariffs and migration. The US dollar is firm and may rise even more. China’s GDP growth beats forecasts, but was boosted by pre-loading of exports to America.
In our bonus deep dive interview, ANZ’s Head of Australian Economics Adam Boyton analyses the meaning of Donald Trump version 2.0 for Australia’s economy.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>All eyes are on the second inauguration of Donald Trump and what he says about tariffs and migration. The US dollar is firm and may rise even more. China’s GDP growth beats forecasts, but was boosted by pre-loading of exports to America.</p><p>In our bonus deep dive interview, <strong>ANZ’s Head of Australian Economics Adam Boyton</strong> analyses the meaning of Donald Trump version 2.0 for Australia’s economy.</p><p><br></p><p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>460</itunes:duration>
      <guid isPermaLink="false"><![CDATA[bc47426c-d694-11ef-b81f-07e8fd686440]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO5424327517.mp3?updated=1737312278" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Friday: Australian jobs growth beats forecasts</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>Global markets are stable after solid US retail sales data. Strong Australian employment growth keeps the spotlight on the RBA ahead of next month’s rates decision. The Bank of Korea unexpectedly holds rates, and New Zealand’s international airfares rise nearly 30% in December.
In our bonus deep dive interview, ANZ Head of Australian Economics Adam Boyton previews 2025 for the Australian economy.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Thu, 16 Jan 2025 18:55:00 -0000</pubDate>
      <itunes:title>Friday: Australian jobs growth beats forecasts</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>Global markets are stable after solid US retail sales data. Strong Australian employment growth keeps the spotlight on the RBA ahead of next month’s rates decision. The Bank of Korea unexpectedly holds rates, and New Zealand’s international airfares rise nearly 30% in December.
In our bonus deep dive interview, ANZ Head of Australian Economics Adam Boyton previews 2025 for the Australian economy.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>Global markets are stable after solid US retail sales data. Strong Australian employment growth keeps the spotlight on the <strong>RBA</strong> ahead of next month’s rates decision. The <strong>Bank of Korea</strong> unexpectedly holds rates, and New Zealand’s international airfares rise nearly 30% in December.</p><p>In our bonus deep dive interview, <strong>ANZ Head of Australian Economics Adam Boyton </strong>previews 2025 for the Australian economy.</p><p><br></p><p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>599</itunes:duration>
      <guid isPermaLink="false"><![CDATA[1d812718-d439-11ef-b12a-bb3b6ff9d6c4]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO8284213604.mp3?updated=1737053025" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Thursday: Markets celebrate low US inflation</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>US inflation data was cooler than forecast overnight, unleashing a rally on bond and stock markets on relief the Fed might be able to cut again after all. Australia’s jobs market data today will test the RBA’s ability to cut next month.
In our bonus deep dive interview, ANZ FX Analyst Felix Ryan talks through the slumps in the Aussie and Kiwi currencies this year as the US dollar takes off.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Wed, 15 Jan 2025 18:55:00 -0000</pubDate>
      <itunes:title>Thursday: Markets celebrate low US inflation</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>US inflation data was cooler than forecast overnight, unleashing a rally on bond and stock markets on relief the Fed might be able to cut again after all. Australia’s jobs market data today will test the RBA’s ability to cut next month.
In our bonus deep dive interview, ANZ FX Analyst Felix Ryan talks through the slumps in the Aussie and Kiwi currencies this year as the US dollar takes off.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>US inflation data was cooler than forecast overnight, unleashing a rally on bond and stock markets on relief the Fed might be able to cut again after all. Australia’s jobs market data today will test the RBA’s ability to cut next month.</p><p>In our bonus deep dive interview, <strong>ANZ FX Analyst Felix Ryan </strong>talks through the slumps in the Aussie and Kiwi currencies this year as the US dollar takes off.</p><p><br></p><p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>550</itunes:duration>
      <guid isPermaLink="false"><![CDATA[16b6eac2-d370-11ef-a662-afd76d1bb6ae]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO4443642261.mp3?updated=1736966685" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Wednesday: What new sanctions mean for oil prices</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>New sanctions on Russia’s oil exports are driving prices, for now. India’s rupee hits a record low. Australian consumer confidence is holding up over summer and business confidence improves again in New Zealand.
In our bonus deep dive interview, ANZ Head of G3 Economics Brian Martin reviews why the market has swiftly rowed back US rate cut bets in the early weeks of 2025.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Tue, 14 Jan 2025 18:55:00 -0000</pubDate>
      <itunes:title>Wednesday: What new sanctions mean for oil prices</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>New sanctions on Russia’s oil exports are driving prices, for now. India’s rupee hits a record low. Australian consumer confidence is holding up over summer and business confidence improves again in New Zealand.
In our bonus deep dive interview, ANZ Head of G3 Economics Brian Martin reviews why the market has swiftly rowed back US rate cut bets in the early weeks of 2025.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>New sanctions on Russia’s oil exports are driving prices, for now. India’s rupee hits a record low. Australian consumer confidence is holding up over summer and business confidence improves again in New Zealand.</p><p>In our bonus deep dive interview, <strong>ANZ Head of G3 Economics Brian Martin </strong>reviews why the market has swiftly rowed back US rate cut bets in the early weeks of 2025.</p><p><br></p><p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>598</itunes:duration>
      <guid isPermaLink="false"><![CDATA[adcbf350-d2a6-11ef-9396-df88191e449b]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO3636150472.mp3?updated=1736880180" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Tuesday: US rate cut hopes fade</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>US Treasury yields continue to rise and stocks fall as hopes of multiple Fed rate cuts fade. A strong US dollar sees the Yuan slide towards 16-year lows, triggering intervention. And the oil price rises again overnight following new US sanctions.
In our bonus deep dive interview, ANZ New Zealand Chief Economist Sharon Zollner previews how New Zealand’s economy looks set to perform over 2025.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Mon, 13 Jan 2025 18:55:00 -0000</pubDate>
      <itunes:title>Tuesday: US rate cut hopes fade</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>US Treasury yields continue to rise and stocks fall as hopes of multiple Fed rate cuts fade. A strong US dollar sees the Yuan slide towards 16-year lows, triggering intervention. And the oil price rises again overnight following new US sanctions.
In our bonus deep dive interview, ANZ New Zealand Chief Economist Sharon Zollner previews how New Zealand’s economy looks set to perform over 2025.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>US Treasury yields continue to rise and stocks fall as hopes of multiple Fed rate cuts fade. A strong US dollar sees the Yuan slide towards 16-year lows, triggering intervention. And the oil price rises again overnight following new US sanctions.</p><p>In our bonus deep dive interview, <strong>ANZ New Zealand Chief Economist Sharon Zollner </strong>previews how New Zealand’s economy looks set to perform over 2025.</p><p><br></p><p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>574</itunes:duration>
      <guid isPermaLink="false"><![CDATA[ad120c70-d1dd-11ef-8f4f-ebc35934b50a]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO4579989968.mp3?updated=1736793850" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Monday: AUD starts 2025 near 5-year low</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>ANZ Research has pulled forward its forecast for Australia’s first rate cut to February from May after soft inflation data. But US rates expectations have risen after strong US jobs growth. That combination has dragged the AUD down to post-Covid lows.
In our first bonus deep dive interview for 2025, ANZ’s Chief Economist for Greater China Raymond Yeung explains why China’s economy may well achieve its 5% growth target for 2024.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Sun, 12 Jan 2025 18:55:00 -0000</pubDate>
      <itunes:title>Monday: AUD starts 2025 near 5-year low</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>ANZ Research has pulled forward its forecast for Australia’s first rate cut to February from May after soft inflation data. But US rates expectations have risen after strong US jobs growth. That combination has dragged the AUD down to post-Covid lows.
In our first bonus deep dive interview for 2025, ANZ’s Chief Economist for Greater China Raymond Yeung explains why China’s economy may well achieve its 5% growth target for 2024.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p><strong>ANZ Research</strong> has pulled forward its forecast for Australia’s first rate cut to February from May after soft inflation data. But US rates expectations have risen after strong US jobs growth. That combination has dragged the AUD down to post-Covid lows.</p><p>In our first bonus deep dive interview for 2025, <strong>ANZ’s Chief Economist for Greater China Raymond Yeung</strong> explains why China’s economy may well achieve its 5% growth target for 2024.</p><p><br></p><p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>590</itunes:duration>
      <guid isPermaLink="false"><![CDATA[2c63266e-d114-11ef-a71a-2bc4723c0a27]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO2350679646.mp3?updated=1736707305" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Wednesday: Markets set for Fed, BoJ rates moves</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>Global markets are mixed ahead of big US and Japanese rate decisions later this week. US retail sales are solid. New Zealand’s Government announces a bigger than expected increase in bond issuance, and Australian consumers end the year better off.
For our final bonus Deep Dive interview of the year, ANZ’s Group Chief Economist Richard Yetsenga looks at the key themes of 2024 and at what 2025 might bring for the global economy.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Tue, 17 Dec 2024 18:55:00 -0000</pubDate>
      <itunes:title>Wednesday: Markets set for Fed, BoJ rates moves</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>Global markets are mixed ahead of big US and Japanese rate decisions later this week. US retail sales are solid. New Zealand’s Government announces a bigger than expected increase in bond issuance, and Australian consumers end the year better off.
For our final bonus Deep Dive interview of the year, ANZ’s Group Chief Economist Richard Yetsenga looks at the key themes of 2024 and at what 2025 might bring for the global economy.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>Global markets are mixed ahead of big US and Japanese rate decisions later this week. US retail sales are solid. New Zealand’s Government announces a bigger than expected increase in bond issuance, and Australian consumers end the year better off.</p><p>For our final bonus Deep Dive interview of the year, <strong>ANZ’s Group Chief Economist Richard Yetsenga </strong>looks at the key themes of 2024 and at what 2025 might bring for the global economy.</p><p><br></p><p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>600</itunes:duration>
      <guid isPermaLink="false"><![CDATA[6014785a-bca6-11ef-9776-bbd8bf36fb88]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO8285114571.mp3?updated=1734461124" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Tuesday: NZ Govt borrowing forecast to rise</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>PMI results show the US economy is resilient, supporting only three Fed cuts in 2025. China’s retail sales disappoint again. NZ’s Government is expected to unveil a higher borrowing forecast today. Coldplay concerts in Auckland nudge inflation up a bit.
In the second in a series of bonus Deep Dive interviews to round out the year and to look ahead to 2025, I spoke with ANZ’s Head of Research for Asia, Khoon Goh, about Asia, ex China.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Mon, 16 Dec 2024 18:55:00 -0000</pubDate>
      <itunes:title>Tuesday: NZ Govt borrowing forecast to rise</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>PMI results show the US economy is resilient, supporting only three Fed cuts in 2025. China’s retail sales disappoint again. NZ’s Government is expected to unveil a higher borrowing forecast today. Coldplay concerts in Auckland nudge inflation up a bit.
In the second in a series of bonus Deep Dive interviews to round out the year and to look ahead to 2025, I spoke with ANZ’s Head of Research for Asia, Khoon Goh, about Asia, ex China.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>PMI results show the US economy is resilient, supporting only three <strong>Fed</strong> cuts in 2025. China’s retail sales disappoint again. NZ’s Government is expected to unveil a higher borrowing forecast today. <strong>Coldplay</strong> concerts in Auckland nudge inflation up a bit.</p><p>In the second in a series of bonus Deep Dive interviews to round out the year and to look ahead to 2025, I spoke with <strong>ANZ’s</strong> <strong>Head of Research for Asia, Khoon Goh</strong>, about Asia, ex China.</p><p><br></p><p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>578</itunes:duration>
      <guid isPermaLink="false"><![CDATA[6c9b679c-bbdd-11ef-bd5e-c763dabfad4b]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO1155314687.mp3?updated=1734374817" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Monday: Markets brace for Fed &amp; BoJ decisions</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>Global markets are bracing for Fed rate cut on Thursday and a possible Bank of Japan hike on Friday. New Zealand’s economy is expected to report a triple-dip recession on Wednesday, before a rebound next year.
In the first in a series of bonus Deep Dive interviews to round out the year and to look ahead to 2025, ANZ’s Chief Economist for Greater China, Raymond Yeung expects monetary policy loosening in the first quarter.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Sun, 15 Dec 2024 18:55:00 -0000</pubDate>
      <itunes:title>Monday: Markets brace for Fed &amp; BoJ decisions</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>Global markets are bracing for Fed rate cut on Thursday and a possible Bank of Japan hike on Friday. New Zealand’s economy is expected to report a triple-dip recession on Wednesday, before a rebound next year.
In the first in a series of bonus Deep Dive interviews to round out the year and to look ahead to 2025, ANZ’s Chief Economist for Greater China, Raymond Yeung expects monetary policy loosening in the first quarter.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>Global markets are bracing for <strong>Fed</strong> rate cut on Thursday and a possible <strong>Bank of Japan</strong> hike on Friday. New Zealand’s economy is expected to report a triple-dip recession on Wednesday, before a rebound next year.</p><p>In the first in a series of bonus Deep Dive interviews to round out the year and to look ahead to 2025, <strong>ANZ’s Chief Economist for Greater China, Raymond Yeung </strong>expects monetary policy loosening in the first quarter.</p><p><br></p><p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>548</itunes:duration>
      <guid isPermaLink="false"><![CDATA[87ddc2d6-bb13-11ef-ab48-5b0a508db0eb]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO3623722646.mp3?updated=1734288104" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Friday: ECB set to cut 150 bps more in 2025</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>The ECB cuts 25 bps as expected, but the Swiss National Bank surprises with 50 bps cut. US headline PPI inflation is hotter than expected, but core inflation is still cooling. Australia’s jobs market tightens as unemployment falls. And India’s inflation rate falls, clearing the way for the RBI to cut in February.
In our bonus deep-dive interview, as we start thinking about what to put on the table for Christmas, ANZ’s executive director for Agribusiness insights Michael Whitehead reveals what Australians eat and drink on Christmas Day.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Thu, 12 Dec 2024 18:55:00 -0000</pubDate>
      <itunes:title>Friday: ECB set to cut 150 bps more in 2025</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>The ECB cuts 25 bps as expected, but the Swiss National Bank surprises with 50 bps cut. US headline PPI inflation is hotter than expected, but core inflation is still cooling. Australia’s jobs market tightens as unemployment falls. And India’s inflation rate falls, clearing the way for the RBI to cut in February.
In our bonus deep-dive interview, as we start thinking about what to put on the table for Christmas, ANZ’s executive director for Agribusiness insights Michael Whitehead reveals what Australians eat and drink on Christmas Day.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>The <strong>ECB</strong> cuts 25 bps as expected, but the <strong>Swiss National Bank</strong> surprises with 50 bps cut. US headline PPI inflation is hotter than expected, but core inflation is still cooling. Australia’s jobs market tightens as unemployment falls. And India’s inflation rate falls, clearing the way for the <strong>RBI</strong> to cut in February.</p><p>In our bonus deep-dive interview, as we start thinking about what to put on the table for Christmas, <strong>ANZ’s executive director for Agribusiness insights Michael Whitehead</strong> reveals what Australians eat and drink on Christmas Day.</p><p><br></p><p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>597</itunes:duration>
      <guid isPermaLink="false"><![CDATA[2e16c2dc-b8b8-11ef-9bc4-e762e9071cb1]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO9282390969.mp3?updated=1734028966" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Thursday: Fed rate cut seen locked in after CPI</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>US inflation met forecasts. Markets now see a Fed rate cut next week as a sure thing. Japanese producer price inflation pressure builds for BoJ. Soft NZ data points to a triple dip recession. Australian jobs growth is seen keeping the RBA on its toes.
In our bonus deep-dive interview, ANZ Commodity Strategist Soni Kumari says the global aluminium market faces a number of challenges over 2025.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Wed, 11 Dec 2024 18:55:00 -0000</pubDate>
      <itunes:title>Thursday: Fed rate cut seen locked in after CPI</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>US inflation met forecasts. Markets now see a Fed rate cut next week as a sure thing. Japanese producer price inflation pressure builds for BoJ. Soft NZ data points to a triple dip recession. Australian jobs growth is seen keeping the RBA on its toes.
In our bonus deep-dive interview, ANZ Commodity Strategist Soni Kumari says the global aluminium market faces a number of challenges over 2025.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>US inflation met forecasts. Markets now see a <strong>Fed</strong> rate cut next week as a sure thing. Japanese producer price inflation pressure builds for <strong>BoJ</strong>. Soft NZ data points to a triple dip recession. Australian jobs growth is seen keeping the <strong>RBA</strong> on its toes.</p><p>In our bonus deep-dive interview, <strong>ANZ Commodity Strategist Soni Kumari </strong>says the global aluminium market faces a number of challenges over 2025.</p><p><br></p><p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>581</itunes:duration>
      <guid isPermaLink="false"><![CDATA[693b90b4-b7ef-11ef-8bac-cf9ce245495d]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO6877414416.mp3?updated=1733942737" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Wednesday: RBA holds, but now less worried about inflation</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>Global markets are mixed ahead of key US inflation data. The RBA holds, but is more comfortable on inflation, which saw the Aussie and Kiwi dollars drop 1%. And China’s exports haven’t experienced a pre-Trump bump…yet.
In our bonus deep-dive interview, ANZ Economist Dhiraj Nim explains how the new Reserve Bank of India Governor, could approach monetary policy, including with a new deputy in place.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Tue, 10 Dec 2024 18:55:00 -0000</pubDate>
      <itunes:title>Wednesday: RBA holds, but now less worried about inflation</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>Global markets are mixed ahead of key US inflation data. The RBA holds, but is more comfortable on inflation, which saw the Aussie and Kiwi dollars drop 1%. And China’s exports haven’t experienced a pre-Trump bump…yet.
In our bonus deep-dive interview, ANZ Economist Dhiraj Nim explains how the new Reserve Bank of India Governor, could approach monetary policy, including with a new deputy in place.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>Global markets are mixed ahead of key US inflation data. The RBA holds, but is more comfortable on inflation, which saw the Aussie and Kiwi dollars drop 1%. And China’s exports haven’t experienced a pre-Trump bump…yet.</p><p>In our bonus deep-dive interview, <strong>ANZ</strong> <strong>Economist Dhiraj Nim </strong>explains how the new <strong>Reserve Bank of India</strong> Governor, could approach monetary policy, including with a new deputy in place.</p><p><br></p><p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>600</itunes:duration>
      <guid isPermaLink="false"><![CDATA[335e8402-b726-11ef-bef5-7fa92d9341b6]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO1998463223.mp3?updated=1733856318" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Tuesday: AUD and NZD rise on China stimulus talk </title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>Oil prices rise 2% as Syria’s President flees the country, and as more stimulus is expected in China following a surprise politburo statement. The Aussie and Kiwi dollars get a boost; The RBA goes into its final meeting of the year with a slight tightening bias.
In our bonus deep-dive interview, ANZ’s Executive Director for Agribusiness Insights, Michael Whitehead, has been down on Australia’s wheat, beef and sheep farms with mostly good news for farmers, starting with strong grain prices and a surprising reason.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Mon, 09 Dec 2024 19:00:00 -0000</pubDate>
      <itunes:title>Tuesday: AUD and NZD rise on China stimulus talk </itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>Oil prices rise 2% as Syria’s President flees the country, and as more stimulus is expected in China following a surprise politburo statement. The Aussie and Kiwi dollars get a boost; The RBA goes into its final meeting of the year with a slight tightening bias.
In our bonus deep-dive interview, ANZ’s Executive Director for Agribusiness Insights, Michael Whitehead, has been down on Australia’s wheat, beef and sheep farms with mostly good news for farmers, starting with strong grain prices and a surprising reason.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>Oil prices rise 2% as Syria’s President flees the country, and as more stimulus is expected in China following a surprise politburo statement. The Aussie and Kiwi dollars get a boost; The RBA goes into its final meeting of the year with a slight tightening bias.</p><p>In our bonus deep-dive interview, <strong>ANZ</strong>’s<strong> Executive Director for Agribusiness Insights, Michael Whitehead,</strong> has been down on Australia’s wheat, beef and sheep farms with mostly good news for farmers, starting with strong grain prices and a surprising reason.</p><p><br></p><p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>581</itunes:duration>
      <guid isPermaLink="false"><![CDATA[2fc7f238-b65e-11ef-8eac-e3d0e50e7252]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO8951151307.mp3?updated=1733770412" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Monday: China may downgrade its GDP forecast this week</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>Markets have yet to open after the lightening-fast overthrow of Bashar al-Assad’s regime in Syria over the weekend, which may further destabilise the Middle East. The Fed is seen on track to cut again next week. The RBA is expected to hold tomorrow.
In our bonus deep-dive interview, ANZ Senior China Strategist Zhaopeng Xing explains why he’s watching for a potential GDP target downgrade from China’s annual Central Economic Work Conference this week.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Sun, 08 Dec 2024 18:55:00 -0000</pubDate>
      <itunes:title>Monday: China may downgrade its GDP forecast this week</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>Markets have yet to open after the lightening-fast overthrow of Bashar al-Assad’s regime in Syria over the weekend, which may further destabilise the Middle East. The Fed is seen on track to cut again next week. The RBA is expected to hold tomorrow.
In our bonus deep-dive interview, ANZ Senior China Strategist Zhaopeng Xing explains why he’s watching for a potential GDP target downgrade from China’s annual Central Economic Work Conference this week.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>Markets have yet to open after the lightening-fast overthrow of Bashar al-Assad’s regime in Syria over the weekend, which may further destabilise the Middle East. The <strong>Fed</strong> is seen on track to cut again next week. The <strong>RBA</strong> is expected to hold tomorrow.</p><p>In our bonus deep-dive interview, <strong>ANZ Senior China Strategist Zhaopeng Xing</strong> explains why he’s watching for a potential GDP target downgrade from China’s annual Central Economic Work Conference this week.</p><p><br></p><p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>492</itunes:duration>
      <guid isPermaLink="false"><![CDATA[d16d7f66-b593-11ef-a045-f31754c02dd4]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO9376965413.mp3?updated=1733683496" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Friday: All eyes ahead to US jobs and Fed</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>Bitcoin holds above US$100,000, while stocks and bonds are mixed ahead of US jobs data. The euro holds up well despite the collapse of France’s government, and Australian consumer goods imports rose as retailers stocked up for Black Friday.
In our bonus deep-dive interview, ANZ’s Chief Economist for Southeast Asia and India,Sanjay Mathur, looks at how Indonesia can grow GDP even faster than its current rate of 5% per annum.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Thu, 05 Dec 2024 18:55:00 -0000</pubDate>
      <itunes:title>Friday: All eyes ahead to US jobs and Fed</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>Bitcoin holds above US$100,000, while stocks and bonds are mixed ahead of US jobs data. The euro holds up well despite the collapse of France’s government, and Australian consumer goods imports rose as retailers stocked up for Black Friday.
In our bonus deep-dive interview, ANZ’s Chief Economist for Southeast Asia and India,Sanjay Mathur, looks at how Indonesia can grow GDP even faster than its current rate of 5% per annum.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>Bitcoin holds above US$100,000, while stocks and bonds are mixed ahead of US jobs data. The euro holds up well despite the collapse of France’s government, and Australian consumer goods imports rose as retailers stocked up for Black Friday.</p><p>In our bonus deep-dive interview, <strong>ANZ</strong>’s <strong>Chief Economist for Southeast Asia and India,Sanjay Mathur</strong>, looks at how Indonesia can grow GDP even faster than its current rate of 5% per annum.</p><p><br></p><p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>540</itunes:duration>
      <guid isPermaLink="false"><![CDATA[6f52b042-b338-11ef-a2fd-4b0da0b03b39]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO9612520232.mp3?updated=1733424344" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Thursday: Lifting of martial law helps South Korean won</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>South Korea’s financial markets stabilise after the lifting of martial law, but the won remains vulnerable to political instability and a national strike threat. Australian GDP growth is more solid than its topline figures suggest.
In our bonus deep-dive interview, ANZ India Economist Dhiraj Nim dismantles India’s food inflation trends to find there’s more than just the weather and climate at work.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Wed, 04 Dec 2024 18:55:00 -0000</pubDate>
      <itunes:title>Thursday: Lifting of martial law helps South Korean won</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>South Korea’s financial markets stabilise after the lifting of martial law, but the won remains vulnerable to political instability and a national strike threat. Australian GDP growth is more solid than its topline figures suggest.
In our bonus deep-dive interview, ANZ India Economist Dhiraj Nim dismantles India’s food inflation trends to find there’s more than just the weather and climate at work.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>South Korea’s financial markets stabilise after the lifting of martial law, but the won remains vulnerable to political instability and a national strike threat. Australian GDP growth is more solid than its topline figures suggest.</p><p>In our bonus deep-dive interview, <strong>ANZ India Economist Dhiraj Nim </strong>dismantles India’s food inflation trends to find there’s more than just the weather and climate at work.</p><p><br></p><p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>534</itunes:duration>
      <guid isPermaLink="false"><![CDATA[b0864a6c-b26e-11ef-a8db-abb3faab6477]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO1172625072.mp3?updated=1733337696" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Wednesday: South Korean President declares martial law</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>South Korea’s President declares martial law, accusing opposition parties of plotting with North Korea. The Korean won slumps. Elsewhere, Australian GDP figures today are set to show a re-acceleration of growth.
In part two of a bonus Deep Dive interview on Asian currencies across 2025, ANZ’s Head of Asia Research Khoon Goh analyses which export-dependent economies are most at risk from trade disruptions.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Tue, 03 Dec 2024 18:55:00 -0000</pubDate>
      <itunes:title>Wednesday: South Korean President declares martial law</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>South Korea’s President declares martial law, accusing opposition parties of plotting with North Korea. The Korean won slumps. Elsewhere, Australian GDP figures today are set to show a re-acceleration of growth.
In part two of a bonus Deep Dive interview on Asian currencies across 2025, ANZ’s Head of Asia Research Khoon Goh analyses which export-dependent economies are most at risk from trade disruptions.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>South Korea’s President declares martial law, accusing opposition parties of plotting with North Korea. The Korean won slumps. Elsewhere, Australian GDP figures today are set to show a re-acceleration of growth.</p><p>In part two of a bonus Deep Dive interview on Asian currencies across 2025, <strong>ANZ’s Head of Asia Research Khoon Goh </strong>analyses which export-dependent economies are most at risk from trade disruptions.</p><p><br></p><p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>551</itunes:duration>
      <guid isPermaLink="false"><![CDATA[af23a012-b1a5-11ef-8710-2f5e02ca4ed8]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO5962244653.mp3?updated=1733251365" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Tuesday: Euro falls on French budget woes</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>The Euro falls on growing concerns that France’s minority Government will face a no-confidence vote as it forces through a Budget bill. Australian retail sales are stronger than expected due to early discounting, and New Zealand building consents stabilise.
In our bonus deep dive interview, ANZ’s Head of Asia Research Khoon Goh explains why he now expects a fifth consecutive year of depreciation for Asian currencies against the US dollar.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Mon, 02 Dec 2024 18:55:00 -0000</pubDate>
      <itunes:title>Tuesday: Euro falls on French budget woes</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>The Euro falls on growing concerns that France’s minority Government will face a no-confidence vote as it forces through a Budget bill. Australian retail sales are stronger than expected due to early discounting, and New Zealand building consents stabilise.
In our bonus deep dive interview, ANZ’s Head of Asia Research Khoon Goh explains why he now expects a fifth consecutive year of depreciation for Asian currencies against the US dollar.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>The Euro falls on growing concerns that France’s minority Government will face a no-confidence vote as it forces through a Budget bill. Australian retail sales are stronger than expected due to early discounting, and New Zealand building consents stabilise.</p><p>In our bonus deep dive interview, <strong>ANZ’s Head of Asia Research Khoon Goh </strong>explains why he now expects a fifth consecutive year of depreciation for Asian currencies against the US dollar.</p><p><br></p><p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>515</itunes:duration>
      <guid isPermaLink="false"><![CDATA[0adfe696-b0dd-11ef-872f-cf988edd9dc2]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO2942818138.mp3?updated=1733165189" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Monday: Contrasting rate calls in Australasia</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>ANZ Research now sees a later start to rate cuts in Australia, but sees a bigger rate cut in February in New Zealand. Donald Trump issues a big new tariff threat. And India’s GDP missed forecasts, increasing the chances the RBI will cut later this week.
In our bonus deep dive interview, ANZ NZ Chief Economist Sharon Zollner explains why she sees just 75 bps more of rate cuts, rather than the 125 bps the RBNZ sees.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Sun, 01 Dec 2024 18:55:00 -0000</pubDate>
      <itunes:title>Monday: Contrasting rate calls in Australasia</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>ANZ Research now sees a later start to rate cuts in Australia, but sees a bigger rate cut in February in New Zealand. Donald Trump issues a big new tariff threat. And India’s GDP missed forecasts, increasing the chances the RBI will cut later this week.
In our bonus deep dive interview, ANZ NZ Chief Economist Sharon Zollner explains why she sees just 75 bps more of rate cuts, rather than the 125 bps the RBNZ sees.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p><strong>ANZ Research</strong> now sees a later start to rate cuts in Australia, but sees a bigger rate cut in February in New Zealand. <strong>Donald Trump</strong> issues a big new tariff threat. And India’s GDP missed forecasts, increasing the chances the <strong>RBI</strong> will cut later this week.</p><p>In our bonus deep dive interview, <strong>ANZ NZ Chief Economist</strong> <strong>Sharon Zollner</strong> explains why she sees just 75 bps more of rate cuts, rather than the 125 bps the <strong>RBNZ</strong> sees.</p><p><br></p><p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>590</itunes:duration>
      <guid isPermaLink="false"><![CDATA[05c9ebae-b013-11ef-84ad-3ffec663db76]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO4110373043.mp3?updated=1733078423" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Friday: Surprise rate cut in South Korea</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>Global markets are mixed, although tension is building around France’s budget crisis. The Bank of Korea unexpectedly cuts rates. Australian capital expenditure resumes growing, while New Zealand business confidence continues to firm.
In our bonus deep dive interview, ANZ FX Analyst Kausani Basak reviews how Vietnam’s economy has rebounded from Typhoon Yagi and how its export sector could be affected by incoming US tariffs.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Thu, 28 Nov 2024 18:55:00 -0000</pubDate>
      <itunes:title>Friday: Surprise rate cut in South Korea</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>Global markets are mixed, although tension is building around France’s budget crisis. The Bank of Korea unexpectedly cuts rates. Australian capital expenditure resumes growing, while New Zealand business confidence continues to firm.
In our bonus deep dive interview, ANZ FX Analyst Kausani Basak reviews how Vietnam’s economy has rebounded from Typhoon Yagi and how its export sector could be affected by incoming US tariffs.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>Global markets are mixed, although tension is building around France’s budget crisis. The Bank of Korea unexpectedly cuts rates. Australian capital expenditure resumes growing, while New Zealand business confidence continues to firm.</p><p>In our bonus deep dive interview, <strong>ANZ FX Analyst Kausani Basak </strong>reviews how Vietnam’s economy has rebounded from Typhoon Yagi and how its export sector could be affected by incoming US tariffs.</p><p><br></p><p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>595</itunes:duration>
      <guid isPermaLink="false"><![CDATA[04327eca-adb9-11ef-88a7-2f45bd3c27bb]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO4832603274.mp3?updated=1732819863" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Thursday: RBNZ triggers questions over next move</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>Solid US inflation means the Federal Reserve could pause rate cuts in December. The Reserve Bank of New Zealand cuts 50 basis points, with questions arising over its next move, and underlying inflation ticks up in Australia.
In our bonus deep dive interview, after yesterday’s RBNZ decision, ANZ New Zealand Chief Economist Sharon Zollner sums up the state of play for Kiwi interest rates, with the next RBNZ move not happening until February.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Wed, 27 Nov 2024 18:55:00 -0000</pubDate>
      <itunes:title>Thursday: RBNZ triggers questions over next move</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>Solid US inflation means the Federal Reserve could pause rate cuts in December. The Reserve Bank of New Zealand cuts 50 basis points, with questions arising over its next move, and underlying inflation ticks up in Australia.
In our bonus deep dive interview, after yesterday’s RBNZ decision, ANZ New Zealand Chief Economist Sharon Zollner sums up the state of play for Kiwi interest rates, with the next RBNZ move not happening until February.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>Solid US inflation means the Federal Reserve could pause rate cuts in December. The Reserve Bank of New Zealand cuts 50 basis points, with questions arising over its next move, and underlying inflation ticks up in Australia.</p><p>In our bonus deep dive interview, after yesterday’s RBNZ decision, <strong>ANZ New Zealand Chief Economist Sharon Zollner </strong>sums up the state of play for Kiwi interest rates, with the next RBNZ move not happening until February.</p><p><br></p><p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>600</itunes:duration>
      <guid isPermaLink="false"><![CDATA[caf7c504-acee-11ef-b9ed-8f44eb1d0f46]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO8297979874.mp3?updated=1732733008" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Wednesday: A$ &amp; NZ$ slide after Trump tariff threat</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>Markets wobble after Trump threatens 25% tariffs on imports from Mexico and Canada, which forced the Aussie and Kiwi dollars down to near one-year lows. The RBNZ is expected to cut by 50 bps and the RBA is watching for disinflation progress.
In our bonus deep dive interview, ahead of today’s RBNZ decision, ANZ Senior Economist Miles Workman analyses last week’s growth warning from the New Zealand Treasury.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Tue, 26 Nov 2024 18:55:00 -0000</pubDate>
      <itunes:title>Wednesday: A$ &amp; NZ$ slide after Trump tariff threat</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>Markets wobble after Trump threatens 25% tariffs on imports from Mexico and Canada, which forced the Aussie and Kiwi dollars down to near one-year lows. The RBNZ is expected to cut by 50 bps and the RBA is watching for disinflation progress.
In our bonus deep dive interview, ahead of today’s RBNZ decision, ANZ Senior Economist Miles Workman analyses last week’s growth warning from the New Zealand Treasury.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>Markets wobble after Trump threatens 25% tariffs on imports from Mexico and Canada, which forced the Aussie and Kiwi dollars down to near one-year lows. The <strong>RBNZ</strong> is expected to cut by 50 bps and the <strong>RBA</strong> is watching for disinflation progress.</p><p>In our bonus deep dive interview, ahead of today’s RBNZ decision, <strong>ANZ Senior Economist Miles Workman </strong>analyses last week’s growth warning from the New Zealand <strong>Treasury</strong>.</p><p><br></p><p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>577</itunes:duration>
      <guid isPermaLink="false"><![CDATA[ccf4a59e-ac25-11ef-b55f-634ddb0ffa72]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO2610903449.mp3?updated=1732646683" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Tuesday: Markets jump on US Treasury pick</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>US markets bounce on hedge fund manager Scott Bessent’s selection as Treasury secretary, easing deficit and tariff fears. Singapore’s inflation is dragged down by a strong currency, and a fall in New Zealand Q3 retail sales should mark the bottom of the current recession.
In our bonus deep dive interview, ANZ’s Chief Economist for Southeast Asia and India Sanjay Mathur looks at why the Phillipines’s current account deficit has risen sharply since April, and explores the wider implications.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Mon, 25 Nov 2024 18:58:59 -0000</pubDate>
      <itunes:title>Tuesday: Markets jump on US Treasury pick</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>US markets bounce on hedge fund manager Scott Bessent’s selection as Treasury secretary, easing deficit and tariff fears. Singapore’s inflation is dragged down by a strong currency, and a fall in New Zealand Q3 retail sales should mark the bottom of the current recession.
In our bonus deep dive interview, ANZ’s Chief Economist for Southeast Asia and India Sanjay Mathur looks at why the Phillipines’s current account deficit has risen sharply since April, and explores the wider implications.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>US markets bounce on hedge fund manager <strong>Scott Bessent’s</strong> selection as <strong>Treasury</strong> secretary, easing deficit and tariff fears. Singapore’s inflation is dragged down by a strong currency, and a fall in New Zealand Q3 retail sales should mark the bottom of the current recession.</p><p>In our bonus deep dive interview, <strong>ANZ’s Chief Economist for Southeast Asia and India Sanjay Mathur </strong>looks at why the Phillipines’s current account deficit has risen sharply since April, and explores the wider implications.</p><p><br></p><p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>570</itunes:duration>
      <guid isPermaLink="false"><![CDATA[5cfc8ad4-ab5f-11ef-bf54-73a8af7d7074]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO6066315541.mp3?updated=1732561455" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Monday: Focus turns to Fed, RBA &amp; RBNZ</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>Global stocks rise again after strong US business activity surveys. This week’s focus is on the Fed’s minutes and US inflation data, along with Australian inflation figures and a rates decision from the Reserve Bank of New Zealand.
In our bonus deep dive interview, ANZ Australia Economist Maddy Dunk highlights a counterintuitive move in housing affordability in one state capital.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Sun, 24 Nov 2024 18:55:00 -0000</pubDate>
      <itunes:title>Monday: Focus turns to Fed, RBA &amp; RBNZ</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>Global stocks rise again after strong US business activity surveys. This week’s focus is on the Fed’s minutes and US inflation data, along with Australian inflation figures and a rates decision from the Reserve Bank of New Zealand.
In our bonus deep dive interview, ANZ Australia Economist Maddy Dunk highlights a counterintuitive move in housing affordability in one state capital.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>Global stocks rise again after strong US business activity surveys. This week’s focus is on the <strong>Fed</strong>’s minutes and US inflation data, along with Australian inflation figures and a rates decision from the <strong>Reserve Bank of New Zealand</strong>.</p><p>In our bonus deep dive interview, <strong>ANZ Australia Economist Maddy Dunk </strong>highlights a counterintuitive move in housing affordability in one state capital.</p><p><br></p><p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>510</itunes:duration>
      <guid isPermaLink="false"><![CDATA[730a7f38-aa93-11ef-a8f8-27dbd5bf8ad5]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO1520008882.mp3?updated=1732473874" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Friday: Mixed US economic signals as oil drops</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>Oil rises on an escalating conflict in Ukraine. US jobs and business confidence data is mixed. Australian housing affordability worsens again and New Zealand’s Treasury warns growth will be weaker than its May forecast and widen the budget deficit.
In our bonus deep dive interview, ANZ Commodity Strategist Soni Kumari explains why ANZ Research thinks gold will continue to attract demand despite recent price drops.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Thu, 21 Nov 2024 18:55:00 -0000</pubDate>
      <itunes:title>Friday: Mixed US economic signals as oil drops</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>Oil rises on an escalating conflict in Ukraine. US jobs and business confidence data is mixed. Australian housing affordability worsens again and New Zealand’s Treasury warns growth will be weaker than its May forecast and widen the budget deficit.
In our bonus deep dive interview, ANZ Commodity Strategist Soni Kumari explains why ANZ Research thinks gold will continue to attract demand despite recent price drops.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>Oil rises on an escalating conflict in Ukraine. US jobs and business confidence data is mixed. Australian housing affordability worsens again and New Zealand’s <strong>Treasury</strong> warns growth will be weaker than its May forecast and widen the budget deficit.</p><p>In our bonus deep dive interview, <strong>ANZ Commodity Strategist Soni Kumari</strong> explains why ANZ Research thinks gold will continue to attract demand despite recent price drops.</p><p><br></p><p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>568</itunes:duration>
      <guid isPermaLink="false"><![CDATA[56930c88-a838-11ef-95af-532b1018282f]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO8929311158.mp3?updated=1732214840" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Thursday: Safe havens sought as Ukraine conflict escalates</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>Global stocks wobble as Ukraine conflict fears escalate. UK inflation is hotter than expected. China’s banks hold lending rates amid a focus on fiscal stimulus, and Bank Indonesia says post-Trump currency moves have affected its ability to cut rates.
In our bonus deep dive interview, ANZ Senior Rates Strategist Jennifer Kusuma looks at the implications of US President-elect Donald Trump’s win for Asian local currency bond yields.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Wed, 20 Nov 2024 18:55:00 -0000</pubDate>
      <itunes:title>Thursday: Safe havens sought as Ukraine conflict escalates</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>Global stocks wobble as Ukraine conflict fears escalate. UK inflation is hotter than expected. China’s banks hold lending rates amid a focus on fiscal stimulus, and Bank Indonesia says post-Trump currency moves have affected its ability to cut rates.
In our bonus deep dive interview, ANZ Senior Rates Strategist Jennifer Kusuma looks at the implications of US President-elect Donald Trump’s win for Asian local currency bond yields.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>Global stocks wobble as Ukraine conflict fears escalate. UK inflation is hotter than expected. China’s banks hold lending rates amid a focus on fiscal stimulus, and Bank Indonesia says post-Trump currency moves have affected its ability to cut rates.</p><p>In our bonus deep dive interview, <strong>ANZ Senior Rates Strategist Jennifer Kusuma </strong>looks at the implications of US President-elect Donald Trump’s win for Asian local currency bond yields.</p><p><br></p><p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>518</itunes:duration>
      <guid isPermaLink="false"><![CDATA[f17122aa-a76e-11ef-8050-6f0135e33e63]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO4452074804.mp3?updated=1732128342" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Wednesday: Stocks jittery on Ukraine nerves</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>Stocks are jittery and safe havens in demand this morning after an escalation of the conflict in Ukraine overnight. The RBA’s minutes indicate it may cut earlier than previously expected and Australian consumer confidence is still trending higher.
In our bonus deep dive interview, ANZ Senior Commodities Strategist Daniel Hynes analyses the outlook for Chinese steel production and iron ore prices ahead of looming US tariffs under a Donald Trump Presidency.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Tue, 19 Nov 2024 18:55:00 -0000</pubDate>
      <itunes:title>Wednesday: Stocks jittery on Ukraine nerves</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>Stocks are jittery and safe havens in demand this morning after an escalation of the conflict in Ukraine overnight. The RBA’s minutes indicate it may cut earlier than previously expected and Australian consumer confidence is still trending higher.
In our bonus deep dive interview, ANZ Senior Commodities Strategist Daniel Hynes analyses the outlook for Chinese steel production and iron ore prices ahead of looming US tariffs under a Donald Trump Presidency.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>Stocks are jittery and safe havens in demand this morning after an escalation of the conflict in Ukraine overnight. The <strong>RBA</strong>’s minutes indicate it may cut earlier than previously expected and Australian consumer confidence is still trending higher.</p><p>In our bonus deep dive interview, <strong>ANZ Senior Commodities Strategist Daniel Hynes </strong>analyses the outlook for Chinese steel production and iron ore prices ahead of looming US tariffs under a Donald Trump Presidency.</p><p><br></p><p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>516</itunes:duration>
      <guid isPermaLink="false"><![CDATA[1b0902b0-a6a5-11ef-adfc-93fee8c6bd57]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO1277908808.mp3?updated=1732041653" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Tuesday: Oil up 3% as Ukraine war intensifies </title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>Oil prices rise 3% as the Russia-Ukraine war escalates. US Treasury yields edge up as traders price a December rate cut by the Fed at 50-50. And RBA minutes today are being watched to see how hawkish the rate-setting board continues to be.
In our bonus deep dive interview, ANZ Senior Economist Miles Workman explains how the RBNZ’s more aggressive start to OCR cuts has shifted New Zealand economy’s growth outlook upwards.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Mon, 18 Nov 2024 18:55:00 -0000</pubDate>
      <itunes:title>Tuesday: Oil up 3% as Ukraine war intensifies </itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>Oil prices rise 3% as the Russia-Ukraine war escalates. US Treasury yields edge up as traders price a December rate cut by the Fed at 50-50. And RBA minutes today are being watched to see how hawkish the rate-setting board continues to be.
In our bonus deep dive interview, ANZ Senior Economist Miles Workman explains how the RBNZ’s more aggressive start to OCR cuts has shifted New Zealand economy’s growth outlook upwards.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>Oil prices rise 3% as the Russia-Ukraine war escalates. US Treasury yields edge up as traders price a December rate cut by the <strong>Fed</strong> at 50-50. And <strong>RBA</strong> minutes today are being watched to see how hawkish the rate-setting board continues to be.</p><p>In our bonus deep dive interview, <strong>ANZ Senior Economist Miles Workman </strong>explains how the <strong>RBNZ’s</strong> more aggressive start to OCR cuts has shifted New Zealand economy’s growth outlook upwards.</p><p><br></p><p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>585</itunes:duration>
      <guid isPermaLink="false"><![CDATA[5b1d34c6-a5dc-11ef-b20b-ef1cdd954b0b]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO6142157555.mp3?updated=1731955432" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Monday: Trump Trade? Or just a clear election result trade? </title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>The Trump trade takes a breather. Fed Chair Jerome Powell is less dovish than expected. China’s retail sales surge, leaving it on track for 4.9% GDP growth this year. And was the Trump trade actually about Trump? Or about a very clear election result?
In our bonus deep dive interview, ANZ Senior Commodities Strategist Daniel Hynes analyses the risks of Australia’s gas supply getting redirected into the international market, and what might replace it domestically.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Sun, 17 Nov 2024 18:55:00 -0000</pubDate>
      <itunes:title>Monday: Trump Trade? Or just a clear election result trade? </itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>The Trump trade takes a breather. Fed Chair Jerome Powell is less dovish than expected. China’s retail sales surge, leaving it on track for 4.9% GDP growth this year. And was the Trump trade actually about Trump? Or about a very clear election result?
In our bonus deep dive interview, ANZ Senior Commodities Strategist Daniel Hynes analyses the risks of Australia’s gas supply getting redirected into the international market, and what might replace it domestically.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>The Trump trade takes a breather. Fed Chair Jerome Powell is less dovish than expected. China’s retail sales surge, leaving it on track for 4.9% GDP growth this year. And was the Trump trade actually about Trump? Or about a very clear election result?</p><p>In our bonus deep dive interview, <strong>ANZ Senior Commodities Strategist</strong> <strong>Daniel Hynes</strong> analyses the risks of Australia’s gas supply getting redirected into the international market, and what might replace it domestically.</p><p><br></p><p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>558</itunes:duration>
      <guid isPermaLink="false"><![CDATA[292a289e-a513-11ef-bea3-a77079661cf0]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO1611580109.mp3?updated=1731869019" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Friday: US dollar near two-year high</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>US producer price inflation rises a bit, but a rate cut remains on the table. The US dollar nears a two-year high on the ‘'Trump Trade’. Australia’s jobless rate holds but employment growth slows, and there are signs of life in New Zealand’s housing market.
In our bonus Deep Dive interview, ANZ Senior Commodities Strategist Daniel Hynes looks at how Australia’s East Coast gas suppliers have dealt with entry into the global market.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Thu, 14 Nov 2024 18:55:00 -0000</pubDate>
      <itunes:title>Friday: US dollar near two-year high</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>US producer price inflation rises a bit, but a rate cut remains on the table. The US dollar nears a two-year high on the ‘'Trump Trade’. Australia’s jobless rate holds but employment growth slows, and there are signs of life in New Zealand’s housing market.
In our bonus Deep Dive interview, ANZ Senior Commodities Strategist Daniel Hynes looks at how Australia’s East Coast gas suppliers have dealt with entry into the global market.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>US producer price inflation rises a bit, but a rate cut remains on the table. The US dollar nears a two-year high on the ‘'Trump Trade’. Australia’s jobless rate holds but employment growth slows, and there are signs of life in New Zealand’s housing market.</p><p>In our bonus Deep Dive interview, <strong>ANZ Senior Commodities Strategist</strong> Daniel Hynes looks at how Australia’s East Coast gas suppliers have dealt with entry into the global market.</p><p><br></p><p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>537</itunes:duration>
      <guid isPermaLink="false"><![CDATA[429cd450-a2b8-11ef-8b32-535a8c136dcf]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO3261576831.mp3?updated=1731610075" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Thursday: US December rate cut bets jump</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>Bets firm for a December rate cut by the Fed as US disinflation continues. Australian wage growth is lower than expected, but that might not move the RBA. The Yen weakens further as the US dollar continues its surge - the Aussie and Kiwi fall as well.
In our bonus Deep Dive interview, ANZ Head of Asia Research Khoon Goh continues our coverage of the effects of Donald Trump’s election victory on global markets. Chinese authorities moved yesterday to support a weakening Yuan, while foreign investment outflows in Asia have also been picking up pace.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Wed, 13 Nov 2024 18:55:00 -0000</pubDate>
      <itunes:title>Thursday: US December rate cut bets jump</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>Bets firm for a December rate cut by the Fed as US disinflation continues. Australian wage growth is lower than expected, but that might not move the RBA. The Yen weakens further as the US dollar continues its surge - the Aussie and Kiwi fall as well.
In our bonus Deep Dive interview, ANZ Head of Asia Research Khoon Goh continues our coverage of the effects of Donald Trump’s election victory on global markets. Chinese authorities moved yesterday to support a weakening Yuan, while foreign investment outflows in Asia have also been picking up pace.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>Bets firm for a December rate cut by the Fed as US disinflation continues. Australian wage growth is lower than expected, but that might not move the RBA. The Yen weakens further as the US dollar continues its surge - the Aussie and Kiwi fall as well.</p><p>In our bonus Deep Dive interview, <strong>ANZ Head of Asia Research Khoon Goh </strong>continues our coverage of the effects of Donald Trump’s election victory on global markets. Chinese authorities moved yesterday to support a weakening Yuan, while foreign investment outflows in Asia have also been picking up pace.</p><p><br></p><p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>555</itunes:duration>
      <guid isPermaLink="false"><![CDATA[10f2fd36-a1ef-11ef-8c2c-8b821c142bbd]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO8903985308.mp3?updated=1731523663" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Wednesday: Australian confidence up</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>US stocks take a breather, while Treasury yields and Bitcoin continue to surge following the US election. Australian consumers and businesses are the most confident since early 2023, and New Zealand’s economic slump looks to have bottomed out.
ANZ Senior Senior China Strategist Zhaopeng Xing says China’s authorities look to have held off announcing a larger stimulus package last week to keep their powder dry for whatever a Donald Trump-led United States throws at their economy.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Tue, 12 Nov 2024 18:55:00 -0000</pubDate>
      <itunes:title>Wednesday: Australian confidence up</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>US stocks take a breather, while Treasury yields and Bitcoin continue to surge following the US election. Australian consumers and businesses are the most confident since early 2023, and New Zealand’s economic slump looks to have bottomed out.
ANZ Senior Senior China Strategist Zhaopeng Xing says China’s authorities look to have held off announcing a larger stimulus package last week to keep their powder dry for whatever a Donald Trump-led United States throws at their economy.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>US stocks take a breather, while Treasury yields and Bitcoin continue to surge following the US election. Australian consumers and businesses are the most confident since early 2023, and New Zealand’s economic slump looks to have bottomed out.</p><p><strong>ANZ Senior Senior China Strategist Zhaopeng Xing</strong> says China’s authorities look to have held off announcing a larger stimulus package last week to keep their powder dry for whatever a <strong>Donald Trump</strong>-led United States throws at their economy.</p><p><br></p><p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>564</itunes:duration>
      <guid isPermaLink="false"><![CDATA[71cb85e4-a125-11ef-8653-0be8c50015aa]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO1245856188.mp3?updated=1731437069" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Tuesday: Bitcoin surges on Trump trade</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>The Trump trade surge continues: Bitcoin hits a new record high and the US dollar bounced another half-percent overnight. Expectations for another Fed rate cut in December grow more wobbly; and weary ECB policy makers suggest rate cuts could help ward off negative US trade moves.
In our bonus Deep Dive interview, ANZ’s Head of Australian Economics Adam Boyton analyses a surge in jobs in aged care and disabled care, which is lifting female workforce participation.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Mon, 11 Nov 2024 18:55:00 -0000</pubDate>
      <itunes:title>Tuesday: Bitcoin surges on Trump trade</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>The Trump trade surge continues: Bitcoin hits a new record high and the US dollar bounced another half-percent overnight. Expectations for another Fed rate cut in December grow more wobbly; and weary ECB policy makers suggest rate cuts could help ward off negative US trade moves.
In our bonus Deep Dive interview, ANZ’s Head of Australian Economics Adam Boyton analyses a surge in jobs in aged care and disabled care, which is lifting female workforce participation.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>The Trump trade surge continues: Bitcoin hits a new record high and the US dollar bounced another half-percent overnight. Expectations for another Fed rate cut in December grow more wobbly; and weary ECB policy makers suggest rate cuts could help ward off negative US trade moves.</p><p>In our bonus Deep Dive interview, <strong>ANZ’s Head of Australian Economics Adam Boyton </strong>analyses a surge in jobs in aged care and disabled care, which is lifting female workforce participation.</p><p><br></p><p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>532</itunes:duration>
      <guid isPermaLink="false"><![CDATA[fcba4df4-a05b-11ef-84e9-1f79df4d524f]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO1257689223.mp3?updated=1731350542" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Monday: Fed cuts, but cautious on more</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>The Fed cuts by 25 basis points as expected, with one more expected next month. The Fed is being cautious as the US economy lands softly. China’s EV exports to Australia surge. New Zealand is wary of how tariffs might affect beef exports.
In our bonus Deep Dive interview, ANZ Chief Economist for Southeast Asia and India Sanjay Mathur analyses how Trump’s tariffs might affect economies in Asia, outside of China.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Sun, 10 Nov 2024 18:55:00 -0000</pubDate>
      <itunes:title>Monday: Fed cuts, but cautious on more</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>The Fed cuts by 25 basis points as expected, with one more expected next month. The Fed is being cautious as the US economy lands softly. China’s EV exports to Australia surge. New Zealand is wary of how tariffs might affect beef exports.
In our bonus Deep Dive interview, ANZ Chief Economist for Southeast Asia and India Sanjay Mathur analyses how Trump’s tariffs might affect economies in Asia, outside of China.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>The Fed cuts by 25 basis points as expected, with one more expected next month. The Fed is being cautious as the US economy lands softly. China’s EV exports to Australia surge. New Zealand is wary of how tariffs might affect beef exports.</p><p>In our bonus Deep Dive interview, <strong>ANZ Chief Economist for Southeast Asia and India Sanjay Mathur</strong> analyses how Trump’s tariffs might affect economies in Asia, outside of China.</p><p><br></p><p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>598</itunes:duration>
      <guid isPermaLink="false"><![CDATA[c880894e-9f94-11ef-bc5d-ff5a017f20d6]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO1839518475.mp3?updated=1731264984" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Friday: China exports jump ahead of tariffs</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>US stocks rise again with hopes a dominant Trump Presidency will be good for growth and profits, but Treasury yields fell ahead of the Fed’s decision. The Bank of England cuts, but looser British fiscal policy may slow more cuts.
In our bonus Deep Dive interview, ANZ Economist Vicky Xiao Zhou explains how well China is prepared for Trump tariffs 2.0.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Thu, 07 Nov 2024 18:55:00 -0000</pubDate>
      <itunes:title>Friday: China exports jump ahead of tariffs</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>US stocks rise again with hopes a dominant Trump Presidency will be good for growth and profits, but Treasury yields fell ahead of the Fed’s decision. The Bank of England cuts, but looser British fiscal policy may slow more cuts.
In our bonus Deep Dive interview, ANZ Economist Vicky Xiao Zhou explains how well China is prepared for Trump tariffs 2.0.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>US stocks rise again with hopes a dominant <strong>Trump</strong> Presidency will be good for growth and profits, but Treasury yields fell ahead of the <strong>Fed</strong>’s decision. The <strong>Bank of England</strong> cuts, but looser British fiscal policy may slow more cuts.</p><p>In our bonus Deep Dive interview, <strong>ANZ Economist Vicky Xiao Zhou</strong> explains how well China is prepared for Trump tariffs 2.0.</p><p><br></p><p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>543</itunes:duration>
      <guid isPermaLink="false"><![CDATA[67d7cf98-9d38-11ef-a45d-23ecdf65b917]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO9640654902.mp3?updated=1731005406" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Thursday: Trump trade fires up</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>US stocks surge more than 2% to fresh record highs as stock investors celebrate Donald Trump’s re-election. But bond holders aren’t so sure. US Treasury yields jumped 18 basis points to a six-month high as traders bet on tax cuts, higher borrowing and growth. Meanwhile New Zealand’s jobless rate rises less than expected, and Malaysia holds rates.
In our bonus Deep Dive interview, ANZ Head of FX Research Mahjabeen Zaman analyses the currency implications of that election win, following a sizeable jump in the US dollar overnight.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Wed, 06 Nov 2024 18:55:00 -0000</pubDate>
      <itunes:title>Thursday: Trump trade fires up</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>US stocks surge more than 2% to fresh record highs as stock investors celebrate Donald Trump’s re-election. But bond holders aren’t so sure. US Treasury yields jumped 18 basis points to a six-month high as traders bet on tax cuts, higher borrowing and growth. Meanwhile New Zealand’s jobless rate rises less than expected, and Malaysia holds rates.
In our bonus Deep Dive interview, ANZ Head of FX Research Mahjabeen Zaman analyses the currency implications of that election win, following a sizeable jump in the US dollar overnight.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>US stocks surge more than 2% to fresh record highs as stock investors celebrate <strong>Donald Trump</strong>’s re-election. But bond holders aren’t so sure. US Treasury yields jumped 18 basis points to a six-month high as traders bet on tax cuts, higher borrowing and growth. Meanwhile New Zealand’s jobless rate rises less than expected, and Malaysia holds rates.</p><p>In our bonus Deep Dive interview, <strong>ANZ Head of FX Research Mahjabeen Zaman</strong> analyses the currency implications of that election win, following a sizeable jump in the US dollar overnight.</p><p><br></p><p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>564</itunes:duration>
      <guid isPermaLink="false"><![CDATA[d42e24d2-9c6e-11ef-b5a5-abf07107ae79]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO5565392695.mp3?updated=1730918829" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Wednesday: Election day in the USA</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>US stocks and Treasury yields are up on election day as data suggests whoever wins is going to inherit a growing US economy. Meanwhile, the RBA holds and stays mildly hawkish, and New Zealand’s unemployment rate is expected to tick up today.
In our bonus Deep Dive interview, ANZ New Zealand Chief Economist Sharon Zollner reviews the recent leap in ANZ’s Business Outlook survey and looks ahead to the Reserve Bank’s rate decision at the end of the month.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Tue, 05 Nov 2024 18:55:00 -0000</pubDate>
      <itunes:title>Wednesday: Election day in the USA</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>US stocks and Treasury yields are up on election day as data suggests whoever wins is going to inherit a growing US economy. Meanwhile, the RBA holds and stays mildly hawkish, and New Zealand’s unemployment rate is expected to tick up today.
In our bonus Deep Dive interview, ANZ New Zealand Chief Economist Sharon Zollner reviews the recent leap in ANZ’s Business Outlook survey and looks ahead to the Reserve Bank’s rate decision at the end of the month.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>US stocks and Treasury yields are up on election day as data suggests whoever wins is going to inherit a growing US economy. Meanwhile, the <strong>RBA</strong> holds and stays mildly hawkish, and New Zealand’s unemployment rate is expected to tick up today.</p><p>In our bonus Deep Dive interview, <strong>ANZ New Zealand Chief Economist Sharon Zollner </strong>reviews the recent leap in <strong>ANZ’s Business Outlook survey</strong> and looks ahead to the <strong>Reserve Bank’s</strong> rate decision at the end of the month.</p><p><br></p><p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>581</itunes:duration>
      <guid isPermaLink="false"><![CDATA[1ecf1192-9ba5-11ef-8e30-2b51f0d39c9c]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO7637406217.mp3?updated=1730832197" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Tuesday: 'Trump Trade' unwinds as Harris edges higher</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>The US dollar and Treasury yields fell overnight as opinion polls pointed to a narrow Kamala Harris victory; In Australia today the RBA is expected to hold rates but shift to a more neutral tone, and Australia’s jobs market shows more signs of strength.
In our bonus Deep Dive interview, ANZ Chief Economist for Greater China Raymond Yeung looks at how a Trump Presidency might affect trade in Asia, vs a Harris Presidency.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Mon, 04 Nov 2024 18:55:00 -0000</pubDate>
      <itunes:title>Tuesday: 'Trump Trade' unwinds as Harris edges higher</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>The US dollar and Treasury yields fell overnight as opinion polls pointed to a narrow Kamala Harris victory; In Australia today the RBA is expected to hold rates but shift to a more neutral tone, and Australia’s jobs market shows more signs of strength.
In our bonus Deep Dive interview, ANZ Chief Economist for Greater China Raymond Yeung looks at how a Trump Presidency might affect trade in Asia, vs a Harris Presidency.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>The US dollar and Treasury yields fell overnight as opinion polls pointed to a narrow Kamala Harris victory; In Australia today the <strong>RBA</strong> is expected to hold rates but shift to a more neutral tone, and Australia’s jobs market shows more signs of strength.</p><p>In our bonus Deep Dive interview, <strong>ANZ Chief Economist for Greater China Raymond Yeung </strong>looks at how a Trump Presidency might affect trade in Asia, vs a Harris Presidency.</p><p><br></p><p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>599</itunes:duration>
      <guid isPermaLink="false"><![CDATA[980f5ee6-9adc-11ef-808e-ff911a6de2ef]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO9413731985.mp3?updated=1730746072" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Monday: All eyes on US elections, then Fed</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>US jobs growth was much weaker than expected in October, but the Fed is still on track to cut rates 25 basis points later this week. December is not as certain for another cut though. And watch out this week for more stimulus news from China.
In our bonus Deep Dive interview, ANZ Head of G3 Economics Brian Martin teases out how the Fed, financial markets and bond investors view a Harris win, or a Trump win.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Sun, 03 Nov 2024 18:55:00 -0000</pubDate>
      <itunes:title>Monday: All eyes on US elections, then Fed</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>US jobs growth was much weaker than expected in October, but the Fed is still on track to cut rates 25 basis points later this week. December is not as certain for another cut though. And watch out this week for more stimulus news from China.
In our bonus Deep Dive interview, ANZ Head of G3 Economics Brian Martin teases out how the Fed, financial markets and bond investors view a Harris win, or a Trump win.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>US jobs growth was much weaker than expected in October, but the Fed is still on track to cut rates 25 basis points later this week. December is not as certain for another cut though. And watch out this week for more stimulus news from China.</p><p>In our bonus Deep Dive interview, <strong>ANZ Head of G3 Economics Brian Martin </strong>teases out how the Fed, financial markets and bond investors view a Harris win, or a Trump win.</p><p><br></p><p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>582</itunes:duration>
      <guid isPermaLink="false"><![CDATA[4c59f48a-9a13-11ef-840c-77b415af52b9]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO4082055060.mp3?updated=1730659616" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Friday: UK Budget hits Bank of England cut bets</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>The Bank of Japan holds rates, but signals more still on the cards; UK rate cut bets retreat after new Government’s first budget, Australian retail sales jump and China’s manufacturing sector expands ahead of further stimulus expected next week.
In our bonus Deep Dive interview, ANZ Economist Vicky Xiao Zhou (Showe Jo) looks at the rise …and the rise of China’s electric vehicle industry.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Thu, 31 Oct 2024 18:55:00 -0000</pubDate>
      <itunes:title>Friday: UK Budget hits Bank of England cut bets</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>The Bank of Japan holds rates, but signals more still on the cards; UK rate cut bets retreat after new Government’s first budget, Australian retail sales jump and China’s manufacturing sector expands ahead of further stimulus expected next week.
In our bonus Deep Dive interview, ANZ Economist Vicky Xiao Zhou (Showe Jo) looks at the rise …and the rise of China’s electric vehicle industry.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>The Bank of Japan holds rates, but signals more still on the cards; UK rate cut bets retreat after new Government’s first budget, Australian retail sales jump and China’s manufacturing sector expands ahead of further stimulus expected next week.</p><p>In our bonus Deep Dive interview, <strong>ANZ Economist Vicky Xiao Zhou</strong> (Showe Jo) looks at the rise …and the rise of China’s electric vehicle industry.</p><p><br></p><p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>599</itunes:duration>
      <guid isPermaLink="false"><![CDATA[19c76e56-97b8-11ef-82fc-0f038629360f]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO5044822535.mp3?updated=1730400544" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Thursday: US GDP boosted by consumers</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>US GDP is boosted by strong consumer spending while European growth beats expectations. Australian inflation falls - but rate cuts still aren’t on the cards for this year. And the Bank of Japan is expected to hold rates today against a backdrop of political uncertainty.
In our bonus Deep Dive interview, as Indonesia’s new President is finally sworn in following February’s election, ANZ Economist Krystal Tan looks at what his new policy priorities could mean for commodities and the state budget.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Wed, 30 Oct 2024 18:55:00 -0000</pubDate>
      <itunes:title>Thursday: US GDP boosted by consumers</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>US GDP is boosted by strong consumer spending while European growth beats expectations. Australian inflation falls - but rate cuts still aren’t on the cards for this year. And the Bank of Japan is expected to hold rates today against a backdrop of political uncertainty.
In our bonus Deep Dive interview, as Indonesia’s new President is finally sworn in following February’s election, ANZ Economist Krystal Tan looks at what his new policy priorities could mean for commodities and the state budget.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>US GDP is boosted by strong consumer spending while European growth beats expectations. Australian inflation falls - but rate cuts still aren’t on the cards for this year. And <strong>the Bank of Japan</strong> is expected to hold rates today against a backdrop of political uncertainty.</p><p>In our bonus Deep Dive interview, as Indonesia’s new President is finally sworn in following February’s election, <strong>ANZ Economist Krystal Tan </strong>looks at what his new policy priorities could mean for commodities and the state budget.</p><p><br></p><p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>572</itunes:duration>
      <guid isPermaLink="false"><![CDATA[7e4d2cfa-96ee-11ef-83f9-232f1a0360fc]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO2759063798.mp3?updated=1730313954" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Wednesday: US GDP in focus </title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>US consumer confidence lifts, ahead of stronger GDP figures expected today, although weaker jobs data shows signs of a cooling labour market; And Australian consumer confidence stays strong ahead of data today expected to show headline inflation fall to within the RBA’s target band.
In our bonus Deep Dive interview, ANZ Head of FX Research Mahjabeen Zaman analyses the potential impact today’s inflation numbers could have on the Aussie dollar.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Tue, 29 Oct 2024 18:55:00 -0000</pubDate>
      <itunes:title>Wednesday: US GDP in focus </itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>US consumer confidence lifts, ahead of stronger GDP figures expected today, although weaker jobs data shows signs of a cooling labour market; And Australian consumer confidence stays strong ahead of data today expected to show headline inflation fall to within the RBA’s target band.
In our bonus Deep Dive interview, ANZ Head of FX Research Mahjabeen Zaman analyses the potential impact today’s inflation numbers could have on the Aussie dollar.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>US consumer confidence lifts, ahead of stronger GDP figures expected today, although weaker jobs data shows signs of a cooling labour market; And Australian consumer confidence stays strong ahead of data today expected to show headline inflation fall to within the RBA’s target band.</p><p>In our bonus Deep Dive interview, <strong>ANZ Head of FX Research Mahjabeen Zaman </strong>analyses the potential impact today’s inflation numbers could have on the Aussie dollar.</p><p><br></p><p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>526</itunes:duration>
      <guid isPermaLink="false"><![CDATA[857412ec-9625-11ef-a466-e78f55267c63]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO8076037467.mp3?updated=1730227637" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Tuesday: Oil slumps as fears of wider conflict ease</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>Oil prices slump 5.5% on hopes the tit-for-tat strikes between Israel and Iran might not escalate. The yen falls on uncertainty about a new Government in Japan, and gas prices are rising as European buyers hunt for LNG supplies for the European winter.
In our bonus Deep Dive interview, ANZ Commodity Strategist Soni Kumari explains why China is stockpiling copper as a strategic metal.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Mon, 28 Oct 2024 18:55:00 -0000</pubDate>
      <itunes:title>Tuesday: Oil slumps as fears of wider conflict ease</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>Oil prices slump 5.5% on hopes the tit-for-tat strikes between Israel and Iran might not escalate. The yen falls on uncertainty about a new Government in Japan, and gas prices are rising as European buyers hunt for LNG supplies for the European winter.
In our bonus Deep Dive interview, ANZ Commodity Strategist Soni Kumari explains why China is stockpiling copper as a strategic metal.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>Oil prices slump 5.5% on hopes the tit-for-tat strikes between Israel and Iran might not escalate. The yen falls on uncertainty about a new Government in Japan, and gas prices are rising as European buyers hunt for LNG supplies for the European winter.</p><p>In our bonus Deep Dive interview, <strong>ANZ Commodity Strategist Soni Kumari </strong>explains why China is stockpiling copper as a strategic metal.</p><p><br></p><p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>501</itunes:duration>
      <guid isPermaLink="false"><![CDATA[d3f17136-955c-11ef-a199-f35b532acdc5]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO8240554310.mp3?updated=1730141441" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Monday: How the 'Trump trade' is driving the USD</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>Traders are bracing for hits to the yen and the Nikkei after surprising losses for Japan’s ruling party in election results overnight. Japan’s inflation is firming in line with Bank of Japan hopes, and US non-farm payrolls are the big figures to watch this week.
In our bonus Deep Dive interview, ANZ’s Head of FX Research Mahjabeen Zaman looks at the Trump trade in global currency and bond markets.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Sun, 27 Oct 2024 18:55:00 -0000</pubDate>
      <itunes:title>Monday: How the 'Trump trade' is driving the USD</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>Traders are bracing for hits to the yen and the Nikkei after surprising losses for Japan’s ruling party in election results overnight. Japan’s inflation is firming in line with Bank of Japan hopes, and US non-farm payrolls are the big figures to watch this week.
In our bonus Deep Dive interview, ANZ’s Head of FX Research Mahjabeen Zaman looks at the Trump trade in global currency and bond markets.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>Traders are bracing for hits to the yen and the Nikkei after surprising losses for Japan’s ruling party in election results overnight. Japan’s inflation is firming in line with Bank of Japan hopes, and US non-farm payrolls are the big figures to watch this week.</p><p>In our bonus Deep Dive interview, <strong>ANZ’s Head of FX Research Mahjabeen Zaman </strong>looks at the Trump trade in global currency and bond markets.</p><p><br></p><p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>523</itunes:duration>
      <guid isPermaLink="false"><![CDATA[ffe88ef2-9492-11ef-aebb-633f21b50fac]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO5200355581.mp3?updated=1730054755" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Friday: US economy keeps outperforming UK &amp; EU</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>The US labour market remains resilient, while UK and European production is still contracting. South Korea growth disappoints as exports drag, and Japan’s Finance Minister raises concerns as the yen slides against a resurgent US dollar
In our bonus Deep Dive interview, ANZ Chief Economist Richard Yetsenga looks at what China might learn from its current economic support efforts, and how quickly India might catch up.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Thu, 24 Oct 2024 18:55:00 -0000</pubDate>
      <itunes:title>Friday: US economy keeps outperforming UK &amp; EU</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>The US labour market remains resilient, while UK and European production is still contracting. South Korea growth disappoints as exports drag, and Japan’s Finance Minister raises concerns as the yen slides against a resurgent US dollar
In our bonus Deep Dive interview, ANZ Chief Economist Richard Yetsenga looks at what China might learn from its current economic support efforts, and how quickly India might catch up.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>The US labour market remains resilient, while UK and European production is still contracting. South Korea growth disappoints as exports drag, and Japan’s Finance Minister raises concerns as the yen slides against a resurgent US dollar</p><p>In our bonus Deep Dive interview, <strong>ANZ Chief Economist Richard Yetsenga </strong>looks at what China might learn from its current economic support efforts, and how quickly India might catch up.</p><p><br></p><p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>506</itunes:duration>
      <guid isPermaLink="false"><![CDATA[c3290134-9237-11ef-85e1-03091d8b9aef]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO5537952460.mp3?updated=1729795667" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Thursday: ECB December rate cut bets rise</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>US stocks are dragged down by big tech names. European rate cut bets move further towards 50 basis points in December. Canada cuts rates by 50 basis points, and Singapore’s inflation is higher than expected, but provides enough for policy easing.
In our bonus Deep Dive interview, ANZ Chief Economist Richard Yetsenga was in China during the recent stimulus briefings and gives us his take on what the domestic economy there is facing.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Wed, 23 Oct 2024 18:55:00 -0000</pubDate>
      <itunes:title>Thursday: ECB December rate cut bets rise</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>US stocks are dragged down by big tech names. European rate cut bets move further towards 50 basis points in December. Canada cuts rates by 50 basis points, and Singapore’s inflation is higher than expected, but provides enough for policy easing.
In our bonus Deep Dive interview, ANZ Chief Economist Richard Yetsenga was in China during the recent stimulus briefings and gives us his take on what the domestic economy there is facing.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>US stocks are dragged down by big tech names. European rate cut bets move further towards 50 basis points in December. Canada cuts rates by 50 basis points, and Singapore’s inflation is higher than expected, but provides enough for policy easing.</p><p>In our bonus Deep Dive interview, <strong>ANZ Chief Economist Richard Yetsenga </strong>was in China during the recent stimulus briefings and gives us his take on what the domestic economy there is facing.</p><p><br></p><p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>581</itunes:duration>
      <guid isPermaLink="false"><![CDATA[2cb13eac-916e-11ef-ac19-6b2ec746a9b0]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO3159254223.mp3?updated=1729709086" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Wednesday: Australian consumers feeling secure</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>US Fed officials point to smaller, cautious cuts, Australian consumers look through later rate cuts and to job safety as confidence jumps, and falls in some New Zealand imports point to underlying economic weakness.
In our bonus Deep Dive interview, ANZ Senior Commodity Strategist Daniel Hynes analyses concerns that China has been building up excessive stockpiles of key imports at the same time as domestic activity has been dropping off.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Tue, 22 Oct 2024 18:55:00 -0000</pubDate>
      <itunes:title>Wednesday: Australian consumers feeling secure</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>US Fed officials point to smaller, cautious cuts, Australian consumers look through later rate cuts and to job safety as confidence jumps, and falls in some New Zealand imports point to underlying economic weakness.
In our bonus Deep Dive interview, ANZ Senior Commodity Strategist Daniel Hynes analyses concerns that China has been building up excessive stockpiles of key imports at the same time as domestic activity has been dropping off.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>US Fed officials point to smaller, cautious cuts, Australian consumers look through later rate cuts and to job safety as confidence jumps, and falls in some New Zealand imports point to underlying economic weakness.</p><p>In our bonus Deep Dive interview, <strong>ANZ Senior Commodity Strategist Daniel Hynes </strong>analyses concerns that China has been building up excessive stockpiles of key imports at the same time as domestic activity has been dropping off.</p><p><br></p><p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>493</itunes:duration>
      <guid isPermaLink="false"><![CDATA[fa95c52e-90a4-11ef-872a-df7220cf9291]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO6297775222.mp3?updated=1729622673" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Tuesday: Gold surges to US$2,750/oz</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>Gold jumps to new highs. China’s banks cut lending rates more than expected to jolt demand. Iron ore and oil prices fall after China stimulus disappointment, and the RBA is encouraged by rate cut bets being pushed out after strong jobs data.
In our bonus Deep Dive interview, ANZ Chief Economist for Greater China Raymond Yeung explains why investors weren’t too keen on China’s recent property support package.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Mon, 21 Oct 2024 18:55:00 -0000</pubDate>
      <itunes:title>Tuesday: Gold surges to US$2,750/oz</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>Gold jumps to new highs. China’s banks cut lending rates more than expected to jolt demand. Iron ore and oil prices fall after China stimulus disappointment, and the RBA is encouraged by rate cut bets being pushed out after strong jobs data.
In our bonus Deep Dive interview, ANZ Chief Economist for Greater China Raymond Yeung explains why investors weren’t too keen on China’s recent property support package.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>Gold jumps to new highs. China’s banks cut lending rates more than expected to jolt demand. Iron ore and oil prices fall after China stimulus disappointment, and the RBA is encouraged by rate cut bets being pushed out after strong jobs data.</p><p>In our bonus Deep Dive interview, <strong>ANZ Chief Economist for Greater China Raymond Yeung </strong>explains why investors weren’t too keen on China’s recent property support package.</p><p><br></p><p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>600</itunes:duration>
      <guid isPermaLink="false"><![CDATA[22425fa6-8fdd-11ef-acab-bf9556472714]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO5741569043.mp3?updated=1729536840" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Monday: S&amp;P at record despite Fed cut bets retreating</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>The S&amp;P 500 starts the week fresh after hitting a new record high on Friday. China’s GDP beats expectations, but a big fourth quarter jump is required to hit the official target. Japan’s core inflation continues to support cautious BoJ rate hikes.
ANZ Head of G3 Economics Brian Martin reviews the key September economic data prints in the US to explain why market pricing for November and December rate cuts by the US Fed are starting to be dialled back.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Sun, 20 Oct 2024 18:55:00 -0000</pubDate>
      <itunes:title>Monday: S&amp;P at record despite Fed cut bets retreating</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>The S&amp;P 500 starts the week fresh after hitting a new record high on Friday. China’s GDP beats expectations, but a big fourth quarter jump is required to hit the official target. Japan’s core inflation continues to support cautious BoJ rate hikes.
ANZ Head of G3 Economics Brian Martin reviews the key September economic data prints in the US to explain why market pricing for November and December rate cuts by the US Fed are starting to be dialled back.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>The S&amp;P 500 starts the week fresh after hitting a new record high on Friday. China’s GDP beats expectations, but a big fourth quarter jump is required to hit the official target. Japan’s core inflation continues to support cautious BoJ rate hikes.</p><p><strong>ANZ Head of G3 Economics Brian Martin </strong>reviews the key September economic data prints in the US to explain why market pricing for November and December rate cuts by the US Fed are starting to be dialled back.</p><p><br></p><p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>565</itunes:duration>
      <guid isPermaLink="false"><![CDATA[efbcac00-8f12-11ef-acf6-8fd3086a7ca8]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO5360660726.mp3?updated=1729449997" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Friday: ECB cuts; Fed bets pulled back</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>The European Central Bank cuts by 25 basis points as inflation falls below target; US rate cut bets are pulled back following stronger retail sales; Australian jobs growth surges; And China announces further measures to support its property market.
In our bonus Deep Dive interview, ANZ Economist Maddy Dunk looks at the effects that changing household sizes and investor lending are having on Australia’s housing market.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Thu, 17 Oct 2024 18:55:00 -0000</pubDate>
      <itunes:title>Friday: ECB cuts; Fed bets pulled back</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>The European Central Bank cuts by 25 basis points as inflation falls below target; US rate cut bets are pulled back following stronger retail sales; Australian jobs growth surges; And China announces further measures to support its property market.
In our bonus Deep Dive interview, ANZ Economist Maddy Dunk looks at the effects that changing household sizes and investor lending are having on Australia’s housing market.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>The <strong>European Central Bank</strong> cuts by 25 basis points as inflation falls below target; US rate cut bets are pulled back following stronger retail sales; Australian jobs growth surges; And China announces further measures to support its property market.</p><p>In our bonus Deep Dive interview, <strong>ANZ Economist Maddy Dunk</strong> looks at the effects that changing household sizes and investor lending are having on Australia’s housing market.</p><p><br></p><p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>547</itunes:duration>
      <guid isPermaLink="false"><![CDATA[d5fc68a4-8cb6-11ef-b6d1-0f316376bd1c]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO1624935437.mp3?updated=1729190538" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Thursday: Weaker NZ inflation spurs cut talk</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>New Zealand’s inflation falls more than expected, with markets now wondering if a 75 basis point cut in November is on the cards; UK inflation was also weaker; Australian jobs growth is expected to slow; And the Philippines and Thailand cut rates.
In our bonus Deep Dive interview, ANZ Senior Economist Miles Workman explains what New Zealand’s weaker inflation could mean for the Reserve Bank’s November decision.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Wed, 16 Oct 2024 19:00:00 -0000</pubDate>
      <itunes:title>Thursday: Weaker NZ inflation spurs cut talk</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>New Zealand’s inflation falls more than expected, with markets now wondering if a 75 basis point cut in November is on the cards; UK inflation was also weaker; Australian jobs growth is expected to slow; And the Philippines and Thailand cut rates.
In our bonus Deep Dive interview, ANZ Senior Economist Miles Workman explains what New Zealand’s weaker inflation could mean for the Reserve Bank’s November decision.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>New Zealand’s inflation falls more than expected, with markets now wondering if a 75 basis point cut in November is on the cards; UK inflation was also weaker; Australian jobs growth is expected to slow; And the Philippines and Thailand cut rates.</p><p>In our bonus Deep Dive interview, <strong>ANZ Senior Economist Miles Workman</strong> explains what New Zealand’s weaker inflation could mean for the Reserve Bank’s November decision.</p><p><br></p><p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>579</itunes:duration>
      <guid isPermaLink="false"><![CDATA[9d3ab00c-8bee-11ef-83fc-7f23f7744cf5]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO1001111375.mp3?updated=1729104543" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Wednesday: Weaker UK jobs market paves way for BoE cut</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>A weakening UK jobs market points to a November Bank of England cut; Concern over China stimulus grows; FOMC members talk of 25bps cuts by the Fed; New Zealand inflation is set to return to target; Three rates decisions today in Asia.
In our bonus Deep Dive interview, ANZ Economist Maddy Dunk discusses signs that Australia’s housing market is starting to cool - particularly in Melbourne.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Tue, 15 Oct 2024 18:55:00 -0000</pubDate>
      <itunes:title>Wednesday: Weaker UK jobs market paves way for BoE cut</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>A weakening UK jobs market points to a November Bank of England cut; Concern over China stimulus grows; FOMC members talk of 25bps cuts by the Fed; New Zealand inflation is set to return to target; Three rates decisions today in Asia.
In our bonus Deep Dive interview, ANZ Economist Maddy Dunk discusses signs that Australia’s housing market is starting to cool - particularly in Melbourne.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>A weakening UK jobs market points to a November <strong>Bank of England</strong> cut; Concern over China stimulus grows; <strong>FOMC</strong> members talk of 25bps cuts by the <strong>Fed</strong>; New Zealand inflation is set to return to target; Three rates decisions today in Asia.</p><p>In our bonus Deep Dive interview, <strong>ANZ Economist Maddy Dunk</strong> discusses signs that Australia’s housing market is starting to cool - particularly in Melbourne.</p><p><br></p><p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>559</itunes:duration>
      <guid isPermaLink="false"><![CDATA[649b245e-8b24-11ef-b7de-cfa3fc990efd]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO4921726910.mp3?updated=1729017690" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Tuesday: China bond investors wary</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>Chinese stocks rise after more stimulus was promised over the weekend, but bond investors remain wary. Singapore holds policy but turns dovish, even as growth strengthens. India’s inflation unexpectedly jumps in September.
In our bonus Deep Dive interview, ANZ International Economist Kishti Sen analyses the outlook for Pacific Island currencies as global monetary policy easing takes off.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Mon, 14 Oct 2024 18:55:00 -0000</pubDate>
      <itunes:title>Tuesday: China bond investors wary</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>Chinese stocks rise after more stimulus was promised over the weekend, but bond investors remain wary. Singapore holds policy but turns dovish, even as growth strengthens. India’s inflation unexpectedly jumps in September.
In our bonus Deep Dive interview, ANZ International Economist Kishti Sen analyses the outlook for Pacific Island currencies as global monetary policy easing takes off.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>Chinese stocks rise after more stimulus was promised over the weekend, but bond investors remain wary. Singapore holds policy but turns dovish, even as growth strengthens. India’s inflation unexpectedly jumps in September.</p><p>In our bonus Deep Dive interview, <strong>ANZ International Economist Kishti Sen </strong>analyses the outlook for Pacific Island currencies as global monetary policy easing takes off.</p><p><br></p><p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>598</itunes:duration>
      <guid isPermaLink="false"><![CDATA[ea7bf086-8a5b-11ef-9235-bb163f64f26f]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO3268312078.mp3?updated=1728931586" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Monday: China stimulus briefing disappoints</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>Solid US producer prices add to signals the Fed will be cautious in November; South Korea cuts rates, but now looks to pause; And Chinese inflation is weaker than expected, with traders also underwhelmed by Saturday’s stimulus briefing.
In our bonus Deep Dive interview, ANZ Senior China Strategist Zhaopeng Xing outlines why that weekend briefing by China’s Finance Ministry did not deliver what investors were looking for.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Sun, 13 Oct 2024 18:55:00 -0000</pubDate>
      <itunes:title>Monday: China stimulus briefing disappoints</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>Solid US producer prices add to signals the Fed will be cautious in November; South Korea cuts rates, but now looks to pause; And Chinese inflation is weaker than expected, with traders also underwhelmed by Saturday’s stimulus briefing.
In our bonus Deep Dive interview, ANZ Senior China Strategist Zhaopeng Xing outlines why that weekend briefing by China’s Finance Ministry did not deliver what investors were looking for.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>Solid US producer prices add to signals the Fed will be cautious in November; South Korea cuts rates, but now looks to pause; And Chinese inflation is weaker than expected, with traders also underwhelmed by Saturday’s stimulus briefing.</p><p>In our bonus Deep Dive interview, <strong>ANZ Senior China Strategist Zhaopeng Xing</strong> outlines why that weekend briefing by China’s Finance Ministry did not deliver what investors were looking for.</p><p><br></p><p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>515</itunes:duration>
      <guid isPermaLink="false"><![CDATA[1e92e7fa-8992-11ef-af5c-dbffe912a701]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO2074892460.mp3?updated=1728844915" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Friday: Stronger US inflation supports smaller rate cut bets</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>US inflation outpaces expectations, supporting bets for a 25 basis point cut by the Fed in November; Japan’s producer prices are stronger than expected; A manufacturing bounce in Singapore may lead its Monetary Authority to hold policy next week.
In our bonus Deep Dive interview, ANZ FX Analyst Kausani Basak analyses how the Thai Baht was the second strongest Asian currency in Q3, prompting the Bank of Thailand to intervene.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Thu, 10 Oct 2024 18:55:00 -0000</pubDate>
      <itunes:title>Friday: Stronger US inflation supports smaller rate cut bets</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>US inflation outpaces expectations, supporting bets for a 25 basis point cut by the Fed in November; Japan’s producer prices are stronger than expected; A manufacturing bounce in Singapore may lead its Monetary Authority to hold policy next week.
In our bonus Deep Dive interview, ANZ FX Analyst Kausani Basak analyses how the Thai Baht was the second strongest Asian currency in Q3, prompting the Bank of Thailand to intervene.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>US inflation outpaces expectations, supporting bets for a 25 basis point cut by the Fed in November; Japan’s producer prices are stronger than expected; A manufacturing bounce in Singapore may lead its Monetary Authority to hold policy next week.</p><p>In our bonus Deep Dive interview, <strong>ANZ FX Analyst Kausani Basak </strong>analyses how the Thai Baht was the second strongest Asian currency in Q3, prompting the <strong>Bank of Thailand</strong> to intervene.</p><p><br></p><p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>562</itunes:duration>
      <guid isPermaLink="false"><![CDATA[194af7c2-8737-11ef-8371-47a8fdadab31]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO7853733921.mp3?updated=1728585919" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Thursday: RBNZ cuts by 50bps</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>The Reserve Bank of New Zealand cuts by 50 basis points and markets price another outsized move in November; Attention turns to US inflation data after last week’s strong jobs report; The Reserve Bank of India holds but moves to a neutral stance.
In our bonus Deep Dive interview, as China’s Finance Ministry announces a fiscal policy briefing for Saturday, ANZ Chief Economist for Greater China Raymond Yeung analyses the growth prospects for China’s economy.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Wed, 09 Oct 2024 18:55:00 -0000</pubDate>
      <itunes:title>Thursday: RBNZ cuts by 50bps</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>The Reserve Bank of New Zealand cuts by 50 basis points and markets price another outsized move in November; Attention turns to US inflation data after last week’s strong jobs report; The Reserve Bank of India holds but moves to a neutral stance.
In our bonus Deep Dive interview, as China’s Finance Ministry announces a fiscal policy briefing for Saturday, ANZ Chief Economist for Greater China Raymond Yeung analyses the growth prospects for China’s economy.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>The <strong>Reserve Bank of New Zealand</strong> cuts by 50 basis points and markets price another outsized move in November; Attention turns to US inflation data after last week’s strong jobs report; The Reserve Bank of India holds but moves to a neutral stance.</p><p>In our bonus Deep Dive interview, as China’s Finance Ministry announces a fiscal policy briefing for Saturday, <strong>ANZ Chief Economist for Greater China Raymond Yeung</strong> analyses the growth prospects for China’s economy.</p><p><br></p><p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>509</itunes:duration>
      <guid isPermaLink="false"><![CDATA[103f6d94-866e-11ef-a693-cb05b509609c]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO2354194717.mp3?updated=1728499576" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Wednesday: RBA tones down hawkishness</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>Oil fell back 5% overnight on fears about China’s growth outlook. The RBA tones down the hawkishness in its September board minutes. All eyes are on the Reserve Bank of New Zealand’s rate decision today - will it be 25 or 50 basis points?
In our bonus Deep Dive interview, ANZ Chief Economist for Greater China Raymond Yeung explains why China’s National Development and Reform Commission didn’t announce any additional fiscal stimulus at yesterday’s briefing, but why some might be around the corner.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Tue, 08 Oct 2024 18:55:02 -0000</pubDate>
      <itunes:title>Wednesday: RBA tones down hawkishness</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>Oil fell back 5% overnight on fears about China’s growth outlook. The RBA tones down the hawkishness in its September board minutes. All eyes are on the Reserve Bank of New Zealand’s rate decision today - will it be 25 or 50 basis points?
In our bonus Deep Dive interview, ANZ Chief Economist for Greater China Raymond Yeung explains why China’s National Development and Reform Commission didn’t announce any additional fiscal stimulus at yesterday’s briefing, but why some might be around the corner.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>Oil fell back 5% overnight on fears about China’s growth outlook. The <strong>RBA</strong> tones down the hawkishness in its September board minutes. All eyes are on the <strong>Reserve Bank of New Zealand</strong>’s rate decision today - will it be 25 or 50 basis points?</p><p>In our bonus Deep Dive interview, <strong>ANZ Chief Economist for Greater China Raymond Yeung</strong> explains why China’s National Development and Reform Commission didn’t announce any additional fiscal stimulus at yesterday’s briefing, but why some might be around the corner.</p><p><br></p><p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>571</itunes:duration>
      <guid isPermaLink="false"><![CDATA[a4f2e070-85a5-11ef-aa6a-e3c9799056b8]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO8116565042.mp3?updated=1728413496" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Tuesday: US 50bps rate cut bets evaporate</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>Oil is up another 3% on fears of escalating Middle East conflict; Friday’s bumper US jobs report has seen bets for a 50 basis point cut by the Fed in November evaporate; And China’s stock market braces for a renewed surge after the Golden Week holidays.
In our bonus Deep Dive interview, ANZ Economist Henry Russell says there are signs the Reserve Bank of New Zealand’s August rate cut may have already spurred some housing market activity.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Mon, 07 Oct 2024 18:55:00 -0000</pubDate>
      <itunes:title>Tuesday: US 50bps rate cut bets evaporate</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>Oil is up another 3% on fears of escalating Middle East conflict; Friday’s bumper US jobs report has seen bets for a 50 basis point cut by the Fed in November evaporate; And China’s stock market braces for a renewed surge after the Golden Week holidays.
In our bonus Deep Dive interview, ANZ Economist Henry Russell says there are signs the Reserve Bank of New Zealand’s August rate cut may have already spurred some housing market activity.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>Oil is up another 3% on fears of escalating Middle East conflict; Friday’s bumper US jobs report has seen bets for a 50 basis point cut by the Fed in November evaporate; And China’s stock market braces for a renewed surge after the Golden Week holidays.</p><p>In our bonus Deep Dive interview, <strong>ANZ Economist Henry Russell </strong>says there are signs the <strong>Reserve Bank of New Zealand’s</strong> August rate cut may have already spurred some housing market activity.</p><p><br></p><p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>576</itunes:duration>
      <guid isPermaLink="false"><![CDATA[12e5a218-84dc-11ef-b017-f71770074baf]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO6730249230.mp3?updated=1728326922" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Monday: Strong US jobs growth boosts USD</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>US jobs growth was much stronger than expected, which lifted US Treasury yields 12-20 bps and shunted the US dollar 0.5% higher. Economists also now see a 50 basis point cut by the Reserve Bank of New Zealand on Wednesday
In our bonus Deep Dive interview, ANZ’s Head of Australian Economics Adam Boyton reveals what a surprising rise in workforce participation means for interest rates.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Sun, 06 Oct 2024 18:55:00 -0000</pubDate>
      <itunes:title>Monday: Strong US jobs growth boosts USD</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>US jobs growth was much stronger than expected, which lifted US Treasury yields 12-20 bps and shunted the US dollar 0.5% higher. Economists also now see a 50 basis point cut by the Reserve Bank of New Zealand on Wednesday
In our bonus Deep Dive interview, ANZ’s Head of Australian Economics Adam Boyton reveals what a surprising rise in workforce participation means for interest rates.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>US jobs growth was much stronger than expected, which lifted US Treasury yields 12-20 bps and shunted the US dollar 0.5% higher. Economists also now see a 50 basis point cut by the <strong>Reserve Bank of New Zealand</strong> on Wednesday</p><p>In our bonus Deep Dive interview, <strong>ANZ’s Head of Australian Economics Adam Boyton</strong> reveals what a surprising rise in workforce participation means for interest rates.</p><p><br></p><p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>533</itunes:duration>
      <guid isPermaLink="false"><![CDATA[57fe186e-840d-11ef-9c5c-ebbe861abe53]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO7249461681.mp3?updated=1728238136" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Friday: Markets skittish on oil price fear</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>Global markets are skittish this morning on fears the conflict in the Middle East will lift oil prices. Australia’s labour market and services sector remain resilient in PMI data, and NZ house prices fall again, despite the RBNZ starting rate cuts.
In our bonus Deep Dive interview, ANZ Agriculture Economist Susan Kilsby looks at what the US dock workers’ strike could mean for Australia and New Zealand.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Thu, 03 Oct 2024 18:55:00 -0000</pubDate>
      <itunes:title>Friday: Markets skittish on oil price fear</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>Global markets are skittish this morning on fears the conflict in the Middle East will lift oil prices. Australia’s labour market and services sector remain resilient in PMI data, and NZ house prices fall again, despite the RBNZ starting rate cuts.
In our bonus Deep Dive interview, ANZ Agriculture Economist Susan Kilsby looks at what the US dock workers’ strike could mean for Australia and New Zealand.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>Global markets are skittish this morning on fears the conflict in the Middle East will lift oil prices. Australia’s labour market and services sector remain resilient in PMI data, and NZ house prices fall again, despite the <strong>RBNZ</strong> starting rate cuts.</p><p>In our bonus Deep Dive interview, <strong>ANZ Agriculture Economist</strong> <strong>Susan Kilsby</strong> looks at what the US dock workers’ strike could mean for Australia and New Zealand.</p><p><br></p><p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>576</itunes:duration>
      <guid isPermaLink="false"><![CDATA[80123910-81b6-11ef-98ee-f392d6c0e38c]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO5505089808.mp3?updated=1727980931" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Thursday: Traders eye Middle East escalation risks</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>Markets are mixed as traders analyse just how much escalation is possible in the conflict between Israel and Iran across the Middle East. There’s further strength in the US jobs market, and inflation in South Korea has fallen below the central bank’s target.
In our bonus Deep Dive interview, ANZ Chief Economist for Southeast Asia and India Sanjay Mathur outlines the prospects for Asian economies across the fourth quarter.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Wed, 02 Oct 2024 18:55:00 -0000</pubDate>
      <itunes:title>Thursday: Traders eye Middle East escalation risks</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>Markets are mixed as traders analyse just how much escalation is possible in the conflict between Israel and Iran across the Middle East. There’s further strength in the US jobs market, and inflation in South Korea has fallen below the central bank’s target.
In our bonus Deep Dive interview, ANZ Chief Economist for Southeast Asia and India Sanjay Mathur outlines the prospects for Asian economies across the fourth quarter.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>Markets are mixed as traders analyse just how much escalation is possible in the conflict between Israel and Iran across the Middle East. There’s further strength in the US jobs market, and inflation in South Korea has fallen below the central bank’s target.</p><p>In our bonus Deep Dive interview, <strong>ANZ Chief Economist for Southeast Asia and India Sanjay Mathur </strong>outlines the prospects for Asian economies across the fourth quarter.</p><p><br></p><p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>541</itunes:duration>
      <guid isPermaLink="false"><![CDATA[82a5488a-80ed-11ef-ab93-6ff9f8beadce]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO2594628639.mp3?updated=1727894607" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Wednesday: Oil jumps on Iran attack on Israel</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>Oil prices have jumped, US Treasury yields US stocks are down and the US dollar is up in a flight to safety after reports that Iran has launched missiles at Israel; the US labour market is showing signs of resilience, while rate cut expectations in Europe have been boosted by lower inflation overnight.
In our bonus Deep Dive interview, ANZ Economist Maddy Dunk discusses how sales in the lead up to Fathers’ Day in Australia helped retailers in August.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Tue, 01 Oct 2024 18:55:00 -0000</pubDate>
      <itunes:title>Wednesday: Oil jumps on Iran attack on Israel</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>Oil prices have jumped, US Treasury yields US stocks are down and the US dollar is up in a flight to safety after reports that Iran has launched missiles at Israel; the US labour market is showing signs of resilience, while rate cut expectations in Europe have been boosted by lower inflation overnight.
In our bonus Deep Dive interview, ANZ Economist Maddy Dunk discusses how sales in the lead up to Fathers’ Day in Australia helped retailers in August.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>Oil prices have jumped, US Treasury yields US stocks are down and the US dollar is up in a flight to safety after reports that Iran has launched missiles at Israel; the US labour market is showing signs of resilience, while rate cut expectations in Europe have been boosted by lower inflation overnight.</p><p>In our bonus Deep Dive interview, <strong>ANZ Economist Maddy Dunk</strong> discusses how sales in the lead up to Fathers’ Day in Australia helped retailers in August.</p><p><br></p><p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>599</itunes:duration>
      <guid isPermaLink="false"><![CDATA[e0b1b086-8024-11ef-8b5c-7f01c157d111]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO4896041527.mp3?updated=1727808435" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Tuesday: China stocks, iron ore prices jump</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>China’s stock market jumps 8.5% as investors rush in. Japan’s Nikkei falls nearly 5% on concerns the new Prime Minister there is an interest rate hawk. Australia’s housing market is softening. New Zealand business confidence takes another leap higher.
In our bonus Deep Dive interview, ANZ Economist Maddy Dunk says there are some silver linings in the recent bi-annual ANZ Core Logic Housing Affordability Report as affordability nationally worsened in June.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Mon, 30 Sep 2024 18:55:00 -0000</pubDate>
      <itunes:title>Tuesday: China stocks, iron ore prices jump</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>China’s stock market jumps 8.5% as investors rush in. Japan’s Nikkei falls nearly 5% on concerns the new Prime Minister there is an interest rate hawk. Australia’s housing market is softening. New Zealand business confidence takes another leap higher.
In our bonus Deep Dive interview, ANZ Economist Maddy Dunk says there are some silver linings in the recent bi-annual ANZ Core Logic Housing Affordability Report as affordability nationally worsened in June.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>China’s stock market jumps 8.5% as investors rush in. Japan’s Nikkei falls nearly 5% on concerns the new Prime Minister there is an interest rate hawk. Australia’s housing market is softening. New Zealand business confidence takes another leap higher.</p><p>In our bonus Deep Dive interview, <strong>ANZ Economist Maddy Dunk</strong> says there are some silver linings in the recent bi-annual ANZ Core Logic Housing Affordability Report as affordability nationally worsened in June.</p><p><br></p><p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>599</itunes:duration>
      <guid isPermaLink="false"><![CDATA[5aba121c-7f5b-11ef-bfd8-0bc8ac7e3884]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO4914855933.mp3?updated=1727721882" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Monday: Could Saudi Arabia flood oil markets again?</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>US inflation kept falling through August. All eyes this week will be on US jobs data on Friday. Australian lending figures may show a rise today. And consumers in New Zealand are more confident about house prices, as well as their own finances.
In our bonus Deep Dive interview, ANZ Senior Commodities Analyst Daniel Hynes looks at why Saudi Arabia might be about to swamp the market with extra oil to win back market share.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Sun, 29 Sep 2024 18:55:00 -0000</pubDate>
      <itunes:title>Monday: Could Saudi Arabia flood oil markets again?</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>US inflation kept falling through August. All eyes this week will be on US jobs data on Friday. Australian lending figures may show a rise today. And consumers in New Zealand are more confident about house prices, as well as their own finances.
In our bonus Deep Dive interview, ANZ Senior Commodities Analyst Daniel Hynes looks at why Saudi Arabia might be about to swamp the market with extra oil to win back market share.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>US inflation kept falling through August. All eyes this week will be on US jobs data on Friday. Australian lending figures may show a rise today. And consumers in New Zealand are more confident about house prices, as well as their own finances.</p><p>In our bonus Deep Dive interview, <strong>ANZ Senior Commodities Analyst Daniel Hynes </strong>looks at why Saudi Arabia might be about to swamp the market with extra oil to win back market share.</p><p><br></p><p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>564</itunes:duration>
      <guid isPermaLink="false"><![CDATA[4f749136-7e8c-11ef-902a-27cddf5fc43f]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO8146056762.mp3?updated=1727632957" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Friday: Gold hits record-high US$2,700/oz</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>Gold, the S&amp;P 500 and the Euro Stoxx 500 rose to fresh record-highs on enthusiasm about the Fed’s first rate cut and China’s wide-ranging stimulus. Key US inflation data tonight is the next focus for global interest rates.
In our bonus Deep Dive interview, ANZ Economist Dhiraj Nim sifts through India’s recent trade data to reveal why gold imports jumped in August.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Thu, 26 Sep 2024 19:55:00 -0000</pubDate>
      <itunes:title>Friday: Gold hits record-high US$2,700/oz</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>Gold, the S&amp;P 500 and the Euro Stoxx 500 rose to fresh record-highs on enthusiasm about the Fed’s first rate cut and China’s wide-ranging stimulus. Key US inflation data tonight is the next focus for global interest rates.
In our bonus Deep Dive interview, ANZ Economist Dhiraj Nim sifts through India’s recent trade data to reveal why gold imports jumped in August.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>Gold, the S&amp;P 500 and the Euro Stoxx 500 rose to fresh record-highs on enthusiasm about the <strong>Fed</strong>’s first rate cut and China’s wide-ranging stimulus. Key US inflation data tonight is the next focus for global interest rates.</p><p>In our bonus Deep Dive interview, <strong>ANZ Economist Dhiraj Nim</strong> sifts through India’s recent trade data to reveal why gold imports jumped in August.</p><p><br></p><p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>588</itunes:duration>
      <guid isPermaLink="false"><![CDATA[3feaa43e-7c3f-11ef-ae97-8f9f34a6ec64]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO7421161724.mp3?updated=1727379957" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Thursday: Services inflation to worry RBA</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>Australian inflation drops within the RBA’s target band for the first time since October 2021, but sticky services prices could be a concern. The Aussie and Kiwi dollars are down about 1% after hitting fresh 2024 highs yesterday. Services inflation also remains sticky in Japan.
In part two of a bonus Deep Dive interview on China’s stimulus drive, ANZ Chief Economist for Greater China Raymond Yeung explains the risks of not doing more, including the prospect of a Japan-style ‘lost decade’.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Wed, 25 Sep 2024 19:55:00 -0000</pubDate>
      <itunes:title>Thursday: Services inflation to worry RBA</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>Australian inflation drops within the RBA’s target band for the first time since October 2021, but sticky services prices could be a concern. The Aussie and Kiwi dollars are down about 1% after hitting fresh 2024 highs yesterday. Services inflation also remains sticky in Japan.
In part two of a bonus Deep Dive interview on China’s stimulus drive, ANZ Chief Economist for Greater China Raymond Yeung explains the risks of not doing more, including the prospect of a Japan-style ‘lost decade’.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>Australian inflation drops within the RBA’s target band for the first time since October 2021, but sticky services prices could be a concern. The Aussie and Kiwi dollars are down about 1% after hitting fresh 2024 highs yesterday. Services inflation also remains sticky in Japan.</p><p>In part two of a bonus Deep Dive interview on China’s stimulus drive, <strong>ANZ Chief Economist for Greater China Raymond Yeung </strong>explains the risks of not doing more, including the prospect of a Japan-style ‘lost decade’.</p><p><br></p><p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>582</itunes:duration>
      <guid isPermaLink="false"><![CDATA[e9954d4c-7b75-11ef-acf2-43cc3d4d5041]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO4978530795.mp3?updated=1727293484" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Wednesday: RBA didn't discuss rate hike</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>The Reserve Bank of Australia didn’t consider a hike as it held rates yesterday. Aussie consumer confidence jumps to its highest since January 2023, and August inflation data later today should show the temporary impact of cost of living support. The NZ dollar hits a new 2024 high.
In our bonus deep dive interview, ANZ Chief Economist for Greater China Raymond Yeung analyses yesterday’s China stimulus package and explains why it could have been bigger.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Tue, 24 Sep 2024 19:55:00 -0000</pubDate>
      <itunes:title>Wednesday: RBA didn't discuss rate hike</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>The Reserve Bank of Australia didn’t consider a hike as it held rates yesterday. Aussie consumer confidence jumps to its highest since January 2023, and August inflation data later today should show the temporary impact of cost of living support. The NZ dollar hits a new 2024 high.
In our bonus deep dive interview, ANZ Chief Economist for Greater China Raymond Yeung analyses yesterday’s China stimulus package and explains why it could have been bigger.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>The <strong>Reserve Bank of Australia</strong> didn’t consider a hike as it held rates yesterday. Aussie consumer confidence jumps to its highest since January 2023, and August inflation data later today should show the temporary impact of cost of living support. The NZ dollar hits a new 2024 high.</p><p>In our bonus deep dive interview, <strong>ANZ Chief Economist for Greater China Raymond Yeung </strong>analyses yesterday’s China stimulus package and explains why it could have been bigger.</p><p><br></p><p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>552</itunes:duration>
      <guid isPermaLink="false"><![CDATA[a99bc334-7aac-11ef-bfa4-b753d6878af9]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO6560930045.mp3?updated=1727207051" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Tuesday: Hawkish RBA could boost AUD</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>Federal Reserve members are backing their 50 basis point rate cut, supporting views of a soft landing. The Aussie dollar is strengthening ahead of potentially hawkish RBA rate commentary today. Expectations rise for a new China stimulus package.
In our bonus deep dive interview, ANZ Senior Economist Catherine Birch analyses how the RBA is placed for its cash rate decision today following last week’s 50 basis point cut by the Fed, and the ongoing strength in Australia’s jobs market.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Mon, 23 Sep 2024 20:00:00 -0000</pubDate>
      <itunes:title>Tuesday: Hawkish RBA could boost AUD</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>Federal Reserve members are backing their 50 basis point rate cut, supporting views of a soft landing. The Aussie dollar is strengthening ahead of potentially hawkish RBA rate commentary today. Expectations rise for a new China stimulus package.
In our bonus deep dive interview, ANZ Senior Economist Catherine Birch analyses how the RBA is placed for its cash rate decision today following last week’s 50 basis point cut by the Fed, and the ongoing strength in Australia’s jobs market.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p><strong>Federal Reserve</strong> members are backing their 50 basis point rate cut, supporting views of a soft landing. The Aussie dollar is strengthening ahead of potentially hawkish RBA rate commentary today. Expectations rise for a new China stimulus package.</p><p>In our bonus deep dive interview, <strong>ANZ Senior Economist Catherine Birch </strong>analyses how the <strong>RBA</strong> is placed for its cash rate decision today following last week’s 50 basis point cut by the Fed, and the ongoing strength in Australia’s jobs market.</p><p><br></p><p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>565</itunes:duration>
      <guid isPermaLink="false"><![CDATA[5222f010-79e3-11ef-8bbe-fb5b532e7192]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO8172048446.mp3?updated=1727120572" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Monday: Oil slide boosting Asian economies</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>Global markets are digesting the Fed’s super-sized cut and the Bank of Japan’s decision to hold its rates, as expected. Trading and investing focus now turns to RBA rates decision on Tuesday. China’s yuan surges as exporters bring cash home.
In our bonus deep dive interview, ANZ Asia Economist Krystal Tan analyses how lower oil prices are helping some South East Asian economies more than others.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Sun, 22 Sep 2024 19:55:00 -0000</pubDate>
      <itunes:title>Monday: Oil slide boosting Asian economies</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>Global markets are digesting the Fed’s super-sized cut and the Bank of Japan’s decision to hold its rates, as expected. Trading and investing focus now turns to RBA rates decision on Tuesday. China’s yuan surges as exporters bring cash home.
In our bonus deep dive interview, ANZ Asia Economist Krystal Tan analyses how lower oil prices are helping some South East Asian economies more than others.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>Global markets are digesting the <strong>Fed</strong>’s super-sized cut and the <strong>Bank of Japan</strong>’s decision to hold its rates, as expected. Trading and investing focus now turns to <strong>RBA</strong> rates decision on Tuesday. China’s yuan surges as exporters bring cash home.</p><p>In our bonus deep dive interview, <strong>ANZ Asia Economist Krystal Tan</strong> analyses how lower oil prices are helping some South East Asian economies more than others.</p><p><br></p><p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>503</itunes:duration>
      <guid isPermaLink="false"><![CDATA[3af78346-7917-11ef-b0b7-13d30deccfbc]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO2878075798.mp3?updated=1727032916" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Friday: Investors celebrate soft landing signs</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>Global stocks are celebrating the Fed’s big rate cut as confirmation of a soft landing. The Bank of England holds rates, as expected. The Bank of Japan is also seen holding later today. NZ GDP contracts less than the RBNZ forecast, reducing chances of an oversized cut. Australia’s jobs market continues to give the RBA a headache.
In our bonus deep dive interview, ANZ Economist Henry Russell details the trip hazards of relying on high-frequency indicators, which the Reserve Bank of New Zealand may have just fallen over with its June quarter GDP forecast.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Thu, 19 Sep 2024 19:55:00 -0000</pubDate>
      <itunes:title>Friday: Investors celebrate soft landing signs</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>Global stocks are celebrating the Fed’s big rate cut as confirmation of a soft landing. The Bank of England holds rates, as expected. The Bank of Japan is also seen holding later today. NZ GDP contracts less than the RBNZ forecast, reducing chances of an oversized cut. Australia’s jobs market continues to give the RBA a headache.
In our bonus deep dive interview, ANZ Economist Henry Russell details the trip hazards of relying on high-frequency indicators, which the Reserve Bank of New Zealand may have just fallen over with its June quarter GDP forecast.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>Global stocks are celebrating the <strong>Fed</strong>’s big rate cut as confirmation of a soft landing. <strong>The Bank of England</strong> holds rates, as expected. The <strong>Bank of Japan</strong> is also seen holding later today. NZ GDP contracts less than the <strong>RBNZ</strong> forecast, reducing chances of an oversized cut. Australia’s jobs market continues to give the <strong>RBA</strong> a headache.</p><p>In our bonus deep dive interview, <strong>ANZ Economist Henry Russell</strong> details the trip hazards of relying on high-frequency indicators, which the <strong>Reserve Bank of New Zealand</strong> may have just fallen over with its June quarter GDP forecast.</p><p><br></p><p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>524</itunes:duration>
      <guid isPermaLink="false"><![CDATA[d4003e76-76be-11ef-907a-fb33d18e312e]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO2979685045.mp3?updated=1726775045" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Thursday: The Fed's first cut is the deepest</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>The Fed cuts by a super-sized 50 basis points and signals a total of 200 basis points of cuts by the end of 2025. Indonesia also cuts rates. The RBA will be watching Australian jobs data today. NZ’s GDP data is expected to show a contraction.
In our bonus deep dive interview, ANZ Head of Geopolitical Risk Cameron Mitchell reviews the rise of tariffs as economic security tools, and what to expect on tariffs from whoever wins the US Presidential elections in November.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Wed, 18 Sep 2024 19:55:00 -0000</pubDate>
      <itunes:title>Thursday: The Fed's first cut is the deepest</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>The Fed cuts by a super-sized 50 basis points and signals a total of 200 basis points of cuts by the end of 2025. Indonesia also cuts rates. The RBA will be watching Australian jobs data today. NZ’s GDP data is expected to show a contraction.
In our bonus deep dive interview, ANZ Head of Geopolitical Risk Cameron Mitchell reviews the rise of tariffs as economic security tools, and what to expect on tariffs from whoever wins the US Presidential elections in November.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>The <strong>Fed</strong> cuts by a super-sized 50 basis points and signals a total of 200 basis points of cuts by the end of 2025. Indonesia also cuts rates. The RBA will be watching Australian jobs data today. NZ’s GDP data is expected to show a contraction.</p><p>In our bonus deep dive interview, <strong>ANZ Head of Geopolitical Risk Cameron Mitchell </strong>reviews the rise of tariffs as economic security tools, and what to expect on tariffs from whoever wins the US Presidential elections in November.</p><p><br></p><p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>586</itunes:duration>
      <guid isPermaLink="false"><![CDATA[040d4ed0-75f5-11ef-bcc6-0f4017570b4c]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO5878208799.mp3?updated=1726688368" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Wednesday: Solid US retail sales ease recession fears</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>Strong US retail sales ease recession fears, adding slightly to expectations of a 25 basis point cut by the Fed; Australia’s consumer confidence jumps, Singapore’s chip exports get a boost, and Bank Indonesia faces a tough rates decision today.
In our bonus deep dive interview, from the recent ANZ-sponsored AFR Asia summit, ANZ Head of Geopolitical Risk Cameron Mitchell explains why themes of de-globalisation and the de-coupling of the US and Chinese economies should be looked at through a different lens.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Tue, 17 Sep 2024 19:55:00 -0000</pubDate>
      <itunes:title>Wednesday: Solid US retail sales ease recession fears</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>Strong US retail sales ease recession fears, adding slightly to expectations of a 25 basis point cut by the Fed; Australia’s consumer confidence jumps, Singapore’s chip exports get a boost, and Bank Indonesia faces a tough rates decision today.
In our bonus deep dive interview, from the recent ANZ-sponsored AFR Asia summit, ANZ Head of Geopolitical Risk Cameron Mitchell explains why themes of de-globalisation and the de-coupling of the US and Chinese economies should be looked at through a different lens.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>Strong US retail sales ease recession fears, adding slightly to expectations of a 25 basis point cut by the Fed; Australia’s consumer confidence jumps, Singapore’s chip exports get a boost, and Bank Indonesia faces a tough rates decision today.</p><p>In our bonus deep dive interview, from the recent ANZ-sponsored AFR Asia summit, <strong>ANZ Head of Geopolitical Risk Cameron Mitchell </strong>explains why themes of de-globalisation and the de-coupling of the US and Chinese economies should be looked at through a different lens.</p><p><br></p><p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>578</itunes:duration>
      <guid isPermaLink="false"><![CDATA[09edf7bc-7525-11ef-8c48-73882e9ff579]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO7860615217.mp3?updated=1726599042" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Tuesday: Chances grow for 50bps Fed cut</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>Market expectations for a 50 basis point cut by the Fed grow to 50/50 amid debate over whether the US jobs market is too weak for just a 25 bps move; And the Yen hits its strongest level against the US dollar since mid-2023.
In our bonus deep dive interview, ANZ’s Chief Economist for Greater China, Raymond Yeung sees the potential for China to unveil a two trillion yuan stimulus package.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Mon, 16 Sep 2024 19:55:00 -0000</pubDate>
      <itunes:title>Tuesday: Chances grow for 50bps Fed cut</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>Market expectations for a 50 basis point cut by the Fed grow to 50/50 amid debate over whether the US jobs market is too weak for just a 25 bps move; And the Yen hits its strongest level against the US dollar since mid-2023.
In our bonus deep dive interview, ANZ’s Chief Economist for Greater China, Raymond Yeung sees the potential for China to unveil a two trillion yuan stimulus package.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>Market expectations for a 50 basis point cut by the Fed grow to 50/50 amid debate over whether the US jobs market is too weak for just a 25 bps move; And the Yen hits its strongest level against the US dollar since mid-2023.</p><p>In our bonus deep dive interview, <strong>ANZ’s Chief Economist for Greater China, Raymond Yeung</strong> sees the potential for China to unveil a two trillion yuan stimulus package.</p><p><br></p><p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>575</itunes:duration>
      <guid isPermaLink="false"><![CDATA[1bb36b5c-7463-11ef-a3ba-e3f5c652173b]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO7137359567.mp3?updated=1726515749" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Monday: Disappointing China data dump</title>
      <description>China is expected to launch a stimulus package after a very weak set of economic data. Global markets are focused on the Fed starting its rate-cutting cycle. The US dollar may hold up despite lower rates. NZ’s housing market is gearing up for spring.
In part two of our bonus Deep Dive interview, Australia-Asia Society CEO Anthony Bubalo talked at the ANZ-sponsored AFR Asia Summit in Melbourne about the nuances businesses now face when thinking about geopolitics.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Sun, 15 Sep 2024 19:55:00 -0000</pubDate>
      <itunes:title>Monday: Disappointing China data dump</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>China is expected to launch a stimulus package after a very weak set of economic data. Global markets are focused on the Fed starting its rate-cutting cycle. The US dollar may hold up despite lower rates. NZ’s housing market is gearing up for spring.
In part two of our bonus Deep Dive interview, Australia-Asia Society CEO Anthony Bubalo talked at the ANZ-sponsored AFR Asia Summit in Melbourne about the nuances businesses now face when thinking about geopolitics.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>China is expected to launch a stimulus package after a very weak set of economic data. Global markets are focused on the Fed starting its rate-cutting cycle. The US dollar may hold up despite lower rates. NZ’s housing market is gearing up for spring.</p><p>In part two of our bonus Deep Dive interview, <strong>Australia-Asia Society CEO Anthony Bubalo </strong>talked at the ANZ-sponsored AFR Asia Summit in Melbourne about the nuances businesses now face when thinking about geopolitics.</p><p><br></p><p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>458</itunes:duration>
      <guid isPermaLink="false"><![CDATA[e5499ccc-7394-11ef-9fdc-63d9101aeb9f]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO4375490741.mp3?updated=1726427182" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Friday: ECB cuts &amp; focus turns to Fed</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>The ECB cuts another 25 basis points, as expected. Global markets are firm ahead of next week’s Fed decision. India’s inflation is firm, but the RBI is on track to ease in December. NZ inflation is firmer than forecast, but not enough to concern the RBNZ.
In our bonus Deep Dive interview, Australia-Asia Society CEO Anthony Bubalo analyses the key themes at the recent ANZ-sponsored AFR Asia Summit in Melbourne, including how Australian businesses grappling with geopolitics.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Thu, 12 Sep 2024 19:55:00 -0000</pubDate>
      <itunes:title>Friday: ECB cuts &amp; focus turns to Fed</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>The ECB cuts another 25 basis points, as expected. Global markets are firm ahead of next week’s Fed decision. India’s inflation is firm, but the RBI is on track to ease in December. NZ inflation is firmer than forecast, but not enough to concern the RBNZ.
In our bonus Deep Dive interview, Australia-Asia Society CEO Anthony Bubalo analyses the key themes at the recent ANZ-sponsored AFR Asia Summit in Melbourne, including how Australian businesses grappling with geopolitics.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>The <strong>ECB</strong> cuts another 25 basis points, as expected. Global markets are firm ahead of next week’s Fed decision. India’s inflation is firm, but the <strong>RBI</strong> is on track to ease in December. NZ inflation is firmer than forecast, but not enough to concern the <strong>RBNZ</strong>.</p><p>In our bonus Deep Dive interview, <strong>Australia-Asia Society CEO Anthony Bubalo </strong>analyses the key themes at the recent ANZ-sponsored AFR Asia Summit in Melbourne, including how Australian businesses grappling with geopolitics.</p><p><br></p><p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>553</itunes:duration>
      <guid isPermaLink="false"><![CDATA[ea31431e-713e-11ef-b82a-630d6ffb03a1]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO8227709283.mp3?updated=1726170351" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Thursday: Stronger US inflation reduces bets of larger rate cut</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>US core inflation is stronger than expected in August causing markets to reduce bets for a 50 basis point cut by the Federal Reserve, the Yen hit its strongest 2024 level against the US dollar, and Australia’s strong labour market continues to surprise the RBA.
In our bonus Deep Dive interview, ANZ Chief Economist for Southeast Asia and India Sanjay Mathur reviews the potential impact for businesses of expected rate cuts in Indonesia, the Philippines and South Korea this year.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Wed, 11 Sep 2024 19:55:00 -0000</pubDate>
      <itunes:title>Thursday: Stronger US inflation reduces bets of larger rate cut</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>US core inflation is stronger than expected in August causing markets to reduce bets for a 50 basis point cut by the Federal Reserve, the Yen hit its strongest 2024 level against the US dollar, and Australia’s strong labour market continues to surprise the RBA.
In our bonus Deep Dive interview, ANZ Chief Economist for Southeast Asia and India Sanjay Mathur reviews the potential impact for businesses of expected rate cuts in Indonesia, the Philippines and South Korea this year.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>US core inflation is stronger than expected in August causing markets to reduce bets for a 50 basis point cut by the Federal Reserve, the Yen hit its strongest 2024 level against the US dollar, and Australia’s strong labour market continues to surprise the RBA.</p><p>In our bonus Deep Dive interview, <strong>ANZ Chief Economist for Southeast Asia and India Sanjay Mathur</strong> reviews the potential impact for businesses of expected rate cuts in Indonesia, the Philippines and South Korea this year.</p><p><br></p><p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>536</itunes:duration>
      <guid isPermaLink="false"><![CDATA[a4874a12-7075-11ef-9123-770662b84740]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO6798720970.mp3?updated=1726083905" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Wednesday: Oil slides after OPEC cuts demand forecast</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>Global markets are mixed ahead of key US inflation data tonight. Oil slumps below US$70/bbl after a demand forecast downgrade. China’s exports jump, but sluggish imports highlight soft domestic demand. And Australia’s Stage 3 tax cuts do little to spur business or consumer confidence.
In in part two of a bonus deep dive interview with Australia’s Group of 8 universities CEO Vicki Thomson at the ANZ-sponsored AFR Asia Summit, Vicki explains why Australia’s universities believe there are alternatives to the new international student cap being proposed.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Tue, 10 Sep 2024 19:55:00 -0000</pubDate>
      <itunes:title>Wednesday: Oil slides after OPEC cuts demand forecast</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>Global markets are mixed ahead of key US inflation data tonight. Oil slumps below US$70/bbl after a demand forecast downgrade. China’s exports jump, but sluggish imports highlight soft domestic demand. And Australia’s Stage 3 tax cuts do little to spur business or consumer confidence.
In in part two of a bonus deep dive interview with Australia’s Group of 8 universities CEO Vicki Thomson at the ANZ-sponsored AFR Asia Summit, Vicki explains why Australia’s universities believe there are alternatives to the new international student cap being proposed.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>Global markets are mixed ahead of key US inflation data tonight. Oil slumps below US$70/bbl after a demand forecast downgrade. China’s exports jump, but sluggish imports highlight soft domestic demand. And Australia’s Stage 3 tax cuts do little to spur business or consumer confidence.</p><p>In in part two of a bonus deep dive interview with <strong>Australia’s Group of 8 universities CEO</strong> <strong>Vicki Thomson</strong> at the ANZ-sponsored AFR Asia Summit, Vicki explains why Australia’s universities believe there are alternatives to the new international student cap being proposed.</p><p><br></p><p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>594</itunes:duration>
      <guid isPermaLink="false"><![CDATA[e0d9192e-6fac-11ef-bc0d-4766c24f1dd5]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO2287256383.mp3?updated=1725997677" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Tuesday: Weak China inflation triggers concern</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>US markets bed in expectations for a soft landing ahead of key price data, China’s core inflation is the lowest in three years, prompting calls for more stimulus, and Taiwan’s exports get an AI boost.
In our bonus deep dive interview, from the recent ANZ-sponsored AFR Asia summit, Australia’s Group of 8 universities CEO Vicki Thomson outlines the challenges facing Australia’s education export sector.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Mon, 09 Sep 2024 19:55:00 -0000</pubDate>
      <itunes:title>Tuesday: Weak China inflation triggers concern</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>US markets bed in expectations for a soft landing ahead of key price data, China’s core inflation is the lowest in three years, prompting calls for more stimulus, and Taiwan’s exports get an AI boost.
In our bonus deep dive interview, from the recent ANZ-sponsored AFR Asia summit, Australia’s Group of 8 universities CEO Vicki Thomson outlines the challenges facing Australia’s education export sector.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>US markets bed in expectations for a soft landing ahead of key price data, China’s core inflation is the lowest in three years, prompting calls for more stimulus, and Taiwan’s exports get an AI boost.</p><p>In our bonus deep dive interview, from the recent ANZ-sponsored AFR Asia summit, <strong>Australia’s Group of 8 universities CEO</strong> <strong>Vicki Thomson </strong>outlines the challenges facing Australia’s education export sector.</p><p><br></p><p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>557</itunes:duration>
      <guid isPermaLink="false"><![CDATA[c460769e-6ee3-11ef-8801-2fcaadfe9959]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO3715396441.mp3?updated=1725911301" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Monday: Fed rate cut size unresolved </title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>Mixed US jobs data means the debate about a 25 basis point cut or a 50 point cut by the Fed next week still very alive. Australian home lending to investors, is very strong. Vietnam’s economy is in a sweet spot, with falling inflation and strong exports.
In our bonus deep dive interview, ANZ Senior Commodity Strategist Daniel Hynes looks at the implications for Australian Iron Ore producers from weakening Chinese steel demand.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Sun, 08 Sep 2024 19:55:00 -0000</pubDate>
      <itunes:title>Monday: Fed rate cut size unresolved </itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>Mixed US jobs data means the debate about a 25 basis point cut or a 50 point cut by the Fed next week still very alive. Australian home lending to investors, is very strong. Vietnam’s economy is in a sweet spot, with falling inflation and strong exports.
In our bonus deep dive interview, ANZ Senior Commodity Strategist Daniel Hynes looks at the implications for Australian Iron Ore producers from weakening Chinese steel demand.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>Mixed US jobs data means the debate about a 25 basis point cut or a 50 point cut by the <strong>Fed</strong> next week still very alive. Australian home lending to investors, is very strong. Vietnam’s economy is in a sweet spot, with falling inflation and strong exports.</p><p>In our bonus deep dive interview, <strong>ANZ Senior Commodity Strategist Daniel Hynes</strong> looks at the implications for Australian Iron Ore producers from weakening Chinese steel demand.</p><p><br></p><p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>533</itunes:duration>
      <guid isPermaLink="false"><![CDATA[7606ca22-6e14-11ef-8623-a79c85cc06ad]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO4934281000.mp3?updated=1725822264" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Friday: RBA Governor sends strong inflation warning</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>Markets were mixed ahead of key US jobs figures tonight; The RBA Governor talks tough in the fight against inflation; Malaysia keeps rates on hold, with lower inflation forecast, while Thailand’s annual CPI falls to just 0.35%.
In our bonus deep dive interview, ANZ Economist Henry Russell reviews how New Zealand’s housing headwinds might keep the market from previous form as interest rates fall.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Thu, 05 Sep 2024 19:55:00 -0000</pubDate>
      <itunes:title>Friday: RBA Governor sends strong inflation warning</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>Markets were mixed ahead of key US jobs figures tonight; The RBA Governor talks tough in the fight against inflation; Malaysia keeps rates on hold, with lower inflation forecast, while Thailand’s annual CPI falls to just 0.35%.
In our bonus deep dive interview, ANZ Economist Henry Russell reviews how New Zealand’s housing headwinds might keep the market from previous form as interest rates fall.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>Markets were mixed ahead of key US jobs figures tonight; The RBA Governor talks tough in the fight against inflation; Malaysia keeps rates on hold, with lower inflation forecast, while Thailand’s annual CPI falls to just 0.35%.</p><p>In our bonus deep dive interview, <strong>ANZ Economist Henry Russell</strong> reviews how New Zealand’s housing headwinds might keep the market from previous form as interest rates fall.</p><p><br></p><p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>539</itunes:duration>
      <guid isPermaLink="false"><![CDATA[03569e2c-6bc0-11ef-87da-8b4c3f0dd93e]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO8297762245.mp3?updated=1725566091" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Thursday: RBA unlikely to be moved by weaker households</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>US Job vacancies were weaker than anyone expected in July, boosting chances of a larger cut by the Fed this month, Australia’s economy expands, although household spending weakens; as does China’s services sector.
In our bonus deep dive interview, ANZ Senior Commodity Strategist Daniel Hynes sets out the challenges OPEC producers are facing from weakening global activity.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Wed, 04 Sep 2024 19:55:00 -0000</pubDate>
      <itunes:title>Thursday: RBA unlikely to be moved by weaker households</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>US Job vacancies were weaker than anyone expected in July, boosting chances of a larger cut by the Fed this month, Australia’s economy expands, although household spending weakens; as does China’s services sector.
In our bonus deep dive interview, ANZ Senior Commodity Strategist Daniel Hynes sets out the challenges OPEC producers are facing from weakening global activity.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>US Job vacancies were weaker than anyone expected in July, boosting chances of a larger cut by the Fed this month, Australia’s economy expands, although household spending weakens; as does China’s services sector.</p><p>In our bonus deep dive interview, <strong>ANZ Senior Commodity Strategist Daniel Hynes </strong>sets out the challenges OPEC producers are facing from weakening global activity.</p><p><br></p><p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>539</itunes:duration>
      <guid isPermaLink="false"><![CDATA[8ce5cc06-6af5-11ef-953c-cba20a2b06e5]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO4343306160.mp3?updated=1725479134" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Wednesday: Weak US manufacturing raises slowdown concern</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>Global stocks fall after weak US manufacturing data raises fears about a deeper slowdown. The Australian dollar is down over 1%; Australia’s GDP today should just be in growth territory, and South Korean inflation hits the central bank’s target.
In our bonus deep dive interview, ANZ Group Chief Economist Richard Yetsenga reviews Australia’s trade relationship with ASEAN, from the ANZ-sponsored AFR Asia summit in Melbourne.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Tue, 03 Sep 2024 19:55:00 -0000</pubDate>
      <itunes:title>Wednesday: Weak US manufacturing raises slowdown concern</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>Global stocks fall after weak US manufacturing data raises fears about a deeper slowdown. The Australian dollar is down over 1%; Australia’s GDP today should just be in growth territory, and South Korean inflation hits the central bank’s target.
In our bonus deep dive interview, ANZ Group Chief Economist Richard Yetsenga reviews Australia’s trade relationship with ASEAN, from the ANZ-sponsored AFR Asia summit in Melbourne.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>Global stocks fall after weak US manufacturing data raises fears about a deeper slowdown. The Australian dollar is down over 1%; Australia’s GDP today should just be in growth territory, and South Korean inflation hits the central bank’s target.</p><p>In our bonus deep dive interview, <strong>ANZ Group Chief Economist Richard Yetsenga </strong>reviews Australia’s trade relationship with ASEAN, from the ANZ-sponsored AFR Asia summit in Melbourne.</p><p><br></p><p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>581</itunes:duration>
      <guid isPermaLink="false"><![CDATA[8a7897c4-6a2c-11ef-a6d8-ef962c004754]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO4277627276.mp3?updated=1725392801" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Tuesday: Australia GDP puzzle takes shape</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>Global markets were quiet overnight due to the US Labor Day holiday. The final pieces of Australia’s GDP puzzle fall into place today; Job ads show a cooling Australian labour market, and we look at which state capital house prices are pulling away.
In our bonus deep dive interview, ANZ Senior Economist Miles Workman digs into New Zealand’s latest jobs data to highlight which sectors, regions and age groups are feeling the brunt of previous monetary policy tightening.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Mon, 02 Sep 2024 19:55:00 -0000</pubDate>
      <itunes:title>Tuesday: Australia GDP puzzle takes shape</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>Global markets were quiet overnight due to the US Labor Day holiday. The final pieces of Australia’s GDP puzzle fall into place today; Job ads show a cooling Australian labour market, and we look at which state capital house prices are pulling away.
In our bonus deep dive interview, ANZ Senior Economist Miles Workman digs into New Zealand’s latest jobs data to highlight which sectors, regions and age groups are feeling the brunt of previous monetary policy tightening.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>Global markets were quiet overnight due to the US Labor Day holiday. The final pieces of Australia’s GDP puzzle fall into place today; Job ads show a cooling Australian labour market, and we look at which state capital house prices are pulling away.</p><p>In our bonus deep dive interview, <strong>ANZ Senior Economist Miles Workman</strong> digs into New Zealand’s latest jobs data to highlight which sectors, regions and age groups are feeling the brunt of previous monetary policy tightening.</p><p><br></p><p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>558</itunes:duration>
      <guid isPermaLink="false"><![CDATA[79523754-6962-11ef-ad36-23ae9b85d9ed]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO2187941487.mp3?updated=1725306014" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Monday: US economy on approach for soft landing</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>Global markets are laser-focused on US jobs data this week to confirm the Fed can pinpoint a soft landing. Australia’s tax cuts are yet to show in retail sales growth. India’s GDP growth was below the Reserve Bank of India’s forecasts.
In our bonus deep dive interview, ANZ Australia Senior Economist Catherine Birch explains why lower headline inflation figures in Australia aren’t telling the full story.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Sun, 01 Sep 2024 19:55:00 -0000</pubDate>
      <itunes:title>Monday: US economy on approach for soft landing</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>Global markets are laser-focused on US jobs data this week to confirm the Fed can pinpoint a soft landing. Australia’s tax cuts are yet to show in retail sales growth. India’s GDP growth was below the Reserve Bank of India’s forecasts.
In our bonus deep dive interview, ANZ Australia Senior Economist Catherine Birch explains why lower headline inflation figures in Australia aren’t telling the full story.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>Global markets are laser-focused on US jobs data this week to confirm the <strong>Fed</strong> can pinpoint a soft landing. Australia’s tax cuts are yet to show in retail sales growth. India’s GDP growth was below the <strong>Reserve Bank of India</strong>’s forecasts.</p><p>In our bonus deep dive interview, <strong>ANZ Australia Senior Economist Catherine Birch</strong> explains why lower headline inflation figures in Australia aren’t telling the full story.</p><p><br></p><p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>568</itunes:duration>
      <guid isPermaLink="false"><![CDATA[300d9962-689a-11ef-81b4-f768069553a3]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO9919301244.mp3?updated=1725219992" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Friday: Rate cuts fire up NZ business confidence</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>US stocks are strong on more signs of a soft landing. NZ business confidence surges as rates are cut. Australian capital investment plans remain strong, and India’s GDP figures later today may send the Reserve Bank of India a dovish signal.
In our bonus deep dive interview, ANZ Chief Economist for Greater China Raymond Yeung unpacks how changing global supply chains are driving capital outflows from China’s manufacturers.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Thu, 29 Aug 2024 19:55:00 -0000</pubDate>
      <itunes:title>Friday: Rate cuts fire up NZ business confidence</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>US stocks are strong on more signs of a soft landing. NZ business confidence surges as rates are cut. Australian capital investment plans remain strong, and India’s GDP figures later today may send the Reserve Bank of India a dovish signal.
In our bonus deep dive interview, ANZ Chief Economist for Greater China Raymond Yeung unpacks how changing global supply chains are driving capital outflows from China’s manufacturers.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>US stocks are strong on more signs of a soft landing. NZ business confidence surges as rates are cut. Australian capital investment plans remain strong, and India’s GDP figures later today may send the <strong>Reserve Bank of India</strong> a dovish signal.</p><p>In our bonus deep dive interview, <strong>ANZ Chief Economist for Greater China Raymond Yeung</strong> unpacks how changing global supply chains are driving capital outflows from China’s manufacturers.</p><p><br></p><p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>596</itunes:duration>
      <guid isPermaLink="false"><![CDATA[5646c782-663f-11ef-8a25-ef82a3eb8a35]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO6266258053.mp3?updated=1724961353" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Thursday: Australian core inflation falling again</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>US stocks are trading down ahead of of chipmaker Nvidia’s results later this morning; There’s support for an ECB September cut; Australia’s inflation in July was stronger than expected, while house building remains soft; And there’s ongoing weakness in New Zealand’s jobs market.
In our bonus deep dive interview, ANZ Chief Economist for Greater China Raymond Yeung explains why there’s been record high outflows of capital from China in recent quarters.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Wed, 28 Aug 2024 19:55:00 -0000</pubDate>
      <itunes:title>Thursday: Australian core inflation falling again</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>US stocks are trading down ahead of of chipmaker Nvidia’s results later this morning; There’s support for an ECB September cut; Australia’s inflation in July was stronger than expected, while house building remains soft; And there’s ongoing weakness in New Zealand’s jobs market.
In our bonus deep dive interview, ANZ Chief Economist for Greater China Raymond Yeung explains why there’s been record high outflows of capital from China in recent quarters.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>US stocks are trading down ahead of of chipmaker Nvidia’s results later this morning; There’s support for an ECB September cut; Australia’s inflation in July was stronger than expected, while house building remains soft; And there’s ongoing weakness in New Zealand’s jobs market.</p><p>In our bonus deep dive interview, <strong>ANZ Chief Economist for Greater China Raymond Yeung</strong> explains why there’s been record high outflows of capital from China in recent quarters.</p><p><br></p><p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>595</itunes:duration>
      <guid isPermaLink="false"><![CDATA[adf5c80e-6575-11ef-8802-378ab00ba3cb]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO2219130142.mp3?updated=1724874458" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Wednesday: USD nears 2024 lows</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>The US dollar weakened again overnight to near its low this year. Australia’s inflation figures today will be dominated by Government subsidies lowering electricity prices and there’s welcome news for the Bank of Japan in producer price inflation figures.
In our bonus deep dive interview, ANZ’s Agriculture Economist Susan Kilsby explains what’s behind the rise in dairy prices recently, leading to ANZ Research to boost its NZ farmgate price forecast.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Tue, 27 Aug 2024 19:55:00 -0000</pubDate>
      <itunes:title>Wednesday: USD nears 2024 lows</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>The US dollar weakened again overnight to near its low this year. Australia’s inflation figures today will be dominated by Government subsidies lowering electricity prices and there’s welcome news for the Bank of Japan in producer price inflation figures.
In our bonus deep dive interview, ANZ’s Agriculture Economist Susan Kilsby explains what’s behind the rise in dairy prices recently, leading to ANZ Research to boost its NZ farmgate price forecast.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>The US dollar weakened again overnight to near its low this year. Australia’s inflation figures today will be dominated by Government subsidies lowering electricity prices and there’s welcome news for the Bank of Japan in producer price inflation figures.</p><p>In our bonus deep dive interview, <strong>ANZ’s Agriculture Economist Susan Kilsby</strong> explains what’s behind the rise in dairy prices recently, leading to <strong>ANZ Research</strong> to boost its NZ farmgate price forecast.</p><p><br></p><p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>567</itunes:duration>
      <guid isPermaLink="false"><![CDATA[1a8ae2e4-64ac-11ef-ba42-fb4d8044d1e7]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO1951232878.mp3?updated=1724787882" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Tuesday: Oil jumps on Mid East conflict</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>Oil has jumped 2-and-a-half percent on renewed conflict in the Middle East. The US dollar strengthened overnight as traders continued to digest signals out of Jackson Hole. And New Zealand’s Government rushes to try and reduce energy prices.
In our bonus deep dive interview, ANZ’s Chief Economist for Southeast Asia and India, Sanjay Mathur, explains why Vietnam is not the only big winner from the friendshoring trend to pull some parts of supply chains out of China.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Mon, 26 Aug 2024 19:55:00 -0000</pubDate>
      <itunes:title>Tuesday: Oil jumps on Mid East conflict</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>Oil has jumped 2-and-a-half percent on renewed conflict in the Middle East. The US dollar strengthened overnight as traders continued to digest signals out of Jackson Hole. And New Zealand’s Government rushes to try and reduce energy prices.
In our bonus deep dive interview, ANZ’s Chief Economist for Southeast Asia and India, Sanjay Mathur, explains why Vietnam is not the only big winner from the friendshoring trend to pull some parts of supply chains out of China.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>Oil has jumped 2-and-a-half percent on renewed conflict in the Middle East. The US dollar strengthened overnight as traders continued to digest signals out of Jackson Hole. And New Zealand’s Government rushes to try and reduce energy prices.</p><p>In our bonus deep dive interview, <strong>ANZ’s Chief Economist for Southeast Asia and India, Sanjay Mathur, </strong>explains why Vietnam is not the only big winner from the friendshoring trend to pull some parts of supply chains out of China.</p><p><br></p><p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>537</itunes:duration>
      <guid isPermaLink="false"><![CDATA[61bb4aac-63e2-11ef-b181-bf2858ff1166]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO4591984784.mp3?updated=1724701243" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Monday: Powell says it's time to cut rates</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>Jerome Powell says the time has come to cut rates. They may eventually 200 basis points. The Kiwi dollar is rising against the Aussie despite a smaller interest rate premium. Japan is set to keep hiking. Inflation in Singapore below forecasts.
In our bonus deep dive interview, ANZ Maddy Dunk looks at how an eventual fall in Australian interest rates might effect house prices differently in different cities.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Sun, 25 Aug 2024 19:55:00 -0000</pubDate>
      <itunes:title>Monday: Powell says it's time to cut rates</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>Jerome Powell says the time has come to cut rates. They may eventually 200 basis points. The Kiwi dollar is rising against the Aussie despite a smaller interest rate premium. Japan is set to keep hiking. Inflation in Singapore below forecasts.
In our bonus deep dive interview, ANZ Maddy Dunk looks at how an eventual fall in Australian interest rates might effect house prices differently in different cities.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p><strong>Jerome Powell</strong> says the time has come to cut rates. They may eventually 200 basis points. The Kiwi dollar is rising against the Aussie despite a smaller interest rate premium. Japan is set to keep hiking. Inflation in Singapore below forecasts.</p><p>In our bonus deep dive interview, <strong>ANZ Maddy Dunk </strong>looks at how an eventual fall in Australian interest rates might effect house prices differently in different cities.</p><p><br></p><p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>590</itunes:duration>
      <guid isPermaLink="false"><![CDATA[aeab66a6-6317-11ef-81f2-1f176e77abe5]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO4561255638.mp3?updated=1724614184" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Friday: Talk of big Fed rate cuts fading </title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>US manufacturing contracts, keeping the Fed on course to cut next month, but Fed speakers see only gradual falls. Those comments drove Treasury yields up and stocks down this morning. PMIs in Australia and Japan have picked up.
In our bonus deep dive interview, ANZ Head of FX Research Mahjabeen Zaman looks ahead to key speeches today by the heads of the US and Japan central banks.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Thu, 22 Aug 2024 19:55:00 -0000</pubDate>
      <itunes:title>Friday: Talk of big Fed rate cuts fading </itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>US manufacturing contracts, keeping the Fed on course to cut next month, but Fed speakers see only gradual falls. Those comments drove Treasury yields up and stocks down this morning. PMIs in Australia and Japan have picked up.
In our bonus deep dive interview, ANZ Head of FX Research Mahjabeen Zaman looks ahead to key speeches today by the heads of the US and Japan central banks.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>US manufacturing contracts, keeping the <strong>Fed</strong> on course to cut next month, but Fed speakers see only gradual falls. Those comments drove Treasury yields up and stocks down this morning. PMIs in Australia and Japan have picked up.</p><p>In our bonus deep dive interview, <strong>ANZ Head of FX Research Mahjabeen Zaman </strong>looks ahead to key speeches today by the heads of the US and Japan central banks.</p><p><br></p><p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>499</itunes:duration>
      <guid isPermaLink="false"><![CDATA[a0cdbbac-60be-11ef-8edb-6b8897435fd5]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO8763715703.mp3?updated=1724356034" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Thursday: US jobs growth revised down by 818k</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>US jobs growth is revised down, cementing Fed rate cut bets and sending the world’s reserve currency down further. Thailand and Indonesia hold rates, and Japan’s export data indicates some weakness in global demand.
In our bonus deep dive interview, ANZ Head of Australian Economics Adam Boyton analyses how Australia is tracking for a ‘soft’ economic landing after such a rapid rise in interest rates.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Wed, 21 Aug 2024 19:55:00 -0000</pubDate>
      <itunes:title>Thursday: US jobs growth revised down by 818k</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>US jobs growth is revised down, cementing Fed rate cut bets and sending the world’s reserve currency down further. Thailand and Indonesia hold rates, and Japan’s export data indicates some weakness in global demand.
In our bonus deep dive interview, ANZ Head of Australian Economics Adam Boyton analyses how Australia is tracking for a ‘soft’ economic landing after such a rapid rise in interest rates.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>US jobs growth is revised down, cementing <strong>Fed</strong> rate cut bets and sending the world’s reserve currency down further. Thailand and Indonesia hold rates, and Japan’s export data indicates some weakness in global demand.</p><p>In our bonus deep dive interview, <strong>ANZ Head of Australian Economics Adam Boyton </strong>analyses how Australia is tracking for a ‘soft’ economic landing after such a rapid rise in interest rates.</p><p><br></p><p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>506</itunes:duration>
      <guid isPermaLink="false"><![CDATA[757f9bb0-5ff5-11ef-ac7f-6f40a17ed600]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO4077396875.mp3?updated=1724269632" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Wednesday: Dual mandate stops RBA hiking</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>The US dollar continues to weaken as rate cut hopes solidify; RBA minutes show its dual mandate kept a rate hike in check; New Zealand house prices fell ahead of the RBNZ’s rate cut, and Indonesia could cut rates today, while Thailand looks set to hold.
In our bonus deep dive interview, ANZ Head of Australian Economics Adam Boyton presents ANZ Research’s revised Australian economic forecasts and says why the RBA can hold until February.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Tue, 20 Aug 2024 19:55:00 -0000</pubDate>
      <itunes:title>Wednesday: Dual mandate stops RBA hiking</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>The US dollar continues to weaken as rate cut hopes solidify; RBA minutes show its dual mandate kept a rate hike in check; New Zealand house prices fell ahead of the RBNZ’s rate cut, and Indonesia could cut rates today, while Thailand looks set to hold.
In our bonus deep dive interview, ANZ Head of Australian Economics Adam Boyton presents ANZ Research’s revised Australian economic forecasts and says why the RBA can hold until February.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>The US dollar continues to weaken as rate cut hopes solidify; RBA minutes show its dual mandate kept a rate hike in check; New Zealand house prices fell ahead of the RBNZ’s rate cut, and Indonesia could cut rates today, while Thailand looks set to hold.</p><p>In our bonus deep dive interview, <strong>ANZ Head of Australian Economics Adam Boyton </strong>presents ANZ Research’s revised Australian economic forecasts and says why the RBA can hold until February.</p><p><br></p><p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>583</itunes:duration>
      <guid isPermaLink="false"><![CDATA[3f00e1a8-5f2c-11ef-8bd6-0718943fdf37]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO3543455055.mp3?updated=1724183212" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Tuesday: US dollar weakens ahead of rate clues </title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>Markets are looking ahead this week to Jackson Hole for firmer clues on rate cuts. Currencies are already on their way - the US dollar weakening against the Yen, and the Aussie rising; Iron Ore prices are slumping, and Gold is on the bounce.
In our bonus deep dive interview, ANZ Head of Asia Research Khoon Goh maps out the future for Asian currencies after the unwind of the yen carry trade.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Mon, 19 Aug 2024 19:55:00 -0000</pubDate>
      <itunes:title>Tuesday: US dollar weakens ahead of rate clues </itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>Markets are looking ahead this week to Jackson Hole for firmer clues on rate cuts. Currencies are already on their way - the US dollar weakening against the Yen, and the Aussie rising; Iron Ore prices are slumping, and Gold is on the bounce.
In our bonus deep dive interview, ANZ Head of Asia Research Khoon Goh maps out the future for Asian currencies after the unwind of the yen carry trade.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>Markets are looking ahead this week to Jackson Hole for firmer clues on rate cuts. Currencies are already on their way - the US dollar weakening against the Yen, and the Aussie rising; Iron Ore prices are slumping, and Gold is on the bounce.</p><p>In our bonus deep dive interview, <strong>ANZ Head of Asia Research Khoon Goh </strong>maps out the future for Asian currencies after the unwind of the yen carry trade.</p><p><br></p><p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>590</itunes:duration>
      <guid isPermaLink="false"><![CDATA[43b2d6da-5e63-11ef-88cf-179bf7d1366c]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO9618682549.mp3?updated=1724096891" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Monday: Market focus turns to Jackson Hole</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>Markets are turning to Jackson Hole later this week for signs from the world’s central bankers about the speed and size of expected rate cuts. Central banks make decisions in Thailand, Indonesia and South Korea. And there’s good news from New Zealand’s economy
In our bonus deep dive interview, ANZ Senior Commodities Strategist Daniel Hynes talks about the weather, and in particular what a change from El Nino to La Nina means for markets.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Sun, 18 Aug 2024 19:55:00 -0000</pubDate>
      <itunes:title>Monday: Market focus turns to Jackson Hole</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>Markets are turning to Jackson Hole later this week for signs from the world’s central bankers about the speed and size of expected rate cuts. Central banks make decisions in Thailand, Indonesia and South Korea. And there’s good news from New Zealand’s economy
In our bonus deep dive interview, ANZ Senior Commodities Strategist Daniel Hynes talks about the weather, and in particular what a change from El Nino to La Nina means for markets.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>Markets are turning to Jackson Hole later this week for signs from the world’s central bankers about the speed and size of expected rate cuts. Central banks make decisions in Thailand, Indonesia and South Korea. And there’s good news from New Zealand’s economy</p><p>In our bonus deep dive interview, <strong>ANZ Senior Commodities Strategist Daniel Hynes </strong>talks about the weather, and in particular what a change from El Nino to La Nina means for markets.</p><p><br></p><p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>520</itunes:duration>
      <guid isPermaLink="false"><![CDATA[103f74ee-5d95-11ef-a482-7b19018267ad]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO9186455816.mp3?updated=1724008328" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Friday: Extra supply tempers jobs jump</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>US retail sales jump and give global stocks a boost. Australia’s jobs rise is tempered by rising participation. The Philippines’ central bank cuts. China’s domestic demand slumps, while Japan’s GDP gets a consumer shot in the arm.
In our bonus deep dive interview, ANZ FX Analyst Kausani Basak reviews PMI data to reveal which Asian economies are riding an AI-Technology demand boost.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Thu, 15 Aug 2024 19:55:00 -0000</pubDate>
      <itunes:title>Friday: Extra supply tempers jobs jump</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>US retail sales jump and give global stocks a boost. Australia’s jobs rise is tempered by rising participation. The Philippines’ central bank cuts. China’s domestic demand slumps, while Japan’s GDP gets a consumer shot in the arm.
In our bonus deep dive interview, ANZ FX Analyst Kausani Basak reviews PMI data to reveal which Asian economies are riding an AI-Technology demand boost.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>US retail sales jump and give global stocks a boost. Australia’s jobs rise is tempered by rising participation. The Philippines’ central bank cuts. China’s domestic demand slumps, while Japan’s GDP gets a consumer shot in the arm.</p><p>In our bonus deep dive interview, <strong>ANZ FX Analyst Kausani Basak </strong>reviews PMI data to reveal which Asian economies are riding an AI-Technology demand boost.</p><p><br></p><p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>536</itunes:duration>
      <guid isPermaLink="false"><![CDATA[d8c55748-5b3e-11ef-8ecb-ffecceec8004]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO7760892084.mp3?updated=1723751396" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Thursday: RBNZ cuts, signals more to come</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>The RBNZ kicks off its easing cycle with a 25 bps rate cut. Australian jobs figures today may show when the RBA might move. US CPI inflation in July met expectations. There’s another ‘will they - won’t they’ rate decision today, in the Philippines.
In our bonus deep dive interview, ANZ New Zealand Chief Economist Sharon Zollner analyses why the RBNZ felt it was able to cut rates a full year ahead of its previously published forecasts.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Wed, 14 Aug 2024 19:55:00 -0000</pubDate>
      <itunes:title>Thursday: RBNZ cuts, signals more to come</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>The RBNZ kicks off its easing cycle with a 25 bps rate cut. Australian jobs figures today may show when the RBA might move. US CPI inflation in July met expectations. There’s another ‘will they - won’t they’ rate decision today, in the Philippines.
In our bonus deep dive interview, ANZ New Zealand Chief Economist Sharon Zollner analyses why the RBNZ felt it was able to cut rates a full year ahead of its previously published forecasts.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p><strong>The RBNZ</strong> kicks off its easing cycle with a 25 bps rate cut. Australian jobs figures today may show when the <strong>RBA</strong> might move. US CPI inflation in July met expectations. There’s another ‘will they - won’t they’ rate decision today, in the Philippines.</p><p>In our bonus deep dive interview, <strong>ANZ New Zealand Chief Economist Sharon Zollner </strong>analyses why the <strong>RBNZ </strong>felt it was able to cut rates a full year ahead of its previously published forecasts.</p><p><br></p><p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>580</itunes:duration>
      <guid isPermaLink="false"><![CDATA[1524fbd2-5a75-11ef-8026-9f6c2c98dacb]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO8304856747.mp3?updated=1723664739" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Wednesday: Markets on edge for live RBNZ decision</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>Weaker-than-expected US producer prices support rate cut bets ahead of key CPI data tonight. Australian wage growth is moderating, but only slowly. And it’s a ‘will they/won’t they’ monetary policy review day in New Zealand.
In our bonus deep dive interview, ANZ New Zealand Chief Economist Sharon Zollner looks ahead to that ‘live’ Monetary Policy Review for the Reserve Bank of New Zealand later today.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Tue, 13 Aug 2024 19:55:00 -0000</pubDate>
      <itunes:title>Wednesday: Markets on edge for live RBNZ decision</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>Weaker-than-expected US producer prices support rate cut bets ahead of key CPI data tonight. Australian wage growth is moderating, but only slowly. And it’s a ‘will they/won’t they’ monetary policy review day in New Zealand.
In our bonus deep dive interview, ANZ New Zealand Chief Economist Sharon Zollner looks ahead to that ‘live’ Monetary Policy Review for the Reserve Bank of New Zealand later today.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>Weaker-than-expected US producer prices support rate cut bets ahead of key CPI data tonight. Australian wage growth is moderating, but only slowly. And it’s a ‘will they/won’t they’ monetary policy review day in New Zealand.</p><p>In our bonus deep dive interview, <strong>ANZ New Zealand Chief Economist Sharon Zollner </strong>looks ahead to that ‘live’ Monetary Policy Review for the <strong>Reserve Bank of New Zealand </strong>later today.</p><p><br></p><p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>587</itunes:duration>
      <guid isPermaLink="false"><![CDATA[0449d5fe-59ac-11ef-93a2-c7bb69944f88]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO6630335570.mp3?updated=1723578382" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Tuesday: Aus wages key inflation pointer for RBA</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>Global markets were stable overnight ahead of US price data later this week; Australian wages data today will be watched closely by the RBA, and India’s CPI dips below 4%, although perhaps only temporarily.
In our bonus deep dive interview, ANZ Head of FX Research Mahjabeen Zaman says the Dollar-Yen exchange rate appears have have found a near-term floor after a wild couple of weeks.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Mon, 12 Aug 2024 19:55:00 -0000</pubDate>
      <itunes:title>Tuesday: Aus wages key inflation pointer for RBA</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>Global markets were stable overnight ahead of US price data later this week; Australian wages data today will be watched closely by the RBA, and India’s CPI dips below 4%, although perhaps only temporarily.
In our bonus deep dive interview, ANZ Head of FX Research Mahjabeen Zaman says the Dollar-Yen exchange rate appears have have found a near-term floor after a wild couple of weeks.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>Global markets were stable overnight ahead of US price data later this week; Australian wages data today will be watched closely by the RBA, and India’s CPI dips below 4%, although perhaps only temporarily.</p><p>In our bonus deep dive interview, <strong>ANZ Head of FX Research Mahjabeen Zaman </strong>says the Dollar-Yen exchange rate appears have have found a near-term floor after a wild couple of weeks.</p><p><br></p><p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>587</itunes:duration>
      <guid isPermaLink="false"><![CDATA[507bf09e-58e2-11ef-90ef-fbb3103d869b]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO5056163358.mp3?updated=1723491751" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Monday: How Trump v 2.0 may hit Asian exports</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>Markets are bracing this week for fresh US inflation data on Wednesday night, Australia wages and jobs figures on Tuesday and Thursday, a the RBNZ’s decision on Wednesday. In China, more signs of weak retail demand are expected on Thursday.
In our bonus deep dive interview, ANZ Economist Krystal Tan examines what a second Trump Presidency might mean for Asian exports.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Sun, 11 Aug 2024 19:55:00 -0000</pubDate>
      <itunes:title>Monday: How Trump v 2.0 may hit Asian exports</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>Markets are bracing this week for fresh US inflation data on Wednesday night, Australia wages and jobs figures on Tuesday and Thursday, a the RBNZ’s decision on Wednesday. In China, more signs of weak retail demand are expected on Thursday.
In our bonus deep dive interview, ANZ Economist Krystal Tan examines what a second Trump Presidency might mean for Asian exports.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>Markets are bracing this week for fresh US inflation data on Wednesday night, Australia wages and jobs figures on Tuesday and Thursday, a the RBNZ’s decision on Wednesday. In China, more signs of weak retail demand are expected on Thursday.</p><p>In our bonus deep dive interview, <strong>ANZ Economist Krystal Tan examines</strong> what a second Trump Presidency might mean for Asian exports.</p><p><br></p><p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>591</itunes:duration>
      <guid isPermaLink="false"><![CDATA[a79f7cac-5814-11ef-8917-775059181455]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO6298101140.mp3?updated=1723403421" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Friday: A$ jumps on hawkish RBA speech</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>US stocks rally on easing fears of a US recession. The Aussie dollar jumps after Governor Michele Bullock says the RBA won’t hesitate to hike and thought about hiking earlier this week. The Reserve Bank of India holds rates hawkishly. New Zealand inflation expectations drop.
In our bonus deep dive interview, ANZ Economist Dhiraj Nim explains why India’s success in reaching a sustainable current account deficit is masking much needed under-investment.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Thu, 08 Aug 2024 19:55:00 -0000</pubDate>
      <itunes:title>Friday: A$ jumps on hawkish RBA speech</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>US stocks rally on easing fears of a US recession. The Aussie dollar jumps after Governor Michele Bullock says the RBA won’t hesitate to hike and thought about hiking earlier this week. The Reserve Bank of India holds rates hawkishly. New Zealand inflation expectations drop.
In our bonus deep dive interview, ANZ Economist Dhiraj Nim explains why India’s success in reaching a sustainable current account deficit is masking much needed under-investment.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>US stocks rally on easing fears of a US recession. The Aussie dollar jumps after <strong>Governor Michele Bullock</strong> says the <strong>RBA</strong> won’t hesitate to hike and thought about hiking earlier this week. The <strong>Reserve Bank of India</strong> holds rates hawkishly. New Zealand inflation expectations drop.</p><p>In our bonus deep dive interview, <strong>ANZ Economist Dhiraj Nim </strong>explains why India’s success in reaching a sustainable current account deficit is masking much needed under-investment.</p><p><br></p><p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>596</itunes:duration>
      <guid isPermaLink="false"><![CDATA[ecd6281e-55be-11ef-afd4-7b2565504288]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO1660117294.mp3?updated=1723146698" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Thursday: No smoking gun for RBNZ cut</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>Markets were calmer overnight, with Bank of Japan officials offering reassurance that hikes won’t happen amid instability. New Zealand’s Q2 job figures left no smoking gun for an August rate cut, and the Reserve Bank of India is set to hold rates today.
In our bonus deep dive interview, ANZ New Zealand Senior Economist Miles Workman analyses how Australia’s relatively stronger jobs market is attracting Kiwis across the Tasman again.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Wed, 07 Aug 2024 19:55:00 -0000</pubDate>
      <itunes:title>Thursday: No smoking gun for RBNZ cut</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>Markets were calmer overnight, with Bank of Japan officials offering reassurance that hikes won’t happen amid instability. New Zealand’s Q2 job figures left no smoking gun for an August rate cut, and the Reserve Bank of India is set to hold rates today.
In our bonus deep dive interview, ANZ New Zealand Senior Economist Miles Workman analyses how Australia’s relatively stronger jobs market is attracting Kiwis across the Tasman again.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>Markets were calmer overnight, with <strong>Bank of Japan</strong> officials offering reassurance that hikes won’t happen amid instability. New Zealand’s Q2 job figures left no smoking gun for an August rate cut, and the Reserve Bank of India is set to hold rates today.</p><p>In our bonus deep dive interview, <strong>ANZ New Zealand Senior Economist Miles Workman</strong> analyses how Australia’s relatively stronger jobs market is attracting Kiwis across the Tasman again.</p><p><br></p><p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>600</itunes:duration>
      <guid isPermaLink="false"><![CDATA[a7bdc6a8-54f4-11ef-9fe1-033c464f1e46]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO3754534941.mp3?updated=1723059824" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Wednesday: RBA holds hawkishly</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>Global markets have regained some ground, with the Nikkei up 10.2%, US stocks up 2%. Meanwhile, the RBA held hawkishly through the turmoil, New Zealand unemployment is set to jump, and Japanese wages are on the rise.
In our bonus deep dive interview, ANZ Head of Australian Economics Adam Boyton digs into the hawkish tones and forecasts in the RBA’s statement on monetary policy yesterday.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Tue, 06 Aug 2024 19:55:00 -0000</pubDate>
      <itunes:title>Wednesday: RBA holds hawkishly</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>Global markets have regained some ground, with the Nikkei up 10.2%, US stocks up 2%. Meanwhile, the RBA held hawkishly through the turmoil, New Zealand unemployment is set to jump, and Japanese wages are on the rise.
In our bonus deep dive interview, ANZ Head of Australian Economics Adam Boyton digs into the hawkish tones and forecasts in the RBA’s statement on monetary policy yesterday.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>Global markets have regained some ground, with the Nikkei up 10.2%, US stocks up 2%. Meanwhile, the RBA held hawkishly through the turmoil, New Zealand unemployment is set to jump, and Japanese wages are on the rise.</p><p>In our bonus deep dive interview, <strong>ANZ Head of Australian Economics Adam Boyton</strong> digs into the hawkish tones and forecasts in the RBA’s statement on monetary policy yesterday.</p><p><br></p><p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>568</itunes:duration>
      <guid isPermaLink="false"><![CDATA[70369c82-542c-11ef-95a8-fb24b18daed3]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO8072274387.mp3?updated=1722973832" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Tuesday: Global rout widens after Nikkei crash &amp; yen surge</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>The rout in global markets triggered by US recession fears and the unwinding of the yen carry trade ripped through markets overnight, although there are signs of it easing up this morning.
In our bonus deep dive interview, we spoke to ANZ’s Head of FX Research Mahjabeen Zaman after a day of turmoil in Asian markets to find out what on earth was going on.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Mon, 05 Aug 2024 19:55:00 -0000</pubDate>
      <itunes:title>Tuesday: Global rout widens after Nikkei crash &amp; yen surge</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>The rout in global markets triggered by US recession fears and the unwinding of the yen carry trade ripped through markets overnight, although there are signs of it easing up this morning.
In our bonus deep dive interview, we spoke to ANZ’s Head of FX Research Mahjabeen Zaman after a day of turmoil in Asian markets to find out what on earth was going on.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>The rout in global markets triggered by US recession fears and the unwinding of the yen carry trade ripped through markets overnight, although there are signs of it easing up this morning.</p><p>In our bonus deep dive interview, we spoke to <strong>ANZ’s Head of FX Research </strong>Mahjabeen Zaman after a day of turmoil in Asian markets to find out what on earth was going on.</p><p><br></p><p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>578</itunes:duration>
      <guid isPermaLink="false"><![CDATA[5e78d232-5362-11ef-af81-b31d1f7be676]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO7024184186.mp3?updated=1722887043" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Monday: Markets fear US recession</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>US stocks sold off sharply on Friday night and US bond yields fell to one-year lows after weaker than expected Non Farm Payrolls data. All eyes are on the RBA tomorrow for any signs of a dovish pivot. South Korea’s inflation was hotter than expected.
In our bonus deep dive interview, ANZ NZ Senior Economist Miles Workman unpacks a downgrade in ANZ Research’s forecast track for NZ house prices.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Sun, 04 Aug 2024 19:55:00 -0000</pubDate>
      <itunes:title>Monday: Markets fear US recession</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>US stocks sold off sharply on Friday night and US bond yields fell to one-year lows after weaker than expected Non Farm Payrolls data. All eyes are on the RBA tomorrow for any signs of a dovish pivot. South Korea’s inflation was hotter than expected.
In our bonus deep dive interview, ANZ NZ Senior Economist Miles Workman unpacks a downgrade in ANZ Research’s forecast track for NZ house prices.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>US stocks sold off sharply on Friday night and US bond yields fell to one-year lows after weaker than expected Non Farm Payrolls data. All eyes are on the <strong>RBA</strong> tomorrow for any signs of a dovish pivot. South Korea’s inflation was hotter than expected.</p><p>In our bonus deep dive interview, <strong>ANZ NZ Senior Economist Miles Workman </strong>unpacks a downgrade in ANZ Research’s forecast track for NZ house prices.</p><p><br></p><p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>562</itunes:duration>
      <guid isPermaLink="false"><![CDATA[8e52a7a2-5296-11ef-b9a9-27845be4b516]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO3312492651.mp3?updated=1722799506" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Friday: US 10-yr under 4% after weak ISM</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>US treasury yields drop sharply on more confidence the Fed can cut three times this year. The Bank of England cuts, but only just. China’s factory output contracts in July, and Australian exports to China fall. All eyes are now on US non-farm payrolls.
In our bonus deep dive interview we return to our coverage of China’s weakening consumer confidence, with ANZ Agriculture Economist Susan Kilsby explaining why authorities’ attempts to revive consumer demand are struggling to get traction.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Thu, 01 Aug 2024 19:55:00 -0000</pubDate>
      <itunes:title>Friday: US 10-yr under 4% after weak ISM</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>US treasury yields drop sharply on more confidence the Fed can cut three times this year. The Bank of England cuts, but only just. China’s factory output contracts in July, and Australian exports to China fall. All eyes are now on US non-farm payrolls.
In our bonus deep dive interview we return to our coverage of China’s weakening consumer confidence, with ANZ Agriculture Economist Susan Kilsby explaining why authorities’ attempts to revive consumer demand are struggling to get traction.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>US treasury yields drop sharply on more confidence the Fed can cut three times this year. The Bank of England cuts, but only just. China’s factory output contracts in July, and Australian exports to China fall. All eyes are now on US non-farm payrolls.</p><p>In our bonus deep dive interview we return to our coverage of China’s weakening consumer confidence, with <strong>ANZ Agriculture Economist Susan Kilsby </strong>explaining why authorities’ attempts to revive consumer demand are struggling to get traction.</p><p><br></p><p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>525</itunes:duration>
      <guid isPermaLink="false"><![CDATA[9e663f14-503e-11ef-8cb1-fb7abd7eb3f3]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO8314738800.mp3?updated=1722541835" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Thursday: RBA hike bets gone; BoJ hikes; FOMC holds</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>The Fed holds and leaves the door wide open to cut in September. The Bank of Japan hikes and says more tightening could be on the way. RBA rate hike bets are all but off, as Q2 CPI rises less than expected, sending the Aussie dollar tumbling. And oil jumps on new conflict in the Middle East.
In our bonus deep dive interview ANZ Senior Economist Catherine Birch explains what the Reserve Bank of Australia will be looking for to gain confidence it can cut rates from February.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Wed, 31 Jul 2024 20:00:00 -0000</pubDate>
      <itunes:title>Thursday: RBA hike bets gone; BoJ hikes; FOMC holds</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>The Fed holds and leaves the door wide open to cut in September. The Bank of Japan hikes and says more tightening could be on the way. RBA rate hike bets are all but off, as Q2 CPI rises less than expected, sending the Aussie dollar tumbling. And oil jumps on new conflict in the Middle East.
In our bonus deep dive interview ANZ Senior Economist Catherine Birch explains what the Reserve Bank of Australia will be looking for to gain confidence it can cut rates from February.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>The Fed holds and leaves the door wide open to cut in September. The Bank of Japan hikes and says more tightening could be on the way. RBA rate hike bets are all but off, as Q2 CPI rises less than expected, sending the Aussie dollar tumbling. And oil jumps on new conflict in the Middle East.</p><p>In our bonus deep dive interview <strong>ANZ Senior Economist Catherine Birch </strong>explains what the Reserve Bank of Australia will be looking for to gain confidence it can cut rates from February.</p><p><br></p><p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>600</itunes:duration>
      <guid isPermaLink="false"><![CDATA[8509a79a-4f76-11ef-acba-0bd6ada5fd0f]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO8815464616.mp3?updated=1722455893" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Wednesday: Big day for interest rates</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>It’s a big day for global interest rates with the FOMC expected to guide on a September rate cut and speculation the Bank of Japan could hike. Anticipation is also building around Australia’s Q2 CPI, and whether it might force the RBA to raise rates.
In our bonus deep dive interview ANZ Agriculture Economist Susan Kilsby analyses the impact weakening consumer confidence in China is having on New Zealand’s key primary exports.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Tue, 30 Jul 2024 19:55:00 -0000</pubDate>
      <itunes:title>Wednesday: Big day for interest rates</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>It’s a big day for global interest rates with the FOMC expected to guide on a September rate cut and speculation the Bank of Japan could hike. Anticipation is also building around Australia’s Q2 CPI, and whether it might force the RBA to raise rates.
In our bonus deep dive interview ANZ Agriculture Economist Susan Kilsby analyses the impact weakening consumer confidence in China is having on New Zealand’s key primary exports.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>It’s a big day for global interest rates with the FOMC expected to guide on a September rate cut and speculation the Bank of Japan could hike. Anticipation is also building around Australia’s Q2 CPI, and whether it might force the RBA to raise rates.</p><p>In our bonus deep dive interview <strong>ANZ Agriculture Economist Susan Kilsby </strong>analyses the impact weakening consumer confidence in China is having on New Zealand’s key primary exports.</p><p><br></p><p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>570</itunes:duration>
      <guid isPermaLink="false"><![CDATA[6759506e-4eaa-11ef-861b-27035ab2d7dd]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO8372652515.mp3?updated=1722368226" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Tuesday: Weaker US factories support Sept rate cut</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>US stocks rise and Treasury yields fall as weaker US manufacturing activity adds to signs the Fed can cut in September; the Aussie dollar continues its fall, but CPI data tomorrow could provide support, and Vietnam’s exports surge off the back of China’s supply chain diversification.
In our bonus deep dive interview ANZ Group Chief Economist Richard Yetsenga examines what President Donald Trump version 2.0 might mean for global inflation, interest rates and trade.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Mon, 29 Jul 2024 19:55:00 -0000</pubDate>
      <itunes:title>Tuesday: Weaker US factories support Sept rate cut</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>US stocks rise and Treasury yields fall as weaker US manufacturing activity adds to signs the Fed can cut in September; the Aussie dollar continues its fall, but CPI data tomorrow could provide support, and Vietnam’s exports surge off the back of China’s supply chain diversification.
In our bonus deep dive interview ANZ Group Chief Economist Richard Yetsenga examines what President Donald Trump version 2.0 might mean for global inflation, interest rates and trade.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>US stocks rise and Treasury yields fall as weaker US manufacturing activity adds to signs the Fed can cut in September; the Aussie dollar continues its fall, but CPI data tomorrow could provide support, and Vietnam’s exports surge off the back of China’s supply chain diversification.</p><p>In our bonus deep dive interview <strong>ANZ Group Chief Economist Richard Yetsenga </strong>examines what President Donald Trump version 2.0 might mean for global inflation, interest rates and trade.</p><p><br></p><p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>506</itunes:duration>
      <guid isPermaLink="false"><![CDATA[697ad5ac-4de2-11ef-ad70-c79d78019071]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO3340600468.mp3?updated=1722282330" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Monday: All eyes on FOMC and BoJ this week</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>US PCE data was in line with forecasts. The Fed is seen waiting until September before cutting, rather than this week. The Bank of Japan is expected to hike on Wednesday. The Bank of England is seen holding. NZ consumer confidence bounces.
In our bonus deep dive interview ANZ Senior Commodities Strategist Daniel Hynes digs into the demand and supply issues hammering iron ore prices lower.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Sun, 28 Jul 2024 19:55:00 -0000</pubDate>
      <itunes:title>Monday: All eyes on FOMC and BoJ this week</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>US PCE data was in line with forecasts. The Fed is seen waiting until September before cutting, rather than this week. The Bank of Japan is expected to hike on Wednesday. The Bank of England is seen holding. NZ consumer confidence bounces.
In our bonus deep dive interview ANZ Senior Commodities Strategist Daniel Hynes digs into the demand and supply issues hammering iron ore prices lower.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>US PCE data was in line with forecasts. The <strong>Fed</strong> is seen waiting until September before cutting, rather than this week. The <strong>Bank of Japan</strong> is expected to hike on Wednesday. The <strong>Bank of England</strong> is seen holding. NZ consumer confidence bounces.</p><p>In our bonus deep dive interview <strong>ANZ Senior Commodities Strategist Daniel Hynes </strong>digs into the demand and supply issues hammering iron ore prices lower.</p><p><br></p><p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>599</itunes:duration>
      <guid isPermaLink="false"><![CDATA[47fb8e36-4d14-11ef-b804-232e937cea87]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO7470944289.mp3?updated=1722193801" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Friday: US GDP stronger than expected</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>US GDP growth beats expectations. Tonight’s US inflation data could take the Fed within touching distance of 2% inflation. The Nikkei falls the most in eight years. South Korea’s GDP contracts, making an early rate cut more possible.
In our bonus deep dive interview ANZ Economist Bansi Madhavani outlines why a September rate cut by the Bank of England is looking more likely than an earlier move in August.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Thu, 25 Jul 2024 19:55:00 -0000</pubDate>
      <itunes:title>Friday: US GDP stronger than expected</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>US GDP growth beats expectations. Tonight’s US inflation data could take the Fed within touching distance of 2% inflation. The Nikkei falls the most in eight years. South Korea’s GDP contracts, making an early rate cut more possible.
In our bonus deep dive interview ANZ Economist Bansi Madhavani outlines why a September rate cut by the Bank of England is looking more likely than an earlier move in August.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>US GDP growth beats expectations. Tonight’s US inflation data could take the Fed within touching distance of 2% inflation. The Nikkei falls the most in eight years. South Korea’s GDP contracts, making an early rate cut more possible.</p><p>In our bonus deep dive interview <strong>ANZ Economist Bansi Madhavani </strong>outlines why a September rate cut by the Bank of England is looking more likely than an earlier move in August.</p><p><br></p><p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>573</itunes:duration>
      <guid isPermaLink="false"><![CDATA[1484f096-4abd-11ef-93c3-7f136ee5bf15]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO6997878208.mp3?updated=1721936443" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Thursday: US stocks slump, but Yen surges</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>US stocks have fallen sharply on weak earnings from Tesla and tech stocks. The Bank of Canada cuts again. A surging Yen is pushing the US dollar down and the Aussie and Kiwi dollars are being caught in the downdraft as well.
In our bonus deep dive interview ANZ’s Chief Economist for Greater China Raymond Yeung explains what needs to happen to revive China’s domestic demand as consumers refuse to spend more, despite looser monetary policy.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Wed, 24 Jul 2024 19:55:00 -0000</pubDate>
      <itunes:title>Thursday: US stocks slump, but Yen surges</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>US stocks have fallen sharply on weak earnings from Tesla and tech stocks. The Bank of Canada cuts again. A surging Yen is pushing the US dollar down and the Aussie and Kiwi dollars are being caught in the downdraft as well.
In our bonus deep dive interview ANZ’s Chief Economist for Greater China Raymond Yeung explains what needs to happen to revive China’s domestic demand as consumers refuse to spend more, despite looser monetary policy.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>US stocks have fallen sharply on weak earnings from Tesla and tech stocks. <strong>The Bank of Canada</strong> cuts again. A surging Yen is pushing the US dollar down and the Aussie and Kiwi dollars are being caught in the downdraft as well.</p><p>In our bonus deep dive interview <strong>ANZ’s Chief Economist for Greater China Raymond Yeung </strong>explains what needs to happen to revive China’s domestic demand as consumers refuse to spend more, despite looser monetary policy.</p><p><br></p><p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>590</itunes:duration>
      <guid isPermaLink="false"><![CDATA[7f7ee070-49f3-11ef-bf28-0387d21075c1]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO6604784335.mp3?updated=1721850814" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Wednesday: Global markets pause ahead of US data</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>Markets took a breather overnight to refocus on US GDP and inflation data tomorrow night. Australian consumer confidence improves as tax cuts arrive. India delivers lower Budget deficit and Singaporean inflation is below forecasts.
In our bonus deep dive interview ANZ’s Senior Economist Blair Chapman analyses how Australia’s jobs market slowdown could accelerate.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Tue, 23 Jul 2024 19:59:36 -0000</pubDate>
      <itunes:title>Wednesday: Global markets pause ahead of US data</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>Markets took a breather overnight to refocus on US GDP and inflation data tomorrow night. Australian consumer confidence improves as tax cuts arrive. India delivers lower Budget deficit and Singaporean inflation is below forecasts.
In our bonus deep dive interview ANZ’s Senior Economist Blair Chapman analyses how Australia’s jobs market slowdown could accelerate.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>Markets took a breather overnight to refocus on US GDP and inflation data tomorrow night. Australian consumer confidence improves as tax cuts arrive. India delivers lower Budget deficit and Singaporean inflation is below forecasts.</p><p>In our bonus deep dive interview <strong>ANZ’s Senior Economist Blair Chapman</strong> analyses how Australia’s jobs market slowdown could accelerate.</p><p><br></p><p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>595</itunes:duration>
      <guid isPermaLink="false"><![CDATA[1dedc3f0-492e-11ef-94a9-93f50fed9f7c]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO9398181864.mp3?updated=1721765206" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Tuesday: Markets digest what Harris Presidency could mean</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>Kamala Harris’ backing to replace Joe Biden supports tech stocks, while a flight to safety sees the Aussie and Kiwi dollars both fall half a percent; European stocks rise on hopes of less trade friction under a Harris Presidency; And the People’s Bank of China surprises with an interest rate cut.
In our bonus deep dive interview ANZ’s Chief Economist for Greater China Raymond Yeung extracts the meaning in a key phrase to come out last week’s Third Plenum communique, and what it means for China’s economy.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Mon, 22 Jul 2024 19:55:00 -0000</pubDate>
      <itunes:title>Tuesday: Markets digest what Harris Presidency could mean</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>Kamala Harris’ backing to replace Joe Biden supports tech stocks, while a flight to safety sees the Aussie and Kiwi dollars both fall half a percent; European stocks rise on hopes of less trade friction under a Harris Presidency; And the People’s Bank of China surprises with an interest rate cut.
In our bonus deep dive interview ANZ’s Chief Economist for Greater China Raymond Yeung extracts the meaning in a key phrase to come out last week’s Third Plenum communique, and what it means for China’s economy.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>Kamala Harris’ backing to replace Joe Biden supports tech stocks, while a flight to safety sees the Aussie and Kiwi dollars both fall half a percent; European stocks rise on hopes of less trade friction under a Harris Presidency; And the People’s Bank of China surprises with an interest rate cut.</p><p>In our bonus deep dive interview <strong>ANZ’s Chief Economist for Greater China Raymond Yeung</strong> extracts the meaning in a key phrase to come out last week’s Third Plenum communique, and what it means for China’s economy.</p><p><br></p><p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>540</itunes:duration>
      <guid isPermaLink="false"><![CDATA[1200d6b2-4862-11ef-9bb2-3b7de17d157c]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO8167406612.mp3?updated=1721677452" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Monday: Joe Biden won't stand for second term</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>US President Joe Biden announced this morning he won’t seek a second term. That’s after US tech stocks fell sharply on Friday night on the Crowdstrike tech outages. Australasian and Asian markets will trade first after the news.
In our bonus deep dive interview ANZ’s Head of Australian Economics Adam Boyton explains how Australian households are saving a lot more than many think.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Sun, 21 Jul 2024 19:55:00 -0000</pubDate>
      <itunes:title>Monday: Joe Biden won't stand for second term</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>US President Joe Biden announced this morning he won’t seek a second term. That’s after US tech stocks fell sharply on Friday night on the Crowdstrike tech outages. Australasian and Asian markets will trade first after the news.
In our bonus deep dive interview ANZ’s Head of Australian Economics Adam Boyton explains how Australian households are saving a lot more than many think.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p><strong>US President Joe Biden</strong> announced this morning he won’t seek a second term. That’s after<strong> </strong>US tech stocks fell sharply on Friday night on the <strong>Crowdstrike</strong> tech outages. Australasian and Asian markets will trade first after the news.</p><p>In our bonus deep dive interview <strong>ANZ’s Head of Australian Economics Adam Boyton</strong> explains how Australian households are saving a lot more than many think.</p><p><br></p><p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>599</itunes:duration>
      <guid isPermaLink="false"><![CDATA[c8140a70-4793-11ef-af05-a32a1689fc60]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO2391443235.mp3?updated=1721588852" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Friday: ECB holds, but set to cut twice more in 2024</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>The ECB holds its official interest rates and markets see an 80% chance it will be able to cut again in September. US stocks edge lower with ongoing tech stock nerves. Australian unemployment rises a bit, which is seen reassuring the RBA.
In our bonus deep dive interview ANZ Commodity Strategist Soni Kumari tracks the boom-bust cycle for lithium in recent years, due to volatility in demand for EV batteries.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Thu, 18 Jul 2024 19:55:00 -0000</pubDate>
      <itunes:title>Friday: ECB holds, but set to cut twice more in 2024</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>The ECB holds its official interest rates and markets see an 80% chance it will be able to cut again in September. US stocks edge lower with ongoing tech stock nerves. Australian unemployment rises a bit, which is seen reassuring the RBA.
In our bonus deep dive interview ANZ Commodity Strategist Soni Kumari tracks the boom-bust cycle for lithium in recent years, due to volatility in demand for EV batteries.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>The <strong>ECB</strong> holds its official interest rates and markets see an 80% chance it will be able to cut again in September. US stocks edge lower with ongoing tech stock nerves. Australian unemployment rises a bit, which is seen reassuring the <strong>RBA</strong>.</p><p>In our bonus deep dive interview <strong>ANZ Commodity Strategist Soni Kumari </strong>tracks the boom-bust cycle for lithium in recent years, due to volatility in demand for EV batteries.</p><p><br></p><p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>599</itunes:duration>
      <guid isPermaLink="false"><![CDATA[863689cc-453e-11ef-ada9-cb64d94bd725]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO7401315367.mp3?updated=1721332332" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Thursday: Nasdaq hit by Trump comments</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>The Nasdaq is down almost 3%, especially its chip stocks, after Donald Trump said Taiwan should pay for its own defence. New Zealand’s soft inflation figures support earlier rate cuts. ANZ Research now sees a cut in November.
In our bonus deep dive interview ANZ Senior Asia Rates Strategist Jennifer Kusuma analyses the risks to economic growth in Asia over the second half of the year.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Wed, 17 Jul 2024 20:00:00 -0000</pubDate>
      <itunes:title>Thursday: Nasdaq hit by Trump comments</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>The Nasdaq is down almost 3%, especially its chip stocks, after Donald Trump said Taiwan should pay for its own defence. New Zealand’s soft inflation figures support earlier rate cuts. ANZ Research now sees a cut in November.
In our bonus deep dive interview ANZ Senior Asia Rates Strategist Jennifer Kusuma analyses the risks to economic growth in Asia over the second half of the year.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>The Nasdaq is down almost 3%, especially its chip stocks, after Donald Trump said Taiwan should pay for its own defence. New Zealand’s soft inflation figures support earlier rate cuts. ANZ Research now sees a cut in November.</p><p>In our bonus deep dive interview <strong>ANZ Senior Asia Rates Strategist Jennifer Kusuma</strong> analyses the risks to economic growth in Asia over the second half of the year.</p><p><br></p><p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>598</itunes:duration>
      <guid isPermaLink="false"><![CDATA[8ff48e88-4475-11ef-a65f-93c03c160f3d]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO8755029515.mp3?updated=1721246020" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Wednesday: Strong US retail sales can't dent rate cut bets</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>Stronger US retail sales do little to dent September rate cut hopes. Gold hit a fresh high overnight. New Zealand inflation is being watched for signs of weakness. Australian consumer confidence falls again. Bank Indonesia looks set to hold rates.
In our bonus deep dive interview ANZ’s Head of Asia Research Khoon Goh looks ahead to a possible fourth set of Renminbi reforms as Chinese authorities seek to boost the effectiveness of monetary policy.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Tue, 16 Jul 2024 19:55:00 -0000</pubDate>
      <itunes:title>Wednesday: Strong US retail sales can't dent rate cut bets</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>Stronger US retail sales do little to dent September rate cut hopes. Gold hit a fresh high overnight. New Zealand inflation is being watched for signs of weakness. Australian consumer confidence falls again. Bank Indonesia looks set to hold rates.
In our bonus deep dive interview ANZ’s Head of Asia Research Khoon Goh looks ahead to a possible fourth set of Renminbi reforms as Chinese authorities seek to boost the effectiveness of monetary policy.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>Stronger US retail sales do little to dent September rate cut hopes. Gold hit a fresh high overnight. New Zealand inflation is being watched for signs of weakness. Australian consumer confidence falls again. Bank Indonesia looks set to hold rates.</p><p>In our bonus deep dive interview <strong>ANZ’s Head of Asia Research Khoon Goh</strong> looks ahead to a possible fourth set of Renminbi reforms as Chinese authorities seek to boost the effectiveness of monetary policy.</p><p><br></p><p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>599</itunes:duration>
      <guid isPermaLink="false"><![CDATA[84b2116a-43aa-11ef-bc5a-af651c4df569]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO4187233677.mp3?updated=1721158812" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Tuesday: US stocks rise on Trump bets</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>US stocks and the dollar firmed in the first day of trading after the assassination attempt on US Presidential candidate Donald Trump. China’s GDP growth was below expectations, and there’s further downbeat data on New Zealand’s economy.
In part 2 of our bonus deep dive interview on China’s Third Plenum, ANZ Chief Economist for Greater China Raymond Yeung explores what the key meeting could mean for China’s private sector.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Mon, 15 Jul 2024 19:55:00 -0000</pubDate>
      <itunes:title>Tuesday: US stocks rise on Trump bets</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>US stocks and the dollar firmed in the first day of trading after the assassination attempt on US Presidential candidate Donald Trump. China’s GDP growth was below expectations, and there’s further downbeat data on New Zealand’s economy.
In part 2 of our bonus deep dive interview on China’s Third Plenum, ANZ Chief Economist for Greater China Raymond Yeung explores what the key meeting could mean for China’s private sector.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>US stocks and the dollar firmed in the first day of trading after the assassination attempt on US Presidential candidate <strong>Donald Trump</strong>. China’s GDP growth was below expectations, and there’s further downbeat data on New Zealand’s economy.</p><p>In part 2 of our bonus deep dive interview on China’s Third Plenum, <strong>ANZ Chief Economist for Greater China Raymond Yeung </strong>explores what the key meeting could mean for China’s private sector.</p><p><br></p><p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>599</itunes:duration>
      <guid isPermaLink="false"><![CDATA[ae65327c-42e1-11ef-812d-5364949211d4]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO4656595113.mp3?updated=1721072554" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Monday: Safe havens eyed after Trump assassination attempt</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>Markets are focused on safe havens after the assassination attempt on former President Trump. China’s exports are set to soften as US demand wanes. India’s CPI was above expectations, and NZ’s manufacturing sector falls deeper into recession.
In our bonus deep dive interview, ANZ Chief Economist for Greater China Raymond Yeung explains why this week’s third plenum meeting of China’s key leaders is so important.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Sun, 14 Jul 2024 19:55:00 -0000</pubDate>
      <itunes:title>Monday: Safe havens eyed after Trump assassination attempt</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>Markets are focused on safe havens after the assassination attempt on former President Trump. China’s exports are set to soften as US demand wanes. India’s CPI was above expectations, and NZ’s manufacturing sector falls deeper into recession.
In our bonus deep dive interview, ANZ Chief Economist for Greater China Raymond Yeung explains why this week’s third plenum meeting of China’s key leaders is so important.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>Markets are focused on safe havens after the assassination attempt on former <strong>President Trump</strong>. China’s exports are set to soften as US demand wanes. India’s CPI was above expectations, and NZ’s manufacturing sector falls deeper into recession.</p><p>In our bonus deep dive interview, <strong>ANZ Chief Economist for Greater China Raymond Yeung </strong>explains why this week’s third plenum meeting of China’s key leaders is so important.</p><p><br></p><p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>538</itunes:duration>
      <guid isPermaLink="false"><![CDATA[b8f39c20-4218-11ef-991b-e737cca6e30e]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO2630058427.mp3?updated=1720986244" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Friday: CPI fall thumps Treasury yields &amp; US$ lower</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>US inflation was much softer than expected overnight, which shunted down Treasury yields and the US dollar. Rates were held in Korea, but with a dovish turn, and there’s more signs of a softening New Zealand economy for the RBNZ to think about.
In our bonus deep dive interview, ANZ Economist Maddy Dunk looks at how the RBA views fiscal easings in state budgets because of cost-of-living measures.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Thu, 11 Jul 2024 19:55:00 -0000</pubDate>
      <itunes:title>Friday: CPI fall thumps Treasury yields &amp; US$ lower</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>US inflation was much softer than expected overnight, which shunted down Treasury yields and the US dollar. Rates were held in Korea, but with a dovish turn, and there’s more signs of a softening New Zealand economy for the RBNZ to think about.
In our bonus deep dive interview, ANZ Economist Maddy Dunk looks at how the RBA views fiscal easings in state budgets because of cost-of-living measures.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>US inflation was much softer than expected overnight, which shunted down Treasury yields and the US dollar. Rates were held in Korea, but with a dovish turn, and there’s more signs of a softening New Zealand economy for the <strong>RBNZ</strong> to think about.</p><p>In our bonus deep dive interview, <strong>ANZ Economist Maddy Dunk</strong> looks at how the <strong>RBA</strong> views fiscal easings in state budgets because of cost-of-living measures.</p><p><br></p><p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>513</itunes:duration>
      <guid isPermaLink="false"><![CDATA[400be35a-3fbe-11ef-90b2-8f735717275f]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO9978619480.mp3?updated=1720727483" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Thursday: NZD tumbles on RBNZ 'pivot'</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>Ahead of US June CPI data tonight, market bets are firm for a September cut by the Fed; The New Zealand dollar tumbles as markets see the Reserve Bank pivot towards a first cut, and there are official rates decisions today in Korea and Malaysia.
In our bonus deep dive interview, ANZ New Zealand Chief Economist Sharon Zollner discusses the importance of next week’s Kiwi CPI after a dovish turn by the RBNZ yesterday.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Wed, 10 Jul 2024 20:01:00 -0000</pubDate>
      <itunes:title>Thursday: NZD tumbles on RBNZ 'pivot'</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>Ahead of US June CPI data tonight, market bets are firm for a September cut by the Fed; The New Zealand dollar tumbles as markets see the Reserve Bank pivot towards a first cut, and there are official rates decisions today in Korea and Malaysia.
In our bonus deep dive interview, ANZ New Zealand Chief Economist Sharon Zollner discusses the importance of next week’s Kiwi CPI after a dovish turn by the RBNZ yesterday.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>Ahead of US June CPI data tonight, market bets are firm for a September cut by the Fed; The New Zealand dollar tumbles as markets see the Reserve Bank pivot towards a first cut, and there are official rates decisions today in Korea and Malaysia.</p><p>In our bonus deep dive interview, <strong>ANZ New Zealand Chief Economist Sharon Zollner </strong>discusses the importance of next week’s Kiwi CPI after a dovish turn by the RBNZ yesterday.</p><p><br></p><p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>541</itunes:duration>
      <guid isPermaLink="false"><![CDATA[9a73b3d6-3ef6-11ef-a6ee-9f6a32e8b55b]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO6381395001.mp3?updated=1720641735" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Wednesday: Powell cites inflation progress, but wants more</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>US markets stick with September rate cut bets after the Fed Chair delivers ‘something for everyone’ in Senate appearance; Australian consumers are more gloomy after headlines the RBA could hike, and New Zealand’s Reserve Bank is expected to hold rates later today.
In our bonus deep dive interview, ANZ Head of FX Research Mahjabeen Zaman analyses where both the Aussie and Kiwi dollars are headed this year - and which looks set to come out on top.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Tue, 09 Jul 2024 19:55:00 -0000</pubDate>
      <itunes:title>Wednesday: Powell cites inflation progress, but wants more</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>US markets stick with September rate cut bets after the Fed Chair delivers ‘something for everyone’ in Senate appearance; Australian consumers are more gloomy after headlines the RBA could hike, and New Zealand’s Reserve Bank is expected to hold rates later today.
In our bonus deep dive interview, ANZ Head of FX Research Mahjabeen Zaman analyses where both the Aussie and Kiwi dollars are headed this year - and which looks set to come out on top.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>US markets stick with September rate cut bets after the Fed Chair delivers ‘something for everyone’ in Senate appearance; Australian consumers are more gloomy after headlines the RBA could hike, and New Zealand’s Reserve Bank is expected to hold rates later today.</p><p>In our bonus deep dive interview, <strong>ANZ Head of FX Research Mahjabeen Zaman </strong>analyses where both the Aussie and Kiwi dollars are headed this year - and which looks set to come out on top.</p><p><br></p><p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>576</itunes:duration>
      <guid isPermaLink="false"><![CDATA[51558718-3e2b-11ef-8853-07d0c981bfa5]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO4519327747.mp3?updated=1720554424" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Tuesday: Markets wait on Powell, US CPI</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>Global markets are treading water this morning ahead of Congressional testimonies from Fed Chair Jay Powell and US CPI numbers. Meanwhile in Australia, housing lending dropped in May, dragged down by a sopping wet New South Wales.
In our bonus deep dive interview, ANZ Economist Maddy Dunk explains why Western Australia is performing so well in ANZ’s Stateometer report.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Mon, 08 Jul 2024 19:55:00 -0000</pubDate>
      <itunes:title>Tuesday: Markets wait on Powell, US CPI</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>Global markets are treading water this morning ahead of Congressional testimonies from Fed Chair Jay Powell and US CPI numbers. Meanwhile in Australia, housing lending dropped in May, dragged down by a sopping wet New South Wales.
In our bonus deep dive interview, ANZ Economist Maddy Dunk explains why Western Australia is performing so well in ANZ’s Stateometer report.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>Global markets are treading water this morning ahead of Congressional testimonies from <strong>Fed Chair Jay Powell</strong> and US CPI numbers. Meanwhile in Australia, housing lending dropped in May, dragged down by a sopping wet New South Wales.</p><p>In our bonus deep dive interview, <strong>ANZ Economist Maddy Dunk </strong>explains why Western Australia is performing so well in <strong>ANZ’s Stateometer</strong> report.</p><p><br></p><p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>531</itunes:duration>
      <guid isPermaLink="false"><![CDATA[2fb34d26-3d62-11ef-884f-0705052e4048]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO2786556240.mp3?updated=1720468039" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Monday: Expectations growing that Fed can cut in Sept</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>Global stocks begin the week at record highs after soft US jobs data boosted hopes the Fed will cut in September. European markets are on tenterhooks for French election results. And inflation in Thailand and the Philippines is weaker than expected.
In our bonus deep dive interview, ANZ Chief Economist for Southeast Asia and India Sanjay Mathur explains how exports are driving growth in Asia as consumption moderates.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Sun, 07 Jul 2024 19:55:00 -0000</pubDate>
      <itunes:title>Monday: Expectations growing that Fed can cut in Sept</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>Global stocks begin the week at record highs after soft US jobs data boosted hopes the Fed will cut in September. European markets are on tenterhooks for French election results. And inflation in Thailand and the Philippines is weaker than expected.
In our bonus deep dive interview, ANZ Chief Economist for Southeast Asia and India Sanjay Mathur explains how exports are driving growth in Asia as consumption moderates.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>Global stocks begin the week at record highs after soft US jobs data boosted hopes the Fed will cut in September. European markets are on tenterhooks for French election results. And inflation in Thailand and the Philippines is weaker than expected.</p><p>In our bonus deep dive interview, <strong>ANZ Chief Economist for Southeast Asia and India Sanjay Mathur </strong>explains how exports are driving growth in Asia as consumption moderates.</p><p><br></p><p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>585</itunes:duration>
      <guid isPermaLink="false"><![CDATA[2f4ec758-3c99-11ef-9533-03ad0d051b47]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO9299506198.mp3?updated=1720381710" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Friday: Pound &amp; euro firm ahead of election results</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>European markets firm ahead of election results. Markets are quiet on Independence Day holiday ahead of key US non-farm payrolls jobs figures tonight. And strong iron ore exports can’t stop Australia’s trade surplus from narrowing.
In our bonus deep dive interview, ANZ Head of FX Research Mahjabeen Zaman looks at the potential effect on markets and the Euro of the possible results in Sunday’s French election.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Thu, 04 Jul 2024 19:55:00 -0000</pubDate>
      <itunes:title>Friday: Pound &amp; euro firm ahead of election results</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>European markets firm ahead of election results. Markets are quiet on Independence Day holiday ahead of key US non-farm payrolls jobs figures tonight. And strong iron ore exports can’t stop Australia’s trade surplus from narrowing.
In our bonus deep dive interview, ANZ Head of FX Research Mahjabeen Zaman looks at the potential effect on markets and the Euro of the possible results in Sunday’s French election.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>European markets firm ahead of election results. Markets are quiet on Independence Day holiday ahead of key US non-farm payrolls jobs figures tonight. And strong iron ore exports can’t stop Australia’s trade surplus from narrowing.</p><p>In our bonus deep dive interview, <strong>ANZ Head of FX Research Mahjabeen Zaman </strong>looks at the potential effect on markets and the Euro of the possible results in Sunday’s French election.</p><p><br></p><p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>537</itunes:duration>
      <guid isPermaLink="false"><![CDATA[863cf0c0-3a3d-11ef-8209-93c0c86e2138]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO4474575735.mp3?updated=1720122439" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Thursday: Soft US data supports rate cut bets</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>Expectations the Fed will cut in September firm after softer US jobs and services data; Australia’s retail sales and building approvals are surprisingly strong; China’s services growth weakens, while price pressures fall in Japan.
In our bonus deep dive interview, ANZ Head of FX Research Mahjabeen Zaman analyses how the pound might react under different British election result scenarios.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Wed, 03 Jul 2024 19:55:00 -0000</pubDate>
      <itunes:title>Thursday: Soft US data supports rate cut bets</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>Expectations the Fed will cut in September firm after softer US jobs and services data; Australia’s retail sales and building approvals are surprisingly strong; China’s services growth weakens, while price pressures fall in Japan.
In our bonus deep dive interview, ANZ Head of FX Research Mahjabeen Zaman analyses how the pound might react under different British election result scenarios.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>Expectations the Fed will cut in September firm after softer US jobs and services data; Australia’s retail sales and building approvals are surprisingly strong; China’s services growth weakens, while price pressures fall in Japan.</p><p>In our bonus deep dive interview, <strong>ANZ Head of FX Research Mahjabeen Zaman </strong>analyses how the pound might react under different British election result scenarios.</p><p><br></p><p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>471</itunes:duration>
      <guid isPermaLink="false"><![CDATA[4d40971e-3974-11ef-a53c-73c6f2853e09]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO8559704592.mp3?updated=1720036016" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Wednesday: Powell cites inflation progress</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>Fed Chair Jerome Powell supports rate cut bets by citing progress on inflation and jobs, although stronger jobs data tempers the market reaction. The RBA’s board minutes show a hike is on the table, and New Zealand price pressures ease.
In our bonus deep dive interview, ANZ Senior Commodity Analyst Daniel Hynes looks at how commodity prices are generally boosted during rate cutting cycles.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Tue, 02 Jul 2024 19:55:00 -0000</pubDate>
      <itunes:title>Wednesday: Powell cites inflation progress</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>Fed Chair Jerome Powell supports rate cut bets by citing progress on inflation and jobs, although stronger jobs data tempers the market reaction. The RBA’s board minutes show a hike is on the table, and New Zealand price pressures ease.
In our bonus deep dive interview, ANZ Senior Commodity Analyst Daniel Hynes looks at how commodity prices are generally boosted during rate cutting cycles.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p><strong>Fed Chair Jerome Powell</strong> supports rate cut bets by citing progress on inflation and jobs, although stronger jobs data tempers the market reaction. The <strong>RBA</strong>’s board minutes show a hike is on the table, and New Zealand price pressures ease.</p><p>In our bonus deep dive interview, <strong>ANZ Senior Commodity Analyst Daniel Hynes</strong> looks at how commodity prices are generally boosted during rate cutting cycles.</p><p><br></p><p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>518</itunes:duration>
      <guid isPermaLink="false"><![CDATA[b4fe19e0-38ab-11ef-9d13-1fd230a4c481]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO5936778085.mp3?updated=1719949860" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Tuesday: US Treasury yields jump on Trump</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>US Treasury yields jump on growing expectations Donald Trump will win the US Presidency and run looser fiscal policy. European stocks rise after a smaller-than-expected win by France’s right wing. The Yen hits a fresh 38-year low.
In our bonus deep dive interview, ANZ Senior Economist Catherine Birch explains how Australia’s inflation cycle compares to the rest of the world, and why services inflation is so sticky.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Mon, 01 Jul 2024 19:55:00 -0000</pubDate>
      <itunes:title>Tuesday: US Treasury yields jump on Trump</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>US Treasury yields jump on growing expectations Donald Trump will win the US Presidency and run looser fiscal policy. European stocks rise after a smaller-than-expected win by France’s right wing. The Yen hits a fresh 38-year low.
In our bonus deep dive interview, ANZ Senior Economist Catherine Birch explains how Australia’s inflation cycle compares to the rest of the world, and why services inflation is so sticky.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>US Treasury yields jump on growing expectations <strong>Donald Trump</strong> will win the US Presidency and run looser fiscal policy. European stocks rise after a smaller-than-expected win by France’s right wing. The Yen hits a fresh 38-year low.</p><p>In our bonus deep dive interview, <strong>ANZ Senior Economist Catherine Birch</strong> explains how Australia’s inflation cycle compares to the rest of the world, and why services inflation is so sticky.</p><p><br></p><p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>558</itunes:duration>
      <guid isPermaLink="false"><![CDATA[e568d75c-37e1-11ef-a8e1-8bd803ee1f33]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO8507349004.mp3?updated=1719863184" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Monday: PCE bolsters Sept rate cut hope</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>US PCE inflation data on Friday has boosted bets the Fed can cut in September. Markets will focus on US jobs data this week. Today’s Tankan survey will give clues on whether the Bank of Japan can hike again in July.
In our bonus deep dive interview, ANZ Senior Economist Catherine Birch explains why ANZ has lifted its Q2 forecast for Australian inflation.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Sun, 30 Jun 2024 19:55:00 -0000</pubDate>
      <itunes:title>Monday: PCE bolsters Sept rate cut hope</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>US PCE inflation data on Friday has boosted bets the Fed can cut in September. Markets will focus on US jobs data this week. Today’s Tankan survey will give clues on whether the Bank of Japan can hike again in July.
In our bonus deep dive interview, ANZ Senior Economist Catherine Birch explains why ANZ has lifted its Q2 forecast for Australian inflation.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>US PCE inflation data on Friday has boosted bets the <strong>Fed</strong> can cut in September. Markets will focus on US jobs data this week. Today’s Tankan survey will give clues on whether the <strong>Bank of Japan</strong> can hike again in July.</p><p>In our bonus deep dive interview, <strong>ANZ Senior Economist Catherine Birch</strong> explains why ANZ has lifted its Q2 forecast for Australian inflation.</p><p><br></p><p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>555</itunes:duration>
      <guid isPermaLink="false"><![CDATA[b7218f20-3718-11ef-b505-839697d65452]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO3985421328.mp3?updated=1719776778" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Friday: US rate cut bets rise ahead of PCE</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>Soft US data has lifted bets for Fed rate cuts this year ahead of May’s PCE inflation print today. There’s good news on inflation pressures in New Zealand. The Philippines central bank holds rates, but looks to pull its easing cycle forward.
In our bonus deep dive interview, ANZ Chief Economist for Greater China Raymond Yeung explains why Chinese authorities are pushing for the RMB to become a global reserve currency.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Thu, 27 Jun 2024 19:55:00 -0000</pubDate>
      <itunes:title>Friday: US rate cut bets rise ahead of PCE</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>Soft US data has lifted bets for Fed rate cuts this year ahead of May’s PCE inflation print today. There’s good news on inflation pressures in New Zealand. The Philippines central bank holds rates, but looks to pull its easing cycle forward.
In our bonus deep dive interview, ANZ Chief Economist for Greater China Raymond Yeung explains why Chinese authorities are pushing for the RMB to become a global reserve currency.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>Soft US data has lifted bets for Fed rate cuts this year ahead of May’s PCE inflation print today. There’s good news on inflation pressures in New Zealand. The Philippines central bank holds rates, but looks to pull its easing cycle forward.</p><p>In our bonus deep dive interview, <strong>ANZ Chief Economist for Greater China Raymond Yeung</strong> explains why Chinese authorities are pushing for the RMB to become a global reserve currency.</p><p><br></p><p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>526</itunes:duration>
      <guid isPermaLink="false"><![CDATA[c8ab42e4-34bc-11ef-8bd8-7b57f7bdb871]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO7528042691.mp3?updated=1719517391" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Thursday: High CPI worsens RBA headache</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>There’s a headache for the RBA after Australia’s CPI indicator rose more than expected in May. And the Yen weakened overnight through 160 to the US dollar, to its lowest level since 1986.
In our bonus deep dive interview, ANZ Chief Economist for Greater China Raymond Yeung analyses recent ‘de-dollarisation.’

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Wed, 26 Jun 2024 19:55:00 -0000</pubDate>
      <itunes:title>Thursday: High CPI worsens RBA headache</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>There’s a headache for the RBA after Australia’s CPI indicator rose more than expected in May. And the Yen weakened overnight through 160 to the US dollar, to its lowest level since 1986.
In our bonus deep dive interview, ANZ Chief Economist for Greater China Raymond Yeung analyses recent ‘de-dollarisation.’

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>There’s a headache for the RBA after Australia’s CPI indicator rose more than expected in May. And the Yen weakened overnight through 160 to the US dollar, to its lowest level since 1986.</p><p>In our bonus deep dive interview, <strong>ANZ Chief Economist for Greater China Raymond Yeung</strong> analyses recent ‘de-dollarisation.’</p><p><br></p><p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>469</itunes:duration>
      <guid isPermaLink="false"><![CDATA[e6089ef0-33f3-11ef-8df2-3b7aad1782f1]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO8066657701.mp3?updated=1719431111" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Wednesday: RBA hike talk shrugged off</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>US consumer confidence dips, but the US dollar rises as a Fed Governor says she’s not ruling out rate hikes. Australia’s inflation rate is set to tick up May, while consumer confidence held steady despite talk of higher interest rates.
In our bonus deep dive interview, ANZ Senior Commodity Strategist Daniel Hynes looks behind the headlines of the largest copper glut in China in four years.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Tue, 25 Jun 2024 19:55:00 -0000</pubDate>
      <itunes:title>Wednesday: RBA hike talk shrugged off</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>US consumer confidence dips, but the US dollar rises as a Fed Governor says she’s not ruling out rate hikes. Australia’s inflation rate is set to tick up May, while consumer confidence held steady despite talk of higher interest rates.
In our bonus deep dive interview, ANZ Senior Commodity Strategist Daniel Hynes looks behind the headlines of the largest copper glut in China in four years.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>US consumer confidence dips, but the US dollar rises as a <strong>Fed</strong> Governor says she’s not ruling out rate hikes. Australia’s inflation rate is set to tick up May, while consumer confidence held steady despite talk of higher interest rates.</p><p>In our bonus deep dive interview, <strong>ANZ Senior Commodity Strategist Daniel Hynes</strong> looks behind the headlines of the largest copper glut in China in four years.</p><p><br></p><p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>499</itunes:duration>
      <guid isPermaLink="false"><![CDATA[d07e24b6-332a-11ef-8631-e71db8998531]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO9601679555.mp3?updated=1719344745" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Tuesday: Hopes firm Fed can cut in Sept</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>Expectations firm for a September rate cut by the Fed. The Yen holds steady after fresh jaw-boning. A strong Singapore dollar contains inflation, and import data for New Zealand shows some sectors are struggling.
In our bonus deep dive interview, ANZ Senior Rates Strategist Jack Chambers looks at how the Reserve Bank of Australia’s tone has become more hawkish at the same time as other central banks have started to ease policy.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Mon, 24 Jun 2024 19:55:00 -0000</pubDate>
      <itunes:title>Tuesday: Hopes firm Fed can cut in Sept</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>Expectations firm for a September rate cut by the Fed. The Yen holds steady after fresh jaw-boning. A strong Singapore dollar contains inflation, and import data for New Zealand shows some sectors are struggling.
In our bonus deep dive interview, ANZ Senior Rates Strategist Jack Chambers looks at how the Reserve Bank of Australia’s tone has become more hawkish at the same time as other central banks have started to ease policy.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>Expectations firm for a September rate cut by the Fed. The Yen holds steady after fresh jaw-boning. A strong Singapore dollar contains inflation, and import data for New Zealand shows some sectors are struggling.</p><p>In our bonus deep dive interview, <strong>ANZ Senior Rates Strategist Jack Chambers</strong> looks at how the <strong>Reserve Bank of Australia’s </strong>tone has become more hawkish at the same time as other central banks have started to ease policy.</p><p><br></p><p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>489</itunes:duration>
      <guid isPermaLink="false"><![CDATA[fbb5d904-3261-11ef-a196-e75bce526eb6]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO2658396633.mp3?updated=1719258489" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Monday: Eyes on US PCE for Fed clues</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>Markets start the week off the back of concerns on Friday that the US Fed might delay rate cuts after June’s stronger PMI - all eyes are on PCE data this Friday; And the Yen starts the week on the back foot.
In our bonus deep dive interview, ANZ Senior China Strategist Zhoapeng Xing analyses the significant changes on the way for China’s monetary policy regime.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Sun, 23 Jun 2024 19:55:00 -0000</pubDate>
      <itunes:title>Monday: Eyes on US PCE for Fed clues</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>Markets start the week off the back of concerns on Friday that the US Fed might delay rate cuts after June’s stronger PMI - all eyes are on PCE data this Friday; And the Yen starts the week on the back foot.
In our bonus deep dive interview, ANZ Senior China Strategist Zhoapeng Xing analyses the significant changes on the way for China’s monetary policy regime.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>Markets start the week off the back of concerns on Friday that the US Fed might delay rate cuts after June’s stronger PMI - all eyes are on PCE data this Friday; And the Yen starts the week on the back foot.</p><p>In our bonus deep dive interview, <strong>ANZ Senior China Strategist Zhoapeng Xing </strong>analyses the significant changes on the way for China’s monetary policy regime.</p><p><br></p><p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>439</itunes:duration>
      <guid isPermaLink="false"><![CDATA[8b92f9fa-3198-11ef-b296-0f9be0c68220]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO8687311372.mp3?updated=1719171972" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Friday: Surprise Swiss National Bank rate cut</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>The Swiss National Bank surprises with a rate cut. The Bank of England holds as expected, and New Zealand exits recession…just.
In our bonus deep dive interview, ANZ FX Analyst Felix Ryan explains how the outlook for monetary policy in Japan has evolved during the quarter.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Thu, 20 Jun 2024 19:55:00 -0000</pubDate>
      <itunes:title>Friday: Surprise Swiss National Bank rate cut</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>The Swiss National Bank surprises with a rate cut. The Bank of England holds as expected, and New Zealand exits recession…just.
In our bonus deep dive interview, ANZ FX Analyst Felix Ryan explains how the outlook for monetary policy in Japan has evolved during the quarter.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>The <strong>Swiss National Bank</strong> surprises with a rate cut. The <strong>Bank of England</strong> holds as expected, and New Zealand exits recession…just.</p><p>In our bonus deep dive interview, <strong>ANZ FX Analyst Felix Ryan</strong> explains how the outlook for monetary policy in Japan has evolved during the quarter.</p><p><br></p><p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>512</itunes:duration>
      <guid isPermaLink="false"><![CDATA[0ab79bfe-2f3d-11ef-a523-935d588e761f]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO8912653572.mp3?updated=1718912781" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Thursday: UK services inflation sticks</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>UK CPI inflation hits 2%, but services inflation remains stubbornly high. All eyes are on the Bank of England tonight. Indonesia’s central bank is set to hold rates, while Bank of Japan board minutes show growing concern over the weak Yen.
In our bonus deep dive interview, ANZ Head of G3 Economics Brian Martin explains why ANZ has pared back its 2024 ECB rate cut expectations.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Wed, 19 Jun 2024 19:55:00 -0000</pubDate>
      <itunes:title>Thursday: UK services inflation sticks</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>UK CPI inflation hits 2%, but services inflation remains stubbornly high. All eyes are on the Bank of England tonight. Indonesia’s central bank is set to hold rates, while Bank of Japan board minutes show growing concern over the weak Yen.
In our bonus deep dive interview, ANZ Head of G3 Economics Brian Martin explains why ANZ has pared back its 2024 ECB rate cut expectations.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>UK CPI inflation hits 2%, but services inflation remains stubbornly high. All eyes are on the <strong>Bank of England</strong> tonight. Indonesia’s central bank is set to hold rates, while <strong>Bank of Japan</strong> board minutes show growing concern over the weak Yen.</p><p>In our bonus deep dive interview, <strong>ANZ Head of G3 Economics Brian Martin</strong> explains why ANZ has pared back its 2024 <strong>ECB</strong> rate cut expectations.</p><p><br></p><p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>568</itunes:duration>
      <guid isPermaLink="false"><![CDATA[e6f5bac6-2e73-11ef-88ad-7f3b235ce0e5]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO3258001603.mp3?updated=1718826381" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Wednesday: Hawkish RBA discussed hike</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>The RBA turns more hawkish, saying it considered a rate hike but not a cut when it met yesterday; Weak US retail sales give hope for two Fed rate cuts this year; And strong Euro services inflation sees ANZ reduce its call on ECB rate cuts in 2024.
In our bonus deep dive interview, ANZ New Zealand Economist Henry Russell continues his analysis of sticky domestic inflation and how worried it might be making the Reserve Bank of New Zealand.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Tue, 18 Jun 2024 19:58:00 -0000</pubDate>
      <itunes:title>Wednesday: Hawkish RBA discussed hike</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>The RBA turns more hawkish, saying it considered a rate hike but not a cut when it met yesterday; Weak US retail sales give hope for two Fed rate cuts this year; And strong Euro services inflation sees ANZ reduce its call on ECB rate cuts in 2024.
In our bonus deep dive interview, ANZ New Zealand Economist Henry Russell continues his analysis of sticky domestic inflation and how worried it might be making the Reserve Bank of New Zealand.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>The <strong>RBA</strong> turns more hawkish, saying it considered a rate hike but not a cut when it met yesterday; Weak US retail sales give hope for two <strong>Fed</strong> rate cuts this year; And strong Euro services inflation sees ANZ reduce its call on <strong>ECB</strong> rate cuts in 2024.</p><p>In our bonus deep dive interview, <strong>ANZ New Zealand Economist Henry Russell </strong>continues his analysis of sticky domestic inflation and how worried it might be making the <strong>Reserve Bank of New Zealand</strong>.</p><p><br></p><p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>544</itunes:duration>
      <guid isPermaLink="false"><![CDATA[17965e60-2dac-11ef-8d91-87aa9ae41d25]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO4316235252.mp3?updated=1718740563" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Tuesday: RBA commentary in focus</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>Markets were mixed overnight, with equities, US Treasury yields and the oil price all rising. The RBA is expected to hold today, but what it says about inflation is being closely watched. And there are glimmers of hope for China’s domestic demand.
In our bonus deep dive interview, ANZ New Zealand Economist Henry Russell explains why it’s so important for central banks to get on top sticky non-tradable or domestic inflation.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Mon, 17 Jun 2024 19:55:00 -0000</pubDate>
      <itunes:title>Tuesday: RBA commentary in focus</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>Markets were mixed overnight, with equities, US Treasury yields and the oil price all rising. The RBA is expected to hold today, but what it says about inflation is being closely watched. And there are glimmers of hope for China’s domestic demand.
In our bonus deep dive interview, ANZ New Zealand Economist Henry Russell explains why it’s so important for central banks to get on top sticky non-tradable or domestic inflation.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>Markets were mixed overnight, with equities, US Treasury yields and the oil price all rising. The RBA is expected to hold today, but what it says about inflation is being closely watched. And there are glimmers of hope for China’s domestic demand.</p><p>In our bonus deep dive interview, <strong>ANZ New Zealand Economist Henry Russell </strong>explains why it’s so important for central banks to get on top sticky non-tradable or domestic inflation.</p><p><br></p><p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>540</itunes:duration>
      <guid isPermaLink="false"><![CDATA[ed4c841e-2ce2-11ef-a2b4-9b2fd628d15d]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO3128959683.mp3?updated=1718654163" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Monday: Soft US data reassures Fed watchers</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>Global stocks and bonds begin the week on the front foot after more soft US economic data reinforced hopes for a Fed rate cut in Q3. Partial inflation figures in New Zealand are softer than expected. The Bank of Japan surprises by not hiking.
In our bonus deep dive interview, ANZ Head of Asia Research Khoon Goh has surveyed the 11 economies in Asia outside of China and Japan and found seven grew GDP more than expected in the March quarter.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Sun, 16 Jun 2024 19:55:00 -0000</pubDate>
      <itunes:title>Monday: Soft US data reassures Fed watchers</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>Global stocks and bonds begin the week on the front foot after more soft US economic data reinforced hopes for a Fed rate cut in Q3. Partial inflation figures in New Zealand are softer than expected. The Bank of Japan surprises by not hiking.
In our bonus deep dive interview, ANZ Head of Asia Research Khoon Goh has surveyed the 11 economies in Asia outside of China and Japan and found seven grew GDP more than expected in the March quarter.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>Global stocks and bonds begin the week on the front foot after more soft US economic data reinforced hopes for a <strong>Fed</strong> rate cut in Q3. Partial inflation figures in New Zealand are softer than expected. The <strong>Bank of Japan</strong> surprises by not hiking.</p><p>In our bonus deep dive interview, <strong>ANZ Head of Asia Research Khoon Goh </strong>has surveyed the 11 economies in Asia outside of China and Japan and found seven grew GDP more than expected in the March quarter.</p><p><br></p><p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>579</itunes:duration>
      <guid isPermaLink="false"><![CDATA[0373170a-2c19-11ef-af8b-03bacccbc5b5]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO3826169605.mp3?updated=1718567442" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Friday: Australia's jobs market loosens</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>Softer than expected US inflation data drags US yields down again. Australia’s unemployment rate drops, but falling hours worked indicate a softer labour market. Taiwan’s central bank holds rates, but the Bank of Japan could hike later today.
In our bonus deep dive interview, ANZ Senior China Strategist Zhaopeng Xing explains why additional stimulus should be expected sometime later this year, as China’s domestic demand remains weak.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Thu, 13 Jun 2024 19:55:00 -0000</pubDate>
      <itunes:title>Friday: Australia's jobs market loosens</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>Softer than expected US inflation data drags US yields down again. Australia’s unemployment rate drops, but falling hours worked indicate a softer labour market. Taiwan’s central bank holds rates, but the Bank of Japan could hike later today.
In our bonus deep dive interview, ANZ Senior China Strategist Zhaopeng Xing explains why additional stimulus should be expected sometime later this year, as China’s domestic demand remains weak.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>Softer than expected US inflation data drags US yields down again. Australia’s unemployment rate drops, but falling hours worked indicate a softer labour market. Taiwan’s central bank holds rates, but the <strong>Bank of Japan</strong> could hike later today.</p><p>In our bonus deep dive interview, <strong>ANZ Senior China Strategist Zhaopeng Xing </strong>explains why additional stimulus should be expected sometime later this year, as China’s domestic demand remains weak.</p><p><br></p><p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>461</itunes:duration>
      <guid isPermaLink="false"><![CDATA[865b413c-29bd-11ef-89ee-67d7036530c9]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO9609584683.mp3?updated=1718308247" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Thursday: Fed holds with higher dot plot</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>The Fed has held US rates and reduced its ‘dot plot’ forecast to just one cut in 2024 from three. Earlier, a lower-than-expected US May CPI sent Treasury yields tumbling and stocks surging to record highs. Inflation in India and China was also softer than expected.
In our bonus deep dive interview, NZ Senior Commodities Strategist Daniel Hynes says Asia’s heatwave is putting huge pressure on energy grids already dealing with greater electrification, boosting demand in particular for LNG.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Wed, 12 Jun 2024 19:55:00 -0000</pubDate>
      <itunes:title>Thursday: Fed holds with higher dot plot</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>The Fed has held US rates and reduced its ‘dot plot’ forecast to just one cut in 2024 from three. Earlier, a lower-than-expected US May CPI sent Treasury yields tumbling and stocks surging to record highs. Inflation in India and China was also softer than expected.
In our bonus deep dive interview, NZ Senior Commodities Strategist Daniel Hynes says Asia’s heatwave is putting huge pressure on energy grids already dealing with greater electrification, boosting demand in particular for LNG.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>The <strong>Fed</strong> has held US rates and reduced its ‘dot plot’ forecast to just one cut in 2024 from three. Earlier, a lower-than-expected US May CPI sent Treasury yields tumbling and stocks surging to record highs. Inflation in India and China was also softer than expected.</p><p>In our bonus deep dive interview, <strong>NZ Senior Commodities Strategist Daniel Hynes</strong> says Asia’s heatwave is putting huge pressure on energy grids already dealing with greater electrification, boosting demand in particular for LNG.</p><p><br></p><p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>506</itunes:duration>
      <guid isPermaLink="false"><![CDATA[dc4e9776-28f3-11ef-afc3-2fd39ff89a63]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO9264971276.mp3?updated=1718221631" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Wednesday: Stocks weaker ahead of Fed</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>US stocks weaken ahead of Fed rate decision; European markets continue to be buffeted by Macron’s French election call; Australian businesses grow gloomier, but the RBA still has a headache; and China’s CPI later today is being watched for any signs of domestic demand.
In our bonus deep dive interview, ANZ Head of Australian Economics Adam Boyton takes us through ANZ Research’s call change for when the RBA will begin rate cuts.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Tue, 11 Jun 2024 19:55:00 -0000</pubDate>
      <itunes:title>Wednesday: Stocks weaker ahead of Fed</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>US stocks weaken ahead of Fed rate decision; European markets continue to be buffeted by Macron’s French election call; Australian businesses grow gloomier, but the RBA still has a headache; and China’s CPI later today is being watched for any signs of domestic demand.
In our bonus deep dive interview, ANZ Head of Australian Economics Adam Boyton takes us through ANZ Research’s call change for when the RBA will begin rate cuts.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>US stocks weaken ahead of Fed rate decision; European markets continue to be buffeted by Macron’s French election call; Australian businesses grow gloomier, but the RBA still has a headache; and China’s CPI later today is being watched for any signs of domestic demand.</p><p>In our bonus deep dive interview, <strong>ANZ Head of Australian Economics Adam Boyton </strong>takes us through ANZ Research’s call change for when the RBA will begin rate cuts.</p><p><br></p><p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>526</itunes:duration>
      <guid isPermaLink="false"><![CDATA[f50a8060-2829-11ef-b227-9fcf3b7312b0]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO2878605109.mp3?updated=1718134915" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Tuesday: Eyes ahead to FOMC and CPI</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>European stocks fall after French President Emmanuel Macron’s surprise decision to call Parliamentary elections he is forecast to lose. We preview the Fed’s decision this week, and look out to US inflation data
In our bonus deep dive interview, ANZ New Zealand Chief Economist Sharon Zollner talks about why she sees the Reserve Bank of New Zealand cutting in February next year, rather than May.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Mon, 10 Jun 2024 19:57:00 -0000</pubDate>
      <itunes:title>Tuesday: Eyes ahead to FOMC and CPI</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>European stocks fall after French President Emmanuel Macron’s surprise decision to call Parliamentary elections he is forecast to lose. We preview the Fed’s decision this week, and look out to US inflation data
In our bonus deep dive interview, ANZ New Zealand Chief Economist Sharon Zollner talks about why she sees the Reserve Bank of New Zealand cutting in February next year, rather than May.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>European stocks fall after French President Emmanuel Macron’s surprise decision to call Parliamentary elections he is forecast to lose. We preview the Fed’s decision this week, and look out to US inflation data</p><p>In our bonus deep dive interview, <strong>ANZ New Zealand Chief Economist Sharon Zollner </strong>talks about why she sees the <strong>Reserve Bank of New Zealand</strong> cutting in February next year, rather than May.</p><p><br></p><p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>578</itunes:duration>
      <guid isPermaLink="false"><![CDATA[b1dba134-2761-11ef-b0e3-c7d89779ea8d]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO5804033960.mp3?updated=1718048903" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Friday: ECB cuts, but reluctantly</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>The ECB cuts rates overnight as expected, but reluctantly. Australian housing lending jumps in April as rental property investors build up a head of steam, while building work slows in New Zealand.
In our bonus deep dive interview, ANZ Senior Commodities Strategist Daniel Hynes reviews the OPEC+ meeting earlier this week and its impact on the oil market.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Thu, 06 Jun 2024 19:55:00 -0000</pubDate>
      <itunes:title>Friday: ECB cuts, but reluctantly</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>The ECB cuts rates overnight as expected, but reluctantly. Australian housing lending jumps in April as rental property investors build up a head of steam, while building work slows in New Zealand.
In our bonus deep dive interview, ANZ Senior Commodities Strategist Daniel Hynes reviews the OPEC+ meeting earlier this week and its impact on the oil market.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>The <strong>ECB</strong> cuts rates overnight as expected, but reluctantly. Australian housing lending jumps in April as rental property investors build up a head of steam, while building work slows in New Zealand.</p><p>In our bonus deep dive interview, <strong>ANZ Senior Commodities Strategist Daniel Hynes</strong> reviews the <strong>OPEC+</strong> meeting earlier this week and its impact on the oil market.</p><p><br></p><p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>547</itunes:duration>
      <guid isPermaLink="false"><![CDATA[fca3f504-243c-11ef-8e4d-5329a7dc34f1]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO3369647123.mp3?updated=1717703283" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Thursday: Australia hangs on to growth (just)</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>Stronger US services activity is shrugged off as rate cut hopes increase off the back of a cut by Bank of Canada and expectations the ECB will also move. Australia’s economy hangs onto growth, boosted by stronger household consumption.
In our bonus deep dive interview, ANZ Senior Economist Catherine Birch highlights work Australia’s Fair Work Commission is undertaking on gender undervaluation.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Wed, 05 Jun 2024 19:55:00 -0000</pubDate>
      <itunes:title>Thursday: Australia hangs on to growth (just)</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>Stronger US services activity is shrugged off as rate cut hopes increase off the back of a cut by Bank of Canada and expectations the ECB will also move. Australia’s economy hangs onto growth, boosted by stronger household consumption.
In our bonus deep dive interview, ANZ Senior Economist Catherine Birch highlights work Australia’s Fair Work Commission is undertaking on gender undervaluation.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>Stronger US services activity is shrugged off as rate cut hopes increase off the back of a cut by Bank of Canada and expectations the ECB will also move. Australia’s economy hangs onto growth, boosted by stronger household consumption.</p><p>In our bonus deep dive interview, <strong>ANZ Senior Economist Catherine Birch </strong>highlights work Australia’s <strong>Fair Work Commission</strong> is undertaking on gender undervaluation.</p><p><br></p><p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>582</itunes:duration>
      <guid isPermaLink="false"><![CDATA[78f13f42-2373-11ef-98f4-378f8af8201e]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO2228358450.mp3?updated=1717616733" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Wednesday: India's election curveball</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>India’s election throws a curveball into the markets, with Narendra Modi’s BJP failing to secure a majority; US markets increase Fed rate cut bets after soft job openings data; And in Australia, weaker net export figures could be a drag on GDP data out today.
In our bonus deep dive interview, ANZ Economist Dhiraj Nim outlines what India’s election result could mean for fiscal and monetary policy there following the election result.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Tue, 04 Jun 2024 19:55:00 -0000</pubDate>
      <itunes:title>Wednesday: India's election curveball</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>India’s election throws a curveball into the markets, with Narendra Modi’s BJP failing to secure a majority; US markets increase Fed rate cut bets after soft job openings data; And in Australia, weaker net export figures could be a drag on GDP data out today.
In our bonus deep dive interview, ANZ Economist Dhiraj Nim outlines what India’s election result could mean for fiscal and monetary policy there following the election result.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>India’s election throws a curveball into the markets, with Narendra Modi’s BJP failing to secure a majority; US markets increase Fed rate cut bets after soft job openings data; And in Australia, weaker net export figures could be a drag on GDP data out today.</p><p>In our bonus deep dive interview, <strong>ANZ Economist Dhiraj Nim</strong> outlines what India’s election result could mean for fiscal and monetary policy there following the election result.</p><p><br></p><p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>599</itunes:duration>
      <guid isPermaLink="false"><![CDATA[acd314a4-22a9-11ef-8ff0-8bf66a455f4c]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO9421136604.mp3?updated=1717530062" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Tuesday: Weak US data thumps yields lower</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>US Treasury yields and stocks fell overnight as weak manufacturing and construction data indicated monetary policy is reducing demand in the US; The Aussie and Kiwi are up as the US dollar fell. Oil fell 3.7% on supply news out of OPEC+. India’s Nifty 50 stocks index rose 3.3% after exit polls indicated a third term for PM Narendra Modi.
In our bonus deep dive interview, ANZ FX Analyst Kausani Basak looks at why imports across Asia have started to improve since bottoming out last year.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Mon, 03 Jun 2024 19:55:00 -0000</pubDate>
      <itunes:title>Tuesday: Weak US data thumps yields lower</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>US Treasury yields and stocks fell overnight as weak manufacturing and construction data indicated monetary policy is reducing demand in the US; The Aussie and Kiwi are up as the US dollar fell. Oil fell 3.7% on supply news out of OPEC+. India’s Nifty 50 stocks index rose 3.3% after exit polls indicated a third term for PM Narendra Modi.
In our bonus deep dive interview, ANZ FX Analyst Kausani Basak looks at why imports across Asia have started to improve since bottoming out last year.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>US Treasury yields and stocks fell overnight as weak manufacturing and construction data indicated monetary policy is reducing demand in the US; The Aussie and Kiwi are up as the US dollar fell. Oil fell 3.7% on supply news out of <strong>OPEC+</strong>. India’s Nifty 50 stocks index rose 3.3% after exit polls indicated a third term for PM Narendra Modi.</p><p>In our bonus deep dive interview, <strong>ANZ FX Analyst Kausani Basak </strong>looks at why imports across Asia have started to improve since bottoming out last year.</p><p><br></p><p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>583</itunes:duration>
      <guid isPermaLink="false"><![CDATA[c486801e-21e0-11ef-9972-17f30cb3610f]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO8078481281.mp3?updated=1717443773" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Monday: Markets set to celebrate Modi win</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>India’s markets are expected to celebrate after exit polls saw Narendra Modi winning a third term. India’s GDP was also above forecasts. China’s factory activity contracted in May. Australia’s Fair Work Commission is set to slow minimum wage inflation.
In our bonus deep dive interview, ANZ Chief Economist for Southeast Asia and India Sanjay Mathur explains how extreme temperatures in India, the Philippines and Indonesia are upending rice markets again.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Sun, 02 Jun 2024 19:57:00 -0000</pubDate>
      <itunes:title>Monday: Markets set to celebrate Modi win</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>India’s markets are expected to celebrate after exit polls saw Narendra Modi winning a third term. India’s GDP was also above forecasts. China’s factory activity contracted in May. Australia’s Fair Work Commission is set to slow minimum wage inflation.
In our bonus deep dive interview, ANZ Chief Economist for Southeast Asia and India Sanjay Mathur explains how extreme temperatures in India, the Philippines and Indonesia are upending rice markets again.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>India’s markets are expected to celebrate after exit polls saw Narendra Modi winning a third term. India’s GDP was also above forecasts. China’s factory activity contracted in May. <strong>Australia’s Fair Work Commission</strong> is set to slow minimum wage inflation.</p><p>In our bonus deep dive interview, <strong>ANZ Chief Economist for Southeast Asia and India Sanjay Mathur </strong>explains how extreme temperatures in India, the Philippines and Indonesia are upending rice markets again.</p><p><br></p><p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>599</itunes:duration>
      <guid isPermaLink="false"><![CDATA[c58d2382-2118-11ef-ba21-bf60386a2598]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO5825603249.mp3?updated=1717357875" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Friday: Tax cuts from July 31 may worry RBNZ</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>Global markets are mixed ahead of US PCE data. US bond yields slide from highs, dragging the US dollar down. New Zealand’s new Government delivers tax cuts and more borrowing, which may worry the Reserve Bank.
In our bonus deep dive interview, ANZ Pacific Economist Kishti Sen explains why he believes Fiji has a three-speed economy.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Thu, 30 May 2024 19:55:00 -0000</pubDate>
      <itunes:title>Friday: Tax cuts from July 31 may worry RBNZ</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>Global markets are mixed ahead of US PCE data. US bond yields slide from highs, dragging the US dollar down. New Zealand’s new Government delivers tax cuts and more borrowing, which may worry the Reserve Bank.
In our bonus deep dive interview, ANZ Pacific Economist Kishti Sen explains why he believes Fiji has a three-speed economy.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>Global markets are mixed ahead of US PCE data. US bond yields slide from highs, dragging the US dollar down. New Zealand’s new Government delivers tax cuts and more borrowing, which may worry the <strong>Reserve Bank</strong>.</p><p>In our bonus deep dive interview, <strong>ANZ Pacific Economist Kishti Sen</strong> explains why he believes Fiji has a three-speed economy.</p><p><br></p><p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>599</itunes:duration>
      <guid isPermaLink="false"><![CDATA[0d6684d2-1ebc-11ef-87b6-73e3a8e79746]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO7231873919.mp3?updated=1717098150" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Thursday: Fed rate cut bets pushed out</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>Fed rate cut bets are pushed out ahead of US economic and price data. Australian inflation was stronger-than expected in April, while construction fell surprisingly in Q1. Vietnam’s CPI is on the rise, and it’s Budget Day in New Zealand.
In our bonus deep dive interview, ANZ Senior China Strategist Zhaopeng Xing explains why moves in recent days to loosen home buying rules in China’s largest cities will do little to prop up demand.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Wed, 29 May 2024 19:55:00 -0000</pubDate>
      <itunes:title>Thursday: Fed rate cut bets pushed out</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>Fed rate cut bets are pushed out ahead of US economic and price data. Australian inflation was stronger-than expected in April, while construction fell surprisingly in Q1. Vietnam’s CPI is on the rise, and it’s Budget Day in New Zealand.
In our bonus deep dive interview, ANZ Senior China Strategist Zhaopeng Xing explains why moves in recent days to loosen home buying rules in China’s largest cities will do little to prop up demand.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>Fed rate cut bets are pushed out ahead of US economic and price data. Australian inflation was stronger-than expected in April, while construction fell surprisingly in Q1. Vietnam’s CPI is on the rise, and it’s Budget Day in New Zealand.</p><p>In our bonus deep dive interview, <strong>ANZ Senior China Strategist Zhaopeng Xing</strong> explains why moves in recent days to loosen home buying rules in China’s largest cities will do little to prop up demand<strong>.</strong></p><p><br></p><p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>503</itunes:duration>
      <guid isPermaLink="false"><![CDATA[bf88e952-1df4-11ef-bf5a-57badbd6ad7e]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO8299099644.mp3?updated=1717012550" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Wednesday: Why the RBA might care that Aussies are drinking cheaper booze</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>US consumer confidence rises while Australians grow gloomier. Rising rice prices are expected to feed into Vietnam inflation data. Aussies are drinking cheaper booze. We look at what that might tell the RBA.
In our bonus deep dive interview, ANZ Head of G3 Economics Brian Martin explains how car insurance pricing in the US has been causing issues for headline CPI inflation, and what it could mean for the Fed.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Tue, 28 May 2024 19:55:00 -0000</pubDate>
      <itunes:title>Wednesday: Why the RBA might care that Aussies are drinking cheaper booze</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>US consumer confidence rises while Australians grow gloomier. Rising rice prices are expected to feed into Vietnam inflation data. Aussies are drinking cheaper booze. We look at what that might tell the RBA.
In our bonus deep dive interview, ANZ Head of G3 Economics Brian Martin explains how car insurance pricing in the US has been causing issues for headline CPI inflation, and what it could mean for the Fed.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>US consumer confidence rises while Australians grow gloomier. Rising rice prices are expected to feed into Vietnam inflation data. Aussies are drinking cheaper booze. We look at what that might tell the <strong>RBA</strong>.</p><p>In our bonus deep dive interview, <strong>ANZ Head of G3 Economics Brian Martin </strong>explains how car insurance pricing in the US has been causing issues for headline CPI inflation, and what it could mean for the <strong>Fed.</strong></p><p><br></p><p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>567</itunes:duration>
      <guid isPermaLink="false"><![CDATA[cf130982-1d29-11ef-84a0-077f5761f583]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO4151659846.mp3?updated=1716925388" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Tuesday: ECB rate cut bets boosted</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>ECB rate cut bets were boosted after its French Governor suggested a July cut could follow after June. Chinese industrial profits rose in April, after March weakness. We also look at the weaker Yuan and the Philippine Peso in recent days.
In our bonus deep dive interview, ANZ Head of FX Research Mahjabeen Zaman reveals what happened to the US dollar in her study of the eight Fed easing cycles since 1990.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Mon, 27 May 2024 19:55:00 -0000</pubDate>
      <itunes:title>Tuesday: ECB rate cut bets boosted</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>ECB rate cut bets were boosted after its French Governor suggested a July cut could follow after June. Chinese industrial profits rose in April, after March weakness. We also look at the weaker Yuan and the Philippine Peso in recent days.
In our bonus deep dive interview, ANZ Head of FX Research Mahjabeen Zaman reveals what happened to the US dollar in her study of the eight Fed easing cycles since 1990.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>ECB rate cut bets were boosted after its French Governor suggested a July cut could follow after June. Chinese industrial profits rose in April, after March weakness. We also look at the weaker Yuan and the Philippine Peso in recent days.</p><p>In our bonus deep dive interview, <strong>ANZ Head of FX Research Mahjabeen Zaman </strong>reveals what happened to the US dollar in her study of the eight Fed easing cycles since 1990.</p><p><br></p><p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>585</itunes:duration>
      <guid isPermaLink="false"><![CDATA[08355b9a-1c60-11ef-b33b-f7ba9ebebb2d]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO9114303304.mp3?updated=1716838726" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Monday: Eyes ahead to US, Australia &amp; European inflation data</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>Markets are oscillating in tune with their views on when the Fed can cut, and it’s still not clear. We look ahead to Australian inflation data on Wednesday and New Zealand’s Budget on Thursday.
In our bonus deep dive interview, ANZ Senior Commodities Strategist Daniel Hynes analyses what China’s recent property market support package could mean for steel demand and the iron ore price.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Sun, 26 May 2024 19:55:00 -0000</pubDate>
      <itunes:title>Monday: Eyes ahead to US, Australia &amp; European inflation data</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>Markets are oscillating in tune with their views on when the Fed can cut, and it’s still not clear. We look ahead to Australian inflation data on Wednesday and New Zealand’s Budget on Thursday.
In our bonus deep dive interview, ANZ Senior Commodities Strategist Daniel Hynes analyses what China’s recent property market support package could mean for steel demand and the iron ore price.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>Markets are oscillating in tune with their views on when the Fed can cut, and it’s still not clear. We look ahead to Australian inflation data on Wednesday and New Zealand’s Budget on Thursday.</p><p>In our bonus deep dive interview, <strong>ANZ Senior Commodities Strategist Daniel Hynes</strong> analyses what China’s recent property market support package could mean for steel demand and the iron ore price.</p><p><br></p><p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>532</itunes:duration>
      <guid isPermaLink="false"><![CDATA[c9e7600e-1b97-11ef-8d5e-0bbc9afc4bec]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO6995188394.mp3?updated=1716752722" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Friday: Rates seen high for longer after strong US PMIs</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>Global PMI surveys suggest the US economy is rollicking along in a way that might force the Fed to keep rates high for even longer. New Zealand retail sales bounce and there’s hope tax cuts in next week’s budget might give them more of a boost.
In our bonus deep dive interview, ANZ Senior International Economist Tom Kenny reviews how the Bank of Japan’s commentary has shifted in recent months, and why that points to more rate hikes.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Thu, 23 May 2024 20:00:00 -0000</pubDate>
      <itunes:title>Friday: Rates seen high for longer after strong US PMIs</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>Global PMI surveys suggest the US economy is rollicking along in a way that might force the Fed to keep rates high for even longer. New Zealand retail sales bounce and there’s hope tax cuts in next week’s budget might give them more of a boost.
In our bonus deep dive interview, ANZ Senior International Economist Tom Kenny reviews how the Bank of Japan’s commentary has shifted in recent months, and why that points to more rate hikes.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>Global PMI surveys suggest the US economy is rollicking along in a way that might force the Fed to keep rates high for even longer. New Zealand retail sales bounce and there’s hope tax cuts in next week’s budget might give them more of a boost.</p><p>In our bonus deep dive interview, <strong>ANZ Senior International Economist Tom Kenny</strong> reviews how the <strong>Bank of Japan</strong>’s commentary has shifted in recent months, and why that points to more rate hikes.</p><p><br></p><p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>565</itunes:duration>
      <guid isPermaLink="false"><![CDATA[ade334a8-193c-11ef-bb62-3332ebc4d9ba]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO4463965656.mp3?updated=1716493688" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Thursday: RBNZ turns hawkish; BoE might too</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>Stronger than expected inflation in the UK pushes out rate cut bets, as PM Sunak calls a snap election; New Zealand’s Reserve Bank turns hawkish and pushes out rate cuts; Indonesia holds rates; Singapore’s core inflation is expected to rise.
In our bonus deep dive interview, ANZ Senior Commodity Strategist Daniel Hynes looks ahead to a key meeting of global oil producers, and what it could mean for supply and the oil price.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Wed, 22 May 2024 20:00:00 -0000</pubDate>
      <itunes:title>Thursday: RBNZ turns hawkish; BoE might too</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>Stronger than expected inflation in the UK pushes out rate cut bets, as PM Sunak calls a snap election; New Zealand’s Reserve Bank turns hawkish and pushes out rate cuts; Indonesia holds rates; Singapore’s core inflation is expected to rise.
In our bonus deep dive interview, ANZ Senior Commodity Strategist Daniel Hynes looks ahead to a key meeting of global oil producers, and what it could mean for supply and the oil price.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>Stronger than expected inflation in the UK pushes out rate cut bets, as PM Sunak calls a snap election; New Zealand’s Reserve Bank turns hawkish and pushes out rate cuts; Indonesia holds rates; Singapore’s core inflation is expected to rise.</p><p>In our bonus deep dive interview, <strong>ANZ Senior Commodity Strategist Daniel Hynes</strong> looks ahead to a key meeting of global oil producers, and what it could mean for supply and the oil price.</p><p><br></p><p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>544</itunes:duration>
      <guid isPermaLink="false"><![CDATA[906c86b4-1873-11ef-93c7-0f49766ec395]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO8460752561.mp3?updated=1716407310" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Wednesday: Hurdle for RBA hikes is lifted</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>Global markets are flat ahead of Fed minutes. The RBA board discussed a rate hike more than was thought. Aussie renters feel more confident after the Budget. There are rate decisions today in New Zealand and Indonesia.
In our bonus deep dive interview, ANZ Senior Commodity Strategist Daniel Hynes looks at why global oil demand has been dragged down recently. One reason is Americans are driving less.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Tue, 21 May 2024 20:00:00 -0000</pubDate>
      <itunes:title>Wednesday: Hurdle for RBA hikes is lifted</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>Global markets are flat ahead of Fed minutes. The RBA board discussed a rate hike more than was thought. Aussie renters feel more confident after the Budget. There are rate decisions today in New Zealand and Indonesia.
In our bonus deep dive interview, ANZ Senior Commodity Strategist Daniel Hynes looks at why global oil demand has been dragged down recently. One reason is Americans are driving less.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>Global markets are flat ahead of Fed minutes. The <strong>RBA</strong> board discussed a rate hike more than was thought. Aussie renters feel more confident after the Budget. There are rate decisions today in New Zealand and Indonesia<strong>.</strong></p><p>In our bonus deep dive interview, <strong>ANZ Senior Commodity Strategist Daniel Hynes</strong> looks at why global oil demand has been dragged down recently. One reason is Americans are driving less.</p><p><br></p><p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>542</itunes:duration>
      <guid isPermaLink="false"><![CDATA[e651bcf4-17a9-11ef-91be-0f0d079fae3c]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO4119924830.mp3?updated=1716320696" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Tuesday: Yields still too low to unleash China's home buyers</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>US Fed officials see disinflation progress and indicate rate rises are unlikely. US dollar firms further vs the Yen. China property prices would need to fall 35% to trigger buyer interest because rental yields are still too low, says ANZ China Strategist Zhaopeng Xing.
In our bonus deep dive interview, ANZ New Zealand Senior Economist Miles Workman looks at why New Zealand’s soggy economic outlook is unlikely to get much support from the RBNZ, which is expected to hold rates at 5.5% tomorrow.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Mon, 20 May 2024 20:00:00 -0000</pubDate>
      <itunes:title>Tuesday: Yields still too low to unleash China's home buyers</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>US Fed officials see disinflation progress and indicate rate rises are unlikely. US dollar firms further vs the Yen. China property prices would need to fall 35% to trigger buyer interest because rental yields are still too low, says ANZ China Strategist Zhaopeng Xing.
In our bonus deep dive interview, ANZ New Zealand Senior Economist Miles Workman looks at why New Zealand’s soggy economic outlook is unlikely to get much support from the RBNZ, which is expected to hold rates at 5.5% tomorrow.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>US Fed officials see disinflation progress and indicate rate rises are unlikely. US dollar firms further vs the Yen. China property prices would need to fall 35% to trigger buyer interest because rental yields are still too low, says <strong>ANZ China Strategist Zhaopeng Xing.</strong></p><p>In our bonus deep dive interview, <strong>ANZ New Zealand Senior Economist Miles Workman</strong> looks at why New Zealand’s soggy economic outlook is unlikely to get much support from the <strong>RBNZ</strong>, which is expected to hold rates at 5.5% tomorrow.</p><p><br></p><p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>596</itunes:duration>
      <guid isPermaLink="false"><![CDATA[5073bdc8-16e0-11ef-bf3c-ffce93ed54f8]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO5468550154.mp3?updated=1716234115" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Monday: China launches property rescue plan</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>China has announced a major rescue package to buy unsold apartments and remove restrictions for homebuyers. New Zealand’s economy is soggy, but shouldn’t expect help from a rate cut any time soon.
In our bonus deep dive interview, ANZ Chief Economist for Southeast Asia and India Sanjay Mathur analyses what labour costs across Southeast Asian economies say about their regional competitiveness and productivity.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Sun, 19 May 2024 20:49:46 -0000</pubDate>
      <itunes:title>Monday: China launches property rescue plan</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>China has announced a major rescue package to buy unsold apartments and remove restrictions for homebuyers. New Zealand’s economy is soggy, but shouldn’t expect help from a rate cut any time soon.
In our bonus deep dive interview, ANZ Chief Economist for Southeast Asia and India Sanjay Mathur analyses what labour costs across Southeast Asian economies say about their regional competitiveness and productivity.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>China has announced a major rescue package to buy unsold apartments and remove restrictions for homebuyers. New Zealand’s economy is soggy, but shouldn’t expect help from a rate cut any time soon.</p><p>In our bonus deep dive interview, <strong>ANZ Chief Economist for Southeast Asia and India Sanjay Mathur </strong>analyses what labour costs across Southeast Asian economies say about their regional competitiveness and productivity.</p><p><br></p><p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>573</itunes:duration>
      <guid isPermaLink="false"><![CDATA[5c39608c-1621-11ef-b942-17571d486294]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO7273102025.mp3?updated=1716152101" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Friday: Australian labour market may be weaker than the RBA thinks </title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>The Dow rises through 40,000. Fed speakers see monetary policy working. US jobless claims and factory output data reinforce hopes for a rate cut or cuts later this year. Australia’s labour market may be softening faster than the RBA is expecting.
In our bonus deep dive interview, following on from our coverage of China’s politburo declaring they want to reduce unsold property inventories, ANZ Chief Economist for Greater China Raymond Yeung say they need to be careful from a financial stability perspective that prices don’t drop too much.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Thu, 16 May 2024 20:00:00 -0000</pubDate>
      <itunes:title>Friday: Australian labour market may be weaker than the RBA thinks </itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>The Dow rises through 40,000. Fed speakers see monetary policy working. US jobless claims and factory output data reinforce hopes for a rate cut or cuts later this year. Australia’s labour market may be softening faster than the RBA is expecting.
In our bonus deep dive interview, following on from our coverage of China’s politburo declaring they want to reduce unsold property inventories, ANZ Chief Economist for Greater China Raymond Yeung say they need to be careful from a financial stability perspective that prices don’t drop too much.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>The Dow rises through 40,000. Fed speakers see monetary policy working. US jobless claims and factory output data reinforce hopes for a rate cut or cuts later this year. Australia’s labour market may be softening faster than the RBA is expecting.</p><p>In our bonus deep dive interview, following on from our coverage of China’s politburo declaring they want to reduce unsold property inventories, <strong>ANZ Chief Economist for Greater China Raymond Yeung </strong>say they need to be careful from a financial stability perspective that prices don’t drop too much.</p><p><br></p><p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>570</itunes:duration>
      <guid isPermaLink="false"><![CDATA[310a2d9a-13bc-11ef-b0e1-ef43e140d079]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO2902776298.mp3?updated=1715888752" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Thursday: Soft US CPI supports rate cut hopes </title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>US Treasury yields are down after April CPI was softer than expected, but the Fed may still want to wait. The Aussie and Kiwi dollars jump. Good news for the RBA as Australian wage growth peaks. Japan’s economy may have contracted in Q1.
In our bonus deep dive interview, ANZ Head of FX Research Mahjabeen Zaman discusses ANZ’s call this week that the US dollar won’t weaken as much over the year as previously expected.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Wed, 15 May 2024 20:00:00 -0000</pubDate>
      <itunes:title>Thursday: Soft US CPI supports rate cut hopes </itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>US Treasury yields are down after April CPI was softer than expected, but the Fed may still want to wait. The Aussie and Kiwi dollars jump. Good news for the RBA as Australian wage growth peaks. Japan’s economy may have contracted in Q1.
In our bonus deep dive interview, ANZ Head of FX Research Mahjabeen Zaman discusses ANZ’s call this week that the US dollar won’t weaken as much over the year as previously expected.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>US Treasury yields are down after April CPI was softer than expected, but the Fed may still want to wait. The Aussie and Kiwi dollars jump. Good news for the RBA as Australian wage growth peaks. Japan’s economy may have contracted in Q1.</p><p>In our bonus deep dive interview, <strong>ANZ Head of FX Research Mahjabeen Zaman</strong> discusses ANZ’s call this week that the US dollar won’t weaken as much over the year as previously expected.</p><p><br></p><p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>550</itunes:duration>
      <guid isPermaLink="false"><![CDATA[71c7f440-12f2-11ef-beeb-77933975e09d]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO1072357882.mp3?updated=1715802098" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Wednesday: Budget leaves RBA track unchanged </title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>The US Fed Chair shrugs off stronger US producer prices ahead of CPI data tonight. Power rebates &amp; tax cuts turn Australian budget surpluses into deficits, but also cut inflation. New Zealand’s property market continues to struggle.
In our bonus deep dive interview, ANZ Head of G3 Economics Brian Martin explains why monetary policies of the world’s major central banks are diverging.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Tue, 14 May 2024 20:00:00 -0000</pubDate>
      <itunes:title>Wednesday: Budget leaves RBA track unchanged </itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>The US Fed Chair shrugs off stronger US producer prices ahead of CPI data tonight. Power rebates &amp; tax cuts turn Australian budget surpluses into deficits, but also cut inflation. New Zealand’s property market continues to struggle.
In our bonus deep dive interview, ANZ Head of G3 Economics Brian Martin explains why monetary policies of the world’s major central banks are diverging.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>The US Fed Chair shrugs off stronger US producer prices ahead of CPI data tonight. Power rebates &amp; tax cuts turn Australian budget surpluses into deficits, but also cut inflation. New Zealand’s property market continues to struggle.</p><p>In our bonus deep dive interview, <strong>ANZ Head of G3 Economics Brian Martin</strong> explains why monetary policies of the world’s major central banks are diverging.</p><p><br></p><p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>566</itunes:duration>
      <guid isPermaLink="false"><![CDATA[6567da86-1229-11ef-9896-4bcafbb4bbce]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO7506650437.mp3?updated=1715715748" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Tuesday: Markets tight ahead of US CPI</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>Markets are holding tight ahead of US price data. Australian business condition fall is ok for the RBA. India’s food prices rise, but inflation close to forecast. There was good and bad news on New Zealand’s inflation front.
In our bonus deep dive interview, ANZ Chief Economist for Greater China Raymond Yeung says the Chinese Politburo’s recent shift on property policy shows authorities are facing up to the reality of high inventories and low demand. 

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Mon, 13 May 2024 20:00:00 -0000</pubDate>
      <itunes:title>Tuesday: Markets tight ahead of US CPI</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>Markets are holding tight ahead of US price data. Australian business condition fall is ok for the RBA. India’s food prices rise, but inflation close to forecast. There was good and bad news on New Zealand’s inflation front.
In our bonus deep dive interview, ANZ Chief Economist for Greater China Raymond Yeung says the Chinese Politburo’s recent shift on property policy shows authorities are facing up to the reality of high inventories and low demand. 

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>Markets are holding tight ahead of US price data. Australian business condition fall is ok for the <strong>RBA</strong>. India’s food prices rise, but inflation close to forecast. There was good and bad news on New Zealand’s inflation front.</p><p>In our bonus deep dive interview, <strong>ANZ Chief Economist for Greater China</strong> <strong>Raymond Yeung </strong>says the Chinese Politburo’s recent shift on property policy shows authorities are facing up to the reality of high inventories and low demand. </p><p><br></p><p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>598</itunes:duration>
      <guid isPermaLink="false"><![CDATA[8869e430-1160-11ef-8951-a3b3215146be]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO4461673191.mp3?updated=1715629478" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Monday: Australian Budget in focus</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>Global stocks start the week near record highs, with all eyes on US inflation figures for confirmation the Fed can ease this year. China’s economy is showing early signs of recovery. New Zealand manufacturing is still contracting, but at a slower rate
In our bonus deep dive interview, ANZ Australia Head of Economics Adam Boyton  previews the Australian Federal Budget due at 7.30pm Canberra time on Tuesday. 

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Sun, 12 May 2024 20:00:00 -0000</pubDate>
      <itunes:title>Monday: Australian Budget in focus</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>Global stocks start the week near record highs, with all eyes on US inflation figures for confirmation the Fed can ease this year. China’s economy is showing early signs of recovery. New Zealand manufacturing is still contracting, but at a slower rate
In our bonus deep dive interview, ANZ Australia Head of Economics Adam Boyton  previews the Australian Federal Budget due at 7.30pm Canberra time on Tuesday. 

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>Global stocks start the week near record highs, with all eyes on US inflation figures for confirmation the Fed can ease this year. China’s economy is showing early signs of recovery. New Zealand manufacturing is still contracting, but at a slower rate</p><p>In our bonus deep dive interview, <strong>ANZ Australia Head of Economics Adam Boyton </strong> previews the Australian Federal Budget due at 7.30pm Canberra time on Tuesday. </p><p><br></p><p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>588</itunes:duration>
      <guid isPermaLink="false"><![CDATA[72910fbe-1096-11ef-8d10-eb0f7d34f70c]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO4989434629.mp3?updated=1715542683" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Friday: Bank of England eyes rate cut soon</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>The Bank of England holds and says it will cut rates within a month or two. Malaysia’s central bank is more upbeat about growth as it holds. China’s exports rebound, and in the Philippines, soft consumer spending drags on GDP growth.
In our bonus deep dive interview, ANZ New Zealand Senior Economist Miles Workman looks at the uncertainties shrouding New Zealand’s housing market right now, and how developments in Auckland might affect the rest of the country. 

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Thu, 09 May 2024 20:00:00 -0000</pubDate>
      <itunes:title>Friday: Bank of England eyes rate cut soon</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>The Bank of England holds and says it will cut rates within a month or two. Malaysia’s central bank is more upbeat about growth as it holds. China’s exports rebound, and in the Philippines, soft consumer spending drags on GDP growth.
In our bonus deep dive interview, ANZ New Zealand Senior Economist Miles Workman looks at the uncertainties shrouding New Zealand’s housing market right now, and how developments in Auckland might affect the rest of the country. 

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>The <strong>Bank of England</strong> holds and says it will cut rates within a month or two. Malaysia’s central bank is more upbeat about growth as it holds. China’s exports rebound, and in the Philippines, soft consumer spending drags on GDP growth.</p><p>In our bonus deep dive interview, <strong>ANZ New Zealand Senior Economist Miles Workman</strong> looks at the uncertainties shrouding New Zealand’s housing market right now, and how developments in Auckland might affect the rest of the country. </p><p><br></p><p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>599</itunes:duration>
      <guid isPermaLink="false"><![CDATA[9906c1a8-0e3d-11ef-86b8-a35eb8686487]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO7846500123.mp3?updated=1715284621" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Thursday: Fed President patient on rates</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>The Boston Fed President says rates are likely to be held for longer. The Bank of Japan’s governor says big yen moves are undesirable. Taiwan’s exports are weaker than expected. The Bank of England is expected to hold rates tonight.
In our bonus deep dive interview, ANZ Chief Economist for Southeast Asia and India Sanjay Mathur recalibrates when Asian central banks might be able to cut, given changing expectations about when and how much the Fed cuts. 

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Wed, 08 May 2024 20:00:00 -0000</pubDate>
      <itunes:title>Thursday: Fed President patient on rates</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>The Boston Fed President says rates are likely to be held for longer. The Bank of Japan’s governor says big yen moves are undesirable. Taiwan’s exports are weaker than expected. The Bank of England is expected to hold rates tonight.
In our bonus deep dive interview, ANZ Chief Economist for Southeast Asia and India Sanjay Mathur recalibrates when Asian central banks might be able to cut, given changing expectations about when and how much the Fed cuts. 

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>The <strong>Boston Fed</strong> President says rates are likely to be held for longer. The <strong>Bank of Japan’s</strong> governor says big yen moves are undesirable. Taiwan’s exports are weaker than expected. The <strong>Bank of England</strong> is expected to hold rates tonight.</p><p>In our bonus deep dive interview, <strong>ANZ Chief Economist for Southeast Asia and India Sanjay Mathur</strong> recalibrates when Asian central banks might be able to cut, given changing expectations about when and how much the <strong>Fed</strong> cuts. </p><p><br></p><p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>546</itunes:duration>
      <guid isPermaLink="false"><![CDATA[ee9fe926-0d72-11ef-8bce-1fd2001a589d]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO5178668153.mp3?updated=1715197576" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Wednesday: RBA 'less hawkish' than expected</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>US rate cut optimism is growing with soft US labour market data. The RBA was less hawkish than expected, but won’t rule anything in or out. Australian consumers are really feeling the pinch. Inflation stays on target in Taiwan and the Philippines.
In our bonus deep dive interview, ANZ Senior Commodities Strategist Daniel Hynes says stronger-than-expected Chinese economic data is underpinning global commodity prices. 

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Tue, 07 May 2024 20:00:00 -0000</pubDate>
      <itunes:title>Wednesday: RBA 'less hawkish' than expected</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>US rate cut optimism is growing with soft US labour market data. The RBA was less hawkish than expected, but won’t rule anything in or out. Australian consumers are really feeling the pinch. Inflation stays on target in Taiwan and the Philippines.
In our bonus deep dive interview, ANZ Senior Commodities Strategist Daniel Hynes says stronger-than-expected Chinese economic data is underpinning global commodity prices. 

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>US rate cut optimism is growing with soft US labour market data. The <strong>RBA</strong> was less hawkish than expected, but won’t rule anything in or out. Australian consumers are really feeling the pinch. Inflation stays on target in Taiwan and the Philippines.</p><p>In our bonus deep dive interview, <strong>ANZ Senior Commodities Strategist Daniel Hynes</strong> says stronger-than-expected Chinese economic data is underpinning global commodity prices. </p><p><br></p><p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>549</itunes:duration>
      <guid isPermaLink="false"><![CDATA[13442f6a-0ca8-11ef-a6d3-f70910f81aeb]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO1669519031.mp3?updated=1715110449" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Tuesday: How hawkish will the RBA turn?</title>
      <description>US stocks rise as traders find comfort in Fed rate cut hopes; All eyes on how hawkish the RBA will turn today; Indonesia’s GDP is supported by election spending; and holiday travel data shows Chinese consumers may be coming out of their shells.
In our bonus deep dive interview, ANZ Chief Economist for Greater China Raymond Yeung analyses the outlook for the US dollar and Treasuries if Donald Trump wins the US Presidential election in November. 

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Mon, 06 May 2024 20:00:00 -0000</pubDate>
      <itunes:title>Tuesday: How hawkish will the RBA turn?</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>US stocks rise as traders find comfort in Fed rate cut hopes; All eyes on how hawkish the RBA will turn today; Indonesia’s GDP is supported by election spending; and holiday travel data shows Chinese consumers may be coming out of their shells.
In our bonus deep dive interview, ANZ Chief Economist for Greater China Raymond Yeung analyses the outlook for the US dollar and Treasuries if Donald Trump wins the US Presidential election in November. 

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>US stocks rise as traders find comfort in Fed rate cut hopes; All eyes on how hawkish the RBA will turn today; Indonesia’s GDP is supported by election spending; and holiday travel data shows Chinese consumers may be coming out of their shells.</p><p>In our bonus deep dive interview, <strong>ANZ Chief Economist for Greater China Raymond Yeung</strong> analyses the outlook for the US dollar and Treasuries if Donald Trump wins the US Presidential election in November. </p><p><br></p><p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>585</itunes:duration>
      <guid isPermaLink="false"><![CDATA[c934fe78-0bde-11ef-a6c8-c309d7125dad]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO2833641003.mp3?updated=1715023996" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Monday: Soft US jobs drive yields, USD down</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>US jobs growth was weaker than expected, so US bonds and stocks rallied. US Treasury yields and the US dollar fell. The RBA is expected to hold hawkishly tomorrow.
In our bonus deep dive interview, ANZ Chief Economist for Greater China Raymond Yeung looks at what a Donald Trump re-election could mean for the US-China bilateral relationship. 

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Sun, 05 May 2024 20:00:00 -0000</pubDate>
      <itunes:title>Monday: Soft US jobs drive yields, USD down</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>US jobs growth was weaker than expected, so US bonds and stocks rallied. US Treasury yields and the US dollar fell. The RBA is expected to hold hawkishly tomorrow.
In our bonus deep dive interview, ANZ Chief Economist for Greater China Raymond Yeung looks at what a Donald Trump re-election could mean for the US-China bilateral relationship. 

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>US jobs growth was weaker than expected, so US bonds and stocks rallied. US Treasury yields and the US dollar fell. The RBA is expected to hold hawkishly tomorrow.</p><p>In our bonus deep dive interview, <strong>ANZ Chief Economist for Greater China Raymond Yeung</strong> looks at what a <strong>Donald Trump </strong>re-election could mean for the US-China bilateral relationship. </p><p><br></p><p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>600</itunes:duration>
      <guid isPermaLink="false"><![CDATA[e1ab2f14-0b15-11ef-bc21-837ece44849b]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO2874558545.mp3?updated=1714937709" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Friday: Relief as Powell rules out rate hike</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>US bond yields fell after Fed Chair Jerome Powell appeared to rule out rate hikes. Japanese authorities may have intervened again to hold up the yen. South Korean and Indonesian inflation eases. Australia’s record imports suggest demand is holding up.
In our bonus deep dive interview, ANZ Agriculture Economist Susan Kilsby looks at how global economic developments, and the weather, are affecting demand for New Zealand’s key primary exports. 

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Thu, 02 May 2024 20:00:00 -0000</pubDate>
      <itunes:title>Friday: Relief as Powell rules out rate hike</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>US bond yields fell after Fed Chair Jerome Powell appeared to rule out rate hikes. Japanese authorities may have intervened again to hold up the yen. South Korean and Indonesian inflation eases. Australia’s record imports suggest demand is holding up.
In our bonus deep dive interview, ANZ Agriculture Economist Susan Kilsby looks at how global economic developments, and the weather, are affecting demand for New Zealand’s key primary exports. 

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>US bond yields fell after Fed Chair Jerome Powell appeared to rule out rate hikes. Japanese authorities may have intervened again to hold up the yen. South Korean and Indonesian inflation eases. Australia’s record imports suggest demand is holding up.</p><p>In our bonus deep dive interview, <strong>ANZ Agriculture Economist Susan Kilsby </strong>looks at how global economic developments, and the weather, are affecting demand for New Zealand’s key primary exports. </p><p><br></p><p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>596</itunes:duration>
      <guid isPermaLink="false"><![CDATA[4c9105d2-08ba-11ef-8127-23f8be4eee87]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO1373581930.mp3?updated=1714678472" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Thursday: Fed holds, cites lack of progress towards 2% </title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>The US Federal Reserve has kept rates on hold and signaled a lack of progress towards its 2% inflation goal in recent months. New Zealand’s labour market weakens, but wage growth is still high. The copper price has been on a roll in 2024.
In our bonus deep dive interview, ANZ Economist Arindam Chakraborty looks at how non-China Asia exports have been supported this year by strong US demand. 

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Wed, 01 May 2024 20:00:00 -0000</pubDate>
      <itunes:title>Thursday: Fed holds, cites lack of progress towards 2% </itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>The US Federal Reserve has kept rates on hold and signaled a lack of progress towards its 2% inflation goal in recent months. New Zealand’s labour market weakens, but wage growth is still high. The copper price has been on a roll in 2024.
In our bonus deep dive interview, ANZ Economist Arindam Chakraborty looks at how non-China Asia exports have been supported this year by strong US demand. 

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>The <strong>US Federal Reserve</strong> has kept rates on hold and signaled a lack of progress towards its 2% inflation goal in recent months. New Zealand’s labour market weakens, but wage growth is still high. The copper price has been on a roll in 2024.</p><p>In our bonus deep dive interview, <strong>ANZ Economist Arindam Chakraborty</strong> looks at how non-China Asia exports have been supported this year by strong US demand. </p><p><br></p><p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>587</itunes:duration>
      <guid isPermaLink="false"><![CDATA[41bdb714-07f1-11ef-be9b-9f13b879b8eb]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO5520415356.mp3?updated=1714592124" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Wednesday: Firm US wages harden views on high rates for longer</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>Stronger US wage data adds to fears rates will be on hold for longer. Core inflation progress in Europe supports a June cut by the ECB. China’s factory output rises. Weak Australian retail sales cause a rethink on the RBA’s rate track.
In our bonus deep dive interview ANZ Economist Miles Workman looks closely at why consumers in New Zealand are so down in the dumps.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Tue, 30 Apr 2024 20:00:00 -0000</pubDate>
      <itunes:title>Wednesday: Firm US wages harden views on high rates for longer</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>Stronger US wage data adds to fears rates will be on hold for longer. Core inflation progress in Europe supports a June cut by the ECB. China’s factory output rises. Weak Australian retail sales cause a rethink on the RBA’s rate track.
In our bonus deep dive interview ANZ Economist Miles Workman looks closely at why consumers in New Zealand are so down in the dumps.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>Stronger US wage data adds to fears rates will be on hold for longer. Core inflation progress in Europe supports a June cut by the ECB. China’s factory output rises. Weak Australian retail sales cause a rethink on the RBA’s rate track.</p><p>In our bonus deep dive interview <strong>ANZ Economist Miles Workman</strong> looks closely at why consumers in New Zealand are so down in the dumps.</p><p><br></p><p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>563</itunes:duration>
      <guid isPermaLink="false"><![CDATA[69d67cdc-0728-11ef-9e19-e7ec6ed7fccf]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO5657586297.mp3?updated=1714505863" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Tuesday: US dollar sags back from 160 yen</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>The yen bounces hard after slumping through 160. Some think Japan’s authorities intervened, but there’s no confirmation. ANZ Research has changed its expectation for Fed rate cuts this year to two 25 basis point cuts from four.
In our bonus deep dive interview, ANZ Head of Australian Economics Adam Boyton looks at how the RBA might react if Australia’s stage 3 tax cuts improve consumer confidence, which is now near 1990s-recession level lows. 

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Mon, 29 Apr 2024 20:00:00 -0000</pubDate>
      <itunes:title>Tuesday: US dollar sags back from 160 yen</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>The yen bounces hard after slumping through 160. Some think Japan’s authorities intervened, but there’s no confirmation. ANZ Research has changed its expectation for Fed rate cuts this year to two 25 basis point cuts from four.
In our bonus deep dive interview, ANZ Head of Australian Economics Adam Boyton looks at how the RBA might react if Australia’s stage 3 tax cuts improve consumer confidence, which is now near 1990s-recession level lows. 

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>The yen bounces hard after slumping through 160. Some think Japan’s authorities intervened, but there’s no confirmation. ANZ Research has changed its expectation for Fed rate cuts this year to two 25 basis point cuts from four.</p><p>In our bonus deep dive interview, <strong>ANZ Head of Australian Economics Adam Boyton</strong> looks at how the <strong>RBA</strong> might react if Australia’s stage 3 tax cuts improve consumer confidence, which is now near 1990s-recession level lows. </p><p><br></p><p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>550</itunes:duration>
      <guid isPermaLink="false"><![CDATA[f9ceb996-065e-11ef-b65d-572f7522b96d]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO3987380913.mp3?updated=1714419346" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Monday: Stuck between rates heaven &amp; hell</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>The US dollar has spiked up over 158 yen. Traders are on high alert for intervention by Japanese authorities. Market expectations for rate cuts by the Fed and RBA keep being pushed out. New Zealand consumer confidence falls again
In our bonus deep dive interview, ANZ Head of Australian Economics Adam Boyton looks at why Australian consumer confidence is at 1990s-style recession-level lows and when it might pick up. 

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Sun, 28 Apr 2024 20:00:00 -0000</pubDate>
      <itunes:title>Monday: Stuck between rates heaven &amp; hell</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>The US dollar has spiked up over 158 yen. Traders are on high alert for intervention by Japanese authorities. Market expectations for rate cuts by the Fed and RBA keep being pushed out. New Zealand consumer confidence falls again
In our bonus deep dive interview, ANZ Head of Australian Economics Adam Boyton looks at why Australian consumer confidence is at 1990s-style recession-level lows and when it might pick up. 

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>The US dollar has spiked up over 158 yen. Traders are on high alert for intervention by Japanese authorities. Market expectations for rate cuts by the <strong>Fed</strong> and <strong>RBA</strong> keep being pushed out. New Zealand consumer confidence falls again</p><p>In our bonus deep dive interview, <strong>ANZ Head of Australian Economics Adam Boyton</strong> looks at why Australian consumer confidence is at 1990s-style recession-level lows and when it might pick up. </p><p><br></p><p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>536</itunes:duration>
      <guid isPermaLink="false"><![CDATA[189c9dfe-0595-11ef-be6d-639d15cc43e6]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO7113729760.mp3?updated=1714332639" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Friday: Rates seen high for even longer</title>
      <description>US stocks fell and US Treasury yields rose after US growth and inflation data was worse than expected. Australia’s strong CPI could shift the RBA’s rate cut track out. Indonesia hikes rates to bolster its currency and South Korea’s GDP beats forecasts.
In our bonus deep dive interview, ANZ Chief Economist for Southeast Asia and India, Sanjay Mathur looks at what central banks across Asia face in terms of monetary policy and their currencies if the US Fed delays rate cuts.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Thu, 25 Apr 2024 20:00:00 -0000</pubDate>
      <itunes:title>Friday: Rates seen high for even longer</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>US stocks fell and US Treasury yields rose after US growth and inflation data was worse than expected. Australia’s strong CPI could shift the RBA’s rate cut track out. Indonesia hikes rates to bolster its currency and South Korea’s GDP beats forecasts.
In our bonus deep dive interview, ANZ Chief Economist for Southeast Asia and India, Sanjay Mathur looks at what central banks across Asia face in terms of monetary policy and their currencies if the US Fed delays rate cuts.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>US stocks fell and US Treasury yields rose after US growth and inflation data was worse than expected. Australia’s strong CPI could shift the RBA’s rate cut track out. Indonesia hikes rates to bolster its currency and South Korea’s GDP beats forecasts.</p><p>In our bonus deep dive interview, <strong>ANZ Chief Economist for Southeast Asia and India, Sanjay Mathur</strong> looks at what central banks across Asia face in terms of monetary policy and their currencies if the US Fed delays rate cuts.</p><p><br></p><p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>549</itunes:duration>
      <guid isPermaLink="false"><![CDATA[0f3d561a-033b-11ef-8b0c-b3060dae4a3c]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO4549983635.mp3?updated=1714074067" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Wednesday: PMIs support rate cut hopes</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>Global PMIs offer hope for an earlier US rate cut, an ECB cut in June, and an easing by the Bank of England in August. Australian inflation is set to keep easing. Currency volatility means a rate hike is not off the table in Indonesia.
In part two of our bonus deep dive interview, ANZ Group Chief Economist Richard Yetsenga offers some pragmatic suggestions for improving housing affordability in Australia.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Tue, 23 Apr 2024 20:00:00 -0000</pubDate>
      <itunes:title>Wednesday: PMIs support rate cut hopes</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>Global PMIs offer hope for an earlier US rate cut, an ECB cut in June, and an easing by the Bank of England in August. Australian inflation is set to keep easing. Currency volatility means a rate hike is not off the table in Indonesia.
In part two of our bonus deep dive interview, ANZ Group Chief Economist Richard Yetsenga offers some pragmatic suggestions for improving housing affordability in Australia.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>Global PMIs offer hope for an earlier US rate cut, an <strong>ECB</strong> cut in June, and an easing by the <strong>Bank of England</strong> in August. Australian inflation is set to keep easing. Currency volatility means a rate hike is not off the table in Indonesia.</p><p>In part two of our bonus deep dive interview, <strong>ANZ Group Chief Economist Richard Yetsenga </strong>offers some pragmatic suggestions for improving housing affordability in Australia.</p><p><br></p><p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>599</itunes:duration>
      <guid isPermaLink="false"><![CDATA[a1405542-01a8-11ef-b283-a362155ba5b0]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO4317248284.mp3?updated=1713901225" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Tuesday: Stocks up, but oil &amp; gold fall on easing tensions</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>Global stocks are on the rise, while gold and oil prices fell overnight on easing tensions in the Middle East. Chinese authorities move to boost Hong Kong’s stock market. The copper price is on a tear.
In our bonus deep dive interview, ANZ Group Chief Economist Richard Yetsenga takes a closer look at Australia’s worsening housing affordability, and why boosting housing supply may not be enough on its own.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Mon, 22 Apr 2024 20:00:00 -0000</pubDate>
      <itunes:title>Tuesday: Stocks up, but oil &amp; gold fall on easing tensions</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>Global stocks are on the rise, while gold and oil prices fell overnight on easing tensions in the Middle East. Chinese authorities move to boost Hong Kong’s stock market. The copper price is on a tear.
In our bonus deep dive interview, ANZ Group Chief Economist Richard Yetsenga takes a closer look at Australia’s worsening housing affordability, and why boosting housing supply may not be enough on its own.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>Global stocks are on the rise, while gold and oil prices fell overnight on easing tensions in the Middle East. Chinese authorities move to boost Hong Kong’s stock market. The copper price is on a tear.</p><p>In our bonus deep dive interview, <strong>ANZ Group Chief Economist Richard Yetsenga </strong>takes a <a href="https://bluenotes.anz.com/posts/2024/april/news-housing-supply-house-prices-yetsenga">closer look</a> at Australia’s worsening housing affordability, and why boosting housing supply may not be enough on its own.</p><p><br></p><p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>533</itunes:duration>
      <guid isPermaLink="false"><![CDATA[120034fe-00e2-11ef-b1e5-671c27b8f1cd]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO2977494062.mp3?updated=1713816123" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Monday: Markets watching bond yields &amp; USD closest</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>Global markets start the week nervously eyeing the Middle East and key US data later this week. Asian currencies are jittery near record lows against a rampant USD. The RBA will hope for lower inflation data in Australia on Wednesday
In our bonus deep dive interview, ANZ Commodity Strategist Soni Kumari explains why silver is finally jumping on gold’s fast-rising coat-tails.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Sun, 21 Apr 2024 20:00:00 -0000</pubDate>
      <itunes:title>Monday: Markets watching bond yields &amp; USD closest</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>Global markets start the week nervously eyeing the Middle East and key US data later this week. Asian currencies are jittery near record lows against a rampant USD. The RBA will hope for lower inflation data in Australia on Wednesday
In our bonus deep dive interview, ANZ Commodity Strategist Soni Kumari explains why silver is finally jumping on gold’s fast-rising coat-tails.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>Global markets start the week nervously eyeing the Middle East and key US data later this week. Asian currencies are jittery near record lows against a rampant USD. The <strong>RBA</strong> will hope for lower inflation data in Australia on Wednesday</p><p>In our bonus deep dive interview, <strong>ANZ Commodity Strategist Soni Kumari</strong> explains why silver is finally jumping on gold’s fast-rising coat-tails.</p><p><br></p><p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>599</itunes:duration>
      <guid isPermaLink="false"><![CDATA[5c0fcce6-0018-11ef-a075-b3a0c79f1721]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO3279551769.mp3?updated=1713729310" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Friday: Firm US factory data lifts yields &amp; USD</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>US bond yields rise again on strong factory data. Australian unemployment rises, but firms still expect labour market tightness. Next week’s CPI could be crucial for the RBA. Japan’s inflation rate is expected to slow. but don’t expect the BoJ to budge.
In our bonus deep dive interview, ANZ Economist Dhiraj Nim explains what is driving a surge in capital investment in India, and whether it can continue to drive GDP growth.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Thu, 18 Apr 2024 20:00:00 -0000</pubDate>
      <itunes:title>Friday: Firm US factory data lifts yields &amp; USD</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>US bond yields rise again on strong factory data. Australian unemployment rises, but firms still expect labour market tightness. Next week’s CPI could be crucial for the RBA. Japan’s inflation rate is expected to slow. but don’t expect the BoJ to budge.
In our bonus deep dive interview, ANZ Economist Dhiraj Nim explains what is driving a surge in capital investment in India, and whether it can continue to drive GDP growth.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>US bond yields rise again on strong factory data. Australian unemployment rises, but firms still expect labour market tightness. Next week’s CPI could be crucial for the <strong>RBA</strong>. Japan’s inflation rate is expected to slow. but don’t expect the <strong>BoJ</strong> to budge.</p><p>In our bonus deep dive interview, <strong>ANZ Economist Dhiraj Nim </strong>explains what is driving a surge in capital investment in India, and whether it can continue to drive GDP growth.</p><p><br></p><p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>562</itunes:duration>
      <guid isPermaLink="false"><![CDATA[15d8ab64-fdb9-11ee-abe0-db2f667b20b3]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO6650759357.mp3?updated=1713468520" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Thursday: UK and NZ inflation concerns</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>Sticky UK inflation has dashed mid-year rate cut hopes. Strong domestic inflation in New Zealand is a concern for the central bank, but the ECB looks on track to start rate cuts in June. Oil is down 3% on global demand concerns.
In our bonus deep dive interview, ANZ’s Head of FX Research Mahjabeen Zaman details four reasons why the US dollar has been so strong in recent weeks.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Wed, 17 Apr 2024 20:00:00 -0000</pubDate>
      <itunes:title>Thursday: UK and NZ inflation concerns</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>Sticky UK inflation has dashed mid-year rate cut hopes. Strong domestic inflation in New Zealand is a concern for the central bank, but the ECB looks on track to start rate cuts in June. Oil is down 3% on global demand concerns.
In our bonus deep dive interview, ANZ’s Head of FX Research Mahjabeen Zaman details four reasons why the US dollar has been so strong in recent weeks.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>Sticky UK inflation has dashed mid-year rate cut hopes. Strong domestic inflation in New Zealand is a concern for the central bank, but the <strong>ECB</strong> looks on track to start rate cuts in June. Oil is down 3% on global demand concerns.</p><p>In our bonus deep dive interview, <strong>ANZ’s Head of FX Research Mahjabeen Zaman</strong> details four reasons why the US dollar has been so strong in recent weeks.</p><p><br></p><p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>526</itunes:duration>
      <guid isPermaLink="false"><![CDATA[731ed704-fcf0-11ee-a75a-3be4ac544c03]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO3884659571.mp3?updated=1713382440" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Wednesday: Rampant US$ triggers intervention</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>A surging US dollar triggers currency intervention across Asia. Fed Chair Powell signals high rates for even longer. China’s GDP outstrips expectations, but weak domestic demand means further stimulus is expected. NZ inflation data due.
In our bonus deep dive interview, ANZ Economist Bansi Madhavani details what’s at stake for fiscal policy and the rupee in India’s general election, starting on Friday.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Tue, 16 Apr 2024 20:00:00 -0000</pubDate>
      <itunes:title>Wednesday: Rampant US$ triggers intervention</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>A surging US dollar triggers currency intervention across Asia. Fed Chair Powell signals high rates for even longer. China’s GDP outstrips expectations, but weak domestic demand means further stimulus is expected. NZ inflation data due.
In our bonus deep dive interview, ANZ Economist Bansi Madhavani details what’s at stake for fiscal policy and the rupee in India’s general election, starting on Friday.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>A surging US dollar triggers currency intervention across Asia. Fed Chair Powell signals high rates for even longer. China’s GDP outstrips expectations, but weak domestic demand means further stimulus is expected. NZ inflation data due.</p><p>In our bonus deep dive interview, <strong>ANZ Economist Bansi Madhavani </strong>details what’s at stake for fiscal policy and the rupee in India’s general election, starting on Friday.</p><p><br></p><p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>579</itunes:duration>
      <guid isPermaLink="false"><![CDATA[efc2f77c-fc28-11ee-b42f-4727e14c4a0d]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO3807418105.mp3?updated=1713296626" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Tuesday: Bond yields jump on strong US retail sales</title>
      <description>US Treasury yields rose after stronger retail sales data showed consumers are still spending. Oil fell as Middle East conflict fears eased. Dollar/Yen slid through 154 for the first time since 1990. Aussie and Kiwi dollars are down against a stronger USD.
In our bonus deep dive interview, ANZ Group Chief Economist Richard Yetsenga highlights the quiet achievements of Japan as it emerges from a period of shrinkanomics and the lessons it can teach others with declining populations.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Mon, 15 Apr 2024 20:00:00 -0000</pubDate>
      <itunes:title>Tuesday: Bond yields jump on strong US retail sales</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>US Treasury yields rose after stronger retail sales data showed consumers are still spending. Oil fell as Middle East conflict fears eased. Dollar/Yen slid through 154 for the first time since 1990. Aussie and Kiwi dollars are down against a stronger USD.
In our bonus deep dive interview, ANZ Group Chief Economist Richard Yetsenga highlights the quiet achievements of Japan as it emerges from a period of shrinkanomics and the lessons it can teach others with declining populations.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>US Treasury yields rose after stronger retail sales data showed consumers are still spending. Oil fell as Middle East conflict fears eased. Dollar/Yen slid through 154 for the first time since 1990. Aussie and Kiwi dollars are down against a stronger USD.</p><p>In our bonus deep dive interview, <strong>ANZ Group Chief Economist Richard Yetsenga</strong> highlights the quiet achievements of Japan as it emerges from a period of <em>shrinkanomics </em>and the lessons it can teach others with declining populations.</p><p><br></p><p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>595</itunes:duration>
      <guid isPermaLink="false"><![CDATA[1cedf602-fb61-11ee-9092-97b98ddf6c1a]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO5201062164.mp3?updated=1713210802" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Monday: All eyes on Middle East conflicts </title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>Markets are on tenterhooks to see how Israel reacts to Iran’s weekend attacks. The US dollar is strong, while the Aussie and Kiwi dollars begin the week down. Oil is up.
In our bonus deep dive interview currencies, ANZ Head of FX Research Mahjabeen Zaman is watching the yen and US dollar closely, and sees news from the Middle East limiting any bounces for the Aussie dollar.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Sun, 14 Apr 2024 20:00:00 -0000</pubDate>
      <itunes:title>Monday: All eyes on Middle East conflicts </itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>Markets are on tenterhooks to see how Israel reacts to Iran’s weekend attacks. The US dollar is strong, while the Aussie and Kiwi dollars begin the week down. Oil is up.
In our bonus deep dive interview currencies, ANZ Head of FX Research Mahjabeen Zaman is watching the yen and US dollar closely, and sees news from the Middle East limiting any bounces for the Aussie dollar.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>Markets are on tenterhooks to see how Israel reacts to Iran’s weekend attacks. The US dollar is strong, while the Aussie and Kiwi dollars begin the week down. Oil is up.</p><p>In our bonus deep dive interview currencies, <strong>ANZ Head of FX Research Mahjabeen Zaman</strong> is watching the yen and US dollar closely, and sees news from the Middle East limiting any bounces for the Aussie dollar.</p><p><br></p><p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>579</itunes:duration>
      <guid isPermaLink="false"><![CDATA[75d0c4d8-fa95-11ee-ad1c-6fdeb273b532]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO1477021275.mp3?updated=1713123334" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Friday: ECB on track to cut before Fed</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>The ECB held its policy rate overnight and remains on track to cut in June - before the Fed. China inflation data weaker than expected. Singapore’s GDP figures to include a Taylor Swift effect. Traders are on yen intervention watch.
In our bonus deep dive interview on the oil outlook, ANZ Senior Commodities Strategist Daniel Hynes says any jump towards US$100/bbl is likely to spark an OPEC supply response.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Thu, 11 Apr 2024 20:00:00 -0000</pubDate>
      <itunes:title>Friday: ECB on track to cut before Fed</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>The ECB held its policy rate overnight and remains on track to cut in June - before the Fed. China inflation data weaker than expected. Singapore’s GDP figures to include a Taylor Swift effect. Traders are on yen intervention watch.
In our bonus deep dive interview on the oil outlook, ANZ Senior Commodities Strategist Daniel Hynes says any jump towards US$100/bbl is likely to spark an OPEC supply response.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>The <strong>ECB</strong> held its policy rate overnight and remains on track to cut in June - before the <strong>Fed</strong>. China inflation data weaker than expected. Singapore’s GDP figures to include a <strong>Taylor Swift</strong> effect. Traders are on yen intervention watch.</p><p>In our bonus deep dive interview on the oil outlook, <strong>ANZ Senior Commodities Strategist Daniel Hynes</strong> says any jump towards US$100/bbl is likely to spark an <strong>OPEC</strong> supply response.</p><p><br></p><p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>598</itunes:duration>
      <guid isPermaLink="false"><![CDATA[48d317b6-f837-11ee-ba9f-07a12c645696]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO6125222249.mp3?updated=1712865053" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title> Thursday: Strong CPI hits US rate cut hopes</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>A strong US CPI has pushed back expectations for a fully-priced rate cut by the Fed from July to November. US Treasury yields are up 20 basis points and US stocks fell. The Aussie and Kiwi dollars have fallen more than 1% this morning.
In our bonus deep dive interview, ANZ Chief Economist for Southeast Asia and India, Sanjay Mathur, has reviewed March PMI data for Asia’s main economies (ex-China), and says India’s exceptionalism showed through.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Wed, 10 Apr 2024 20:09:09 -0000</pubDate>
      <itunes:title> Thursday: Strong CPI hits US rate cut hopes</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>A strong US CPI has pushed back expectations for a fully-priced rate cut by the Fed from July to November. US Treasury yields are up 20 basis points and US stocks fell. The Aussie and Kiwi dollars have fallen more than 1% this morning.
In our bonus deep dive interview, ANZ Chief Economist for Southeast Asia and India, Sanjay Mathur, has reviewed March PMI data for Asia’s main economies (ex-China), and says India’s exceptionalism showed through.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>A strong US CPI has pushed back expectations for a fully-priced rate cut by the <strong>Fed</strong> from July to November. US Treasury yields are up 20 basis points and US stocks fell. The Aussie and Kiwi dollars have fallen more than 1% this morning.</p><p>In our bonus deep dive interview, <strong>ANZ Chief Economist for Southeast Asia and India, Sanjay Mathur, </strong>has reviewed March PMI data for Asia’s main economies (ex-China), and says India’s exceptionalism showed through.</p><p><br></p><p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>594</itunes:duration>
      <guid isPermaLink="false"><![CDATA[26bcdf4c-f76d-11ee-a9d5-43f66bd786fd]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO6653851573.mp3?updated=1712776168" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Wednesday: US yields fall on CPI hopes</title>
      <description>Treasury yields fall on hopes inflation is moderating. The Yen firms after reports the BoJ may raise its inflation outlook. Taiwan’s CPI is lower than forecast. Australian consumers see higher inflation. The RBNZ is expected to hold its cash rate.
In our bonus deep dive interview, ANZ Economist Bansi Madhavani looks at what’s at stake in South Korea’s general election today for fiscal and monetary policy.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Tue, 09 Apr 2024 20:00:00 -0000</pubDate>
      <itunes:title>Wednesday: US yields fall on CPI hopes</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>Treasury yields fall on hopes inflation is moderating. The Yen firms after reports the BoJ may raise its inflation outlook. Taiwan’s CPI is lower than forecast. Australian consumers see higher inflation. The RBNZ is expected to hold its cash rate.
In our bonus deep dive interview, ANZ Economist Bansi Madhavani looks at what’s at stake in South Korea’s general election today for fiscal and monetary policy.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>Treasury yields fall on hopes inflation is moderating. The Yen firms after reports the BoJ may raise its inflation outlook. Taiwan’s CPI is lower than forecast. Australian consumers see higher inflation. The RBNZ is expected to hold its cash rate.</p><p>In our bonus deep dive interview, <strong>ANZ Economist Bansi Madhavani</strong> looks at what’s at stake in South Korea’s general election today for fiscal and monetary policy.</p><p><br></p><p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>474</itunes:duration>
      <guid isPermaLink="false"><![CDATA[205a4b84-f6a6-11ee-a9a8-fb00a9b966f9]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO1236953114.mp3?updated=1712690687" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Tuesday: Traders reduce Fed cut bets</title>
      <description>US Treasury yields hit fresh 2024 highs overnight as traders continued to reprice expectations for Fed rate cuts. The Philippines’ central bank holds but turns hawkish on inflation risks. Australia’s housing imbalance is expected to keep supporting prices.
In our bonus deep dive interview, ANZ Senior Commodities Strategist Daniel Hynes explains what’s driving gold’s stunning rally.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Mon, 08 Apr 2024 21:53:00 -0000</pubDate>
      <itunes:title>Tuesday: Traders reduce Fed cut bets</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>US Treasury yields hit fresh 2024 highs overnight as traders continued to reprice expectations for Fed rate cuts. The Philippines’ central bank holds but turns hawkish on inflation risks. Australia’s housing imbalance is expected to keep supporting prices.
In our bonus deep dive interview, ANZ Senior Commodities Strategist Daniel Hynes explains what’s driving gold’s stunning rally.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>US Treasury yields hit fresh 2024 highs overnight as traders continued to reprice expectations for Fed rate cuts. The Philippines’ central bank holds but turns hawkish on inflation risks. Australia’s housing imbalance is expected to keep supporting prices.</p><p>In our bonus deep dive interview, <strong>ANZ Senior Commodities Strategist Daniel Hynes</strong> explains what’s driving gold’s stunning rally.</p><p><br></p><p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>586</itunes:duration>
      <guid isPermaLink="false"><![CDATA[6b87e382-f5f2-11ee-b8cf-e37059e4338b]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO8682538082.mp3?updated=1712613574" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Monday: Markets eye rate cuts by ECB, Fed</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>Stronger than forecast US jobs growth pushed up Treasury yields on Friday night, but wage growth was more moderate, leaving the Fed still on track for a rate cut in July.
In our bonus deep dive interview, ANZ Pacific Economist Kishti Sen says Fiji needs to build four-and-a-half thousand new hotel rooms over the next decade.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Sun, 07 Apr 2024 20:00:00 -0000</pubDate>
      <itunes:title>Monday: Markets eye rate cuts by ECB, Fed</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>Stronger than forecast US jobs growth pushed up Treasury yields on Friday night, but wage growth was more moderate, leaving the Fed still on track for a rate cut in July.
In our bonus deep dive interview, ANZ Pacific Economist Kishti Sen says Fiji needs to build four-and-a-half thousand new hotel rooms over the next decade.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>Stronger than forecast US jobs growth pushed up Treasury yields on Friday night, but wage growth was more moderate, leaving the Fed still on track for a rate cut in July.</p><p>In our bonus deep dive interview, <strong>ANZ Pacific Economist Kishti Sen says </strong>Fiji needs to build four-and-a-half thousand new hotel rooms over the next decade.</p><p><br></p><p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>539</itunes:duration>
      <guid isPermaLink="false"><![CDATA[be09a196-f515-11ee-9a7a-c39ce2d985b3]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO1710437108.mp3?updated=1712518724" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Friday: Eyes ahead to 200k US jobs growth</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>All eyes are on US non-farm payrolls tonight. Australian households spent plenty going to Taylor Swift concerts; Building approvals weaken on both sides of the Tasman, and Kiwi house values track sideways.
In our bonus deep dive interview, ANZ Commodities Strategist Soni Kumari looks at why you paid so much more for your Easter eggs this year - a soaring cocoa price.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Thu, 04 Apr 2024 19:00:00 -0000</pubDate>
      <itunes:title>Friday: Eyes ahead to 200k US jobs growth</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>All eyes are on US non-farm payrolls tonight. Australian households spent plenty going to Taylor Swift concerts; Building approvals weaken on both sides of the Tasman, and Kiwi house values track sideways.
In our bonus deep dive interview, ANZ Commodities Strategist Soni Kumari looks at why you paid so much more for your Easter eggs this year - a soaring cocoa price.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>All eyes are on US non-farm payrolls tonight. Australian households spent plenty going to Taylor Swift concerts; Building approvals weaken on both sides of the Tasman, and Kiwi house values track sideways.</p><p>In our bonus deep dive interview, <strong>ANZ Commodities Strategist Soni Kumari </strong>looks at why you paid so much more for your Easter eggs this year - a soaring cocoa price.</p><p><br></p><p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>594</itunes:duration>
      <guid isPermaLink="false"><![CDATA[7a92f2f0-f2ae-11ee-8cee-cb3abbaab7f9]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO7152202341.mp3?updated=1712254470" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Thursday: Powell says 'wait and see'</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>US jobs growth beat expectations overnight, but was offset by weaker services sector growth. Fed Chair Jerome Powell is in ‘wait and see’ mode on rate cuts this year. Gold is over US$2,300/oz this morning. Australian consumers expect higher inflation
In our bonus deep dive interview, ANZ Economist Krystal Tan looks at the inflation and interest rate outlooks across Asia for the rest of 2024.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Wed, 03 Apr 2024 19:00:00 -0000</pubDate>
      <itunes:title>Thursday: Powell says 'wait and see'</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>US jobs growth beat expectations overnight, but was offset by weaker services sector growth. Fed Chair Jerome Powell is in ‘wait and see’ mode on rate cuts this year. Gold is over US$2,300/oz this morning. Australian consumers expect higher inflation
In our bonus deep dive interview, ANZ Economist Krystal Tan looks at the inflation and interest rate outlooks across Asia for the rest of 2024.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>US jobs growth beat expectations overnight, but was offset by weaker services sector growth. <strong>Fed Chair Jerome Powell</strong> is in ‘wait and see’ mode on rate cuts this year. Gold is over US$2,300/oz this morning. Australian consumers expect higher inflation</p><p>In our bonus deep dive interview, <strong>ANZ Economist Krystal Tan </strong>looks at the inflation and interest rate outlooks across Asia for the rest of 2024.</p><p><br></p><p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>575</itunes:duration>
      <guid isPermaLink="false"><![CDATA[3c323c4a-f1e2-11ee-9b11-fb64ff7d438c]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO2480756184.mp3?updated=1712168424" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Wednesday: Stocks fall on rate cut caution</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>Global stock markets weakened overnight on further evidence that interest rates might stay higher for longer. Oil hit its highest price since October last year on fears around global supply, and Australian house prices continue their march upward.
In our bonus deep dive interview, ANZ Head of G3 Economics Brian Martin, says the US Federal Reserve and the ECB won’t want real interest rates to rise as inflation falls.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Tue, 02 Apr 2024 19:00:00 -0000</pubDate>
      <itunes:title>Wednesday: Stocks fall on rate cut caution</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>Global stock markets weakened overnight on further evidence that interest rates might stay higher for longer. Oil hit its highest price since October last year on fears around global supply, and Australian house prices continue their march upward.
In our bonus deep dive interview, ANZ Head of G3 Economics Brian Martin, says the US Federal Reserve and the ECB won’t want real interest rates to rise as inflation falls.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>Global stock markets weakened overnight on further evidence that interest rates might stay higher for longer. Oil hit its highest price since October last year on fears around global supply, and Australian house prices continue their march upward.</p><p>In our bonus deep dive interview, <strong>ANZ Head of G3 Economics Brian Martin</strong>, says the US Federal Reserve and the ECB won’t want real interest rates to rise as inflation falls.</p><p><br></p><p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>527</itunes:duration>
      <guid isPermaLink="false"><![CDATA[26e8b052-f11b-11ee-8630-ebeb4445f5af]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO9716359793.mp3?updated=1712081242" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Tuesday: US rate cut bets retreat</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>Treasury yields are jumping as strong US manufacturing data increases doubt about a rate cut by the Fed in June. That broke a surge in the Gold price, which had earlier hit a new high overnight. China’s manufacturing activity is also on the rise.
In our bonus deep dive interview, ANZ Head of G3 Economics Brian Martin, says this quarter’s data is where the rubber will meet the road for whether central banks can cut rates this year.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Mon, 01 Apr 2024 19:00:00 -0000</pubDate>
      <itunes:title>Tuesday: US rate cut bets retreat</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>Treasury yields are jumping as strong US manufacturing data increases doubt about a rate cut by the Fed in June. That broke a surge in the Gold price, which had earlier hit a new high overnight. China’s manufacturing activity is also on the rise.
In our bonus deep dive interview, ANZ Head of G3 Economics Brian Martin, says this quarter’s data is where the rubber will meet the road for whether central banks can cut rates this year.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>Treasury yields are jumping as strong US manufacturing data increases doubt about a rate cut by the Fed in June. That broke a surge in the Gold price, which had earlier hit a new high overnight. China’s manufacturing activity is also on the rise.</p><p>In our bonus deep dive interview, <strong>ANZ Head of G3 Economics Brian Martin</strong>, says this quarter’s data is where the rubber will meet the road for whether central banks can cut rates this year.</p><p><br></p><p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>597</itunes:duration>
      <guid isPermaLink="false"><![CDATA[022bcdd2-e976-11ee-a13f-8be17c401907]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO6947909608.mp3?updated=1711994707" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Thursday: Australian inflation shakes off Taylor Swift</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>Markets are on yen intervention alert. Australian inflation data was softer than expected. China’s industrial profits beat expectations. And New Zealand’s Government is set to borrow more as its economy slows.
In our bonus deep dive interview, ANZ Pacific Economist Kishti Sen explains why Papua New Guinea’s depreciating currency is not driving structural change.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Wed, 27 Mar 2024 19:00:00 -0000</pubDate>
      <itunes:title>Thursday: Australian inflation shakes off Taylor Swift</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>Markets are on yen intervention alert. Australian inflation data was softer than expected. China’s industrial profits beat expectations. And New Zealand’s Government is set to borrow more as its economy slows.
In our bonus deep dive interview, ANZ Pacific Economist Kishti Sen explains why Papua New Guinea’s depreciating currency is not driving structural change.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>Markets are on yen intervention alert. Australian inflation data was softer than expected. China’s industrial profits beat expectations. And New Zealand’s Government is set to borrow more as its economy slows.</p><p>In our bonus deep dive interview, <strong>ANZ Pacific Economist Kishti Sen</strong> explains why Papua New Guinea’s depreciating currency is not driving structural change.</p><p><br></p><p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>600</itunes:duration>
      <guid isPermaLink="false"><![CDATA[f1192990-e975-11ee-94fa-bbc2fc23604e]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO3697125012.mp3?updated=1711569516" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Wednesday: Inside a herd of FX forecasters</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>Markets are mixed ahead of key US inflation data and Easter holidays for many. US consumers feel more confident. Australian renters are much less confident than home owners. New Zealand budget policy detail is due later today.
In our bonus deep dive interview, ANZ Data Scientist Somayeh Shiri reveals her findings from an analysis of herding behaviour among foreign exchange forecasters.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Tue, 26 Mar 2024 19:00:00 -0000</pubDate>
      <itunes:title>Wednesday: Inside a herd of FX forecasters</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>Markets are mixed ahead of key US inflation data and Easter holidays for many. US consumers feel more confident. Australian renters are much less confident than home owners. New Zealand budget policy detail is due later today.
In our bonus deep dive interview, ANZ Data Scientist Somayeh Shiri reveals her findings from an analysis of herding behaviour among foreign exchange forecasters.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>Markets are mixed ahead of key US inflation data and Easter holidays for many. US consumers feel more confident. Australian renters are much less confident than home owners. New Zealand budget policy detail is due later today.</p><p>In our bonus deep dive interview, <strong>ANZ Data Scientist Somayeh Shiri</strong> reveals her findings from an analysis of herding behaviour among foreign exchange forecasters.</p><p><br></p><p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>488</itunes:duration>
      <guid isPermaLink="false"><![CDATA[df67be6e-e975-11ee-b528-3b0bd4c68a33]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO9906674013.mp3?updated=1711477916" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Tuesday: Emerging Asia rides AI chips boom</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>Markets are unsettled this morning, with oil and gold up solidly on geo-political concerns in the Middle East and Eastern Europe. There’s more Fed-speak and ECB-speak about when rates might be cut, and by how much.
In our bonus deep dive interview, ANZ Chief Economist for Southeast Asia and India, Sanjay Mathur sorts through emerging Asia’s Q4 GDP data to find the winners and themes, especially with the boom in advanced chip manufacturing.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Mon, 25 Mar 2024 19:00:00 -0000</pubDate>
      <itunes:title>Tuesday: Emerging Asia rides AI chips boom</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>Markets are unsettled this morning, with oil and gold up solidly on geo-political concerns in the Middle East and Eastern Europe. There’s more Fed-speak and ECB-speak about when rates might be cut, and by how much.
In our bonus deep dive interview, ANZ Chief Economist for Southeast Asia and India, Sanjay Mathur sorts through emerging Asia’s Q4 GDP data to find the winners and themes, especially with the boom in advanced chip manufacturing.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>Markets are unsettled this morning, with oil and gold up solidly on geo-political concerns in the Middle East and Eastern Europe. There’s more <strong>Fed</strong>-speak and <strong>ECB</strong>-speak about when rates might be cut, and by how much.</p><p>In our bonus deep dive interview, <strong>ANZ Chief Economist for Southeast Asia and India, Sanjay Mathur </strong>sorts through emerging Asia’s Q4 GDP data to find the winners and themes, especially with the boom in advanced chip manufacturing.</p><p><br></p><p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>587</itunes:duration>
      <guid isPermaLink="false"><![CDATA[c40b4adc-e975-11ee-a8ad-4f6c62bad58c]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO4368873722.mp3?updated=1711391619" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Monday: RBA still on track for November cut</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>The US$ starts the week strong vs the A$, NZ$ and yen after a dovish BoJ hike and markets seeing fewer Fed rate cuts this year. Market attention is on Australian inflation data on Wednesday for signals on whether the RBA can cut in November. 
In our bonus deep dive interview, ANZ Senior Commodities Strategist Daniel Hynes visits China and finds surprisingly resilient demand for iron ore.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Sun, 24 Mar 2024 19:00:00 -0000</pubDate>
      <itunes:title>Monday: RBA still on track for November cut</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>The US$ starts the week strong vs the A$, NZ$ and yen after a dovish BoJ hike and markets seeing fewer Fed rate cuts this year. Market attention is on Australian inflation data on Wednesday for signals on whether the RBA can cut in November. 
In our bonus deep dive interview, ANZ Senior Commodities Strategist Daniel Hynes visits China and finds surprisingly resilient demand for iron ore.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>The US$ starts the week strong vs the A$, NZ$ and yen after a dovish BoJ hike and markets seeing fewer Fed rate cuts this year. Market attention is on Australian inflation data on Wednesday for signals on whether the RBA can cut in November. </p><p>In our bonus deep dive interview, ANZ Senior Commodities Strategist Daniel Hynes visits China and finds surprisingly resilient demand for iron ore.</p><p><br></p><p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>600</itunes:duration>
      <guid isPermaLink="false"><![CDATA[65b8b780-e975-11ee-b178-677fe7b9b6fa]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO8776535496.mp3?updated=1711305532" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Friday: Surprisingly, Taiwan hikes and SNB cuts</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>Taiwan’s central bank hikes unexpectedly, while the Swiss National Bank surprises with the first rate cut of the majors. The Bank of England holds. Strong Australian jobs growth hits hopes for an early rate cut from the RBA. New Zealand is in recession.
In our bonus deep dive interview, ANZ Chief Economist for Greater China Raymond Yeung surveys the seven key ‘D’ risks facing China in the year of the Dragon, starting with Deflation.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Thu, 21 Mar 2024 19:00:00 -0000</pubDate>
      <itunes:title>Friday: Surprisingly, Taiwan hikes and SNB cuts</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>Taiwan’s central bank hikes unexpectedly, while the Swiss National Bank surprises with the first rate cut of the majors. The Bank of England holds. Strong Australian jobs growth hits hopes for an early rate cut from the RBA. New Zealand is in recession.
In our bonus deep dive interview, ANZ Chief Economist for Greater China Raymond Yeung surveys the seven key ‘D’ risks facing China in the year of the Dragon, starting with Deflation.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>Taiwan’s central bank hikes unexpectedly, while the Swiss National Bank surprises with the first rate cut of the majors. The Bank of England holds. Strong Australian jobs growth hits hopes for an early rate cut from the RBA. New Zealand is in recession.</p><p>In our bonus deep dive interview, <strong>ANZ Chief Economist for Greater China Raymond Yeung</strong> surveys the seven key ‘<strong>D</strong>’ risks facing China in the year of the <strong>D</strong>ragon, starting with <strong>D</strong>eflation.</p><p><br></p><p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>600</itunes:duration>
      <guid isPermaLink="false"><![CDATA[b1a62582-e7af-11ee-986c-63dc46489d4e]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO7927932365.mp3?updated=1711045529" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Thursday: Fed holds, but sees one less cut in 2025</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>The Fed has just held its Fed Funds Rate as expected, but has raised dot plot track by around 25 basis points in 2025. British inflation slowed in February, but the Bank of England is still expected to hold; The BoJ is watching a weak yen closely, and New Zealand GDP today could show a technical recession.
In our bonus deep dive interview, ANZ Senior Economist Blair Chapman investigates a new trend of Australian job seekers holding off starting new jobs in January, and why that could affect today’s February jobs numbers.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Wed, 20 Mar 2024 19:00:00 -0000</pubDate>
      <itunes:title>Thursday: Fed holds, but sees one less cut in 2025</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>The Fed has just held its Fed Funds Rate as expected, but has raised dot plot track by around 25 basis points in 2025. British inflation slowed in February, but the Bank of England is still expected to hold; The BoJ is watching a weak yen closely, and New Zealand GDP today could show a technical recession.
In our bonus deep dive interview, ANZ Senior Economist Blair Chapman investigates a new trend of Australian job seekers holding off starting new jobs in January, and why that could affect today’s February jobs numbers.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>The <strong>Fed</strong> has just held its Fed Funds Rate as expected, but has raised dot plot track by around 25 basis points in 2025. British inflation slowed in February, but the Bank of England is still expected to hold; The BoJ is watching a weak yen closely, and New Zealand GDP today could show a technical recession.</p><p>In our bonus deep dive interview, <strong>ANZ Senior Economist Blair Chapman </strong>investigates a new trend of Australian job seekers holding off starting new jobs in January, and why that could affect today’s February jobs numbers.</p><p><br></p><p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>527</itunes:duration>
      <guid isPermaLink="false"><![CDATA[902212ac-e6e9-11ee-9fdc-87747ce3011e]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO3244893123.mp3?updated=1710960433" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Wednesday: BoJ hikes and RBA turns dovish </title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>The Bank of Japan has scrapped negative interest rates, hiking for the first time in 17 years. The Yen fell. US Treasury yields also fell ahead of the Fed’s decision tonight. The RBA held, but turned slightly dovish, which pushed the Aussie dollar down.
In our bonus deep dive interview, ANZ Commodities Strategist Soni Kumari looks at how record US oil output changes the outlook for oil prices this year.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Tue, 19 Mar 2024 19:00:00 -0000</pubDate>
      <itunes:title>Wednesday: BoJ hikes and RBA turns dovish </itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>The Bank of Japan has scrapped negative interest rates, hiking for the first time in 17 years. The Yen fell. US Treasury yields also fell ahead of the Fed’s decision tonight. The RBA held, but turned slightly dovish, which pushed the Aussie dollar down.
In our bonus deep dive interview, ANZ Commodities Strategist Soni Kumari looks at how record US oil output changes the outlook for oil prices this year.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>The <strong>Bank of Japan</strong> has scrapped negative interest rates, hiking for the first time in 17 years. The Yen fell. US Treasury yields also fell ahead of the <strong>Fed’s</strong> decision tonight. The <strong>RBA</strong> held, but turned slightly dovish, which pushed the Aussie dollar down.</p><p>In our bonus deep dive interview, <strong>ANZ Commodities Strategist Soni Kumari </strong>looks at how record US oil output changes the outlook for oil prices this year.</p><p><br></p><p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>582</itunes:duration>
      <guid isPermaLink="false"><![CDATA[a2c169c2-e61b-11ee-bb96-4f0bd339a7a5]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO9675202720.mp3?updated=1710871987" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Tuesday: Traders reduce bets Fed will cut in June</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>US Treasury yields and the dollar rose overnight as traders pared back expectations of the Fed’s rate cuts. Japan’s Nikkei closed up over 2.5% on expectations of a dovish Bank of Japan hike today, and the RBA is set to hold, but maintain a tightening bias
In our bonus deep dive interview, ANZ Senior Economist Miles Workman says New Zealand is at risk of a credit rating downgrade because of a high current account deficit.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Mon, 18 Mar 2024 19:00:00 -0000</pubDate>
      <itunes:title>Tuesday: Traders reduce bets Fed will cut in June</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>US Treasury yields and the dollar rose overnight as traders pared back expectations of the Fed’s rate cuts. Japan’s Nikkei closed up over 2.5% on expectations of a dovish Bank of Japan hike today, and the RBA is set to hold, but maintain a tightening bias
In our bonus deep dive interview, ANZ Senior Economist Miles Workman says New Zealand is at risk of a credit rating downgrade because of a high current account deficit.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>US Treasury yields and the dollar rose overnight as traders pared back expectations of the <strong>Fed</strong>’s rate cuts. Japan’s Nikkei closed up over 2.5% on expectations of a dovish <strong>Bank of Japan</strong> hike today, and the <strong>RBA</strong> is set to hold, but maintain a tightening bias</p><p>In our bonus deep dive interview, <strong>ANZ Senior Economist Miles Workman </strong>says New Zealand is at risk of a credit rating downgrade because of a high current account deficit.</p><p><br></p><p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>593</itunes:duration>
      <guid isPermaLink="false"><![CDATA[f0b39b76-e550-11ee-8e1c-2b8041843bba]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO1109021338.mp3?updated=1710784930" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Monday: Eyes on Bank of Japan for historic move</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>The Bank of Japan, the Reserve Bank of Australia, the US Federal Reserve and the Bank of England are all scheduled to make rates decisions this week. The BoJ may even hike.
In our bonus deep dive interview, ANZ strategist Soni Kumari analyses how China’s shift to renewable power is shifting demand for commodities.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Sun, 17 Mar 2024 19:00:00 -0000</pubDate>
      <itunes:title>Monday: Eyes on Bank of Japan for historic move</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>The Bank of Japan, the Reserve Bank of Australia, the US Federal Reserve and the Bank of England are all scheduled to make rates decisions this week. The BoJ may even hike.
In our bonus deep dive interview, ANZ strategist Soni Kumari analyses how China’s shift to renewable power is shifting demand for commodities.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>The <strong>Bank of Japan, the Reserve Bank of Australia, the US Federal Reserve and the Bank of England</strong> are all scheduled to make rates decisions this week. The BoJ may even hike.</p><p>In our bonus deep dive interview, <strong>ANZ strategist Soni Kumari </strong>analyses how China’s shift to renewable power is shifting demand for commodities.</p><p><br></p><p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>570</itunes:duration>
      <guid isPermaLink="false"><![CDATA[2eb4d43c-e48c-11ee-8603-fbc17dce0b27]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO4856366881.mp3?updated=1710700423" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Friday: US PPI inflation hotter than forecast</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>US producer price inflation data was hotter than expected. US bond yields are up, as is the US dollar. US stocks are down. House prices in New Zealand are flat, although net migration to NZ set new record highs. Iron ore could fall under US$100/tonne.
In our bonus deep dive interview, ANZ Chief Economist for Greater China Raymond Yeung wraps up his analysis of China’s National People’s Congress and explains why the focus is shifting away from the annual growth target to longer-term structural reform.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Thu, 14 Mar 2024 19:00:00 -0000</pubDate>
      <itunes:title>Friday: US PPI inflation hotter than forecast</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>US producer price inflation data was hotter than expected. US bond yields are up, as is the US dollar. US stocks are down. House prices in New Zealand are flat, although net migration to NZ set new record highs. Iron ore could fall under US$100/tonne.
In our bonus deep dive interview, ANZ Chief Economist for Greater China Raymond Yeung wraps up his analysis of China’s National People’s Congress and explains why the focus is shifting away from the annual growth target to longer-term structural reform.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>US producer price inflation data was hotter than expected. US bond yields are up, as is the US dollar. US stocks are down. House prices in New Zealand are flat, although net migration to NZ set new record highs. Iron ore could fall under US$100/tonne.</p><p>In our bonus deep dive interview, <strong>ANZ Chief Economist for Greater China Raymond Yeung </strong>wraps up his analysis of China’s National People’s Congress and explains why the focus is shifting away from the annual growth target to longer-term structural reform.</p><p><br></p><p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>588</itunes:duration>
      <guid isPermaLink="false"><![CDATA[77a744a0-e22e-11ee-9630-3fc2d0fddcc2]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO8368688509.mp3?updated=1710440270" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Thursday: Oil jumps after Russian refinery explosions</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>Oil prices surge after Ukrainian attacks on Russian refineries. US stocks dip ahead of key retail sales data. The Bank of Japan is set to hike to 0.0% as wages surge. The ECB is seen cutting in June. Inflation in New Zealand may beat the RBNZ’s forecast.
In our bonus deep dive interview, ANZ Chief Economist for Greater China Raymond Yeung explains how a two-tiered property system is emerging in China as authorities promote affordable housing over the private market, which could take pressure off a supply glut.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Wed, 13 Mar 2024 19:00:00 -0000</pubDate>
      <itunes:title>Thursday: Oil jumps after Russian refinery explosions</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>Oil prices surge after Ukrainian attacks on Russian refineries. US stocks dip ahead of key retail sales data. The Bank of Japan is set to hike to 0.0% as wages surge. The ECB is seen cutting in June. Inflation in New Zealand may beat the RBNZ’s forecast.
In our bonus deep dive interview, ANZ Chief Economist for Greater China Raymond Yeung explains how a two-tiered property system is emerging in China as authorities promote affordable housing over the private market, which could take pressure off a supply glut.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>Oil prices surge after Ukrainian attacks on Russian refineries. US stocks dip ahead of key retail sales data. The <strong>Bank of Japan</strong> is set to hike to 0.0% as wages surge. The <strong>ECB</strong> is seen cutting in June. Inflation in New Zealand may beat the <strong>RBNZ</strong>’s forecast.</p><p>In our bonus deep dive interview, <strong>ANZ Chief Economist for Greater China Raymond Yeung </strong>explains how a two-tiered property system is emerging in China as authorities promote affordable housing over the private market, which could take pressure off a supply glut.</p><p><br></p><p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>575</itunes:duration>
      <guid isPermaLink="false"><![CDATA[a5bbc7ec-e163-11ee-ab76-47017be886c6]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO4664992827.mp3?updated=1710353160" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Wednesday: US core CPI higher-than-expected</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>US core inflation was stronger than expected in February. Bond yields rose, but stock markets shrugged it off. India’s CPI was held up by food prices. Australian businesses see price rises, while consumers feel better. New Zealand retail spending drops.
In our bonus deep dive interview, ANZ Chief Economist for Greater China Raymond Yeung explains how China’s property supply is running well ahead of demand, with three-and-a-half years worth of unsold residential property piling up as demand weakens.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Tue, 12 Mar 2024 19:00:00 -0000</pubDate>
      <itunes:title>Wednesday: US core CPI higher-than-expected</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>US core inflation was stronger than expected in February. Bond yields rose, but stock markets shrugged it off. India’s CPI was held up by food prices. Australian businesses see price rises, while consumers feel better. New Zealand retail spending drops.
In our bonus deep dive interview, ANZ Chief Economist for Greater China Raymond Yeung explains how China’s property supply is running well ahead of demand, with three-and-a-half years worth of unsold residential property piling up as demand weakens.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>US core inflation was stronger than expected in February. Bond yields rose, but stock markets shrugged it off. India’s CPI was held up by food prices. Australian businesses see price rises, while consumers feel better. New Zealand retail spending drops.</p><p>In our bonus deep dive interview, <strong>ANZ Chief Economist for Greater China Raymond Yeung </strong>explains how China’s property supply is running well ahead of demand, with three-and-a-half years worth of unsold residential property piling up as demand weakens.</p><p><br></p><p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>538</itunes:duration>
      <guid isPermaLink="false"><![CDATA[8629ba98-e09a-11ee-bd19-9f529b68c147]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO6038020579.mp3?updated=1710266781" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Tuesday: Just how sticky is US inflation?</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>Markets are in a holding pattern as traders wait to see how sticky US inflation was in February. Japan’s recession was revised away. The Bank of Japan is expected to end negative rates in next Monday or in April. India’s inflation rate is expected to be steady.
In our bonus deep dive interview, ANZ Economist Dhiraj Nim explains how the Reserve Bank of India may have over-delivered on its inflation target, and how it might be loosening monetary conditions through the repo markets.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Mon, 11 Mar 2024 19:00:00 -0000</pubDate>
      <itunes:title>Tuesday: Just how sticky is US inflation?</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>Markets are in a holding pattern as traders wait to see how sticky US inflation was in February. Japan’s recession was revised away. The Bank of Japan is expected to end negative rates in next Monday or in April. India’s inflation rate is expected to be steady.
In our bonus deep dive interview, ANZ Economist Dhiraj Nim explains how the Reserve Bank of India may have over-delivered on its inflation target, and how it might be loosening monetary conditions through the repo markets.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>Markets are in a holding pattern as traders wait to see how sticky US inflation was in February. Japan’s recession was revised away. The <strong>Bank of Japan</strong> is expected to end negative rates in next Monday or in April. India’s inflation rate is expected to be steady.</p><p>In our bonus deep dive interview, <strong>ANZ Economist Dhiraj Nim</strong> explains how the <strong>Reserve Bank of India</strong> may have over-delivered on its inflation target, and how it might be loosening monetary conditions through the repo markets.</p><p><br></p><p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>552</itunes:duration>
      <guid isPermaLink="false"><![CDATA[6efbaaf8-dfd1-11ee-a429-031d1f4e3d84]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO6576023723.mp3?updated=1710180411" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Monday: When a demographic dividend fades</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>US non-farm payrolls were mixed, allowing markets to keep betting the Fed will start cutting in June. The ECB may cut before the Fed. The yen is rising on talk the Bank of Japan may finally hike. RBA watchers are focused on business confidence this week.
In our bonus deep dive interview, ANZ Economist Sanjay Mathur looks at how ASEAN economies can overcome a fading demographic dividend by investing in ICT infrastructure and human capital to keep GDP growing faster than 5%.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Sun, 10 Mar 2024 19:00:00 -0000</pubDate>
      <itunes:title>Monday: When a demographic dividend fades</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>US non-farm payrolls were mixed, allowing markets to keep betting the Fed will start cutting in June. The ECB may cut before the Fed. The yen is rising on talk the Bank of Japan may finally hike. RBA watchers are focused on business confidence this week.
In our bonus deep dive interview, ANZ Economist Sanjay Mathur looks at how ASEAN economies can overcome a fading demographic dividend by investing in ICT infrastructure and human capital to keep GDP growing faster than 5%.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>US non-farm payrolls were mixed, allowing markets to keep betting the <strong>Fed</strong> will start cutting in June. The <strong>ECB</strong> may cut before the Fed. The yen is rising on talk the <strong>Bank of Japan</strong> may finally hike. <strong>RBA</strong> watchers are focused on business confidence this week.</p><p>In our bonus deep dive interview, <strong>ANZ Economist Sanjay Mathur</strong> looks at how ASEAN economies can overcome a fading demographic dividend by investing in ICT infrastructure and human capital to keep GDP growing faster than 5%.</p><p><br></p><p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>584</itunes:duration>
      <guid isPermaLink="false"><![CDATA[fe79af90-df09-11ee-9ddd-1f766a1b7099]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO9274143591.mp3?updated=1710094753" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Friday: Markets eye June cuts from Fed &amp; ECB</title>
      <description>US stocks and gold surge to fresh record highs. The ECB is set to cut rates in June. China’s exports beat expectations and all eyes are on US non-farm payrolls tonight for 200,000 jobs growth.
In our bonus deep dive interview, ANZ Economist Maddy Dunk looks at what’s driving a divergence in the economic and budget performances of Australia’s states and territories. 

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Thu, 07 Mar 2024 19:00:00 -0000</pubDate>
      <itunes:title>Friday: Markets eye June cuts from Fed &amp; ECB</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>US stocks and gold surge to fresh record highs. The ECB is set to cut rates in June. China’s exports beat expectations and all eyes are on US non-farm payrolls tonight for 200,000 jobs growth.
In our bonus deep dive interview, ANZ Economist Maddy Dunk looks at what’s driving a divergence in the economic and budget performances of Australia’s states and territories. 

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>US stocks and gold surge to fresh record highs. The ECB is set to cut rates in June. China’s exports beat expectations and all eyes are on US non-farm payrolls tonight for 200,000 jobs growth.</p><p>In our bonus deep dive interview, <strong>ANZ Economist Maddy Dunk </strong>looks at what’s driving a divergence in the economic and budget performances of Australia’s states and territories. </p><p><br></p><p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>588</itunes:duration>
      <guid isPermaLink="false"><![CDATA[f98bdefa-dcb0-11ee-97f5-97ff78282e5e]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO8490548872.mp3?updated=1709836616" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Thursday: US Fed to cut rates this year</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>Jerome Powell say the Fed can cut rates this year, sending stocks up and Treasury yields down. Australian growth may be bottoming out. Gold rose over US$2,150/oz to a new record highs overnight. All eyes are on the ECB rates decision tonight.
In our bonus deep dive interview, ANZ Senior International Economist Tom Kenny reviews the most recent fiscal projections for the US Government and explains how political polarisation is affecting the US’s credit rating. 

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Wed, 06 Mar 2024 19:00:00 -0000</pubDate>
      <itunes:title>Thursday: US Fed to cut rates this year</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>Jerome Powell say the Fed can cut rates this year, sending stocks up and Treasury yields down. Australian growth may be bottoming out. Gold rose over US$2,150/oz to a new record highs overnight. All eyes are on the ECB rates decision tonight.
In our bonus deep dive interview, ANZ Senior International Economist Tom Kenny reviews the most recent fiscal projections for the US Government and explains how political polarisation is affecting the US’s credit rating. 

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>Jerome Powell say the Fed can cut rates this year, sending stocks up and Treasury yields down. Australian growth may be bottoming out. Gold rose over US$2,150/oz to a new record highs overnight. All eyes are on the ECB rates decision tonight.</p><p>In our bonus deep dive interview, <strong>ANZ Senior International Economist Tom Kenny </strong>reviews the most recent fiscal projections for the US Government and explains how political polarisation is affecting the US’s credit rating. </p><p><br></p><p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>540</itunes:duration>
      <guid isPermaLink="false"><![CDATA[f7cf3148-dbe3-11ee-a604-2f9aaf3bcf10]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO7553175018.mp3?updated=1709748566" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Wednesday: China targets 5% growth again</title>
      <description>China is targeting 5% GDP growth again, but debate is intense on how it’ll get there. Gold and bitcoin hit record highs. Australian exports are helping GDP growth. South Korea’s factories are humming. Prices in the Philippines rose more than forecast.
In our bonus deep dive interview, ANZ Economist Krystal Tan explains how Asian central banks are bracing for the Fed’s first rate cut. 

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Tue, 05 Mar 2024 19:05:56 -0000</pubDate>
      <itunes:title>Wednesday: China targets 5% growth again</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>China is targeting 5% GDP growth again, but debate is intense on how it’ll get there. Gold and bitcoin hit record highs. Australian exports are helping GDP growth. South Korea’s factories are humming. Prices in the Philippines rose more than forecast.
In our bonus deep dive interview, ANZ Economist Krystal Tan explains how Asian central banks are bracing for the Fed’s first rate cut. 

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>China is targeting 5% GDP growth again, but debate is intense on how it’ll get there. Gold and bitcoin hit record highs. Australian exports are helping GDP growth. South Korea’s factories are humming. Prices in the Philippines rose more than forecast.</p><p>In our bonus deep dive interview, <strong>ANZ Economist Krystal Tan </strong>explains how Asian central banks are bracing for the <strong>Fed</strong>’s first rate cut. </p><p><br></p><p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>594</itunes:duration>
      <guid isPermaLink="false"><![CDATA[0d74fb50-db1b-11ee-87c7-0b0bda33386a]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO4626376491.mp3?updated=1709662323" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Tuesday: Gold near record high on rate cut bets</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>Global stock and bond markets are mostly steady ahead of Fed testimony and non-farm payrolls data later this week. Gold lurched up to near record highs of over US$2,100/oz. All eyes in China are on the National People’s Congress for a new GDP target.
In our bonus deep dive interview, ANZ Senior China Strategist Zhaopeng Xing highlights the role climate policy will play in this week’s National People’s Congress.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Mon, 04 Mar 2024 19:00:00 -0000</pubDate>
      <itunes:title>Tuesday: Gold near record high on rate cut bets</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>Global stock and bond markets are mostly steady ahead of Fed testimony and non-farm payrolls data later this week. Gold lurched up to near record highs of over US$2,100/oz. All eyes in China are on the National People’s Congress for a new GDP target.
In our bonus deep dive interview, ANZ Senior China Strategist Zhaopeng Xing highlights the role climate policy will play in this week’s National People’s Congress.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>Global stock and bond markets are mostly steady ahead of Fed testimony and non-farm payrolls data later this week. Gold lurched up to near record highs of over US$2,100/oz. All eyes in China are on the National People’s Congress for a new GDP target.</p><p>In our bonus deep dive interview, <strong>ANZ Senior China Strategist Zhaopeng Xing </strong>highlights the role climate policy will play in this week’s National People’s Congress.</p><p><br></p><p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>593</itunes:duration>
      <guid isPermaLink="false"><![CDATA[c3c02da0-da51-11ee-aa29-43a2948f2fdf]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO3145656903.mp3?updated=1709575822" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Monday: Eyes ahead to ECB, Bank of Canada</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>Interest rate markets are poised for interest rate decisions in Europe and Canada this week. US stocks hit fresh record highs, as did gold after more falls in US bond yields. China’s National People’s Congress meets
In our bonus deep dive interview, ANZ’s Head of Sustainable Finance Katharine Tapley talks about green bond issuance in 2024 in the wake of last year’s COP. 

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Sun, 03 Mar 2024 19:00:00 -0000</pubDate>
      <itunes:title>Monday: Eyes ahead to ECB, Bank of Canada</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>Interest rate markets are poised for interest rate decisions in Europe and Canada this week. US stocks hit fresh record highs, as did gold after more falls in US bond yields. China’s National People’s Congress meets
In our bonus deep dive interview, ANZ’s Head of Sustainable Finance Katharine Tapley talks about green bond issuance in 2024 in the wake of last year’s COP. 

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>Interest rate markets are poised for interest rate decisions in Europe and Canada this week. US stocks hit fresh record highs, as did gold after more falls in US bond yields. China’s <strong>National People’s Congress</strong> meets</p><p>In our bonus deep dive interview, <strong>ANZ’s Head of Sustainable Finance Katharine Tapley </strong>talks about green bond issuance in 2024 in the wake of last year’s COP. </p><p><br></p><p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>599</itunes:duration>
      <guid isPermaLink="false"><![CDATA[77db3c52-d98b-11ee-8a70-83dc72a38c0f]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO6986703473.mp3?updated=1709490654" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Friday: Inside India's surging demand for copper</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>US inflation data met forecasts and markets still see the Fed cutting later this year. India’s GDP growth data overnight was much stronger than expected, but there’s a statistical quirk. Australian business investment intentions are rising.
In our bonus deep dive interview, ANZ Senior Commodities Strategist Daniel Hynes explains why demand for copper will stay strong, even as China’s demand fades. It’s all about India.</description>
      <pubDate>Thu, 29 Feb 2024 19:00:00 -0000</pubDate>
      <itunes:title>Friday: Inside India's surging demand for copper</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>US inflation data met forecasts and markets still see the Fed cutting later this year. India’s GDP growth data overnight was much stronger than expected, but there’s a statistical quirk. Australian business investment intentions are rising.
In our bonus deep dive interview, ANZ Senior Commodities Strategist Daniel Hynes explains why demand for copper will stay strong, even as China’s demand fades. It’s all about India.</itunes:summary>
      <content:encoded>
        <![CDATA[<p>US inflation data met forecasts and markets still see the Fed cutting later this year. India’s GDP growth data overnight was much stronger than expected, but there’s a statistical quirk. Australian business investment intentions are rising.</p><p>In our bonus deep dive interview, <strong>ANZ Senior Commodities Strategist Daniel Hynes </strong>explains why demand for copper will stay strong, even as China’s demand fades. It’s all about India.</p>]]>
      </content:encoded>
      <itunes:duration>601</itunes:duration>
      <guid isPermaLink="false"><![CDATA[f9da3816-d72e-11ee-82e6-6fc1094fd780]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO7603862387.mp3?updated=1709233052" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Thursday: Central bank buying bolster gold</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>The Kiwi dollar falls 1.3% after the RBNZ pivots away from rate hike talk. The Aussie dollar is down 0.75% after softer-than-expected inflation data. The S&amp;P 500 is flat ahead of key US inflation data tonight.
In our bonus deep dive interview, ANZ Commodities Strategist Soni Kumari explains why central banks are buying more gold, and why it will continue to push the precious metal’s price towards US$2,200/oz by year-end.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Wed, 28 Feb 2024 19:00:00 -0000</pubDate>
      <itunes:title>Thursday: Central bank buying bolster gold</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>The Kiwi dollar falls 1.3% after the RBNZ pivots away from rate hike talk. The Aussie dollar is down 0.75% after softer-than-expected inflation data. The S&amp;P 500 is flat ahead of key US inflation data tonight.
In our bonus deep dive interview, ANZ Commodities Strategist Soni Kumari explains why central banks are buying more gold, and why it will continue to push the precious metal’s price towards US$2,200/oz by year-end.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>The Kiwi dollar falls 1.3% after the RBNZ pivots away from rate hike talk. The Aussie dollar is down 0.75% after softer-than-expected inflation data. The S&amp;P 500 is flat ahead of key US inflation data tonight.</p><p>In our bonus deep dive interview, <strong>ANZ Commodities Strategist Soni Kumari </strong>explains why central banks are buying more gold, and why it will continue to push the precious metal’s price towards US$2,200/oz by year-end.</p><p><br></p><p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>598</itunes:duration>
      <guid isPermaLink="false"><![CDATA[30be93cc-d662-11ee-8599-d79d93991d25]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO6061820378.mp3?updated=1709143071" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Wednesday: D-Day for RBNZ's cash rate</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>Global markets are wary as another Fed President sees “no rush” to cut rates. Japan’s inflation data is surprisingly warm. AI chip demand drives surprise rise in Taiwan exports. Australia’s annual inflation rate is set to rise, and it’s a ‘live’ decision day for the RBNZ’s Official Cash Rate.
In part two of our bonus deep dive interview on Australia’s housing market, ANZ Senior Economist Adelaide Timbrell looks at the strength of household balance sheets.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Tue, 27 Feb 2024 19:00:00 -0000</pubDate>
      <itunes:title>Wednesday: D-Day for RBNZ's cash rate</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>Global markets are wary as another Fed President sees “no rush” to cut rates. Japan’s inflation data is surprisingly warm. AI chip demand drives surprise rise in Taiwan exports. Australia’s annual inflation rate is set to rise, and it’s a ‘live’ decision day for the RBNZ’s Official Cash Rate.
In part two of our bonus deep dive interview on Australia’s housing market, ANZ Senior Economist Adelaide Timbrell looks at the strength of household balance sheets.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>Global markets are wary as another Fed President sees “no rush” to cut rates. Japan’s inflation data is surprisingly warm. AI chip demand drives surprise rise in Taiwan exports. Australia’s annual inflation rate is set to rise, and it’s a ‘live’ decision day for the RBNZ’s Official Cash Rate.</p><p>In part two of our bonus deep dive interview on Australia’s housing market, <strong>ANZ Senior Economist Adelaide Timbrell </strong>looks at the strength of household balance sheets.</p><p><br></p><p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>600</itunes:duration>
      <guid isPermaLink="false"><![CDATA[10dcd8e0-d598-11ee-961b-f3a139a61a28]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO1781839534.mp3?updated=1709056260" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Tuesday: Traders eye critical US inflation print</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>Global stocks are treading water as traders turn their attention to critical US inflation data later this week.
In our bonus deep dive interview, ANZ Senior Economist Adelaide Timbrell takes a closer look at the housing supply and demand drivers behind slower price growth expected in 2024.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Mon, 26 Feb 2024 19:00:00 -0000</pubDate>
      <itunes:title>Tuesday: Traders eye critical US inflation print</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>Global stocks are treading water as traders turn their attention to critical US inflation data later this week.
In our bonus deep dive interview, ANZ Senior Economist Adelaide Timbrell takes a closer look at the housing supply and demand drivers behind slower price growth expected in 2024.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>Global stocks are treading water as traders turn their attention to critical US inflation data later this week.</p><p>In our bonus deep dive interview, <strong>ANZ Senior Economist Adelaide Timbrell </strong>takes a closer look at the housing supply and demand drivers behind slower price growth expected in 2024.</p><p><br></p><p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>597</itunes:duration>
      <guid isPermaLink="false"><![CDATA[08271010-d4d2-11ee-801b-afa1ce5e5736]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO1781026335.mp3?updated=1708971205" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Monday: Focus on possible RBNZ rate hike</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>Global stocks are paused on their global highs. Markets are turning their focus to a potential hike in the RBNZ’s cash rate and Australian inflation figures on Wednesday.
In our bonus deep dive interview, ANZ Pacific Economist Kishti Sen finds a lack of funding for infrastructure investment is holding back the Pacific’s economies.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Sun, 25 Feb 2024 19:00:00 -0000</pubDate>
      <itunes:title>Monday: Focus on possible RBNZ rate hike</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>Global stocks are paused on their global highs. Markets are turning their focus to a potential hike in the RBNZ’s cash rate and Australian inflation figures on Wednesday.
In our bonus deep dive interview, ANZ Pacific Economist Kishti Sen finds a lack of funding for infrastructure investment is holding back the Pacific’s economies.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>Global stocks are paused on their global highs. Markets are turning their focus to a potential hike in the RBNZ’s cash rate and Australian inflation figures on Wednesday.</p><p>In our bonus deep dive interview, ANZ Pacific Economist Kishti Sen finds a lack of funding for infrastructure investment is holding back the Pacific’s economies.</p><p><br></p><p>Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</p>]]>
      </content:encoded>
      <itunes:duration>598</itunes:duration>
      <guid isPermaLink="false"><![CDATA[229a06de-d40d-11ee-aed1-0bcf862101f5]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO9916921729.mp3?updated=1708887489" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Friday: Nvidia powers stocks to new highs</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>Global stocks surging to record highs after Nvidia’s very strong results. US yields and US$ rise after FOMC minutes and speakers are cautious about an early rate cut.
In our bonus deep dive interview, ANZ Economist Arindam Chakraborty reviews strong growth of foreign direct investment into Vietnam, particularly from Chinese firms setting up manufacturing there.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Thu, 22 Feb 2024 19:00:00 -0000</pubDate>
      <itunes:title>Friday: Nvidia powers stocks to new highs</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>Global stocks surging to record highs after Nvidia’s very strong results. US yields and US$ rise after FOMC minutes and speakers are cautious about an early rate cut.
In our bonus deep dive interview, ANZ Economist Arindam Chakraborty reviews strong growth of foreign direct investment into Vietnam, particularly from Chinese firms setting up manufacturing there.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>Global stocks surging to record highs after Nvidia’s very strong results. US yields and US$ rise after FOMC minutes and speakers are cautious about an early rate cut.</p><p>In our bonus deep dive interview, <strong>ANZ Economist Arindam Chakraborty </strong>reviews strong growth of foreign direct investment into Vietnam, particularly from Chinese firms setting up manufacturing there.</p><p><br></p><p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>531</itunes:duration>
      <guid isPermaLink="false"><![CDATA[d8066370-d1ae-11ee-b93f-f38889ded5b5]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO5174633536.mp3?updated=1708626238" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Thursday: Australian wages rising faster than prices -- just</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>Australian wages rose faster than prices for the first time in three years. Chinese stocks jump after new selling bans were imposed. A Fed President makes hawkish comments. Indonesia holds its main policy rate.
In our bonus deep dive interview, ANZ Group Chief Economist Richard Yetsenga looks at opportunities in 2024 from politics, Asia and climate trends — it’s not all just about interest rates.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Wed, 21 Feb 2024 19:00:00 -0000</pubDate>
      <itunes:title>Thursday: Australian wages rising faster than prices -- just</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>Australian wages rose faster than prices for the first time in three years. Chinese stocks jump after new selling bans were imposed. A Fed President makes hawkish comments. Indonesia holds its main policy rate.
In our bonus deep dive interview, ANZ Group Chief Economist Richard Yetsenga looks at opportunities in 2024 from politics, Asia and climate trends — it’s not all just about interest rates.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>Australian wages rose faster than prices for the first time in three years. Chinese stocks jump after new selling bans were imposed. A Fed President makes hawkish comments. Indonesia holds its main policy rate.</p><p>In our bonus deep dive interview, <strong>ANZ Group Chief Economist Richard Yetsenga </strong>looks at opportunities in 2024 from politics, Asia and climate trends — it’s not all just about interest rates.</p><p><br></p><p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>585</itunes:duration>
      <guid isPermaLink="false"><![CDATA[9617e2ee-d0e2-11ee-bf71-a73770c84e79]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO1278475639.mp3?updated=1708538511" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Wednesday: Lukewarm response to China rate cut</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>China cut a key interest rate to support a sagging property market, although markets reacted mildly as traders await comments from three Fed speakers and FOMC minutes; RBA minutes show focus on sticky services inflation ahead of key wage data today; Green shoots in NZ discretionary spending could get RBNZ attention.
In our bonus deep dive interview, ANZ Commodity Strategist Soni Kumari looks at a looming supply shortage for platinum, just as car makers and the hydrogen economy start using more of it.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Tue, 20 Feb 2024 19:00:00 -0000</pubDate>
      <itunes:title>Wednesday: Lukewarm response to China rate cut</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>China cut a key interest rate to support a sagging property market, although markets reacted mildly as traders await comments from three Fed speakers and FOMC minutes; RBA minutes show focus on sticky services inflation ahead of key wage data today; Green shoots in NZ discretionary spending could get RBNZ attention.
In our bonus deep dive interview, ANZ Commodity Strategist Soni Kumari looks at a looming supply shortage for platinum, just as car makers and the hydrogen economy start using more of it.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>China cut a key interest rate to support a sagging property market, although markets reacted mildly as traders await comments from three Fed speakers and FOMC minutes; RBA minutes show focus on sticky services inflation ahead of key wage data today; Green shoots in NZ discretionary spending could get RBNZ attention.</p><p>In our bonus deep dive interview, <strong>ANZ Commodity Strategist Soni Kumari </strong>looks at a looming supply shortage for platinum, just as car makers and the hydrogen economy start using more of it.</p><p><br></p><p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>600</itunes:duration>
      <guid isPermaLink="false"><![CDATA[55e38454-d019-11ee-b130-83095579c4bc]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO8725131061.mp3?updated=1708452074" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Tuesday: China opens soft after Lunar New Year</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>China stocks underwhelmed as markets opened after the Lunar New Year. The US dollar is expected to be strong through the first quarter. ANZ Research looks at a scenario for a 7% OCR in New Zealand. Thailand’s economy grew less than expected.
In our bonus deep dive interview, ANZ’s Senior Commodities Strategist Daniel Hynes explains why oil prices haven’t spiked much, despite widening conflicts in the Middle East.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Mon, 19 Feb 2024 19:00:00 -0000</pubDate>
      <itunes:title>Tuesday: China opens soft after Lunar New Year</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>China stocks underwhelmed as markets opened after the Lunar New Year. The US dollar is expected to be strong through the first quarter. ANZ Research looks at a scenario for a 7% OCR in New Zealand. Thailand’s economy grew less than expected.
In our bonus deep dive interview, ANZ’s Senior Commodities Strategist Daniel Hynes explains why oil prices haven’t spiked much, despite widening conflicts in the Middle East.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>China stocks underwhelmed as markets opened after the Lunar New Year. The US dollar is expected to be strong through the first quarter. ANZ Research looks at a scenario for a 7% OCR in New Zealand. Thailand’s economy grew less than expected.</p><p>In our bonus deep dive interview, <strong>ANZ’s Senior Commodities Strategist Daniel Hynes </strong>explains why oil prices haven’t spiked much, despite widening conflicts in the Middle East.</p><p><br></p><p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>600</itunes:duration>
      <guid isPermaLink="false"><![CDATA[5caf12f8-cf51-11ee-aefc-cff7387f9ec1]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO7197092018.mp3?updated=1708366186" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Monday: RBNZ's Orr on inflation's tough last mile </title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>China’s consumers travelled and spent more during the just-completed Lunar New Year holidays than in 2019. The RBA will watch this week’s Australian wages figures like a hawk. The RBNZ says the last mile of inflation reduction will be hard.
In our bonus deep dive interview, ANZ’s Head of G3 Economics Brian Martin explains why there’s a growth and interest rate divide opening up between the United States and the rest of the world.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Sun, 18 Feb 2024 19:00:00 -0000</pubDate>
      <itunes:title>Monday: RBNZ's Orr on inflation's tough last mile </itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>China’s consumers travelled and spent more during the just-completed Lunar New Year holidays than in 2019. The RBA will watch this week’s Australian wages figures like a hawk. The RBNZ says the last mile of inflation reduction will be hard.
In our bonus deep dive interview, ANZ’s Head of G3 Economics Brian Martin explains why there’s a growth and interest rate divide opening up between the United States and the rest of the world.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>China’s consumers travelled and spent more during the just-completed Lunar New Year holidays than in 2019. The <strong>RBA</strong> will watch this week’s Australian wages figures like a hawk. The <strong>RBNZ</strong> says the last mile of inflation reduction will be hard.</p><p>In our bonus deep dive interview, <strong>ANZ’s Head of G3 Economics Brian Martin</strong> explains why there’s a growth and interest rate divide opening up between the United States and the rest of the world.</p><p><br></p><p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>509</itunes:duration>
      <guid isPermaLink="false"><![CDATA[c95c2bdc-ce8b-11ee-972b-8b5efc8b6556]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO8147535240.mp3?updated=1708281328" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Friday: Markets shrug off weaker Aussie jobs</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>Markets shrugged off weaker Australian jobs figures. UK and Japan GDP fell. US retail sales were weak. NZ migration was at record highs in 2023, which the RBNZ Governor is watching as an inflationary factor.
In our bonus deep dive interview, ANZ Senior Asia Rates Strategist Jennifer Kusuma reviews the decisive win by Prabowo Subianto and Gibran Rakabuming in Indonesia’s Presidential elections, which has buoyed financial markets.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Thu, 15 Feb 2024 19:00:00 -0000</pubDate>
      <itunes:title>Friday: Markets shrug off weaker Aussie jobs</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>Markets shrugged off weaker Australian jobs figures. UK and Japan GDP fell. US retail sales were weak. NZ migration was at record highs in 2023, which the RBNZ Governor is watching as an inflationary factor.
In our bonus deep dive interview, ANZ Senior Asia Rates Strategist Jennifer Kusuma reviews the decisive win by Prabowo Subianto and Gibran Rakabuming in Indonesia’s Presidential elections, which has buoyed financial markets.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>Markets shrugged off weaker Australian jobs figures. UK and Japan GDP fell. US retail sales were weak. NZ migration was at record highs in 2023, which the <strong>RBNZ</strong> Governor is watching as an inflationary factor.</p><p>In our bonus deep dive interview, <strong>ANZ Senior Asia Rates Strategist Jennifer Kusuma</strong> reviews the decisive win by <strong>Prabowo Subianto and Gibran Rakabuming</strong> in Indonesia’s Presidential elections, which has buoyed financial markets.</p><p><br></p><p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>600</itunes:duration>
      <guid isPermaLink="false"><![CDATA[0c048108-cc31-11ee-aecd-8f31710a3660]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO9355884700.mp3?updated=1708022453" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Thursday: Markets up as US CPI digested</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>US markets bounced overnight after traders took stock of stronger-than-expected inflation, and as a Fed President said higher monthly inflation was still consistent with the Fed’s 2% target.
In our bonus deep dive interview, ANZ Senior Economist Blair Chapman explains why full time employment growth in Australia might be set to taper off, and what that could mean for the RBA.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Wed, 14 Feb 2024 19:00:00 -0000</pubDate>
      <itunes:title>Thursday: Markets up as US CPI digested</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>US markets bounced overnight after traders took stock of stronger-than-expected inflation, and as a Fed President said higher monthly inflation was still consistent with the Fed’s 2% target.
In our bonus deep dive interview, ANZ Senior Economist Blair Chapman explains why full time employment growth in Australia might be set to taper off, and what that could mean for the RBA.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>US markets bounced overnight after traders took stock of stronger-than-expected inflation, and as a Fed President said higher monthly inflation was still consistent with the Fed’s 2% target.</p><p>In our bonus deep dive interview, <strong>ANZ Senior Economist Blair Chapman</strong> explains why full time employment growth in Australia might be set to taper off, and what that could mean for the <strong>RBA</strong>.</p><p><br></p><p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>574</itunes:duration>
      <guid isPermaLink="false"><![CDATA[0e9617a8-cb62-11ee-960b-8311a3160009]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO7965448402.mp3?updated=1707933551" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Wednesday: Firmer US CPI delays Fed cut views</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>US prices grew faster than expected in January, reducing hopes for a March rate cut by the US Federal Reserve. The strong reading sent stock markets down, while US bond yields and the US dollar surged.
In our bonus deep dive interview, ANZ Economist Arindam Chakraborty looks at how a US ‘friendshoring’ pivot away from China is pushing up US costs and prices.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Tue, 13 Feb 2024 19:00:00 -0000</pubDate>
      <itunes:title>Wednesday: Firmer US CPI delays Fed cut views</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>US prices grew faster than expected in January, reducing hopes for a March rate cut by the US Federal Reserve. The strong reading sent stock markets down, while US bond yields and the US dollar surged.
In our bonus deep dive interview, ANZ Economist Arindam Chakraborty looks at how a US ‘friendshoring’ pivot away from China is pushing up US costs and prices.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>US prices grew faster than expected in January, reducing hopes for a March rate cut by the US Federal Reserve. The strong reading sent stock markets down, while US bond yields and the US dollar surged.</p><p>In our bonus deep dive interview, ANZ Economist Arindam Chakraborty looks at how a US ‘friendshoring’ pivot away from China is pushing up US costs and prices.</p><p><br></p><p>Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</p>]]>
      </content:encoded>
      <itunes:duration>592</itunes:duration>
      <guid isPermaLink="false"><![CDATA[f763b5da-ca9a-11ee-ada8-2f92e1011f5f]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO8453630683.mp3?updated=1707849277" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Tuesday: S&amp;P 500 hits fresh record highs</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>The S&amp;P 500 has pushed even further above 5,000 ahead of US inflation data tonight. India’s inflation rate decelerated in line with expectations in January as food price rises slowed.
In our bonus deep dive interview, ANZ Rates Strategist Jennifer Kusuma explains what’s at stake in Indonesia’s elections starting tomorrow.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Mon, 12 Feb 2024 19:00:00 -0000</pubDate>
      <itunes:title>Tuesday: S&amp;P 500 hits fresh record highs</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>The S&amp;P 500 has pushed even further above 5,000 ahead of US inflation data tonight. India’s inflation rate decelerated in line with expectations in January as food price rises slowed.
In our bonus deep dive interview, ANZ Rates Strategist Jennifer Kusuma explains what’s at stake in Indonesia’s elections starting tomorrow.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>The <strong>S&amp;P 500</strong> has pushed even further above 5,000 ahead of US inflation data tonight. India’s inflation rate decelerated in line with expectations in January as food price rises slowed.</p><p>In our bonus deep dive interview, <strong>ANZ Rates Strategist Jennifer Kusuma</strong> explains what’s at stake in Indonesia’s elections starting tomorrow.</p><p><br></p><p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>597</itunes:duration>
      <guid isPermaLink="false"><![CDATA[adc82e4e-c9d0-11ee-b286-4b0af3e1c0f4]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO2405149997.mp3?updated=1707761161" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Monday: ANZ Research changes RBNZ call</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>The S&amp;P 500 starts the week at a fresh record high of just over 5,000 and ANZ Research has changed its call for the RBNZ’s OCR to two more hikes to 6%.
In our bonus deep dive interview, ANZ’s New Zealand Chief Economist Sharon Zollner explains the call change and how the RBNZ has set precedents before.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Sun, 11 Feb 2024 19:00:00 -0000</pubDate>
      <itunes:title>Monday: ANZ Research changes RBNZ call</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>The S&amp;P 500 starts the week at a fresh record high of just over 5,000 and ANZ Research has changed its call for the RBNZ’s OCR to two more hikes to 6%.
In our bonus deep dive interview, ANZ’s New Zealand Chief Economist Sharon Zollner explains the call change and how the RBNZ has set precedents before.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>The <strong>S&amp;P 500</strong> starts the week at a fresh record high of just over 5,000 and <strong>ANZ Research</strong> has changed its call for the <strong>RBNZ’s OCR</strong> to two more hikes to 6%.</p><p>In our bonus deep dive interview, <strong>ANZ’s New Zealand Chief Economist Sharon Zollner</strong> explains the call change and how the RBNZ has set precedents before.</p><p><br></p><p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>592</itunes:duration>
      <guid isPermaLink="false"><![CDATA[b2b2a2ea-c908-11ee-bfa7-e73800193555]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO8654644291.mp3?updated=1707675411" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Friday: China's deflation worsens to GFC levels</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>Faster-than-forecast deflation in China is raising expectations of more stimulus. The Reserve Bank of India held overnight, but more hawkishly than expected. The chances of the Reserve Bank of New Zealand hiking in three weeks is rising.
In our bonus deep dive interview around the Lunar New Year, ANZ Chief Economist for Greater China Raymond Yeung looks at China’s energy transformation in the ‘fire era’ out to 2043, and what that means for the rest of the world. 

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Thu, 08 Feb 2024 19:00:00 -0000</pubDate>
      <itunes:title>Friday: China's deflation worsens to GFC levels</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>Faster-than-forecast deflation in China is raising expectations of more stimulus. The Reserve Bank of India held overnight, but more hawkishly than expected. The chances of the Reserve Bank of New Zealand hiking in three weeks is rising.
In our bonus deep dive interview around the Lunar New Year, ANZ Chief Economist for Greater China Raymond Yeung looks at China’s energy transformation in the ‘fire era’ out to 2043, and what that means for the rest of the world. 

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>Faster-than-forecast deflation in China is raising expectations of more stimulus. The <strong>Reserve Bank of India</strong> held overnight, but more hawkishly than expected. The chances of the <strong>Reserve Bank of New Zealand</strong> hiking in three weeks is rising.</p><p>In our bonus deep dive interview around the Lunar New Year, <strong>ANZ Chief Economist for Greater China Raymond Yeung</strong> looks at China’s energy transformation in the ‘fire era’ out to 2043, and what that means for the rest of the world. </p><p><br></p><p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>591</itunes:duration>
      <guid isPermaLink="false"><![CDATA[056a2f14-c6af-11ee-aa8f-5b58052540b1]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO4176889659.mp3?updated=1707418361" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Thursday: Record-high S&amp;P 500 nears 5,000</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>The S&amp;P 500 rose more than 0.5% to record highs near 5,000 after strong US corporate earnings and rate cut comments from the Fed’s Neel Kashkari.
In our bonus deep dive interview, ANZ Chief Economist for Greater China Raymond Yeung has looked at what typically happens to birth rates in the year of the dragon, and why this Lunar New Year may be different. 

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Wed, 07 Feb 2024 19:00:00 -0000</pubDate>
      <itunes:title>Thursday: Record-high S&amp;P 500 nears 5,000</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>The S&amp;P 500 rose more than 0.5% to record highs near 5,000 after strong US corporate earnings and rate cut comments from the Fed’s Neel Kashkari.
In our bonus deep dive interview, ANZ Chief Economist for Greater China Raymond Yeung has looked at what typically happens to birth rates in the year of the dragon, and why this Lunar New Year may be different. 

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>The S&amp;P 500 rose more than 0.5% to record highs near 5,000 after strong US corporate earnings and rate cut comments from the <strong>Fed’s Neel Kashkari</strong>.</p><p>In our bonus deep dive interview, <strong>ANZ Chief Economist for Greater China Raymond Yeung</strong> has looked at what typically happens to birth rates in the year of the dragon, and why this Lunar New Year may be different. </p><p><br></p><p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>566</itunes:duration>
      <guid isPermaLink="false"><![CDATA[f63ed8e4-c5e3-11ee-8840-4736f0f1c51d]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO6669137372.mp3?updated=1707331216" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Wednesday: A$ firmer on still-hawkish RBA</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>The Aussie and Kiwi dollars are opening a bit stronger after the RBA’s hold decision yesterday was a touch more hawkish than some expected.
In our bonus deep dive interview, ANZ New Zealand Economist Andre Castaing says the RBNZ’s proposed loosening of loan to value ratio restrictions is expected to boost demand for housing later in 2024.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Tue, 06 Feb 2024 19:00:00 -0000</pubDate>
      <itunes:title>Wednesday: A$ firmer on still-hawkish RBA</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>The Aussie and Kiwi dollars are opening a bit stronger after the RBA’s hold decision yesterday was a touch more hawkish than some expected.
In our bonus deep dive interview, ANZ New Zealand Economist Andre Castaing says the RBNZ’s proposed loosening of loan to value ratio restrictions is expected to boost demand for housing later in 2024.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>The Aussie and Kiwi dollars are opening a bit stronger after the <strong>RBA’</strong>s hold decision yesterday was a touch more hawkish than some expected.</p><p>In our bonus deep dive interview, <strong>ANZ New Zealand Economist Andre Castaing</strong> says the <strong>RBNZ</strong>’s proposed loosening of loan to value ratio restrictions is expected to boost demand for housing later in 2024.</p><p><br></p><p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>569</itunes:duration>
      <guid isPermaLink="false"><![CDATA[8d567716-c51a-11ee-b718-dbfc2ea9c9f3]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO9170577552.mp3?updated=1707243133" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Tuesday: A new era begins for the RBA</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>All eyes are on the RBA’s first cash rate decision of 2024 today, which is also its first with a new two-day board meeting that releases new forecasts and has a news conference all at once.
In our bonus deep dive interview, ANZ’s Head of G3 Economics Brian Martin explains why US GDP and services inflation remains so resilient that the Fed is having to wait until the middle of 2024 to cut the Fed Funds rate.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Mon, 05 Feb 2024 19:00:00 -0000</pubDate>
      <itunes:title>Tuesday: A new era begins for the RBA</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>All eyes are on the RBA’s first cash rate decision of 2024 today, which is also its first with a new two-day board meeting that releases new forecasts and has a news conference all at once.
In our bonus deep dive interview, ANZ’s Head of G3 Economics Brian Martin explains why US GDP and services inflation remains so resilient that the Fed is having to wait until the middle of 2024 to cut the Fed Funds rate.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>All eyes are on the <strong>RBA’</strong>s first cash rate decision of 2024 today, which is also its first with a new two-day board meeting that releases new forecasts and has a news conference all at once.</p><p>In our bonus deep dive interview, <strong>ANZ’s Head of G3 Economics</strong> <strong>Brian Martin</strong> explains why US GDP and services inflation remains so resilient that the Fed is having to wait until the middle of 2024 to cut the Fed Funds rate.</p><p><br></p><p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>600</itunes:duration>
      <guid isPermaLink="false"><![CDATA[ba5078de-c452-11ee-8c21-c3552327b90a]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO7997828586.mp3?updated=1707157310" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Monday: Jobs jump throws cat into Fed's pigeons</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>Much stronger than expected US jobs growth data on Friday night sent US bond yields sharply higher over the weekend.
In our bonus deep dive interview, ANZ’s Head of Asia Research Khoon Goh looks at a slump in the Indonesia Rupiah ahead of its presidential election next week.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Sun, 04 Feb 2024 19:00:00 -0000</pubDate>
      <itunes:title>Monday: Jobs jump throws cat into Fed's pigeons</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>Much stronger than expected US jobs growth data on Friday night sent US bond yields sharply higher over the weekend.
In our bonus deep dive interview, ANZ’s Head of Asia Research Khoon Goh looks at a slump in the Indonesia Rupiah ahead of its presidential election next week.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>Much stronger than expected US jobs growth data on Friday night sent US bond yields sharply higher over the weekend.</p><p>In our bonus deep dive interview, <strong>ANZ’s Head of Asia Research Khoon Goh</strong> looks at a slump in the Indonesia Rupiah ahead of its presidential election next week.</p><p><br></p><p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>590</itunes:duration>
      <guid isPermaLink="false"><![CDATA[86f59f92-c389-11ee-b4eb-d76ff45c58c0]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO8515740468.mp3?updated=1707070895" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Friday: US yields drop despite Fed's caution</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>Global bond and stock markets are rallying this morning, despite attempts yesterday by Fed chair Jerome Powell to downplay chances of a rate cut in March.
In our bonus deep-dive interview, ANZ Economist Dhiraj Nim details a key reason for India’s economic outperformance — Government investment at 20 year highs in its budget overnight.

﻿Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Thu, 01 Feb 2024 19:00:00 -0000</pubDate>
      <itunes:title>Friday: US yields drop despite Fed's caution</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>Global bond and stock markets are rallying this morning, despite attempts yesterday by Fed chair Jerome Powell to downplay chances of a rate cut in March.
In our bonus deep-dive interview, ANZ Economist Dhiraj Nim details a key reason for India’s economic outperformance — Government investment at 20 year highs in its budget overnight.

﻿Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>Global bond and stock markets are rallying this morning, despite attempts yesterday by Fed chair Jerome Powell to downplay chances of a rate cut in March.</p><p>In our bonus deep-dive interview, <strong>ANZ Economist Dhiraj Nim</strong> details a key reason for India’s economic outperformance — Government investment at 20 year highs in its budget overnight<strong>.</strong></p><p><br></p><p>﻿Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>582</itunes:duration>
      <guid isPermaLink="false"><![CDATA[3a7c41de-c131-11ee-950e-37b28f971825]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO1529440056.mp3?updated=1706813068" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Thursday: Australian inflation below forecasts</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>Global bond yields fell this morning ahead of the Fed’s keenly awaited interest rate decision due as we publish at 6am Sydney/Melbourne time.
In our bonus deep-dive interview, ANZ’s Senior Commodities strategist Daniel Hynes takes a closer look at momentous decision to pause building LNG export terminals in the United States.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Wed, 31 Jan 2024 19:00:00 -0000</pubDate>
      <itunes:title>Thursday: Australian inflation below forecasts</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>Global bond yields fell this morning ahead of the Fed’s keenly awaited interest rate decision due as we publish at 6am Sydney/Melbourne time.
In our bonus deep-dive interview, ANZ’s Senior Commodities strategist Daniel Hynes takes a closer look at momentous decision to pause building LNG export terminals in the United States.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>Global bond yields fell this morning ahead of the Fed’s keenly awaited interest rate decision due as we publish at 6am Sydney/Melbourne time.</p><p>In our bonus deep-dive interview, <strong>ANZ’s Senior Commodities strategist Daniel Hynes</strong> takes a closer look at momentous decision to pause building LNG export terminals in the United States.</p><p><br></p><p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>589</itunes:duration>
      <guid isPermaLink="false"><![CDATA[3f132314-c066-11ee-b303-931953f72348]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO9687270212.mp3?updated=1706725888" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Wednesday: All eyes on Fed for rate cut signs</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>Global markets are on tenterhooks ahead of the Fed’s decision early tomorrow morning, although market expectations about rate cuts starting in March eased back a bit more.
In our bonus deep-dive interview, we hear from ANZ Economist Dhiraj Nim India’s pre-election Budget due on Thursday night.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Tue, 30 Jan 2024 19:00:00 -0000</pubDate>
      <itunes:title>Wednesday: All eyes on Fed for rate cut signs</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>Global markets are on tenterhooks ahead of the Fed’s decision early tomorrow morning, although market expectations about rate cuts starting in March eased back a bit more.
In our bonus deep-dive interview, we hear from ANZ Economist Dhiraj Nim India’s pre-election Budget due on Thursday night.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>Global markets are on tenterhooks ahead of the Fed’s decision early tomorrow morning, although market expectations about rate cuts starting in March eased back a bit more.</p><p>In our bonus deep-dive interview, we hear from <strong>ANZ Economist Dhiraj Nim</strong> India’s pre-election Budget due on Thursday night.</p><p><br></p><p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>600</itunes:duration>
      <guid isPermaLink="false"><![CDATA[50fb83fc-bf9c-11ee-a721-67c8d2eded93]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO5557733449.mp3?updated=1706639159" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Tuesday: India sees 7% growth</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>India’s Finance Ministry says its economy could grow around 7% in coming years, with the country’s stock exchange rising 1.6% yesterday.
In our bonus deep-dive interview, we hear from ANZ Economist Bansi Madhavani about why regular exports from Asia are expected to be slower than electronics exports.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Mon, 29 Jan 2024 19:00:00 -0000</pubDate>
      <itunes:title>Tuesday: India sees 7% growth</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>India’s Finance Ministry says its economy could grow around 7% in coming years, with the country’s stock exchange rising 1.6% yesterday.
In our bonus deep-dive interview, we hear from ANZ Economist Bansi Madhavani about why regular exports from Asia are expected to be slower than electronics exports.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>India’s Finance Ministry says its economy could grow around 7% in coming years, with the country’s stock exchange rising 1.6% yesterday.</p><p>In our bonus deep-dive interview, we hear from <strong>ANZ Economist Bansi Madhavani</strong> about why regular exports from Asia are expected to be slower than electronics exports.</p><p><br></p><p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>603</itunes:duration>
      <guid isPermaLink="false"><![CDATA[2b941474-bed1-11ee-a9d5-eb57484f0bc6]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO2749475547.mp3?updated=1706551909" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Monday: Oil jumps to 8-week high</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>Oil prices rose sharply over the weekend after more drama in the Red Sea and on signs of strong demand for oil from the US economy.
In part two of our bonus deep-dive interview on the euro’s 25th anniversary, ANZ’s Head of G3 Economics Brian Martin looks at whether it can ever supplant the US dollar as THE global reserve currency.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Sun, 28 Jan 2024 19:00:00 -0000</pubDate>
      <itunes:title>Monday: Oil jumps to 8-week high</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>Oil prices rose sharply over the weekend after more drama in the Red Sea and on signs of strong demand for oil from the US economy.
In part two of our bonus deep-dive interview on the euro’s 25th anniversary, ANZ’s Head of G3 Economics Brian Martin looks at whether it can ever supplant the US dollar as THE global reserve currency.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>Oil prices rose sharply over the weekend after more drama in the Red Sea and on signs of strong demand for oil from the US economy.</p><p>In part two of our bonus deep-dive interview on the euro’s 25th anniversary, <strong>ANZ’s Head of G3 Economics Brian Martin </strong>looks at whether it can ever supplant the US dollar as THE global reserve currency.</p><p><br></p><p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>475</itunes:duration>
      <guid isPermaLink="false"><![CDATA[bd62175a-be24-11ee-a020-cb8eb75fc119]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO7399361055.mp3?updated=1706477851" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Thursday: China loosens lending rules</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>China loosened lending rules overnight by the most in two years, sparking a rally in stocks there. Flash PMIs reinforced hopes for soft landings and rate cuts.
In our bonus deep-dive interview on the eve of tonight’s ECB decision, ANZ’s Head of G3 Economics Brian Martin, reflects on the euro’s 25th anniversary.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Wed, 24 Jan 2024 19:00:00 -0000</pubDate>
      <itunes:title>Thursday: China loosens lending rules</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>China loosened lending rules overnight by the most in two years, sparking a rally in stocks there. Flash PMIs reinforced hopes for soft landings and rate cuts.
In our bonus deep-dive interview on the eve of tonight’s ECB decision, ANZ’s Head of G3 Economics Brian Martin, reflects on the euro’s 25th anniversary.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>China loosened lending rules overnight by the most in two years, sparking a rally in stocks there. Flash PMIs reinforced hopes for soft landings and rate cuts.</p><p>In our bonus deep-dive interview on the eve of tonight’s <strong>ECB</strong> decision, <strong>ANZ’s Head of G3 Economics Brian Martin, </strong>reflects on the euro’s 25th anniversary.</p><p><br></p><p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>593</itunes:duration>
      <guid isPermaLink="false"><![CDATA[ec5bea82-bae5-11ee-b6a9-b76685e9d719]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO9198747775.mp3?updated=1706121018" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Wednesday: The economics of Australian tax cuts</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>China stock market has rebounded on a report of a US$278 billion plan to support stock values. In Australia, the Federal Government is reported to be about to shift the mix of ‘Stage 3’ tax cuts towards lower to middle income earners.
In part two of our bonus deep-dive interview, ANZ’s Chief Economist for Greater China, Raymond Yeung, looks at the deflationary implications of growing numbers of unemployed migrant workers in China’s cities.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Tue, 23 Jan 2024 19:00:00 -0000</pubDate>
      <itunes:title>Wednesday: The economics of Australian tax cuts</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>China stock market has rebounded on a report of a US$278 billion plan to support stock values. In Australia, the Federal Government is reported to be about to shift the mix of ‘Stage 3’ tax cuts towards lower to middle income earners.
In part two of our bonus deep-dive interview, ANZ’s Chief Economist for Greater China, Raymond Yeung, looks at the deflationary implications of growing numbers of unemployed migrant workers in China’s cities.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>China stock market has rebounded on a report of a US$278 billion plan to support stock values. In Australia, the Federal Government is reported to be about to shift the mix of ‘Stage 3’ tax cuts towards lower to middle income earners.</p><p>In part two of our bonus deep-dive interview, <strong>ANZ’s Chief Economist for Greater China, Raymond Yeung, </strong>looks at the deflationary implications of growing numbers of unemployed migrant workers in China’s cities.</p><p><br></p><p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>583</itunes:duration>
      <guid isPermaLink="false"><![CDATA[9d900ede-ba1c-11ee-a95c-e728846ad9e9]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO1559309270.mp3?updated=1706034556" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Tuesday: Inside China's wage deflation</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>US stocks rose again overnight to set fresh record highs on bolstered hopes for a soft economic landing, while China’s stocks fell 2.4% to near a two-decade low as investors worry about deflation and capital outflows.
In our bonus deep-dive interview, ANZ’s Chief Economist for Greater China, Raymond Yeung, takes a closer look at the growing numbers of unemployed migrant workers in China’s cities.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Mon, 22 Jan 2024 19:00:00 -0000</pubDate>
      <itunes:title>Tuesday: Inside China's wage deflation</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>US stocks rose again overnight to set fresh record highs on bolstered hopes for a soft economic landing, while China’s stocks fell 2.4% to near a two-decade low as investors worry about deflation and capital outflows.
In our bonus deep-dive interview, ANZ’s Chief Economist for Greater China, Raymond Yeung, takes a closer look at the growing numbers of unemployed migrant workers in China’s cities.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>US stocks rose again overnight to set fresh record highs on bolstered hopes for a soft economic landing, while China’s stocks fell 2.4% to near a two-decade low as investors worry about deflation and capital outflows.</p><p>In our bonus deep-dive interview, <strong>ANZ’s Chief Economist for Greater China, Raymond Yeung, </strong>takes a closer look at the growing numbers of unemployed migrant workers in China’s cities.</p><p><br></p><p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>583</itunes:duration>
      <guid isPermaLink="false"><![CDATA[a1f1e3c8-b952-11ee-a8bd-9781db2e24dd]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO4558411737.mp3?updated=1705948180" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Monday: Why shops in CBDs are struggling</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>US stocks surged over the weekend to record highs, and markets are looking out this week for three crucial central bank decisions.
In our bonus deep-dive interview, ANZ Australia Senior Economist Adelaide Timbrill explains why big shopping centres with multiplex cinemas are doing much better than shops in and around CBDs. 

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Sun, 21 Jan 2024 19:00:00 -0000</pubDate>
      <itunes:title>Monday: Why shops in CBDs are struggling</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>US stocks surged over the weekend to record highs, and markets are looking out this week for three crucial central bank decisions.
In our bonus deep-dive interview, ANZ Australia Senior Economist Adelaide Timbrill explains why big shopping centres with multiplex cinemas are doing much better than shops in and around CBDs. 

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>US stocks surged over the weekend to record highs, and markets are looking out this week for three crucial central bank decisions.</p><p>In our bonus deep-dive interview, <strong>ANZ Australia Senior Economist Adelaide Timbrill </strong>explains why big shopping centres with multiplex cinemas are doing much better than shops in and around CBDs. </p><p><br></p><p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>600</itunes:duration>
      <guid isPermaLink="false"><![CDATA[e81ad2fa-b886-11ee-99c8-336b9779c72b]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO1162074384.mp3?updated=1705860306" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Friday: ANZ sees RBNZ cutting from August</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>Global markets bedded in a 20 basis point rise in US 2 year Treasury yields overnight after more hawkish signals from the Fed, which kept the US dollar solid against the Aussie and Kiwi dollars.
In our bonus deep-dive interview, ANZ’s New Zealand Chief Economist Sharon Zollner explains why the RBNZ is now likely to cut first in August. That’s later than market expectations for a May cut, but earlier than her previous view of the first cut being in February next year.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Thu, 18 Jan 2024 19:00:00 -0000</pubDate>
      <itunes:title>Friday: ANZ sees RBNZ cutting from August</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>Global markets bedded in a 20 basis point rise in US 2 year Treasury yields overnight after more hawkish signals from the Fed, which kept the US dollar solid against the Aussie and Kiwi dollars.
In our bonus deep-dive interview, ANZ’s New Zealand Chief Economist Sharon Zollner explains why the RBNZ is now likely to cut first in August. That’s later than market expectations for a May cut, but earlier than her previous view of the first cut being in February next year.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>Global markets bedded in a 20 basis point rise in US 2 year Treasury yields overnight after more hawkish signals from the Fed, which kept the US dollar solid against the Aussie and Kiwi dollars.</p><p>In our bonus deep-dive interview, <strong>ANZ’s New Zealand Chief Economist Sharon Zollner</strong> explains why the<strong> RBNZ </strong>is now likely to cut first in August. That’s later than market expectations for a May cut, but earlier than her previous view of the first cut being in February next year.</p><p><br></p><p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>600</itunes:duration>
      <guid isPermaLink="false"><![CDATA[95c57f70-b62c-11ee-9af4-fbead5e136a6]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO4053431087.mp3?updated=1705601611" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Thursday: Global yields up as ECB pushes back</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>Global bonds and stocks sold off again this morning after the ECB pushed back against market views of an early rate cut and US retail sales were stronger than expected.
In our bonus deep-dive interview, ANZ Chief Economist for Southeast Asia and India Sanjay Mathur finds out what’s behind a surprisingly strong recovery in Asia’s jobs markets after covid.

﻿Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Wed, 17 Jan 2024 19:00:00 -0000</pubDate>
      <itunes:title>Thursday: Global yields up as ECB pushes back</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>Global bonds and stocks sold off again this morning after the ECB pushed back against market views of an early rate cut and US retail sales were stronger than expected.
In our bonus deep-dive interview, ANZ Chief Economist for Southeast Asia and India Sanjay Mathur finds out what’s behind a surprisingly strong recovery in Asia’s jobs markets after covid.

﻿Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>Global bonds and stocks sold off again this morning after the ECB pushed back against market views of an early rate cut and US retail sales were stronger than expected.</p><p>In our bonus deep-dive interview, <strong>ANZ Chief Economist for Southeast Asia and India Sanjay Mathur </strong>finds out what’s behind a surprisingly strong recovery in Asia’s jobs markets after covid<strong>.</strong></p><p><br></p><p>﻿Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>599</itunes:duration>
      <guid isPermaLink="false"><![CDATA[2120afe0-b565-11ee-9d6e-f39df899412e]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO9219520782.mp3?updated=1705515946" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Wednesday: US bond yields rise on Waller view</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>Global bond markets sold off this morning after Fed official Christopher Waller cautioned against expectations of early and fast cuts in US interest rates.
In our bonus deep-dive interview on Australia’s commercial property investment pipeline, ANZ New Zealand Economist Andre Castaing went deep into last year’s GDP figures and found the worst per-capita recession in 15 years.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Tue, 16 Jan 2024 19:00:00 -0000</pubDate>
      <itunes:title>Wednesday: US bond yields rise on Waller view</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>Global bond markets sold off this morning after Fed official Christopher Waller cautioned against expectations of early and fast cuts in US interest rates.
In our bonus deep-dive interview on Australia’s commercial property investment pipeline, ANZ New Zealand Economist Andre Castaing went deep into last year’s GDP figures and found the worst per-capita recession in 15 years.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>Global bond markets sold off this morning after Fed official <strong>Christopher Waller</strong> cautioned against expectations of early and fast cuts in US interest rates.</p><p>In our bonus deep-dive interview on Australia’s commercial property investment pipeline, <strong>ANZ New Zealand Economist Andre Castaing</strong> went deep into last year’s GDP figures and found the worst per-capita recession in 15 years.</p><p><br></p><p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>594</itunes:duration>
      <guid isPermaLink="false"><![CDATA[2c411fb2-b49e-11ee-bd15-77e8873b79ad]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO3182752891.mp3?updated=1705430494" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Tuesday: China surprises by holding rate</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>The People’s Bank of China left a key interest rate on hold, surprising markets expecting a cut after more signs China’s economy is deflating.
In part two of our bonus deep-dive interview, ANZ Australia Senior Economist Adelaide Timbrell explains why demand for new offices is much stronger than expected, even with more people working from home.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Mon, 15 Jan 2024 19:00:00 -0000</pubDate>
      <itunes:title>Tuesday: China surprises by holding rate</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>The People’s Bank of China left a key interest rate on hold, surprising markets expecting a cut after more signs China’s economy is deflating.
In part two of our bonus deep-dive interview, ANZ Australia Senior Economist Adelaide Timbrell explains why demand for new offices is much stronger than expected, even with more people working from home.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>The People’s Bank of China left a key interest rate on hold, surprising markets expecting a cut after more signs China’s economy is deflating.</p><p>In part two of our bonus deep-dive interview, <strong>ANZ Australia Senior Economist Adelaide Timbrell </strong>explains why demand for new offices is much stronger than expected, even with more people working from home.</p><p><br></p><p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>529</itunes:duration>
      <guid isPermaLink="false"><![CDATA[526f72aa-b3d2-11ee-8bc2-4b9da3c59db4]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO2063361508.mp3?updated=1705344407" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Monday: Oil and shipping inflation surges</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>Oil prices surged through US$80/barrel over the weekend after US and UK air strikes against Houthi facilities in Yemen raised fears a wider war in the Middle East could choke off major shipping routes through the Red Sea and Persian Gulf.
In part one of our bonus deep-dive interview, ANZ Australia Senior Economist Adelaide Timbrell explains why demand for new office construction is much stronger than expected, even with more people working from home.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Sun, 14 Jan 2024 19:00:00 -0000</pubDate>
      <itunes:title>Monday: Oil and shipping inflation surges</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>Oil prices surged through US$80/barrel over the weekend after US and UK air strikes against Houthi facilities in Yemen raised fears a wider war in the Middle East could choke off major shipping routes through the Red Sea and Persian Gulf.
In part one of our bonus deep-dive interview, ANZ Australia Senior Economist Adelaide Timbrell explains why demand for new office construction is much stronger than expected, even with more people working from home.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>Oil prices surged through US$80/barrel over the weekend after US and UK air strikes against Houthi facilities in Yemen raised fears a wider war in the Middle East could choke off major shipping routes through the Red Sea and Persian Gulf.</p><p>In part one of our bonus deep-dive interview, <strong>ANZ Australia Senior Economist Adelaide Timbrell </strong>explains why demand for new office construction is much stronger than expected, even with more people working from home.</p><p><br></p><p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>598</itunes:duration>
      <guid isPermaLink="false"><![CDATA[45bd9cde-b30b-11ee-a69f-07db1ce25db2]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO7294098990.mp3?updated=1705257450" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Wednesday: Our final edition for 2023</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>In our special last episode for 2023, I talked with ANZ Group Chief Economist Richard Yetsenga about the themes for 2023 and 2024 in global markets and economies.
He explains why 2023 was the year of the soft landing, how China and Japan are book-ending the global rates cycle, and why fiscal policy will matter in 2024 edition, we pick out the five big themes for 2024.
Have a safe and prosperous Christmas and New Year. We return on Monday, January 15.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Tue, 19 Dec 2023 19:00:00 -0000</pubDate>
      <itunes:title>Wednesday: Our final edition for 2023</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>In our special last episode for 2023, I talked with ANZ Group Chief Economist Richard Yetsenga about the themes for 2023 and 2024 in global markets and economies.
He explains why 2023 was the year of the soft landing, how China and Japan are book-ending the global rates cycle, and why fiscal policy will matter in 2024 edition, we pick out the five big themes for 2024.
Have a safe and prosperous Christmas and New Year. We return on Monday, January 15.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>In our special last episode for 2023, I talked with <strong>ANZ Group Chief Economist Richard Yetsenga</strong> about the themes for 2023 and 2024 in global markets and economies.</p><p>He explains why 2023 was the year of the soft landing, how China and Japan are book-ending the global rates cycle, and why fiscal policy will matter in 2024 edition, we pick out the five big themes for 2024.</p><p>Have a safe and prosperous Christmas and New Year. We return on Monday, January 15.</p><p><br></p><p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>600</itunes:duration>
      <guid isPermaLink="false"><![CDATA[6244c2a8-9e46-11ee-88b8-bf473540ffc2]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO4249993972.mp3?updated=1702979873" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Tuesday: 5 Things to watch for in 2024</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>In our special 101st episode edition, we pick out the five big themes for 2024.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Mon, 18 Dec 2023 19:00:00 -0000</pubDate>
      <itunes:title>Tuesday: 5 Things to watch for in 2024</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>In our special 101st episode edition, we pick out the five big themes for 2024.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>In our special 101st episode edition, we pick out the five big themes for 2024.</p><p><br></p><p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>478</itunes:duration>
      <guid isPermaLink="false"><![CDATA[8c58aed4-9da0-11ee-bd94-e7b2a7162b4a]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO8443141707.mp3?updated=1702924844" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Monday: 5 Things that defined 2023</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>In our special 100th episode edition, we pick out the five big themes for 2023.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Sun, 17 Dec 2023 19:00:00 -0000</pubDate>
      <itunes:title>Monday: 5 Things that defined 2023</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>In our special 100th episode edition, we pick out the five big themes for 2023.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>In our special 100th episode edition, we pick out the five big themes for 2023.</p><p><br></p><p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p><p><br></p>]]>
      </content:encoded>
      <itunes:duration>561</itunes:duration>
      <guid isPermaLink="false"><![CDATA[8931bac0-9d0a-11ee-ab9a-4b462abb0fa6]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO1808348530.mp3?updated=1702838208" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Friday: Bond yields slump after Fed pivots to rate cuts next year</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>Market interest rates are sharply lower this morning and stocks are rallying after the Fed pivoted to projecting interest rate cuts next year.
In part two of our bonus deep-dive interview, ANZ’s Head of Asia Research Khoon Goh explains how Vietnam is benefiting from friendshoring.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Thu, 14 Dec 2023 19:00:00 -0000</pubDate>
      <itunes:title>Friday: Bond yields slump after Fed pivots to rate cuts next year</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>Market interest rates are sharply lower this morning and stocks are rallying after the Fed pivoted to projecting interest rate cuts next year.
In part two of our bonus deep-dive interview, ANZ’s Head of Asia Research Khoon Goh explains how Vietnam is benefiting from friendshoring.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>Market interest rates are sharply lower this morning and stocks are rallying after the Fed pivoted to projecting interest rate cuts next year.</p><p>In part two of our bonus deep-dive interview, <strong>ANZ’s Head of Asia Research Khoon Goh</strong> explains how Vietnam is benefiting from friendshoring.</p><p><br></p><p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>600</itunes:duration>
      <guid isPermaLink="false"><![CDATA[6c6da6c8-9a1d-11ee-b3e3-139a61ff48e2]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO7977584085.mp3?updated=1702580136" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Thursday: Bracket creep helps Australia's Budget</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>Global markets are in animated suspension this morning ahead of the Fed’s decision at 6am Sydney/Melbourne time. Australia’s budget is healthier after solid income tax and mining royalty growth.
In our bonus deep-dive interview, ANZ’s Head of Asia Research Khoon Goh explains how Vietnam’s economy can keep growing, even after its demographic dividend has ended.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Wed, 13 Dec 2023 19:00:00 -0000</pubDate>
      <itunes:title>Thursday: Bracket creep helps Australia's Budget</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>Global markets are in animated suspension this morning ahead of the Fed’s decision at 6am Sydney/Melbourne time. Australia’s budget is healthier after solid income tax and mining royalty growth.
In our bonus deep-dive interview, ANZ’s Head of Asia Research Khoon Goh explains how Vietnam’s economy can keep growing, even after its demographic dividend has ended.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>Global markets are in animated suspension this morning ahead of the Fed’s decision at 6am Sydney/Melbourne time. Australia’s budget is healthier after solid income tax and mining royalty growth.</p><p>In our bonus deep-dive interview, <strong>ANZ’s Head of Asia Research Khoon Goh</strong> explains how Vietnam’s economy can keep growing, even after its demographic dividend has ended.</p><p><br></p><p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>557</itunes:duration>
      <guid isPermaLink="false"><![CDATA[8da3e7e2-998e-11ee-9906-dfa1482d1cca]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO3356098136.mp3?updated=1702492303" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Wednesday: Australia's diverging consumer and business confidence</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>US inflation data met forecasts overnight. Now the focus shifts to how hard the Fed will push back tomorrow morning at market expectations of early and large rate cuts next year.
In our bonus deep-dive interview, ANZ Pacific Economist Kishti Sen explains why Papua New Guinea’s economy is set to double inside the next five to eight years.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Tue, 12 Dec 2023 19:00:00 -0000</pubDate>
      <itunes:title>Wednesday: Australia's diverging consumer and business confidence</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>US inflation data met forecasts overnight. Now the focus shifts to how hard the Fed will push back tomorrow morning at market expectations of early and large rate cuts next year.
In our bonus deep-dive interview, ANZ Pacific Economist Kishti Sen explains why Papua New Guinea’s economy is set to double inside the next five to eight years.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>US inflation data met forecasts overnight. Now the focus shifts to how hard the <strong>Fed</strong> will push back tomorrow morning at market expectations of early and large rate cuts next year.</p><p>In our bonus deep-dive interview, <strong>ANZ Pacific Economist Kishti Sen</strong> explains why Papua New Guinea’s economy is set to double inside the next five to eight years.</p><p><br></p><p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>601</itunes:duration>
      <guid isPermaLink="false"><![CDATA[fd8bd76c-991c-11ee-ac4b-a37266df2772]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO7375380103.mp3?updated=1702406329" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Tuesday: All eyes on the Fed and the BoJ</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>Markets are on tenterhooks ahead of US CPI data tonight and the FOMC decision on Thursday morning, although the yen is falling as expectations of a Bank of Japan next week evaporate.
In part two of our bonus deep-dive interview, ANZ Senior Economist Adelaide Timbrell explains why there’s such strong demand for Australia’s houses from rental property investors.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Mon, 11 Dec 2023 19:00:00 -0000</pubDate>
      <itunes:title>Tuesday: All eyes on the Fed and the BoJ</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>Markets are on tenterhooks ahead of US CPI data tonight and the FOMC decision on Thursday morning, although the yen is falling as expectations of a Bank of Japan next week evaporate.
In part two of our bonus deep-dive interview, ANZ Senior Economist Adelaide Timbrell explains why there’s such strong demand for Australia’s houses from rental property investors.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>Markets are on tenterhooks ahead of <strong>US CPI</strong> data tonight and the <strong>FOMC</strong> decision on Thursday morning, although the yen is falling as expectations of a <strong>Bank of Japan </strong>next week evaporate.</p><p>In part two of our bonus deep-dive interview, <strong>ANZ Senior Economist Adelaide Timbrell</strong> explains why there’s such strong demand for Australia’s houses from rental property investors.</p><p><br></p><p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>598</itunes:duration>
      <guid isPermaLink="false"><![CDATA[23382864-9853-11ee-b3e8-0bc0fea994f0]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO2379995213.mp3?updated=1702319634" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Monday: Inside Australia's amazing housing market</title>
      <description>America’s economy is still generating solid jobs growth while on track for a soft landing, but China’s has slowed so much it’s producing deflation. 

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Sun, 10 Dec 2023 19:00:00 -0000</pubDate>
      <itunes:title>Monday: Inside Australia's amazing housing market</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>America’s economy is still generating solid jobs growth while on track for a soft landing, but China’s has slowed so much it’s producing deflation. 

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>America’s economy is still generating solid jobs growth while on track for a soft landing, but China’s has slowed so much it’s producing deflation. </p><p><br></p><p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>590</itunes:duration>
      <guid isPermaLink="false"><![CDATA[7f6da4ec-978b-11ee-8544-f3d5d58547a8]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO9481836416.mp3?updated=1702233890" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Friday: Bank of Japan hike talk jolts yen higher</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>Comments from Japanese officials suggesting a rate hike jolted the yen and Japanese bond yields sharply higher overnight. Global markets are now focused on Non Farm Payrolls data tonight for signs of a soft US landing.
In our bonus deep-dive interview, ANZ’s Head of G3 Economics Brian Martin explains why the Fed’s next rate cutting cycle will be so different.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Thu, 07 Dec 2023 19:00:00 -0000</pubDate>
      <itunes:title>Friday: Bank of Japan hike talk jolts yen higher</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>Comments from Japanese officials suggesting a rate hike jolted the yen and Japanese bond yields sharply higher overnight. Global markets are now focused on Non Farm Payrolls data tonight for signs of a soft US landing.
In our bonus deep-dive interview, ANZ’s Head of G3 Economics Brian Martin explains why the Fed’s next rate cutting cycle will be so different.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>Comments from Japanese officials suggesting a rate hike jolted the yen and Japanese bond yields sharply higher overnight. Global markets are now focused on Non Farm Payrolls data tonight for signs of a soft US landing.</p><p>In our bonus deep-dive interview, <strong>ANZ’s Head of G3 Economics Brian Martin </strong>explains why the <strong>Fed’s</strong> next rate cutting cycle will be so different.</p><p><br></p><p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>574</itunes:duration>
      <guid isPermaLink="false"><![CDATA[7d974a5e-9206-11ee-9547-67e119b3c8b1]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO8938008308.mp3?updated=1701974717" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Thursday: Soft Australia GDP solidifies RBA hold</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>Soft Australian GDP figures have increased the chances that 4.35% will stay as the peak for the RBA’s cash rate. Oil prices slumped below US470/bbl overnight
In our bonus deep-dive interview, ANZ’s Head of Asia Research Khoon Goh examines the outlook for India’s rupee and the Singaporean dollar next year as the Fed starts cutting and the US dollar weakens.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Wed, 06 Dec 2023 19:00:00 -0000</pubDate>
      <itunes:title>Thursday: Soft Australia GDP solidifies RBA hold</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>Soft Australian GDP figures have increased the chances that 4.35% will stay as the peak for the RBA’s cash rate. Oil prices slumped below US470/bbl overnight
In our bonus deep-dive interview, ANZ’s Head of Asia Research Khoon Goh examines the outlook for India’s rupee and the Singaporean dollar next year as the Fed starts cutting and the US dollar weakens.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>Soft Australian GDP figures have increased the chances that 4.35% will stay as the peak for the RBA’s cash rate. Oil prices slumped below US470/bbl overnight</p><p>In our bonus deep-dive interview, <strong>ANZ’s Head of Asia Research Khoon Goh </strong>examines the outlook for India’s rupee and the Singaporean dollar next year as the Fed starts cutting and the US dollar weakens.</p><p><br></p><p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>600</itunes:duration>
      <guid isPermaLink="false"><![CDATA[6b23b3f8-9206-11ee-b0d0-1fe8be69ae5a]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO1305432343.mp3?updated=1701887039" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Wednesday: RBA set for long hold in 2024</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>More US soft landing signs dragged US Treasury yields lower overnight, but the Aussie and Kiwi dollars are weaker after a credit rating warning for China and an RBA hold some in the markets saw as less hawkish than expected.
In our bonus deep-dive interview, ANZ’s Head of Asia Research Khoon Goh explains why he sees Fed rate cuts in 2024 helping Asia’s currencies.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Tue, 05 Dec 2023 19:00:00 -0000</pubDate>
      <itunes:title>Wednesday: RBA set for long hold in 2024</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>More US soft landing signs dragged US Treasury yields lower overnight, but the Aussie and Kiwi dollars are weaker after a credit rating warning for China and an RBA hold some in the markets saw as less hawkish than expected.
In our bonus deep-dive interview, ANZ’s Head of Asia Research Khoon Goh explains why he sees Fed rate cuts in 2024 helping Asia’s currencies.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>More US soft landing signs dragged US Treasury yields lower overnight, but the Aussie and Kiwi dollars are weaker after a credit rating warning for China and an RBA hold some in the markets saw as less hawkish than expected.</p><p>In our bonus deep-dive interview, <strong>ANZ’s Head of Asia Research Khoon Goh </strong>explains why he sees <strong>Fed</strong> rate cuts in 2024 helping Asia’s currencies.</p><p><br></p><p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>599</itunes:duration>
      <guid isPermaLink="false"><![CDATA[575bf01a-9206-11ee-b1a2-c3d15d2af4ad]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO7100277525.mp3?updated=1701800661" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Tuesday: Inside gold's surge to record highs</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>The RBA is expected to hold at 4.35% in its last cash rate decision of the year this afternoon, albeit with a hawkish tone and after considering a hike.
In our bonus deep-dive interview, ANZ Senior Commodities Strategist Daniel Hynes explains why he’s raised his iron ore price forecasts to over US$100/tonne, despite weak demand for steel from China’s apartment developers.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Mon, 04 Dec 2023 19:00:00 -0000</pubDate>
      <itunes:title>Tuesday: Inside gold's surge to record highs</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>The RBA is expected to hold at 4.35% in its last cash rate decision of the year this afternoon, albeit with a hawkish tone and after considering a hike.
In our bonus deep-dive interview, ANZ Senior Commodities Strategist Daniel Hynes explains why he’s raised his iron ore price forecasts to over US$100/tonne, despite weak demand for steel from China’s apartment developers.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>The <strong>RBA</strong> is expected to hold at 4.35% in its last cash rate decision of the year this afternoon, albeit with a hawkish tone and after considering a hike.</p><p>In our bonus deep-dive interview, <strong>ANZ Senior Commodities Strategist Daniel Hynes </strong>explains why he’s raised his iron ore price forecasts to over US$100/tonne, despite weak demand for steel from China’s apartment developers.</p><p><br></p><p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>600</itunes:duration>
      <guid isPermaLink="false"><![CDATA[44a4e74c-9206-11ee-9773-373d51026f80]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO3945186820.mp3?updated=1701714544" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Monday: Pressure in Australia's pipeline</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>The Aussie and Kiwi dollars are opening at four-month highs against the US dollar and the gold price is at a record-high US$2,091/oz after US Treasury yields fell again on a growing conviction the Fed has engineered a soft US landing.
In our bonus deep-dive interview, ANZ Australia Senior Economist Adelaide Timbrell details the pressures in Australia’s A$100 billion infrastructure investment pipeline.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Sun, 03 Dec 2023 19:00:00 -0000</pubDate>
      <itunes:title>Monday: Pressure in Australia's pipeline</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>The Aussie and Kiwi dollars are opening at four-month highs against the US dollar and the gold price is at a record-high US$2,091/oz after US Treasury yields fell again on a growing conviction the Fed has engineered a soft US landing.
In our bonus deep-dive interview, ANZ Australia Senior Economist Adelaide Timbrell details the pressures in Australia’s A$100 billion infrastructure investment pipeline.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>The Aussie and Kiwi dollars are opening at four-month highs against the US dollar and the gold price is at a record-high US$2,091/oz after US Treasury yields fell again on a growing conviction the <strong>Fed</strong> has engineered a soft US landing.</p><p>In our bonus deep-dive interview, <strong>ANZ Australia Senior Economist Adelaide Timbrell details the pressures in Australia’s A$100 billion infrastructure investment pipeline.</strong></p><p><br></p><p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>582</itunes:duration>
      <guid isPermaLink="false"><![CDATA[2f604ee4-9206-11ee-b1d3-57a48b46b651]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO1068409562.mp3?updated=1701627095" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Friday: Inflation sagging in US &amp; Europe to allow rate cuts in 2024</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>The Fed’s favourite measure of US inflation landed softly in October, leaving it on track to start cutting rates from the middle of next year. But inflation is weakening much faster in Europe, meaning rate cuts could start there from Easter.
In our bonus deep-dive interview, ANZ’s Head of G3 Economics Brian Martin examines growing market confidence about a soft US economic landing.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Thu, 30 Nov 2023 19:00:00 -0000</pubDate>
      <itunes:title>Friday: Inflation sagging in US &amp; Europe to allow rate cuts in 2024</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>The Fed’s favourite measure of US inflation landed softly in October, leaving it on track to start cutting rates from the middle of next year. But inflation is weakening much faster in Europe, meaning rate cuts could start there from Easter.
In our bonus deep-dive interview, ANZ’s Head of G3 Economics Brian Martin examines growing market confidence about a soft US economic landing.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>The Fed’s favourite measure of US inflation landed softly in October, leaving it on track to start cutting rates from the middle of next year. But inflation is weakening much faster in Europe, meaning rate cuts could start there from Easter.</p><p>In our bonus deep-dive interview, <strong>ANZ’s Head of G3 Economics Brian Martin </strong>examines growing market confidence about a soft US economic landing.</p><p><br></p><p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>567</itunes:duration>
      <guid isPermaLink="false"><![CDATA[e1caae28-8fac-11ee-9bdc-2370270de196]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO6153015529.mp3?updated=1701368619" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Thursday: Will the US really have a soft landing?</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>Australia’s inflation rate was much weaker than expected in October, but the RBA is expected to stay on a hawkish hold. The Reserve Bank of New Zealand has also taken a hawkish stance, wrong-footing markets hoping for early rate cuts.
In our bonus deep-dive interview, ANZ’s Head of G3 Economics Brian Martin examines growing market confidence about a soft US economic landing.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Wed, 29 Nov 2023 19:00:00 -0000</pubDate>
      <itunes:title>Thursday: Will the US really have a soft landing?</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>Australia’s inflation rate was much weaker than expected in October, but the RBA is expected to stay on a hawkish hold. The Reserve Bank of New Zealand has also taken a hawkish stance, wrong-footing markets hoping for early rate cuts.
In our bonus deep-dive interview, ANZ’s Head of G3 Economics Brian Martin examines growing market confidence about a soft US economic landing.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>Australia’s inflation rate was much weaker than expected in October, but the <strong>RBA</strong> is expected to stay on a hawkish hold. The <strong>Reserve Bank of New Zealand</strong> has also taken a hawkish stance, wrong-footing markets hoping for early rate cuts.</p><p>In our bonus deep-dive interview, <strong>ANZ’s Head of G3 Economics Brian Martin </strong>examines growing market confidence about a soft US economic landing.</p><p><br></p><p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>600</itunes:duration>
      <guid isPermaLink="false"><![CDATA[ddf05b00-8ee3-11ee-a3d5-57df9e55f78c]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO8331598193.mp3?updated=1701282283" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Wednesday: A$, NZ$ surge as Fed hawk turns dovish</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>The Aussie and Kiwi dollars have surged overnight to four-month highs against a weakening US dollar, thanks to comments from a normally hawkish Fed official suggesting US rate cuts are more likely than hikes anytime soon.
In part two of our bonus deep-dive interview, ANZ Australia Economist Blair Chapman maps out the sweet spot for his new FTE-pop indicator of Australian labour market tightness.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Tue, 28 Nov 2023 19:00:00 -0000</pubDate>
      <itunes:title>Wednesday: A$, NZ$ surge as Fed hawk turns dovish</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>The Aussie and Kiwi dollars have surged overnight to four-month highs against a weakening US dollar, thanks to comments from a normally hawkish Fed official suggesting US rate cuts are more likely than hikes anytime soon.
In part two of our bonus deep-dive interview, ANZ Australia Economist Blair Chapman maps out the sweet spot for his new FTE-pop indicator of Australian labour market tightness.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>The Aussie and Kiwi dollars have surged overnight to four-month highs against a weakening US dollar, thanks to comments from a normally hawkish Fed official suggesting US rate cuts are more likely than hikes anytime soon.</p><p>In part two of our bonus deep-dive interview, <strong>ANZ Australia Economist Blair Chapman </strong>maps out the sweet spot for his new <strong>FTE-pop</strong> indicator of Australian labour market tightness.</p><p><br></p><p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>567</itunes:duration>
      <guid isPermaLink="false"><![CDATA[367ab5ae-8e1c-11ee-b37f-d3a4eea4af67]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO3354804761.mp3?updated=1701196532" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Tuesday: Just how tight is Australia's labour market?</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>China’s industrial profit growth has slowed sharply, increasing expectations for more stimulus.
In part one of our bonus deep-dive interview, ANZ Australia Economist Blair Chapman has come up with a better measure of how tight the labour market is: FTE-pop.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Mon, 27 Nov 2023 19:00:00 -0000</pubDate>
      <itunes:title>Tuesday: Just how tight is Australia's labour market?</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>China’s industrial profit growth has slowed sharply, increasing expectations for more stimulus.
In part one of our bonus deep-dive interview, ANZ Australia Economist Blair Chapman has come up with a better measure of how tight the labour market is: FTE-pop.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>China’s industrial profit growth has slowed sharply, increasing expectations for more stimulus.</p><p>In part one of our bonus deep-dive interview, <strong>ANZ Australia Economist Blair Chapman </strong>has come up with a better measure of how tight the labour market is: FTE-pop.</p><p><br></p><p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>517</itunes:duration>
      <guid isPermaLink="false"><![CDATA[6e19c7e6-8d51-11ee-8d42-3fc0f1353b7f]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO7451695639.mp3?updated=1701109438" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Monday: Inside the new NZ Government's plans</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>New Zealand finally has a new centre-right coalition Government to replace the outgoing Labour administration. It plans tax cuts, spending cuts and a tweak to the Reserve Bank’s targets.
In our bonus deep-dive interview, ANZ’s Group Chief Economist Richard Yetsenga maps out the week ahead in global markets and economics, including whether investors are too optimistic about a soft landing.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Sun, 26 Nov 2023 19:00:00 -0000</pubDate>
      <itunes:title>Monday: Inside the new NZ Government's plans</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>New Zealand finally has a new centre-right coalition Government to replace the outgoing Labour administration. It plans tax cuts, spending cuts and a tweak to the Reserve Bank’s targets.
In our bonus deep-dive interview, ANZ’s Group Chief Economist Richard Yetsenga maps out the week ahead in global markets and economics, including whether investors are too optimistic about a soft landing.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>New Zealand finally has a new centre-right coalition Government to replace the outgoing Labour administration. It plans tax cuts, spending cuts and a tweak to the <strong>Reserve Bank’s</strong> targets.</p><p>In our bonus deep-dive interview, <strong>ANZ’s Group Chief Economist Richard Yetsenga </strong>maps out the week ahead in global markets and economics, including whether investors are too optimistic about a soft landing.</p><p><br></p><p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>565</itunes:duration>
      <guid isPermaLink="false"><![CDATA[a8c588c0-8c8a-11ee-a25d-9b120eefaefe]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO9820234272.mp3?updated=1701024067" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Friday: Why the US investment pivot matters</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>New RBA Governor Michele Bullock is talking hawkishly about demand-driven inflation, which is set to keep Australian interest rates high, and possibly higher, for longer.
In part two of our bonus deep-dive interview, ANZ’s Head of G3 Economics Brian Martin details why massive US public investment spending is holding global interest rates up for longer.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Thu, 23 Nov 2023 19:00:00 -0000</pubDate>
      <itunes:title>Friday: Why the US investment pivot matters</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>New RBA Governor Michele Bullock is talking hawkishly about demand-driven inflation, which is set to keep Australian interest rates high, and possibly higher, for longer.
In part two of our bonus deep-dive interview, ANZ’s Head of G3 Economics Brian Martin details why massive US public investment spending is holding global interest rates up for longer.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>New <strong>RBA Governor Michele Bullock</strong> is talking hawkishly about demand-driven inflation, which is set to keep Australian interest rates high, and possibly higher, for longer.</p><p>In part two of our bonus deep-dive interview, <strong>ANZ’s Head of G3 Economics Brian Martin </strong>details why massive US public investment spending is holding global interest rates up for longer.</p><p><br></p><p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>594</itunes:duration>
      <guid isPermaLink="false"><![CDATA[1245a434-86bd-11ee-949e-c36e39be6389]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO7021660174.mp3?updated=1700763564" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Thursday: Swifties to boost Singapore GDP</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>China’s renminbi has strengthened to a four-month high on hopes for calmer US vs China relations and lower US market interest rates.
In part one of our bonus deep-dive interview, ANZ’s Head of G3 Economics Brian Martin explains the importance of the US pivot to massive infrastructure spending.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Wed, 22 Nov 2023 19:00:00 -0000</pubDate>
      <itunes:title>Thursday: Swifties to boost Singapore GDP</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>China’s renminbi has strengthened to a four-month high on hopes for calmer US vs China relations and lower US market interest rates.
In part one of our bonus deep-dive interview, ANZ’s Head of G3 Economics Brian Martin explains the importance of the US pivot to massive infrastructure spending.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>China’s renminbi has strengthened to a four-month high on hopes for calmer US vs China relations and lower US market interest rates.</p><p>In part one of our bonus deep-dive interview, <strong>ANZ’s Head of G3 Economics Brian Martin </strong>explains the importance of the US pivot to massive infrastructure spending.</p><p><br></p><p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>600</itunes:duration>
      <guid isPermaLink="false"><![CDATA[01e0c1a0-86bd-11ee-8fc2-c780e89fae32]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO3462618630.mp3?updated=1700774896" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Wednesday: ACT the fastest-growing state</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>New stimulus moves for China’s property developers are bolstering the commodity currencies, including the Aussie and Kiwi dollars this morning.
In our bonus deep-dive interview, ANZ Australia economist Maddy Dunk digs through Australian state GDP figures to find the winners and losers.
Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Tue, 21 Nov 2023 19:00:00 -0000</pubDate>
      <itunes:title>Wednesday: ACT the fastest-growing state</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>New stimulus moves for China’s property developers are bolstering the commodity currencies, including the Aussie and Kiwi dollars this morning.
In our bonus deep-dive interview, ANZ Australia economist Maddy Dunk digs through Australian state GDP figures to find the winners and losers.
Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>New stimulus moves for China’s property developers are bolstering the commodity currencies, including the Aussie and Kiwi dollars this morning.</p><p>In our bonus deep-dive interview, <strong>ANZ Australia economist Maddy Dunk</strong> digs through Australian state GDP figures to find the winners and losers.</p><p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>562</itunes:duration>
      <guid isPermaLink="false"><![CDATA[f2827528-86bc-11ee-9aa9-3f651c727f45]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO6109447695.mp3?updated=1700591745" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Tuesday: Central banks wary of defacto loosening</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>Central banks are now grappling with lower market interest rates that have undone some of the heavy lifting they were relying on previously higher rates to fight inflation.
In our bonus deep-dive interview, ANZ Head of Asia Research Khoon Goh unpacks why there has been an improvement in exports from Asia ex China.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Mon, 20 Nov 2023 19:00:00 -0000</pubDate>
      <itunes:title>Tuesday: Central banks wary of defacto loosening</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>Central banks are now grappling with lower market interest rates that have undone some of the heavy lifting they were relying on previously higher rates to fight inflation.
In our bonus deep-dive interview, ANZ Head of Asia Research Khoon Goh unpacks why there has been an improvement in exports from Asia ex China.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>Central banks are now grappling with lower market interest rates that have undone some of the heavy lifting they were relying on previously higher rates to fight inflation.</p><p>In our bonus deep-dive interview, <strong>ANZ Head of Asia Research Khoon Goh</strong> unpacks why there has been an improvement in exports from Asia ex China.</p><p><br></p><p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>592</itunes:duration>
      <guid isPermaLink="false"><![CDATA[de12e47e-86bc-11ee-896d-cba0e53f93a7]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO5878623063.mp3?updated=1700504977" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Monday: Australian project pipeline to almost double</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>Oil prices jumped 4% over the weekend on talk of fresh supply cuts. ANZ now sees the RBNZ holding the OCR in late February, vs a hike previously.
In our bonus deep-dive interview, ANZ Australia Senior Economist Adelaide Timbrell explains why Australia’s major projects pipeline is set to double to over $100 billion, and examines the pressures that will create.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Sun, 19 Nov 2023 19:00:00 -0000</pubDate>
      <itunes:title>Monday: Australian project pipeline to almost double</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>Oil prices jumped 4% over the weekend on talk of fresh supply cuts. ANZ now sees the RBNZ holding the OCR in late February, vs a hike previously.
In our bonus deep-dive interview, ANZ Australia Senior Economist Adelaide Timbrell explains why Australia’s major projects pipeline is set to double to over $100 billion, and examines the pressures that will create.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>Oil prices jumped 4% over the weekend on talk of fresh supply cuts. ANZ now sees the RBNZ holding the OCR in late February, vs a hike previously.</p><p>In our bonus deep-dive interview, <strong>ANZ Australia Senior Economist Adelaide Timbrell </strong>explains why Australia’s major projects pipeline is set to double to over $100 billion, and examines the pressures that will create.</p><p><br></p><p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>590</itunes:duration>
      <guid isPermaLink="false"><![CDATA[cc4a2626-86bc-11ee-88a5-d77ec3f1779a]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO2471971312.mp3?updated=1700418045" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Friday: Oil prices slump on US demand worry</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>Oil prices fell sharply on signs of slowing US demand, while bond yields fell after weak US manufacturing data.
In our bonus deep-dive interview, ANZ’s Asia Economist Krystal Tan dissects the effects of high US interest rates and diverging commodity prices on the balances of payments for South Asia and Southeast Asia.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Thu, 16 Nov 2023 19:00:00 -0000</pubDate>
      <itunes:title>Friday: Oil prices slump on US demand worry</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>Oil prices fell sharply on signs of slowing US demand, while bond yields fell after weak US manufacturing data.
In our bonus deep-dive interview, ANZ’s Asia Economist Krystal Tan dissects the effects of high US interest rates and diverging commodity prices on the balances of payments for South Asia and Southeast Asia.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>Oil prices fell sharply on signs of slowing US demand, while bond yields fell after weak US manufacturing data.</p><p>In our bonus deep-dive interview, <strong>ANZ’s Asia Economist Krystal Tan </strong>dissects the effects of high US interest rates and diverging commodity prices on the balances of payments for South Asia and Southeast Asia.</p><p><br></p><p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>600</itunes:duration>
      <guid isPermaLink="false"><![CDATA[ee90690e-8138-11ee-9dcc-17446ad730ae]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO7114858512.mp3?updated=1700159582" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Thursday: Yields reverse after firm US retail sales</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>Global markets were volatile again overnight. Slightly stronger than expected US retail sales unleashed a bounce in US Treasury yields, but US stocks and the ‘risk’ currencies, the Aussie and Kiwi dollars, held their gains.
In our bonus deep-dive interview, ANZ’s Senior Strategist in China ZhaoPeng Xing details the rise in the renminbi’s share of global currency and trade markets.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Wed, 15 Nov 2023 19:00:00 -0000</pubDate>
      <itunes:title>Thursday: Yields reverse after firm US retail sales</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>Global markets were volatile again overnight. Slightly stronger than expected US retail sales unleashed a bounce in US Treasury yields, but US stocks and the ‘risk’ currencies, the Aussie and Kiwi dollars, held their gains.
In our bonus deep-dive interview, ANZ’s Senior Strategist in China ZhaoPeng Xing details the rise in the renminbi’s share of global currency and trade markets.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>Global markets were volatile again overnight. Slightly stronger than expected US retail sales unleashed a bounce in US Treasury yields, but US stocks and the ‘risk’ currencies, the Aussie and Kiwi dollars, held their gains.</p><p>In our bonus deep-dive interview, <strong>ANZ’s Senior Strategist in China ZhaoPeng Xing </strong>details the rise in the renminbi’s share of global currency and trade markets.</p><p><br></p><p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>584</itunes:duration>
      <guid isPermaLink="false"><![CDATA[d23cf178-8138-11ee-8258-1f0b9f6a4476]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO9986910914.mp3?updated=1700073130" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Wednesday: Global stocks surge on soft US CPI</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>Global stocks surged 2% overnight after flat US inflation data bolstered hopes the US Federal Reserve can end its rate hike cycle.
In our bonus deep-dive interview, ANZ’s Chief Economist for Southeast Asia and India Sanjay Mathur shows how changes inside India’s banking system are likely to lift India’s potential GDP growth rate.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Tue, 14 Nov 2023 19:00:00 -0000</pubDate>
      <itunes:title>Wednesday: Global stocks surge on soft US CPI</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>Global stocks surged 2% overnight after flat US inflation data bolstered hopes the US Federal Reserve can end its rate hike cycle.
In our bonus deep-dive interview, ANZ’s Chief Economist for Southeast Asia and India Sanjay Mathur shows how changes inside India’s banking system are likely to lift India’s potential GDP growth rate.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>Global stocks surged 2% overnight after flat US inflation data bolstered hopes the US Federal Reserve can end its rate hike cycle.</p><p>In our bonus deep-dive interview, <strong>ANZ’s Chief Economist for Southeast Asia and India Sanjay Mathur </strong>shows how changes inside India’s banking system are likely to lift India’s potential GDP growth rate.</p><p><br></p><p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>596</itunes:duration>
      <guid isPermaLink="false"><![CDATA[be1cef0e-8138-11ee-babf-3fe391a42131]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO5752379980.mp3?updated=1699986252" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Tuesday: All eyes on US CPI for Fed clues</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>Markets are becalmed ahead of key US inflation data due tonight, which is expected to allow the Fed to hold its key policy rate again.
In our bonus deep-dive interview, ANZ’s Head of G3 Economics Brian Martin dissects the inflationary pressures in the all-important US labour market.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Mon, 13 Nov 2023 19:00:00 -0000</pubDate>
      <itunes:title>Tuesday: All eyes on US CPI for Fed clues</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>Markets are becalmed ahead of key US inflation data due tonight, which is expected to allow the Fed to hold its key policy rate again.
In our bonus deep-dive interview, ANZ’s Head of G3 Economics Brian Martin dissects the inflationary pressures in the all-important US labour market.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>Markets are becalmed ahead of key US inflation data due tonight, which is expected to allow the Fed to hold its key policy rate again.</p><p>In our bonus deep-dive interview, <strong>ANZ’s Head of G3 Economics Brian Martin </strong>dissects the inflationary pressures in the all-important US labour market.</p><p><br></p><p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>573</itunes:duration>
      <guid isPermaLink="false"><![CDATA[abad6e98-8138-11ee-9dea-cfcce2f901b8]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO4000416381.mp3?updated=1699911922" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Monday: RBA seen unlikely to cut until late 2024</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>The RBA issued a monetary policy statement with a hawkish tinge on Friday, meaning a hike is more likely than a cut any time soon, says ANZ economists.
In part two of our bonus deep-dive interview, ANZ’s Head of Economics for Australia Adam Boyton explains why the NAIRU (Non-Accelerating Inflation Rate of Unemployment) is still falling, despite Covid’s supply shocks.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Sun, 12 Nov 2023 19:00:00 -0000</pubDate>
      <itunes:title>Monday: RBA seen unlikely to cut until late 2024</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>The RBA issued a monetary policy statement with a hawkish tinge on Friday, meaning a hike is more likely than a cut any time soon, says ANZ economists.
In part two of our bonus deep-dive interview, ANZ’s Head of Economics for Australia Adam Boyton explains why the NAIRU (Non-Accelerating Inflation Rate of Unemployment) is still falling, despite Covid’s supply shocks.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>The <strong>RBA</strong> issued a monetary policy statement with a hawkish tinge on Friday, meaning a hike is more likely than a cut any time soon, says ANZ economists.</p><p>In part two of our bonus deep-dive interview, <strong>ANZ’s Head of Economics for Australia Adam Boyton </strong>explains why the <strong>NAIRU</strong> (Non-Accelerating Inflation Rate of Unemployment) is still falling, despite Covid’s supply shocks.</p><p><br></p><p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>602</itunes:duration>
      <guid isPermaLink="false"><![CDATA[8fcbcfe4-8138-11ee-923a-57a8a1383912]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO3863052975.mp3?updated=1699814091" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Friday: China in deflationary territory again</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>The People’s Bank of China is expected to ease a key bank lending rule in the coming months after China reported falling back into deflation last month.
In part one of our bonus deep-dive interview, ANZ’s Head of Economics for Australia Adam Boyton explains what the NAIRU is and why it’s important for interest rates.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Thu, 09 Nov 2023 19:00:00 -0000</pubDate>
      <itunes:title>Friday: China in deflationary territory again</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>The People’s Bank of China is expected to ease a key bank lending rule in the coming months after China reported falling back into deflation last month.
In part one of our bonus deep-dive interview, ANZ’s Head of Economics for Australia Adam Boyton explains what the NAIRU is and why it’s important for interest rates.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>The <strong>People’s Bank of China</strong> is expected to ease a key bank lending rule in the coming months after China reported falling back into deflation last month.</p><p>In part one of our bonus deep-dive interview, <strong>ANZ’s Head of Economics for Australia Adam Boyton </strong>explains what the NAIRU is and why it’s important for interest rates.</p><p><br></p><p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>597</itunes:duration>
      <guid isPermaLink="false"><![CDATA[18e43a6a-7bb6-11ee-b1b2-07a56fdd5673]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO2509439417.mp3?updated=1699554547" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Thursday: Oil price slumps to three-month low</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>Oil prices slumped again overnight to three month lows as concerns about weakening demand from slowing US, European and Chinese economies.
In our bonus deep-dive interview, ANZ’s Head of G3 Economics Brian Martin explains why Europe is headed for recession and the ECB may cut next year before the Fed.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Wed, 08 Nov 2023 19:00:00 -0000</pubDate>
      <itunes:title>Thursday: Oil price slumps to three-month low</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>Oil prices slumped again overnight to three month lows as concerns about weakening demand from slowing US, European and Chinese economies.
In our bonus deep-dive interview, ANZ’s Head of G3 Economics Brian Martin explains why Europe is headed for recession and the ECB may cut next year before the Fed.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>Oil prices slumped again overnight to three month lows as concerns about weakening demand from slowing US, European and Chinese economies.</p><p>In our bonus deep-dive interview, <strong>ANZ’s Head of G3 Economics Brian Martin </strong>explains why Europe is headed for recession and the ECB may cut next year before the Fed.</p><p><br></p><p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>600</itunes:duration>
      <guid isPermaLink="false"><![CDATA[f92fb28a-7bb5-11ee-ad33-cf3c924424f2]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO6072749301.mp3?updated=1699468730" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Wednesday: Aussie dollar down despite RBA hike</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>The RBA hiked as expected yesterday, but the Aussie dollar fell overnight. Some in the market saw the RBA’s comments about future hikes as dovish.
In our bonus deep-dive interview, ANZ Senior Commodities Strategist Daniel Hynes, explains why central bank buying of gold has nearly doubled.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Tue, 07 Nov 2023 19:00:00 -0000</pubDate>
      <itunes:title>Wednesday: Aussie dollar down despite RBA hike</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>The RBA hiked as expected yesterday, but the Aussie dollar fell overnight. Some in the market saw the RBA’s comments about future hikes as dovish.
In our bonus deep-dive interview, ANZ Senior Commodities Strategist Daniel Hynes, explains why central bank buying of gold has nearly doubled.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>The <strong>RBA</strong> hiked as expected yesterday, but the Aussie dollar fell overnight. Some in the market saw the RBA’s comments about future hikes as dovish.</p><p>In our bonus deep-dive interview, <strong>ANZ Senior Commodities Strategist Daniel Hynes, </strong>explains why central bank buying of gold has nearly doubled.</p><p><br></p><p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>564</itunes:duration>
      <guid isPermaLink="false"><![CDATA[df4ebad2-7bb5-11ee-a915-23de162c3fc5]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO7626621596.mp3?updated=1699381925" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Tuesday: RBA expected to hike one more time</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>The RBA is expected to hike one more time later today, which is helping the Aussie dollar nudge up towards 65 USc in early trade.
In our bonus deep-dive interview, ANZ’s Chief Economist for Southeast Asia and India, Sanjay Mathur, looks at why Indian equities are undervalued.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Mon, 06 Nov 2023 19:00:00 -0000</pubDate>
      <itunes:title>Tuesday: RBA expected to hike one more time</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>The RBA is expected to hike one more time later today, which is helping the Aussie dollar nudge up towards 65 USc in early trade.
In our bonus deep-dive interview, ANZ’s Chief Economist for Southeast Asia and India, Sanjay Mathur, looks at why Indian equities are undervalued.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>The <strong>RBA</strong> is expected to hike one more time later today, which is helping the Aussie dollar nudge up towards 65 USc in early trade.</p><p>In our bonus deep-dive interview, <strong>ANZ’s Chief Economist for Southeast Asia and India, Sanjay Mathur, </strong>looks at why Indian equities are undervalued.</p><p><br></p><p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>592</itunes:duration>
      <guid isPermaLink="false"><![CDATA[c991c73e-7bb5-11ee-a1b6-cb6ed5a91d1b]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO9014603553.mp3?updated=1699295576" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Monday: Soft US jobs cement in Fed pause view</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>Weaker-than-expected US jobs growth data fueled an extension of rallies in global bonds and stocks. Risk currencies rose strongly.
In our bonus deep-dive interview, ANZ’s Group Chief Economist Richard Yetsenga looks in the week ahead to the RBA’s rates decision and key China data.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Sun, 05 Nov 2023 19:00:00 -0000</pubDate>
      <itunes:title>Monday: Soft US jobs cement in Fed pause view</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>Weaker-than-expected US jobs growth data fueled an extension of rallies in global bonds and stocks. Risk currencies rose strongly.
In our bonus deep-dive interview, ANZ’s Group Chief Economist Richard Yetsenga looks in the week ahead to the RBA’s rates decision and key China data.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>Weaker-than-expected US jobs growth data fueled an extension of rallies in global bonds and stocks. Risk currencies rose strongly.</p><p>In our bonus deep-dive interview, <strong>ANZ’s Group Chief Economist Richard Yetsenga </strong>looks in the week ahead to the RBA’s rates decision and key China data.</p><p><br></p><p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>506</itunes:duration>
      <guid isPermaLink="false"><![CDATA[b602ed7e-7bb5-11ee-99fd-f7e772429e12]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO1402902919.mp3?updated=1699209439" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Friday: Treasuries rally strongly on soft landing hopes</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>US 10-year down to 4.62% overnight after Fed Chair Powell makes comments seen as suggesting extended rates pause; BoE holds too; South Korean inflation firm; Raymond Yeung's tribute to Li Keqiang.
Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Thu, 02 Nov 2023 19:00:00 -0000</pubDate>
      <itunes:title>Friday: Treasuries rally strongly on soft landing hopes</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>US 10-year down to 4.62% overnight after Fed Chair Powell makes comments seen as suggesting extended rates pause; BoE holds too; South Korean inflation firm; Raymond Yeung's tribute to Li Keqiang.
Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>US 10-year down to 4.62% overnight after Fed Chair Powell makes comments seen as suggesting extended rates pause; BoE holds too; South Korean inflation firm; Raymond Yeung's tribute to Li Keqiang.</p><p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>507</itunes:duration>
      <guid isPermaLink="false"><![CDATA[56f90d64-788f-11ee-b4d0-8342d671aa2e]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO5600639700.mp3?updated=1698949764" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Thursday: S&amp;P 500 up as Fed holds as expected</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>US stocks and bonds strengthened shortly after the US Federal Reserve held its key policy rate as expected and on hopes the US economy is slowing in line with Fed expectations.
In our bonus deep-dive interview, ANZ’s China Senior Strategist Zhaopeng Xing explains why this week’s National Financial Work Conference in China is much more important than it sounds.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Wed, 01 Nov 2023 19:00:00 -0000</pubDate>
      <itunes:title>Thursday: S&amp;P 500 up as Fed holds as expected</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>US stocks and bonds strengthened shortly after the US Federal Reserve held its key policy rate as expected and on hopes the US economy is slowing in line with Fed expectations.
In our bonus deep-dive interview, ANZ’s China Senior Strategist Zhaopeng Xing explains why this week’s National Financial Work Conference in China is much more important than it sounds.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>US stocks and bonds strengthened shortly after the <strong>US Federal Reserve</strong> held its key policy rate as expected and on hopes the US economy is slowing in line with <strong>Fed</strong> expectations.</p><p>In our bonus deep-dive interview, <strong>ANZ’s China Senior Strategist Zhaopeng Xing</strong> explains why this week’s National Financial Work Conference in China is much more important than it sounds.</p><p><br></p><p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>593</itunes:duration>
      <guid isPermaLink="false"><![CDATA[3f4336ae-788f-11ee-bed8-47ae5b0ba2fc]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO2213327922.mp3?updated=1698864488" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Wednesday: Yen at 15-year low of 151.5</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>The yen slumped to 151.55 overnight after a Bank of Japan tweak to monetary policy yesterday was seen as too timid and not allowing yields to rise quickly enough.
In part two of our bonus deep-dive interview, ANZ’s Head of Asia Research Khoon Goh explains how strong US GDP growth is helping Asia’s economies.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Tue, 31 Oct 2023 19:00:00 -0000</pubDate>
      <itunes:title>Wednesday: Yen at 15-year low of 151.5</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>The yen slumped to 151.55 overnight after a Bank of Japan tweak to monetary policy yesterday was seen as too timid and not allowing yields to rise quickly enough.
In part two of our bonus deep-dive interview, ANZ’s Head of Asia Research Khoon Goh explains how strong US GDP growth is helping Asia’s economies.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>The yen slumped to 151.55 overnight after a <strong>Bank of Japan</strong> tweak to monetary policy yesterday was seen as too timid and not allowing yields to rise quickly enough.</p><p>In part two of our bonus deep-dive interview, <strong>ANZ’s Head of Asia Research Khoon Goh </strong>explains how strong US GDP growth is helping Asia’s economies.</p><p><br></p><p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>493</itunes:duration>
      <guid isPermaLink="false"><![CDATA[8b088ac0-7818-11ee-8bbb-0b92d6fc22d2]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO9740415766.mp3?updated=1698776542" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Tuesday: Yen rallies on YCC tweak talk</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>The yen is rallying in early Asian trade after a Nikkei report the Bank of Japan will consider allowing Japanese Government Bond yields to rise over 1.0%.
In part one of our bonus deep-dive interview, ANZ’s Head of Asia Research Khoon Goh explains how Asia’s economies are doing much better than the global headlines might suggest.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Mon, 30 Oct 2023 19:00:00 -0000</pubDate>
      <itunes:title>Tuesday: Yen rallies on YCC tweak talk</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>The yen is rallying in early Asian trade after a Nikkei report the Bank of Japan will consider allowing Japanese Government Bond yields to rise over 1.0%.
In part one of our bonus deep-dive interview, ANZ’s Head of Asia Research Khoon Goh explains how Asia’s economies are doing much better than the global headlines might suggest.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>The yen is rallying in early Asian trade after a Nikkei report the Bank of Japan will consider allowing Japanese Government Bond yields to rise over 1.0%.</p><p>In part one of our bonus deep-dive interview, <strong>ANZ’s Head of Asia Research Khoon Goh </strong>explains how Asia’s economies are doing much better than the global headlines might suggest.</p><p><br></p><p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>598</itunes:duration>
      <guid isPermaLink="false"><![CDATA[ffe62846-7752-11ee-a5bf-df0eda871437]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO5840357216.mp3?updated=1698691186" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Monday: Oil and gold up as Israeli troops enter Gaza</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>Israeli troops advanced into northern Gaza over the weekend, raising fears of a wider conflict in the Middle East. Gold and oil prices rose over key levels.
In our bonus deep-dive interview, ANZ Economist Andre Castaing explains how higher term premia for US interest rates are flowing into New Zealand’s economy.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Sun, 29 Oct 2023 19:00:00 -0000</pubDate>
      <itunes:title>Monday: Oil and gold up as Israeli troops enter Gaza</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>Israeli troops advanced into northern Gaza over the weekend, raising fears of a wider conflict in the Middle East. Gold and oil prices rose over key levels.
In our bonus deep-dive interview, ANZ Economist Andre Castaing explains how higher term premia for US interest rates are flowing into New Zealand’s economy.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>Israeli troops advanced into northern Gaza over the weekend, raising fears of a wider conflict in the Middle East. Gold and oil prices rose over key levels.</p><p>In our bonus deep-dive interview, <strong>ANZ Economist Andre Castaing </strong>explains how higher term premia for US interest rates are flowing into New Zealand’s economy.</p><p><br></p><p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>494</itunes:duration>
      <guid isPermaLink="false"><![CDATA[c5dafa26-7687-11ee-9fff-8b44d0e05d84]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO3736767724.mp3?updated=1698603901" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Friday: US GDP up 4.9% as ECB holds</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>US GDP grew 4.9% in the Q3, which beat expectations, but core inflation measures were subdued, encouraging bond investors to push yields lower. US stocks fell overnight after poorly-received results from Meta and UPS.
In our bonus deep-dive interview, ANZ’s Head of G3 Economics Brian Martin explains why US Government stimulus is getting more traction this time around.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Thu, 26 Oct 2023 19:00:00 -0000</pubDate>
      <itunes:title>Friday: US GDP up 4.9% as ECB holds</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>US GDP grew 4.9% in the Q3, which beat expectations, but core inflation measures were subdued, encouraging bond investors to push yields lower. US stocks fell overnight after poorly-received results from Meta and UPS.
In our bonus deep-dive interview, ANZ’s Head of G3 Economics Brian Martin explains why US Government stimulus is getting more traction this time around.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>US GDP grew 4.9% in the Q3, which beat expectations, but core inflation measures were subdued, encouraging bond investors to push yields lower. US stocks fell overnight after poorly-received results from Meta and UPS.</p><p>In our bonus deep-dive interview, <strong>ANZ’s Head of G3 Economics Brian Martin</strong> explains why US Government stimulus is getting more traction this time around.</p><p><br></p><p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>593</itunes:duration>
      <guid isPermaLink="false"><![CDATA[2dee5284-72c3-11ee-94be-fbf481904d83]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO6071913564.mp3?updated=1698345446" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Thursday: ANZ now sees RBA hiking on Nov 7</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>Australian inflation was faster than expected in the September quarter, which has prompted ANZ’s economists to forecast a rate hike on Melbourne Cup day.
In our bonus deep-dive interview, ANZ’s Senior International Economist Tom Kenny explains what the term premium is, how it’s changed and why it matters.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Wed, 25 Oct 2023 19:00:00 -0000</pubDate>
      <itunes:title>Thursday: ANZ now sees RBA hiking on Nov 7</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>Australian inflation was faster than expected in the September quarter, which has prompted ANZ’s economists to forecast a rate hike on Melbourne Cup day.
In our bonus deep-dive interview, ANZ’s Senior International Economist Tom Kenny explains what the term premium is, how it’s changed and why it matters.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>Australian inflation was faster than expected in the September quarter, which has prompted ANZ’s economists to forecast a rate hike on Melbourne Cup day.</p><p>In our bonus deep-dive interview, <strong>ANZ’s Senior International Economist Tom Kenny</strong> explains what the term premium is, how it’s changed and why it matters.</p><p><br></p><p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>600</itunes:duration>
      <guid isPermaLink="false"><![CDATA[1830dc28-72c3-11ee-825f-0b5414cd6be3]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO6495565204.mp3?updated=1698258375" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Wednesday: Oil slides after weak European data</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>Oil prices fell a further 2% overnight to well under US$90/bbl after European PMI surveys showed a deeper contraction in activity and the IEA forecast oil demand falling by 2030 for the first time.
In our bonus deep-dive interview, ANZ’s Head of G3 Economics Brian Martin explains why the ECB is likely to hold on Thursday night for the first time in 11 meetings.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Tue, 24 Oct 2023 19:00:00 -0000</pubDate>
      <itunes:title>Wednesday: Oil slides after weak European data</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>Oil prices fell a further 2% overnight to well under US$90/bbl after European PMI surveys showed a deeper contraction in activity and the IEA forecast oil demand falling by 2030 for the first time.
In our bonus deep-dive interview, ANZ’s Head of G3 Economics Brian Martin explains why the ECB is likely to hold on Thursday night for the first time in 11 meetings.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>Oil prices fell a further 2% overnight to well under US$90/bbl after European PMI surveys showed a deeper contraction in activity and the <strong>IEA</strong> forecast oil demand falling by 2030 for the first time.</p><p>In our bonus deep-dive interview, <strong>ANZ’s Head of G3 Economics Brian Martin </strong>explains why the <strong>ECB</strong> is likely to hold on Thursday night for the first time in 11 meetings.</p><p><br></p><p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>546</itunes:duration>
      <guid isPermaLink="false"><![CDATA[2ef61198-7247-11ee-ba84-272a449d5fb9]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO9304081523.mp3?updated=1698171914" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Tuesday: US bonds volatile ahead of PMIs</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>US Treasuries were volatile again overnight. The 10-year hit 5% and then slid in late New York trade, which dragged on the US dollar and boosted US stocks.
In our bonus deep-dive interview, ANZ’s Head of FX Research Mahjabeen Zaman looks at which currencies are winning and losing in the hunt for safe havens.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Mon, 23 Oct 2023 19:00:00 -0000</pubDate>
      <itunes:title>Tuesday: US bonds volatile ahead of PMIs</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>US Treasuries were volatile again overnight. The 10-year hit 5% and then slid in late New York trade, which dragged on the US dollar and boosted US stocks.
In our bonus deep-dive interview, ANZ’s Head of FX Research Mahjabeen Zaman looks at which currencies are winning and losing in the hunt for safe havens.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>US Treasuries were volatile again overnight. The 10-year hit 5% and then slid in late New York trade, which dragged on the US dollar and boosted US stocks.</p><p>In our bonus deep-dive interview, <strong>ANZ’s Head of FX Research Mahjabeen Zaman </strong>looks at which currencies are winning and losing in the hunt for safe havens.</p><p><br></p><p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>478</itunes:duration>
      <guid isPermaLink="false"><![CDATA[8c98c6b4-7194-11ee-9a54-1fcd0ea4e8ef]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO4059124979.mp3?updated=1698084919" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Monday: Stocks down on high bond yields</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>Global stocks are starting the week down again thanks to high bond yields and plenty of nerves about geo-politics.
In our bonus deep-dive interview, ANZ NZ Economist Andre Castaing unpacks why New Zealand has a trade deficit of 3.5% of GDP.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Sun, 22 Oct 2023 19:00:00 -0000</pubDate>
      <itunes:title>Monday: Stocks down on high bond yields</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>Global stocks are starting the week down again thanks to high bond yields and plenty of nerves about geo-politics.
In our bonus deep-dive interview, ANZ NZ Economist Andre Castaing unpacks why New Zealand has a trade deficit of 3.5% of GDP.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>Global stocks are starting the week down again thanks to high bond yields and plenty of nerves about geo-politics.</p><p>In our bonus deep-dive interview, <strong>ANZ NZ Economist Andre Castaing </strong>unpacks why New Zealand has a trade deficit of 3.5% of GDP.</p><p><br></p><p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>598</itunes:duration>
      <guid isPermaLink="false"><![CDATA[f31bac54-70da-11ee-93ed-fb3f647a4909]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO5897612550.mp3?updated=1698000797" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Friday: US 10-year nudges 5% as Powell speaks</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>The US 10-year Treasury bond yield nudged 5% this morning after Jerome Powell reaffirmed the Fed was finding higher bond yields useful in fighting inflation.
In our bonus deep-dive interview, ANZ’s Senior Asia Strategist Zhaopeng Xing points to the ‘lipstick effect’ that held back retail sales during China’s Golden Week.
Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Thu, 19 Oct 2023 19:00:00 -0000</pubDate>
      <itunes:title>Friday: US 10-year nudges 5% as Powell speaks</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>The US 10-year Treasury bond yield nudged 5% this morning after Jerome Powell reaffirmed the Fed was finding higher bond yields useful in fighting inflation.
In our bonus deep-dive interview, ANZ’s Senior Asia Strategist Zhaopeng Xing points to the ‘lipstick effect’ that held back retail sales during China’s Golden Week.
Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>The US 10-year Treasury bond yield nudged 5% this morning after Jerome Powell reaffirmed the Fed was finding higher bond yields useful in fighting inflation.</p><p>In our bonus deep-dive interview, <strong>ANZ’s Senior Asia Strategist Zhaopeng Xing </strong>points to the ‘lipstick effect’ that held back retail sales during China’s Golden Week.</p><p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>548</itunes:duration>
      <guid isPermaLink="false"><![CDATA[23172f34-6cc9-11ee-a450-97d2b065e170]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO1689818805.mp3?updated=1697747337" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Thursday: US 10-year hits 16-year high of 4.91%</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>US Treasury bonds sold off again overnight, pushing the 10-year yield to 4.91%, its highest level since 2007. Oil rose 2% on a drop in US inventories. Chinese GDP was stronger than expected.
In our bonus deep-dive interview, ANZ’s Head of G3 Economics Brian Martin explains why Treasury yields are rising, even though the Fed appears to have paused rate hikes.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Wed, 18 Oct 2023 19:00:00 -0000</pubDate>
      <itunes:title>Thursday: US 10-year hits 16-year high of 4.91%</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>US Treasury bonds sold off again overnight, pushing the 10-year yield to 4.91%, its highest level since 2007. Oil rose 2% on a drop in US inventories. Chinese GDP was stronger than expected.
In our bonus deep-dive interview, ANZ’s Head of G3 Economics Brian Martin explains why Treasury yields are rising, even though the Fed appears to have paused rate hikes.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>US Treasury bonds sold off again overnight, pushing the 10-year yield to 4.91%, its highest level since 2007. Oil rose 2% on a drop in US inventories. Chinese GDP was stronger than expected.</p><p>In our bonus deep-dive interview, <strong>ANZ’s Head of G3 Economics Brian Martin </strong>explains why Treasury yields are rising, even though the <strong>Fed</strong> appears to have paused rate hikes.</p><p><br></p><p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>564</itunes:duration>
      <guid isPermaLink="false"><![CDATA[fab6accc-6cc8-11ee-b610-ef049ee90ec8]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO3038748216.mp3?updated=1697653881" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Wednesday: Hot US retail sales drive yields up</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>The bond market selloff resumed in earnest overnight after better than expected US retail sales figures
In part two of our bonus deep-dive interview, ANZ’s Chief Economist for Greater China Raymond Yeung looks at how China might fix the debt problems at its Local Government Financing Vehicles (LGFVs).

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Tue, 17 Oct 2023 19:00:00 -0000</pubDate>
      <itunes:title>Wednesday: Hot US retail sales drive yields up</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>The bond market selloff resumed in earnest overnight after better than expected US retail sales figures
In part two of our bonus deep-dive interview, ANZ’s Chief Economist for Greater China Raymond Yeung looks at how China might fix the debt problems at its Local Government Financing Vehicles (LGFVs).

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>The bond market selloff resumed in earnest overnight after better than expected US retail sales figures</p><p>In part two of our bonus deep-dive interview, <strong>ANZ’s Chief Economist for Greater China Raymond Yeung</strong> looks at how China might fix the debt problems at its Local Government Financing Vehicles (<strong>LGFVs</strong>).</p><p><br></p><p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>557</itunes:duration>
      <guid isPermaLink="false"><![CDATA[e8e84672-6cc8-11ee-882e-8f526c19de31]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO9870740849.mp3?updated=1697567001" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Tuesday: US debt issue plans weigh on investors</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>Investor concerns about US Government plans for big issues of new Treasury bonds to fund ongoing deficits is driving up bond yields globally this morning.
In our bonus deep-dive interview, ANZ’s Chief Economist for Greater China Raymond Yeung has identified a tipping point for the debt bound up in China’s key Local Government Financing Vehicles (LGFVs).

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Mon, 16 Oct 2023 19:00:00 -0000</pubDate>
      <itunes:title>Tuesday: US debt issue plans weigh on investors</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>Investor concerns about US Government plans for big issues of new Treasury bonds to fund ongoing deficits is driving up bond yields globally this morning.
In our bonus deep-dive interview, ANZ’s Chief Economist for Greater China Raymond Yeung has identified a tipping point for the debt bound up in China’s key Local Government Financing Vehicles (LGFVs).

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>Investor concerns about US Government plans for big issues of new Treasury bonds to fund ongoing deficits is driving up bond yields globally this morning.</p><p>In our bonus deep-dive interview, <strong>ANZ’s Chief Economist for Greater China Raymond Yeung</strong> has identified a tipping point for the debt bound up in China’s key Local Government Financing Vehicles (<strong>LGFVs</strong>).</p><p><br></p><p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>590</itunes:duration>
      <guid isPermaLink="false"><![CDATA[2630f2fe-6c51-11ee-afba-134ce15205d6]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO6064938298.mp3?updated=1697480945" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Monday: Oil &amp; US$ stronger as Gaza invasion nears</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>Oil prices are up sharply this morning on signs Israeli troops will advance into Gaza within hours. A flight to safer assets is strengthening the US$ vs the Aussie and Kiwi dollars, while the yen is weak at 149.59/$.
In our bonus deep-dive interview, ANZ Group’s Chief Economist Richard Yetsenga reviews the Fed’s recent comments, previews the week ahead and analyses changing investment flows in Asia.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Sun, 15 Oct 2023 19:00:00 -0000</pubDate>
      <itunes:title>Monday: Oil &amp; US$ stronger as Gaza invasion nears</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>Oil prices are up sharply this morning on signs Israeli troops will advance into Gaza within hours. A flight to safer assets is strengthening the US$ vs the Aussie and Kiwi dollars, while the yen is weak at 149.59/$.
In our bonus deep-dive interview, ANZ Group’s Chief Economist Richard Yetsenga reviews the Fed’s recent comments, previews the week ahead and analyses changing investment flows in Asia.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>Oil prices are up sharply this morning on signs Israeli troops will advance into Gaza within hours. A flight to safer assets is strengthening the US$ vs the Aussie and Kiwi dollars, while the yen is weak at 149.59/$.</p><p>In our bonus deep-dive interview, <strong>ANZ Group’s Chief Economist Richard Yetsenga </strong>reviews the Fed’s recent comments, previews the week ahead and analyses changing investment flows in Asia.</p><p><br></p><p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p><p><br></p><p><br></p>]]>
      </content:encoded>
      <itunes:duration>584</itunes:duration>
      <guid isPermaLink="false"><![CDATA[aef6e984-6b81-11ee-8532-b39cea1e45f6]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO4167602464.mp3?updated=1697394939" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Friday: US$ &amp; yields up on warm super-core inflation</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>US Treasury yields surged again overnight after fresh signs of heat in US super-core inflation data. That pushed the US dollar up against the Aussie dollar, the Kiwi dollar and the euro.
In our bonus deep-dive interview, ANZ’s Head of Asia Research Khoon Goh unravels a rise in portfolio outflows in Asia-ex China and looks ahead.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Thu, 12 Oct 2023 19:00:00 -0000</pubDate>
      <itunes:title>Friday: US$ &amp; yields up on warm super-core inflation</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>US Treasury yields surged again overnight after fresh signs of heat in US super-core inflation data. That pushed the US dollar up against the Aussie dollar, the Kiwi dollar and the euro.
In our bonus deep-dive interview, ANZ’s Head of Asia Research Khoon Goh unravels a rise in portfolio outflows in Asia-ex China and looks ahead.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>US Treasury yields surged again overnight after fresh signs of heat in US super-core inflation data. That pushed the US dollar up against the Aussie dollar, the Kiwi dollar and the euro.</p><p>In our bonus deep-dive interview, <strong>ANZ’s Head of Asia Research Khoon Goh </strong>unravels a rise in portfolio outflows in Asia-ex China and looks ahead.</p><p><br></p><p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>590</itunes:duration>
      <guid isPermaLink="false"><![CDATA[aa8008a6-65b2-11ee-bdc2-679b52043fb9]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO6045165499.mp3?updated=1697135613" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Thursday: Oil prices slide on Saudi assurances</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>Oil prices fell after Saudi Arabia reassured markets it would use its oil supplies to stabilise prices. US Treasury yields fell further on benign inflation data and more Fed comments that rates can be paused.
In our bonus deep-dive interview, ANZ Senior Strategist David Croy looks at the weight of new Government bonds being issued to pay for deficits that are helping to force up yields globally, including in New Zealand.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Wed, 11 Oct 2023 19:00:00 -0000</pubDate>
      <itunes:title>Thursday: Oil prices slide on Saudi assurances</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>Oil prices fell after Saudi Arabia reassured markets it would use its oil supplies to stabilise prices. US Treasury yields fell further on benign inflation data and more Fed comments that rates can be paused.
In our bonus deep-dive interview, ANZ Senior Strategist David Croy looks at the weight of new Government bonds being issued to pay for deficits that are helping to force up yields globally, including in New Zealand.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>Oil prices fell after Saudi Arabia reassured markets it would use its oil supplies to stabilise prices. US Treasury yields fell further on benign inflation data and more Fed comments that rates can be paused.</p><p>In our bonus deep-dive interview, <strong>ANZ Senior Strategist David Croy </strong>looks at the weight of new Government bonds being issued to pay for deficits that are helping to force up yields globally, including in New Zealand.</p><p><br></p><p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>573</itunes:duration>
      <guid isPermaLink="false"><![CDATA[98ea7c16-65b2-11ee-ae46-6fb95ad647fe]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO3000346828.mp3?updated=1697049124" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Wednesday: Markets rally on Fed comments</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>Stocks and bonds rallied globally this morning after a Fed official said rates wouldn’t have to rise again. The A$ and NZ$ rose to multi-week highs vs the US$, helped by a report China is planning US$137b of new infrastructure spending.
In our bonus deep-dive interview, ANZ Asia Economist Krystal Tan explains how high oil prices for longer will hit some Asian economies more than others.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Tue, 10 Oct 2023 19:00:00 -0000</pubDate>
      <itunes:title>Wednesday: Markets rally on Fed comments</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>Stocks and bonds rallied globally this morning after a Fed official said rates wouldn’t have to rise again. The A$ and NZ$ rose to multi-week highs vs the US$, helped by a report China is planning US$137b of new infrastructure spending.
In our bonus deep-dive interview, ANZ Asia Economist Krystal Tan explains how high oil prices for longer will hit some Asian economies more than others.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>Stocks and bonds rallied globally this morning after a Fed official said rates wouldn’t have to rise again. The A$ and NZ$ rose to multi-week highs vs the US$, helped by a report China is planning US$137b of new infrastructure spending.</p><p>In our bonus deep-dive interview, <strong>ANZ Asia Economist Krystal Tan </strong>explains how high oil prices for longer will hit some Asian economies more than others.</p><p><br></p><p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>597</itunes:duration>
      <guid isPermaLink="false"><![CDATA[7e211f70-65b2-11ee-9238-f33a77f0cb46]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO9353669414.mp3?updated=1696961652" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Tuesday: Oil up on fear of wider Mid-East conflict</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>Oil prices have bounced on fear the conflict in Gaza and Israel could spread to Iran. The Aussie and Kiwi dollars are firmer this morning on softer market expectations for a Fed rate hike in either November or December.
In our bonus deep-dive interview, ANZ’s NZ Chief Economist Sharon Zollner previews New Zealand’s election this Saturday.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Mon, 09 Oct 2023 19:00:00 -0000</pubDate>
      <itunes:title>Tuesday: Oil up on fear of wider Mid-East conflict</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>Oil prices have bounced on fear the conflict in Gaza and Israel could spread to Iran. The Aussie and Kiwi dollars are firmer this morning on softer market expectations for a Fed rate hike in either November or December.
In our bonus deep-dive interview, ANZ’s NZ Chief Economist Sharon Zollner previews New Zealand’s election this Saturday.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>Oil prices have bounced on fear the conflict in Gaza and Israel could spread to Iran. The Aussie and Kiwi dollars are firmer this morning on softer market expectations for a Fed rate hike in either November or December.</p><p>In our bonus deep-dive interview, <strong>ANZ’s NZ Chief Economist Sharon Zollner </strong>previews New Zealand’s election this Saturday.</p><p><br></p><p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>573</itunes:duration>
      <guid isPermaLink="false"><![CDATA[6d339af8-65b2-11ee-a0a7-4394c2668a56]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO2615094725.mp3?updated=1696876155" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Monday: Nonfarm payrolls double expectations</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>US jobs growth was much stronger than expected, but the resulting initial bond market selloff was eventually tepid as it became clear wage growth and unemployment weren’t quite so inflationary
In our bonus deep-dive interview, ANZ Australia Senior Economist Adelaide Timbrell details the RBA’s level of comfort with financial stability in its half-yearly review. 

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Sun, 08 Oct 2023 19:00:00 -0000</pubDate>
      <itunes:title>Monday: Nonfarm payrolls double expectations</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>US jobs growth was much stronger than expected, but the resulting initial bond market selloff was eventually tepid as it became clear wage growth and unemployment weren’t quite so inflationary
In our bonus deep-dive interview, ANZ Australia Senior Economist Adelaide Timbrell details the RBA’s level of comfort with financial stability in its half-yearly review. 

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>US jobs growth was much stronger than expected, but the resulting initial bond market selloff was eventually tepid as it became clear wage growth and unemployment weren’t quite so inflationary</p><p>In our bonus deep-dive interview, <strong>ANZ Australia Senior Economist Adelaide Timbrell</strong> details the RBA’s level of comfort with financial stability in its half-yearly review. </p><p><br></p><p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>569</itunes:duration>
      <guid isPermaLink="false"><![CDATA[5b9864d6-65b2-11ee-90c8-679baa51b009]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO2795485388.mp3?updated=1696789423" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Friday: Markets jittery ahead of key US jobs data</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>Markets are unsettled and wary of US non farm payrolls data tonight. Oil prices fell sharply again overnight.
In our bonus deep-dive interview ahead of the Monetary Authority of Singapore’s next policy decision, ANZ’s Head of Asia Research Khoon Goh explains why it nudges the S$ about to control inflation, rather than interest rates.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Thu, 05 Oct 2023 19:00:00 -0000</pubDate>
      <itunes:title>Friday: Markets jittery ahead of key US jobs data</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>Markets are unsettled and wary of US non farm payrolls data tonight. Oil prices fell sharply again overnight.
In our bonus deep-dive interview ahead of the Monetary Authority of Singapore’s next policy decision, ANZ’s Head of Asia Research Khoon Goh explains why it nudges the S$ about to control inflation, rather than interest rates.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>Markets are unsettled and wary of US non farm payrolls data tonight. Oil prices fell sharply again overnight.</p><p>In our bonus deep-dive interview ahead of the <strong>Monetary Authority of Singapore’s </strong>next policy decision, <strong>ANZ’s Head of Asia Research Khoon Goh </strong>explains why it nudges the S$ about to control inflation, rather than interest rates.</p><p><br></p><p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>597</itunes:duration>
      <guid isPermaLink="false"><![CDATA[10f0530e-60f2-11ee-baf1-e7f7d0ed4a9e]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO7582815752.mp3?updated=1696530493" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Thursday: Slow jobs data ends bond rout, for now</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>A fragile calm has returned to global markets after weaker-than-expected US jobs growth data halted this week’s rout in US Treasuries. Oil prices fell 5%.
In part two of our bonus deep-dive interview marking the 40th anniversary of the Hong Kong dollar’s peg, ANZ’s Chief Economist for Greater China Raymond Yeung looks at its digital future, and why a renminbi link is unlikely.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Wed, 04 Oct 2023 19:00:00 -0000</pubDate>
      <itunes:title>Thursday: Slow jobs data ends bond rout, for now</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>A fragile calm has returned to global markets after weaker-than-expected US jobs growth data halted this week’s rout in US Treasuries. Oil prices fell 5%.
In part two of our bonus deep-dive interview marking the 40th anniversary of the Hong Kong dollar’s peg, ANZ’s Chief Economist for Greater China Raymond Yeung looks at its digital future, and why a renminbi link is unlikely.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>A fragile calm has returned to global markets after weaker-than-expected US jobs growth data halted this week’s rout in US Treasuries. Oil prices fell 5%.</p><p>In part two of our bonus deep-dive interview marking the 40th anniversary of the Hong Kong dollar’s peg, <strong>ANZ’s Chief Economist for Greater China Raymond Yeung </strong>looks at its digital future, and why a renminbi link is unlikely.</p><p><br></p><p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>597</itunes:duration>
      <guid isPermaLink="false"><![CDATA[f4335ba8-60f1-11ee-b604-13d13340e9c2]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO7576710317.mp3?updated=1696444888" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Wednesday: Intervention fear as yen hits 150</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>US Treasury yields surged again overnight, boosting the US dollar vs the yen and the Aussie and Kiwi dollars. US stocks slumped 1.5-2%. The yen spiked after briefly going through 150, triggering unconfirmed talk of intervention.
In part one of our bonus deep-dive interview, ANZ’s Chief Economist for Greater China Raymond Yeung explains the importance of the Hong Kong dollar’s unbroken peg with the US dollar on the eve of its 40th anniversary.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Tue, 03 Oct 2023 19:00:00 -0000</pubDate>
      <itunes:title>Wednesday: Intervention fear as yen hits 150</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>US Treasury yields surged again overnight, boosting the US dollar vs the yen and the Aussie and Kiwi dollars. US stocks slumped 1.5-2%. The yen spiked after briefly going through 150, triggering unconfirmed talk of intervention.
In part one of our bonus deep-dive interview, ANZ’s Chief Economist for Greater China Raymond Yeung explains the importance of the Hong Kong dollar’s unbroken peg with the US dollar on the eve of its 40th anniversary.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>US Treasury yields surged again overnight, boosting the US dollar vs the yen and the Aussie and Kiwi dollars. US stocks slumped 1.5-2%. The yen spiked after briefly going through 150, triggering unconfirmed talk of intervention.</p><p>In part one of our bonus deep-dive interview, <strong>ANZ’s Chief Economist for Greater China Raymond Yeung </strong>explains the importance of the Hong Kong dollar’s unbroken peg with the US dollar on the eve of its 40th anniversary.</p><p><br></p><p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>585</itunes:duration>
      <guid isPermaLink="false"><![CDATA[cf030f22-60f1-11ee-8aaa-43085fab2834]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO6402625109.mp3?updated=1696357898" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Tuesday: Inside the US bond market selloff</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>US bonds sold off aggressively overnight on the ‘higher-for-longer’ view after a Government shutdown was averted and US factory activity was above forecasts.
In our bonus deep-dive interview, ANZ’s Head of G3 Economics Brian Martin explains why the ‘higher-for-longer’ story is taking hold and how US fiscal and monetary policy is being projected around the world.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Mon, 02 Oct 2023 19:00:00 -0000</pubDate>
      <itunes:title>Tuesday: Inside the US bond market selloff</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>US bonds sold off aggressively overnight on the ‘higher-for-longer’ view after a Government shutdown was averted and US factory activity was above forecasts.
In our bonus deep-dive interview, ANZ’s Head of G3 Economics Brian Martin explains why the ‘higher-for-longer’ story is taking hold and how US fiscal and monetary policy is being projected around the world.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>US bonds sold off aggressively overnight on the ‘higher-for-longer’ view after a Government shutdown was averted and US factory activity was above forecasts.</p><p>In our bonus deep-dive interview, <strong>ANZ’s Head of G3 Economics Brian Martin </strong>explains why the ‘higher-for-longer’ story is taking hold and how US fiscal and monetary policy is being projected around the world.</p><p><br></p><p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>558</itunes:duration>
      <guid isPermaLink="false"><![CDATA[b4068dde-60f1-11ee-8f49-13b80e8098fe]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO5502253748.mp3?updated=1696271474" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Monday: US shutdown averted</title>
      <link>https://www.youtube.com/watch?v=DK8gApsAJls</link>
      <description>A shutdown of US Government spending was averted at the last minute. US inflation data was benign ahead of key non-farm-payrolls data on Friday.
In our bonus deep-dive interview, ANZ’s Pacific Economist Kishti Sen looks at how the Pacific’s $1.6 billion infrastructure deficit could be solved.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Sun, 01 Oct 2023 19:00:00 -0000</pubDate>
      <itunes:title>Monday: US shutdown averted</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>A shutdown of US Government spending was averted at the last minute. US inflation data was benign ahead of key non-farm-payrolls data on Friday.
In our bonus deep-dive interview, ANZ’s Pacific Economist Kishti Sen looks at how the Pacific’s $1.6 billion infrastructure deficit could be solved.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>A shutdown of US Government spending was averted at the last minute. US inflation data was benign ahead of key non-farm-payrolls data on Friday.</p><p>In our bonus deep-dive interview, <strong>ANZ’s Pacific Economist Kishti Sen </strong>looks at how the Pacific’s $1.6 billion infrastructure deficit could be solved.</p><p><br></p><p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>563</itunes:duration>
      <guid isPermaLink="false"><![CDATA[c1542e20-6087-11ee-8efd-bb4d9eb389ad]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO4218826845.mp3?updated=1696184969" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Friday: Bond market selloff widens to Italy, UK</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>Bonds sold off sharply in Italy and Britain overnight on fears about deficit spending and more talk of ‘higher for longer’ interest rates needed to control inflation globally.
In our bonus deep-dive interview, ANZ NZ Economist Andre Castaing explains why New Zealand’s housing market is heating up again. 
Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Thu, 28 Sep 2023 19:00:00 -0000</pubDate>
      <itunes:title>Friday: Bond market selloff widens to Italy, UK</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>Bonds sold off sharply in Italy and Britain overnight on fears about deficit spending and more talk of ‘higher for longer’ interest rates needed to control inflation globally.
In our bonus deep-dive interview, ANZ NZ Economist Andre Castaing explains why New Zealand’s housing market is heating up again. 
Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>Bonds sold off sharply in Italy and Britain overnight on fears about deficit spending and more talk of ‘higher for longer’ interest rates needed to control inflation globally.</p><p>In our bonus deep-dive interview, <strong>ANZ NZ Economist Andre Castaing </strong>explains why New Zealand’s housing market is heating up again. </p><p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>503</itunes:duration>
      <guid isPermaLink="false"><![CDATA[f85a6d6c-5abf-11ee-be54-1f811cf664f6]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO6637708319.mp3?updated=1695925666" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Thursday: Brent crude up to nearly US$97/bbl</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>Oil prices surged again overnight to new 10-month highs of almost US$97/bbl after US oil inventories fell to their lowest levels in over a year. US bond yields rose again and US stocks fell more after strong US durable goods orders.
In our bonus deep-dive interview, ANZ’s Head of Food, Beverage and Agri-Insight Michael Whitehead explains why sheep prices in Australia are slumping under $10 per head.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Wed, 27 Sep 2023 19:00:00 -0000</pubDate>
      <itunes:title>Thursday: Brent crude up to nearly US$97/bbl</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>Oil prices surged again overnight to new 10-month highs of almost US$97/bbl after US oil inventories fell to their lowest levels in over a year. US bond yields rose again and US stocks fell more after strong US durable goods orders.
In our bonus deep-dive interview, ANZ’s Head of Food, Beverage and Agri-Insight Michael Whitehead explains why sheep prices in Australia are slumping under $10 per head.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>Oil prices surged again overnight to new 10-month highs of almost US$97/bbl after US oil inventories fell to their lowest levels in over a year. US bond yields rose again and US stocks fell more after strong US durable goods orders.</p><p>In our bonus deep-dive interview, <strong>ANZ’s Head of Food, Beverage and Agri-Insight Michael Whitehead </strong>explains why sheep prices in Australia are slumping under $10 per head.</p><p><br></p><p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>560</itunes:duration>
      <guid isPermaLink="false"><![CDATA[cbdc0df4-5abf-11ee-af77-b31f740f110a]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO7715161014.mp3?updated=1695839696" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Wednesday: US stocks slide on higher-for-longer' rates views</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>US stocks are down this morning on concerns about higher interest rates for longer, and a slide in US consumer confidence
In our bonus deep-dive interview, ANZ’s Head of Asia Research Khoon Goh details a couple of new leading indicators for Asian GDP growth.
Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Tue, 26 Sep 2023 19:00:00 -0000</pubDate>
      <itunes:title>Wednesday: US stocks slide on higher-for-longer' rates views</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>US stocks are down this morning on concerns about higher interest rates for longer, and a slide in US consumer confidence
In our bonus deep-dive interview, ANZ’s Head of Asia Research Khoon Goh details a couple of new leading indicators for Asian GDP growth.
Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>US stocks are down this morning on concerns about higher interest rates for longer, and a slide in US consumer confidence</p><p>In our bonus deep-dive interview, <strong>ANZ’s Head of Asia Research Khoon Goh</strong> details a couple of new leading indicators for Asian GDP growth.</p><p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>603</itunes:duration>
      <guid isPermaLink="false"><![CDATA[b580176c-5abf-11ee-af77-cb13524c788f]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO3119906620.mp3?updated=1695753249" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Tuesday: Yen near 149 on surging US$</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>The US dollar is at new highs this morning, powered by another rise in US bond yields in the wake of the Fed’s decision to keep rates high for longer.
In our bonus deep-dive interview, ANZ India Economist Dhiraj Nim explains why India’s inclusion in a JP Morgan bond index is so important. 

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Mon, 25 Sep 2023 19:00:00 -0000</pubDate>
      <itunes:title>Tuesday: Yen near 149 on surging US$</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>The US dollar is at new highs this morning, powered by another rise in US bond yields in the wake of the Fed’s decision to keep rates high for longer.
In our bonus deep-dive interview, ANZ India Economist Dhiraj Nim explains why India’s inclusion in a JP Morgan bond index is so important. 

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>The US dollar is at new highs this morning, powered by another rise in US bond yields in the wake of the Fed’s decision to keep rates high for longer.</p><p>In our bonus deep-dive interview, <strong>ANZ India Economist Dhiraj Nim</strong> explains why India’s inclusion in a JP Morgan bond index is so important. </p><p><br></p><p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>549</itunes:duration>
      <guid isPermaLink="false"><![CDATA[98811d64-5abf-11ee-9eeb-3fb95bda6865]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO5479151908.mp3?updated=1695694572" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Monday: Bond selloff end in sight</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>Bond yields start the week near 17-year highs after a sustained global selloff, but that may be ending, says ANZ’s Group Chief Economist Richard Yetsenga.
In our bonus deep-dive interview, ANZ Australia Economist Maddy Dunk picks out the strongest and weakest of the state economies, including a few surprises.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Sun, 24 Sep 2023 19:00:00 -0000</pubDate>
      <itunes:title>Monday: Bond selloff end in sight</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>Bond yields start the week near 17-year highs after a sustained global selloff, but that may be ending, says ANZ’s Group Chief Economist Richard Yetsenga.
In our bonus deep-dive interview, ANZ Australia Economist Maddy Dunk picks out the strongest and weakest of the state economies, including a few surprises.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>Bond yields start the week near 17-year highs after a sustained global selloff, but that may be ending, says <strong>ANZ’s Group Chief Economist Richard Yetsenga</strong>.</p><p>In our bonus deep-dive interview, <strong>ANZ Australia Economist Maddy Dunk</strong> picks out the strongest and weakest of the state economies, including a few surprises.</p><p><br></p><p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>575</itunes:duration>
      <guid isPermaLink="false"><![CDATA[828a3e96-5abf-11ee-8ea1-b3b1267dcbdd]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO1465842871.mp3?updated=1695580566" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Friday: Russia bans diesel exports; BoE holds</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>Russia banned diesel exports overnight. The Bank of England voted 5-4 to hold, hammering the pound to a six month low.
In our bonus deep-dive interview, ANZ’s Senior International Economist Tom Kenny digs into the FOMC’s ‘hawkish hold’ this week and finds the Fed is more hopeful it can engineer about a ‘Goldilocks’ soft landing.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Thu, 21 Sep 2023 20:00:00 -0000</pubDate>
      <itunes:title>Friday: Russia bans diesel exports; BoE holds</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>Russia banned diesel exports overnight. The Bank of England voted 5-4 to hold, hammering the pound to a six month low.
In our bonus deep-dive interview, ANZ’s Senior International Economist Tom Kenny digs into the FOMC’s ‘hawkish hold’ this week and finds the Fed is more hopeful it can engineer about a ‘Goldilocks’ soft landing.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>Russia banned diesel exports overnight. The Bank of England voted 5-4 to hold, hammering the pound to a six month low.</p><p>In our bonus deep-dive interview, <strong>ANZ’s Senior International Economist Tom Kenny</strong> digs into the <strong>FOMC’s</strong> ‘hawkish hold’ this week and finds the <strong>Fed</strong> is more hopeful it can engineer about a ‘Goldilocks’ soft landing.</p><p><br></p><p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>600</itunes:duration>
      <guid isPermaLink="false"><![CDATA[cb1c5db2-5545-11ee-84f9-7f9dc8164e42]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO5040395729.mp3?updated=1695325059" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Thursday: Fed rates higher for longer in 'dot plot'</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>The Fed held as expected, but the FOMC’s dot plot showed two fewer rate cuts in 2024 than the last dot plot. Market interest rates rose, the US$ strengthened and the yen fell through 148 again.
In our bonus deep-dive interview, ANZ’s Head of Food, Beverage and Agri Insights Michael Whitehead talks about how farmers have prepared for the El Nino declared this week, and what it means for beef and grain prices.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Wed, 20 Sep 2023 20:00:00 -0000</pubDate>
      <itunes:title>Thursday: Fed rates higher for longer in 'dot plot'</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>The Fed held as expected, but the FOMC’s dot plot showed two fewer rate cuts in 2024 than the last dot plot. Market interest rates rose, the US$ strengthened and the yen fell through 148 again.
In our bonus deep-dive interview, ANZ’s Head of Food, Beverage and Agri Insights Michael Whitehead talks about how farmers have prepared for the El Nino declared this week, and what it means for beef and grain prices.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>The Fed held as expected, but the FOMC’s dot plot showed two fewer rate cuts in 2024 than the last dot plot. Market interest rates rose, the US$ strengthened and the yen fell through 148 again.</p><p>In our bonus deep-dive interview, <strong>ANZ’s Head of Food, Beverage and Agri Insights Michael Whitehead </strong>talks about how farmers have prepared for the El Nino declared this week, and what it means for beef and grain prices.</p><p><br></p><p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>544</itunes:duration>
      <guid isPermaLink="false"><![CDATA[b90069ca-5545-11ee-bd7f-4bb7c53b4036]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO5325514142.mp3?updated=1695239276" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Wednesday: Oil headed towards US$100/bbl</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>Oil prices bubbled up over US$95 a barrel overnight and seem destined to top US$100 as refineries bid against each other for crude to make hay from high diesel refining margins.
In our bonus deep-dive interview, ANZ Group’s Chief Economist Richard Yetsenga explains why AI may not become the deflationary force that some think.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Tue, 19 Sep 2023 20:00:00 -0000</pubDate>
      <itunes:title>Wednesday: Oil headed towards US$100/bbl</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>Oil prices bubbled up over US$95 a barrel overnight and seem destined to top US$100 as refineries bid against each other for crude to make hay from high diesel refining margins.
In our bonus deep-dive interview, ANZ Group’s Chief Economist Richard Yetsenga explains why AI may not become the deflationary force that some think.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>Oil prices bubbled up over US$95 a barrel overnight and seem destined to top US$100 as refineries bid against each other for crude to make hay from high diesel refining margins.</p><p>In our bonus deep-dive interview, <strong>ANZ Group’s Chief Economist Richard Yetsenga </strong>explains why AI may not become the deflationary force that some think.</p><p><br></p><p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>599</itunes:duration>
      <guid isPermaLink="false"><![CDATA[984c4dca-5545-11ee-bdd9-5b007051a4ec]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO8137790604.mp3?updated=1695151783" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Tuesday: Oil nears US$95/barrel on supply cuts</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>Oil prices rose to almost US$95 a barrel overnight. Australia’s economy is showing early signs of perking up ahead of minutes today from the RBA.
In our bonus deep-dive interview, ANZ Senior Commodities Strategist Daniel Hynes looks at the IEA’s prediction that oil demand will begin falling before 2030.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Mon, 18 Sep 2023 20:00:00 -0000</pubDate>
      <itunes:title>Tuesday: Oil nears US$95/barrel on supply cuts</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>Oil prices rose to almost US$95 a barrel overnight. Australia’s economy is showing early signs of perking up ahead of minutes today from the RBA.
In our bonus deep-dive interview, ANZ Senior Commodities Strategist Daniel Hynes looks at the IEA’s prediction that oil demand will begin falling before 2030.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>Oil prices rose to almost US$95 a barrel overnight. Australia’s economy is showing early signs of perking up ahead of minutes today from the RBA.</p><p>In our bonus deep-dive interview, <strong>ANZ Senior Commodities Strategist Daniel Hynes </strong>looks at the <strong>IEA’s</strong> prediction that oil demand will begin falling before 2030.</p><p><br></p><p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>536</itunes:duration>
      <guid isPermaLink="false"><![CDATA[8356cf30-5545-11ee-97cf-871b428ba307]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO2843801272.mp3?updated=1695065663" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Monday: China set for soft landing too</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>China’s economy performed better than expected in August after 28 stimulus measures in three months. ANZ has upgraded its China GDP forecasts.
In our bonus deep-dive interview, ANZ Group’s Chief Economist Richard Yetsenga explains Queensland’s economic superpowers, and its vulnerabilities.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Sun, 17 Sep 2023 20:00:00 -0000</pubDate>
      <itunes:title>Monday: China set for soft landing too</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>China’s economy performed better than expected in August after 28 stimulus measures in three months. ANZ has upgraded its China GDP forecasts.
In our bonus deep-dive interview, ANZ Group’s Chief Economist Richard Yetsenga explains Queensland’s economic superpowers, and its vulnerabilities.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>China’s economy performed better than expected in August after 28 stimulus measures in three months. ANZ has upgraded its China GDP forecasts.</p><p>In our bonus deep-dive interview, <strong>ANZ Group’s Chief Economist Richard Yetsenga </strong>explains Queensland’s economic superpowers, and its vulnerabilities.</p><p><br></p><p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>533</itunes:duration>
      <guid isPermaLink="false"><![CDATA[6d63d15a-5545-11ee-9947-6bbc85bb794c]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO4108633479.mp3?updated=1694978720" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Friday: Eurostoxx rallies on ECB's 'dovish' hike</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>The ECB hiked overnight, but it lowered its growth and inflation forecasts, and signalled it would stop there, so stocks and bonds rallied.
In our bonus deep-dive interview, ANZ’s Head of Asia Research Khoon Goh reveals how the PBoC used most of its toolkit to defend the yuan/renminbi (CNH), but still has one very big bazooka left.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Thu, 14 Sep 2023 20:00:00 -0000</pubDate>
      <itunes:title>Friday: Eurostoxx rallies on ECB's 'dovish' hike</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>The ECB hiked overnight, but it lowered its growth and inflation forecasts, and signalled it would stop there, so stocks and bonds rallied.
In our bonus deep-dive interview, ANZ’s Head of Asia Research Khoon Goh reveals how the PBoC used most of its toolkit to defend the yuan/renminbi (CNH), but still has one very big bazooka left.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>The <strong>ECB</strong> hiked overnight, but it lowered its growth and inflation forecasts, and signalled it would stop there, so stocks and bonds rallied.</p><p>In our bonus deep-dive interview, <strong>ANZ’s Head of Asia Research Khoon Goh </strong>reveals how the <strong>PBoC</strong> used most of its toolkit to defend the yuan/renminbi (CNH), but still has one very big bazooka left.</p><p><br></p><p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>590</itunes:duration>
      <guid isPermaLink="false"><![CDATA[4164ee78-52e7-11ee-93b3-e777ae1f066a]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO4313571269.mp3?updated=1694720334" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Thursday: Net investment to Asia turns negative</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>US consumer price inflation in August was a tad higher and stickier than expected, but not enough to derail expectations the Fed will hold next week.
In our bonus deep-dive interview, ANZ’s Head of Asia Research Khoon Goh unpacks a surprise net outflow of Foreign Direct Investment (FDI) from Asia.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Wed, 13 Sep 2023 20:00:00 -0000</pubDate>
      <itunes:title>Thursday: Net investment to Asia turns negative</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>US consumer price inflation in August was a tad higher and stickier than expected, but not enough to derail expectations the Fed will hold next week.
In our bonus deep-dive interview, ANZ’s Head of Asia Research Khoon Goh unpacks a surprise net outflow of Foreign Direct Investment (FDI) from Asia.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>US consumer price inflation in August was a tad higher and stickier than expected, but not enough to derail expectations the <strong>Fed</strong> will hold next week.</p><p>In our bonus deep-dive interview, <strong>ANZ’s Head of Asia Research Khoon Goh </strong>unpacks a surprise net outflow of Foreign Direct Investment (FDI) from Asia.</p><p><br></p><p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>599</itunes:duration>
      <guid isPermaLink="false"><![CDATA[378887e4-520f-11ee-a18a-effaac064c86]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO2309232318.mp3?updated=1694633231" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Wednesday: Oil surges over US$92/bbl</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>Oil rose 2% to 10-month highs overnight after OPEC forecast continued strong demand. Diesel prices are surging even more, bringing back supply chain inflation headaches.
In our bonus deep-dive interview, ANZ’s Head of Food, Beverage and Agribusiness Insights Michael Whitehead details a massive shift in Australian farming from sheep and cattle to grain.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Tue, 12 Sep 2023 20:00:00 -0000</pubDate>
      <itunes:title>Wednesday: Oil surges over US$92/bbl</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>Oil rose 2% to 10-month highs overnight after OPEC forecast continued strong demand. Diesel prices are surging even more, bringing back supply chain inflation headaches.
In our bonus deep-dive interview, ANZ’s Head of Food, Beverage and Agribusiness Insights Michael Whitehead details a massive shift in Australian farming from sheep and cattle to grain.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>Oil rose 2% to 10-month highs overnight after OPEC forecast continued strong demand. Diesel prices are surging even more, bringing back supply chain inflation headaches.</p><p>In our bonus deep-dive interview, <strong>ANZ’s Head of Food, Beverage and Agribusiness Insights Michael Whitehead </strong>details a massive shift in Australian farming from sheep and cattle to grain.</p><p><br></p><p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>565</itunes:duration>
      <guid isPermaLink="false"><![CDATA[f08023e6-5157-11ee-95a5-fbcbed0b52db]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO5719796422.mp3?updated=1694547815" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Tuesday: BoJ pivot talk powers yen higher</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>The yen has surged in the last 24 hours on talk the Bank of Japan may pivot away from very low interest rates. The renminbi (CNH) jumped after the PBoC threatened intervention.
In our bonus deep-dive interview, ANZ’s NZ Senior Economist Miles Workman explains what a PREFU is and why it matters.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Mon, 11 Sep 2023 20:00:00 -0000</pubDate>
      <itunes:title>Tuesday: BoJ pivot talk powers yen higher</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>The yen has surged in the last 24 hours on talk the Bank of Japan may pivot away from very low interest rates. The renminbi (CNH) jumped after the PBoC threatened intervention.
In our bonus deep-dive interview, ANZ’s NZ Senior Economist Miles Workman explains what a PREFU is and why it matters.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>The yen has surged in the last 24 hours on talk the Bank of Japan may pivot away from very low interest rates. The renminbi (CNH) jumped after the PBoC threatened intervention.</p><p>In our bonus deep-dive interview, <strong>ANZ’s NZ Senior Economist Miles Workman </strong>explains what a PREFU is and why it matters.</p><p><br></p><p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>531</itunes:duration>
      <guid isPermaLink="false"><![CDATA[f8cdadfa-508c-11ee-8c1c-7fa624b06812]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO3092616237.mp3?updated=1694461177" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Monday: China's stimuli becoming substantial</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>China reported a return to CPI inflation in August, but it wasn’t quite as big a bounce as forecast. The strong US$ is seen putting Asian currencies under pressure again this week.
In our bonus deep-dive interview, ANZ’s Group Chief Economist Richard Yetsenga explains why China’s many smaller structural reform measures are combining to turn into a more substantial set of stimuli.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Sun, 10 Sep 2023 20:00:00 -0000</pubDate>
      <itunes:title>Monday: China's stimuli becoming substantial</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>China reported a return to CPI inflation in August, but it wasn’t quite as big a bounce as forecast. The strong US$ is seen putting Asian currencies under pressure again this week.
In our bonus deep-dive interview, ANZ’s Group Chief Economist Richard Yetsenga explains why China’s many smaller structural reform measures are combining to turn into a more substantial set of stimuli.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>China reported a return to CPI inflation in August, but it wasn’t quite as big a bounce as forecast. The strong US$ is seen putting Asian currencies under pressure again this week.</p><p>In our bonus deep-dive interview, <strong>ANZ’s Group Chief Economist Richard Yetsenga </strong>explains why China’s many smaller structural reform measures are combining to turn into a more substantial set of stimuli.</p><p><br></p><p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>538</itunes:duration>
      <guid isPermaLink="false"><![CDATA[3e1b6a44-4fc2-11ee-a76c-171bea774faa]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO5051535065.mp3?updated=1694374099" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title> Friday: US economy powering ahead of EU, China</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>European GDP growth was much weaker than expected overnight, reinforcing the gap seen opening up between the US economy and the rest of the global economy and powering the US$ ever higher.
In our bonus deep-dive interview, ANZ’s Asia Economist Krystal Tan details how Bank Indonesia is fighting to contain the pressures on the rupiah from that strong US$.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Thu, 07 Sep 2023 20:00:00 -0000</pubDate>
      <itunes:title> Friday: US economy powering ahead of EU, China</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>European GDP growth was much weaker than expected overnight, reinforcing the gap seen opening up between the US economy and the rest of the global economy and powering the US$ ever higher.
In our bonus deep-dive interview, ANZ’s Asia Economist Krystal Tan details how Bank Indonesia is fighting to contain the pressures on the rupiah from that strong US$.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>European GDP growth was much weaker than expected overnight, reinforcing the gap seen opening up between the US economy and the rest of the global economy and powering the US$ ever higher.</p><p>In our bonus deep-dive interview, <strong>ANZ’s Asia Economist Krystal Tan </strong>details how Bank Indonesia is fighting to contain the pressures on the rupiah from that strong US$.</p><p><br></p><p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>592</itunes:duration>
      <guid isPermaLink="false"><![CDATA[efecd594-4d67-11ee-a42b-c75ea73e2556]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO1435416813.mp3?updated=1694115381" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Thursday: Yen, CNH near record lows vs US$</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>The yen and the renminbi are near record lows this morning vs the US dollar as the king of currencies is getting even more of a tailwind from higher bond yields.
In our bonus deep-dive interview, ANZ’s Senior Economist for China Betty Wang explains the shift toward a new public housing model in China that looks a lot like the one used for the last 60 years in Singapore.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Wed, 06 Sep 2023 20:00:00 -0000</pubDate>
      <itunes:title>Thursday: Yen, CNH near record lows vs US$</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>The yen and the renminbi are near record lows this morning vs the US dollar as the king of currencies is getting even more of a tailwind from higher bond yields.
In our bonus deep-dive interview, ANZ’s Senior Economist for China Betty Wang explains the shift toward a new public housing model in China that looks a lot like the one used for the last 60 years in Singapore.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>The yen and the renminbi are near record lows this morning vs the US dollar as the king of currencies is getting even more of a tailwind from higher bond yields.</p><p>In our bonus deep-dive interview, <strong>ANZ’s Senior Economist for China Betty Wang </strong>explains the shift toward a new public housing model in China that looks a lot like the one used for the last 60 years in Singapore.</p><p><br></p><p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>587</itunes:duration>
      <guid isPermaLink="false"><![CDATA[bd4c32aa-4ceb-11ee-8ca1-e7feb396a3f7]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO3454188285.mp3?updated=1694028888" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Wednesday: A$ slides to March 2020 lows</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>The Australian and New Zealand dollars weakened sharply overnight against ‘King US Dollar’, which was helped by stronger-than-expected US factory output data lifting bond yields.
In our bonus deep-dive interview, ANZ’s Chief Economist for Southeast Asia and India, Sanjay Mathur unpacks the rebound in consumer spending in the region after Covid.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Tue, 05 Sep 2023 20:00:00 -0000</pubDate>
      <itunes:title>Wednesday: A$ slides to March 2020 lows</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>The Australian and New Zealand dollars weakened sharply overnight against ‘King US Dollar’, which was helped by stronger-than-expected US factory output data lifting bond yields.
In our bonus deep-dive interview, ANZ’s Chief Economist for Southeast Asia and India, Sanjay Mathur unpacks the rebound in consumer spending in the region after Covid.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>The Australian and New Zealand dollars weakened sharply overnight against ‘King US Dollar’, which was helped by stronger-than-expected US factory output data lifting bond yields.</p><p>In our bonus deep-dive interview, <strong>ANZ’s Chief Economist for Southeast Asia and India, Sanjay Mathur</strong> unpacks the rebound in consumer spending in the region after Covid.</p><p><br></p><p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>599</itunes:duration>
      <guid isPermaLink="false"><![CDATA[f6289aae-4bd4-11ee-8e57-f369d97497ee]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO3256938229.mp3?updated=1693942650" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Tuesday: RBA set for hawkish hold</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>The RBA is set to hold the cash rate for a third consecutive month later today, but with a hawkish twist. The US$ remains strong against the yen and renminbi. The RBI is keeping a floor under the rupee.
In our bonus deep-dive interview, ANZ’s Group Chief Economist Richard Yetsenga look’s at India’s burgeoning economic growth as it steps up to host G20 leaders this weekend.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Mon, 04 Sep 2023 20:00:00 -0000</pubDate>
      <itunes:title>Tuesday: RBA set for hawkish hold</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>The RBA is set to hold the cash rate for a third consecutive month later today, but with a hawkish twist. The US$ remains strong against the yen and renminbi. The RBI is keeping a floor under the rupee.
In our bonus deep-dive interview, ANZ’s Group Chief Economist Richard Yetsenga look’s at India’s burgeoning economic growth as it steps up to host G20 leaders this weekend.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>The <strong>RBA</strong> is set to hold the cash rate for a third consecutive month later today, but with a hawkish twist. The US$ remains strong against the yen and renminbi. The RBI is keeping a floor under the rupee.</p><p>In our bonus deep-dive interview, <strong>ANZ’s Group Chief Economist Richard Yetsenga </strong>look’s at India’s burgeoning economic growth as it steps up to host G20 leaders this weekend.</p><p><br></p><p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>600</itunes:duration>
      <guid isPermaLink="false"><![CDATA[61016fe8-4b0a-11ee-9da4-f739e8944988]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO8110647511.mp3?updated=1693855815" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Monday: Iron ore, oil surge ahead of RBA decision</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>The RBA is set for a hawkish hold decision tomorrow as oil and iron prices hit multi-month highs. Non-farm payrolls suggest the US economy is cooling in a way that reassures the Fed.
In our bonus deep-dive interview, ANZ’s Senior Commodities Strategist Daniel Hynes details why India’s booming EV production is electrifying demand for metals such as copper.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Sun, 03 Sep 2023 20:00:00 -0000</pubDate>
      <itunes:title>Monday: Iron ore, oil surge ahead of RBA decision</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>The RBA is set for a hawkish hold decision tomorrow as oil and iron prices hit multi-month highs. Non-farm payrolls suggest the US economy is cooling in a way that reassures the Fed.
In our bonus deep-dive interview, ANZ’s Senior Commodities Strategist Daniel Hynes details why India’s booming EV production is electrifying demand for metals such as copper.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>The RBA is set for a hawkish hold decision tomorrow as oil and iron prices hit multi-month highs. Non-farm payrolls suggest the US economy is cooling in a way that reassures the Fed.</p><p>In our bonus deep-dive interview, <strong>ANZ’s Senior Commodities Strategist Daniel Hynes </strong>details why India’s booming EV production is electrifying demand for metals such as copper.</p><p><br></p><p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>527</itunes:duration>
      <guid isPermaLink="false"><![CDATA[2255addc-4a41-11ee-84a8-ab1825cdb555]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO2825804346.mp3?updated=1693768745" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Friday: US$ strong vs euro on inflation divergence</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>The US dollar is stronger against the euro this morning after solid US consumer spending and inflation data contrasted with and more moderate inflation signs from Europe.
In part two of a bonus deep-dive interview, ANZ’s Chief Economist for Greater China Raymond Yeung explains how China’s authorities are working to stop a slump in apartment prices that would threaten a ‘black swan’ event.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Thu, 31 Aug 2023 20:00:00 -0000</pubDate>
      <itunes:title>Friday: US$ strong vs euro on inflation divergence</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>The US dollar is stronger against the euro this morning after solid US consumer spending and inflation data contrasted with and more moderate inflation signs from Europe.
In part two of a bonus deep-dive interview, ANZ’s Chief Economist for Greater China Raymond Yeung explains how China’s authorities are working to stop a slump in apartment prices that would threaten a ‘black swan’ event.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>The US dollar is stronger against the euro this morning after solid US consumer spending and inflation data contrasted with and more moderate inflation signs from Europe.</p><p>In part two of a bonus deep-dive interview, <strong>ANZ’s Chief Economist for Greater China Raymond Yeung </strong>explains how China’s authorities are working to stop a slump in apartment prices that would threaten a ‘black swan’ event.</p><p><br></p><p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>535</itunes:duration>
      <guid isPermaLink="false"><![CDATA[46a02054-47e5-11ee-b6ac-9738ac98a357]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO5503467081.mp3?updated=1693509713" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Thursday: Big China cities help first home buyers</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>Guangzhou and Shenzhen have eased mortgage restrictions for first home buyers to boost apartment demand. Australia’s inflation was softer than forecast.
In part one of a bonus deep-dive interview, ANZ’s Chief Economist for Greater China Raymond Yeung examines the (remote) prospects of China’s property downturn becoming a ‘black swan event’ for China’s economy.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Wed, 30 Aug 2023 20:00:00 -0000</pubDate>
      <itunes:title>Thursday: Big China cities help first home buyers</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>Guangzhou and Shenzhen have eased mortgage restrictions for first home buyers to boost apartment demand. Australia’s inflation was softer than forecast.
In part one of a bonus deep-dive interview, ANZ’s Chief Economist for Greater China Raymond Yeung examines the (remote) prospects of China’s property downturn becoming a ‘black swan event’ for China’s economy.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>Guangzhou and Shenzhen have eased mortgage restrictions for first home buyers to boost apartment demand. Australia’s inflation was softer than forecast.</p><p>In part one of a bonus deep-dive interview, <strong>ANZ’s Chief Economist for Greater China Raymond Yeung </strong>examines the (remote) prospects of China’s property downturn becoming a ‘black swan event’ for China’s economy.</p><p><br></p><p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>598</itunes:duration>
      <guid isPermaLink="false"><![CDATA[f71ee838-471e-11ee-a95a-ebe122eb69c3]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO4782529468.mp3?updated=1693424186" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Wednesday: US bond yields JOLTed lower</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>US bond yields are down sharply this morning and US stocks are up on hopes the Fed won’t have to hike next month.
In part one of a bonus deep-dive interview, ANZ’s Senior Rates Strategist Jack Chambers details why the RBA may accelerate its Quantitative Tightening (QT).

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Tue, 29 Aug 2023 20:00:00 -0000</pubDate>
      <itunes:title>Wednesday: US bond yields JOLTed lower</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>US bond yields are down sharply this morning and US stocks are up on hopes the Fed won’t have to hike next month.
In part one of a bonus deep-dive interview, ANZ’s Senior Rates Strategist Jack Chambers details why the RBA may accelerate its Quantitative Tightening (QT).

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>US bond yields are down sharply this morning and US stocks are up on hopes the Fed won’t have to hike next month.</p><p>In part one of a bonus deep-dive interview, <strong>ANZ’s Senior Rates Strategist Jack Chambers </strong>details why the <strong>RBA</strong> may accelerate its Quantitative Tightening (QT).</p><p><br></p><p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>598</itunes:duration>
      <guid isPermaLink="false"><![CDATA[f4cce990-4651-11ee-9251-6fea5dcedab3]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO5066707818.mp3?updated=1693337982" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Tuesday: China stocks rally fizzles out</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>China’s authorities moved over the weekend to stimulate stock market activity, but an initial 5% surge has faded overnight.
In our bonus deep-dive interview, ANZ’s Senior Rates Strategist Jack Chambers details why the RBA may accelerate its Quantitative Tightening (QT).

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Mon, 28 Aug 2023 20:00:00 -0000</pubDate>
      <itunes:title>Tuesday: China stocks rally fizzles out</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>China’s authorities moved over the weekend to stimulate stock market activity, but an initial 5% surge has faded overnight.
In our bonus deep-dive interview, ANZ’s Senior Rates Strategist Jack Chambers details why the RBA may accelerate its Quantitative Tightening (QT).

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>China’s authorities moved over the weekend to stimulate stock market activity, but an initial 5% surge has faded overnight.</p><p>In our bonus deep-dive interview, <strong>ANZ’s Senior Rates Strategist Jack Chambers </strong>details why the <strong>RBA</strong> may accelerate its Quantitative Tightening (QT).</p><p><br></p><p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>596</itunes:duration>
      <guid isPermaLink="false"><![CDATA[1e090646-458e-11ee-b694-e3d00ad35b36]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO9995213348.mp3?updated=1693251186" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Monday: Fed talk boosts US$ over 146 yen</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>The US$ is strong above 146.4 yen after the Fed warned inflation was still too high and it may have to hike again. Traders are on high alert for BoJ intervention.
In our bonus deep-dive interview, ANZ Group’s Chief Economist Richard Yetsenga looks beyond cyclical inflation to where structural inflation is stronger.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Sun, 27 Aug 2023 20:00:00 -0000</pubDate>
      <itunes:title>Monday: Fed talk boosts US$ over 146 yen</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>The US$ is strong above 146.4 yen after the Fed warned inflation was still too high and it may have to hike again. Traders are on high alert for BoJ intervention.
In our bonus deep-dive interview, ANZ Group’s Chief Economist Richard Yetsenga looks beyond cyclical inflation to where structural inflation is stronger.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>The US$ is strong above 146.4 yen after the Fed warned inflation was still too high and it may have to hike again. Traders are on high alert for BoJ intervention.</p><p>In our bonus deep-dive interview, <strong>ANZ Group’s Chief Economist Richard Yetsenga </strong>looks beyond cyclical inflation to where structural inflation is stronger.</p><p><br></p><p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>598</itunes:duration>
      <guid isPermaLink="false"><![CDATA[a71ad5e2-44c9-11ee-81d2-ab1bc388bdd8]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO4810416506.mp3?updated=1693165082" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Friday: Rates jitters return ahead of Jackson Hole</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>US stocks are down around 1% and US Treasury yields are up 3-5 basis points on concerns big central bank speeches tonight could be hawkish. US second tier data was stronger than flash PMIs indicated.
In our bonus deep-dive interview, ANZ’s Chief Economist for Greater China Raymond Yeung explains the downturn in China’s property market and the wider macro-economic implications.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Thu, 24 Aug 2023 20:00:00 -0000</pubDate>
      <itunes:title>Friday: Rates jitters return ahead of Jackson Hole</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>US stocks are down around 1% and US Treasury yields are up 3-5 basis points on concerns big central bank speeches tonight could be hawkish. US second tier data was stronger than flash PMIs indicated.
In our bonus deep-dive interview, ANZ’s Chief Economist for Greater China Raymond Yeung explains the downturn in China’s property market and the wider macro-economic implications.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>US stocks are down around 1% and US Treasury yields are up 3-5 basis points on concerns big central bank speeches tonight could be hawkish. US second tier data was stronger than flash PMIs indicated.</p><p>In our bonus deep-dive interview, <strong>ANZ’s Chief Economist for Greater China Raymond Yeung </strong>explains the downturn in China’s property market and the wider macro-economic implications.</p><p><br></p><p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>574</itunes:duration>
      <guid isPermaLink="false"><![CDATA[87b53cc0-4266-11ee-89cc-a7ee36c69620]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO1555443954.mp3?updated=1692905583" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Thursday: Global flash PMIs surprisingly weak</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>US stocks and bonds are rallying after the first indicators of global business activity in August were much weaker than expected, reinforcing market expectations central banks will be able to cut interest rates sooner and by more.
In our bonus deep-dive interview, ANZ’s Head of FX Research Mahjabeen Zaman about whether the BRICs have any realistic hope of breaking the global financial system’s reliance on the US dollar as a reserve currency.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Wed, 23 Aug 2023 20:00:00 -0000</pubDate>
      <itunes:title>Thursday: Global flash PMIs surprisingly weak</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>US stocks and bonds are rallying after the first indicators of global business activity in August were much weaker than expected, reinforcing market expectations central banks will be able to cut interest rates sooner and by more.
In our bonus deep-dive interview, ANZ’s Head of FX Research Mahjabeen Zaman about whether the BRICs have any realistic hope of breaking the global financial system’s reliance on the US dollar as a reserve currency.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>US stocks and bonds are rallying after the first indicators of global business activity in August were much weaker than expected, reinforcing market expectations central banks will be able to cut interest rates sooner and by more.</p><p>In our bonus deep-dive interview, <strong>ANZ’s Head of FX Research Mahjabeen Zaman</strong> about whether the BRICs have any realistic hope of breaking the global financial system’s reliance on the US dollar as a reserve currency.</p><p><br></p><p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>562</itunes:duration>
      <guid isPermaLink="false"><![CDATA[b49ba1be-419b-11ee-9a41-3bdefa79bcca]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO4506410880.mp3?updated=1692819190" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Wednesday: PBoC escalates currency support</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>The PBoC has bolstered support for the renminbi, fixing the rate well above market expectations and squeezing funding costs higher for short sellers. US existing home sales fell unexpectatedly. Europe’s current account deficit surged.
In our bonus deep-dive interview, ANZ’s Head of G3 Economics Brian Martin explains why the real neutral interest rate in the US is up around 1% to 0.5-1.0%.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Tue, 22 Aug 2023 20:00:00 -0000</pubDate>
      <itunes:title>Wednesday: PBoC escalates currency support</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>The PBoC has bolstered support for the renminbi, fixing the rate well above market expectations and squeezing funding costs higher for short sellers. US existing home sales fell unexpectatedly. Europe’s current account deficit surged.
In our bonus deep-dive interview, ANZ’s Head of G3 Economics Brian Martin explains why the real neutral interest rate in the US is up around 1% to 0.5-1.0%.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>The PBoC has bolstered support for the renminbi, fixing the rate well above market expectations and squeezing funding costs higher for short sellers. US existing home sales fell unexpectatedly. Europe’s current account deficit surged.</p><p>In our bonus deep-dive interview, <strong>ANZ’s Head of G3 Economics Brian Martin </strong>explains why the real neutral interest rate in the US is up around 1% to 0.5-1.0%.</p><p><br></p><p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>592</itunes:duration>
      <guid isPermaLink="false"><![CDATA[e7bbc61e-40d3-11ee-9486-f765d4aa0146]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO5801952253.mp3?updated=1692732967" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Tuesday: High US rates driving strong US$</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>The US dollar strengthened again overnight to over 146 yen, thanks to another surge in the 10-year Treasury yield to 4.35% ahead of a key Fed speech on Friday.
In our bonus deep-dive interview, ANZ’s Head of Asia Research Khoon Goh explains why Vietnam’s economy is recovering after a slow start to 2023. 

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Mon, 21 Aug 2023 20:00:00 -0000</pubDate>
      <itunes:title>Tuesday: High US rates driving strong US$</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>The US dollar strengthened again overnight to over 146 yen, thanks to another surge in the 10-year Treasury yield to 4.35% ahead of a key Fed speech on Friday.
In our bonus deep-dive interview, ANZ’s Head of Asia Research Khoon Goh explains why Vietnam’s economy is recovering after a slow start to 2023. 

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>The US dollar strengthened again overnight to over 146 yen, thanks to another surge in the 10-year Treasury yield to 4.35% ahead of a key Fed speech on Friday.</p><p>In our bonus deep-dive interview, <strong>ANZ’s Head of Asia Research Khoon Goh </strong>explains why Vietnam’s economy is recovering after a slow start to 2023. </p><p><br></p><p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>554</itunes:duration>
      <guid isPermaLink="false"><![CDATA[ae59a32c-4007-11ee-ac1d-6b719efabae4]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO4613319427.mp3?updated=1692645661" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Monday: All eyes on PBoC and Jackson Hole</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>China is expected to cut a key lending rate today and all eyes this week will be on Jerome Powell, who starts the Jackson Hole symposium on Friday night.
In our bonus deep-dive interview, ANZ’s Senior Australian Economist Adelaide Timbrell delves into why Australian house prices are rising again, despite the RBA’s rate hikes.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Sun, 20 Aug 2023 20:00:00 -0000</pubDate>
      <itunes:title>Monday: All eyes on PBoC and Jackson Hole</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>China is expected to cut a key lending rate today and all eyes this week will be on Jerome Powell, who starts the Jackson Hole symposium on Friday night.
In our bonus deep-dive interview, ANZ’s Senior Australian Economist Adelaide Timbrell delves into why Australian house prices are rising again, despite the RBA’s rate hikes.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>China is expected to cut a key lending rate today and all eyes this week will be on Jerome Powell, who starts the Jackson Hole symposium on Friday night.</p><p>In our bonus deep-dive interview, <strong>ANZ’s Senior Australian Economist Adelaide Timbrell </strong>delves into why Australian house prices are rising again, despite the RBA’s rate hikes.</p><p><br></p><p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p><p><br></p>]]>
      </content:encoded>
      <itunes:duration>552</itunes:duration>
      <guid isPermaLink="false"><![CDATA[f9537cf0-3d36-11ee-8a1b-5bb7ca5a665d]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO3856367842.mp3?updated=1692559624" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Friday: US 10-year yield at 16-year high</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>The US 10-year Treasury yield jumped to 16-year highs overnight on growing talk the Fed will have to hike again. Risk-sensitive currencies are weak on China’s rapid slowdown.
In an extended bonus deep-dive interview, ANZ’s Group Chief Economist Richard Yetsenga looks at why China’s stimulus isn’t working this time around.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Thu, 17 Aug 2023 20:01:34 -0000</pubDate>
      <itunes:title>Friday: US 10-year yield at 16-year high</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>The US 10-year Treasury yield jumped to 16-year highs overnight on growing talk the Fed will have to hike again. Risk-sensitive currencies are weak on China’s rapid slowdown.
In an extended bonus deep-dive interview, ANZ’s Group Chief Economist Richard Yetsenga looks at why China’s stimulus isn’t working this time around.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>The US 10-year Treasury yield jumped to 16-year highs overnight on growing talk the Fed will have to hike again. Risk-sensitive currencies are weak on China’s rapid slowdown.</p><p>In an extended bonus deep-dive interview, <strong>ANZ’s Group Chief Economist Richard Yetsenga </strong>looks at why China’s stimulus isn’t working this time around.</p><p><br></p><p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>616</itunes:duration>
      <guid isPermaLink="false"><![CDATA[7631dbf2-3d34-11ee-9165-f3914a229982]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO7051891147.mp3?updated=1692300919" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Thursday: US factories humming on IRA, CHIPS</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>US industrial production data was much stronger than expected overnight. The RBNZ held its cash rate, but hinted it may have to do a bit more inflation fighting.
In our bonus deep-dive interview, ANZ’s Head of Australian Economics Adam Boyton looks at the contest that will play out between stronger real wages as inflation falls, and higher real interest rates, also on that falling inflation.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Wed, 16 Aug 2023 20:00:00 -0000</pubDate>
      <itunes:title>Thursday: US factories humming on IRA, CHIPS</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>US industrial production data was much stronger than expected overnight. The RBNZ held its cash rate, but hinted it may have to do a bit more inflation fighting.
In our bonus deep-dive interview, ANZ’s Head of Australian Economics Adam Boyton looks at the contest that will play out between stronger real wages as inflation falls, and higher real interest rates, also on that falling inflation.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>US industrial production data was much stronger than expected overnight. The RBNZ held its cash rate, but hinted it may have to do a bit more inflation fighting.</p><p>In our bonus deep-dive interview, <strong>ANZ’s Head of Australian Economics Adam Boyton </strong>looks at the contest that will play out between stronger real wages as inflation falls, and higher real interest rates, also on that falling inflation.</p><p><br></p><p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>566</itunes:duration>
      <guid isPermaLink="false"><![CDATA[42b54130-3c6a-11ee-9877-0b079aa9c0d1]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO4061647793.mp3?updated=1692214058" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Wednesday: US retail strong, just as China slides</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>US retail sales data was stronger than expected, ramping up the inflation pressure on the Fed. But China’s growth is slowing sharply, leading to a surprise rate cut. Oil prices slid on China’s weak data.
In our bonus deep-dive interview, ANZ’s Senior Commodities Strategist Daniel Hynes details what an even harder slowdown of apartment building in China might do to commodity prices.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Tue, 15 Aug 2023 20:00:00 -0000</pubDate>
      <itunes:title>Wednesday: US retail strong, just as China slides</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>US retail sales data was stronger than expected, ramping up the inflation pressure on the Fed. But China’s growth is slowing sharply, leading to a surprise rate cut. Oil prices slid on China’s weak data.
In our bonus deep-dive interview, ANZ’s Senior Commodities Strategist Daniel Hynes details what an even harder slowdown of apartment building in China might do to commodity prices.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>US retail sales data was stronger than expected, ramping up the inflation pressure on the Fed. But China’s growth is slowing sharply, leading to a surprise rate cut. Oil prices slid on China’s weak data.</p><p>In our bonus deep-dive interview, <strong>ANZ’s Senior Commodities Strategist Daniel Hynes </strong>details what an even harder slowdown of apartment building in China might do to commodity prices.</p><p><br></p><p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>600</itunes:duration>
      <guid isPermaLink="false"><![CDATA[c10f0e58-3ba2-11ee-b71c-2b8b4772a2a9]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO5337617562.mp3?updated=1692128371" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Tuesday: Aussie, Kiwi dollars fall below key levels</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>The Aussie and Kiwi dollars are down near nine-month lows this morning, thanks to a strong US dollar and concerns about China’s slowing economy.
In our bonus deep-dive interview, ANZ Asia Economist Krystal Tan details how El Nino is likely to affect food production and inflation.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Mon, 14 Aug 2023 20:00:00 -0000</pubDate>
      <itunes:title>Tuesday: Aussie, Kiwi dollars fall below key levels</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>The Aussie and Kiwi dollars are down near nine-month lows this morning, thanks to a strong US dollar and concerns about China’s slowing economy.
In our bonus deep-dive interview, ANZ Asia Economist Krystal Tan details how El Nino is likely to affect food production and inflation.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>The Aussie and Kiwi dollars are down near nine-month lows this morning, thanks to a strong US dollar and concerns about China’s slowing economy.</p><p>In our bonus deep-dive interview, <strong>ANZ Asia Economist Krystal Tan </strong>details how El Nino is likely to affect food production and inflation.</p><p><br></p><p>Before accessing this podcast, please read the disclaimer at <a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>616</itunes:duration>
      <guid isPermaLink="false"><![CDATA[70fb8b6c-3ada-11ee-ae3e-afe68cd95857]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO8403451063.mp3?updated=1692043118" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Monday: US PPI firm, but China loans slump 89%</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>US PPI inflation was a bit faster than expected in July, which pushed bond yields up on Friday night. But China’s economy continues to struggle, with loan growth slumping to a 14-year low.
In our deep-dive-in-five interview, ANZ’s New Zealand Chief Economist Sharon Zollner looks at whether the Reserve Bank of New Zealand can keep pausing its Official Cash Rate at 5.5%

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Sun, 13 Aug 2023 20:00:00 -0000</pubDate>
      <itunes:title>Monday: US PPI firm, but China loans slump 89%</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>US PPI inflation was a bit faster than expected in July, which pushed bond yields up on Friday night. But China’s economy continues to struggle, with loan growth slumping to a 14-year low.
In our deep-dive-in-five interview, ANZ’s New Zealand Chief Economist Sharon Zollner looks at whether the Reserve Bank of New Zealand can keep pausing its Official Cash Rate at 5.5%

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>US PPI inflation was a bit faster than expected in July, which pushed bond yields up on Friday night. But China’s economy continues to struggle, with loan growth slumping to a 14-year low.</p><p>In our deep-dive-in-five interview, <strong>ANZ’s New Zealand Chief Economist Sharon Zollner </strong>looks at whether the <strong>Reserve Bank of New Zealand</strong> can keep pausing its Official Cash Rate at 5.5%</p><p><br></p><p>Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</p>]]>
      </content:encoded>
      <itunes:duration>574</itunes:duration>
      <guid isPermaLink="false"><![CDATA[857ad628-3a0e-11ee-ae55-73b5f7d9349b]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO5964509028.mp3?updated=1691954754" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Friday: Fed set to pause on tepid US inflation</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>US inflation was flat at 0.2% in July, which reinforced expectations the Fed will pause rate hikes next month. Strike threats on the Northwest Shelf are hitting global LNG markets. The RBI held rates with a hawkish twist.
In our deep-dive-in-five interview, ANZ’s Group Chief Economist Richard Yetsenga explains why China can’t just flick the stimulus switch again to combat its growth slowdown.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Thu, 10 Aug 2023 20:00:00 -0000</pubDate>
      <itunes:title>Friday: Fed set to pause on tepid US inflation</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>US inflation was flat at 0.2% in July, which reinforced expectations the Fed will pause rate hikes next month. Strike threats on the Northwest Shelf are hitting global LNG markets. The RBI held rates with a hawkish twist.
In our deep-dive-in-five interview, ANZ’s Group Chief Economist Richard Yetsenga explains why China can’t just flick the stimulus switch again to combat its growth slowdown.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>US inflation was flat at 0.2% in July, which reinforced expectations the Fed will pause rate hikes next month. Strike threats on the Northwest Shelf are hitting global LNG markets. The RBI held rates with a hawkish twist.</p><p>In our deep-dive-in-five interview, <strong>ANZ’s Group Chief Economist Richard Yetsenga </strong>explains why China can’t just flick the stimulus switch again to combat its growth slowdown.</p><p><br></p><p>Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</p>]]>
      </content:encoded>
      <itunes:duration>645</itunes:duration>
      <guid isPermaLink="false"><![CDATA[77172c28-37b4-11ee-968a-2f8026a3b9e7]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO2749665756.mp3?updated=1691696173" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Thursday: Oil, food price headache for central banks</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>Oil prices rose again overnight to their highest levels since January on supply worries. Rice prices also surged to 15-year highs. Any return of food price inflation would be a headache for central banks.
In our deep dive interview, ANZ’s Chief Economist for Southeast Asia and India, Sanjay Mathur, explains why tomato prices are up 800% in parts of India, and why it’s worrying the RBI.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Wed, 09 Aug 2023 20:00:00 -0000</pubDate>
      <itunes:title>Thursday: Oil, food price headache for central banks</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>Oil prices rose again overnight to their highest levels since January on supply worries. Rice prices also surged to 15-year highs. Any return of food price inflation would be a headache for central banks.
In our deep dive interview, ANZ’s Chief Economist for Southeast Asia and India, Sanjay Mathur, explains why tomato prices are up 800% in parts of India, and why it’s worrying the RBI.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>Oil prices rose again overnight to their highest levels since January on supply worries. Rice prices also surged to 15-year highs. Any return of food price inflation would be a headache for central banks.</p><p>In our deep dive interview, <strong>ANZ’s Chief Economist for Southeast Asia and India, Sanjay Mathur, </strong>explains why tomato prices are up 800% in parts of India, and why it’s worrying the RBI.</p><p><br></p><p>Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</p>]]>
      </content:encoded>
      <itunes:duration>604</itunes:duration>
      <guid isPermaLink="false"><![CDATA[38edd05a-36ec-11ee-821a-1b12cd8a354a]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO4412621552.mp3?updated=1691610319" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Wednesday: China's trade stats weaker than forecast</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>China’s exports and imports fell more than expected in July, which drove stocks down in Asia overnight. US bond yields fell too after Moody’s downgraded 10 mid-sized US banks. Deflationary signs are expected from China later today.
In our deep dive interview, ANZ’s Senior International Economist Tom Kenny unravels what a ‘Goldilocks’ recovery for the US economy would mean for global interest rates.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Tue, 08 Aug 2023 20:00:00 -0000</pubDate>
      <itunes:title>Wednesday: China's trade stats weaker than forecast</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>China’s exports and imports fell more than expected in July, which drove stocks down in Asia overnight. US bond yields fell too after Moody’s downgraded 10 mid-sized US banks. Deflationary signs are expected from China later today.
In our deep dive interview, ANZ’s Senior International Economist Tom Kenny unravels what a ‘Goldilocks’ recovery for the US economy would mean for global interest rates.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>China’s exports and imports fell more than expected in July, which drove stocks down in Asia overnight. US bond yields fell too after Moody’s downgraded 10 mid-sized US banks. Deflationary signs are expected from China later today.</p><p>In our deep dive interview, <strong>ANZ’s Senior International Economist Tom Kenny </strong>unravels what a ‘Goldilocks’ recovery for the US economy would mean for global interest rates.</p><p><br></p><p>Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</p>]]>
      </content:encoded>
      <itunes:duration>584</itunes:duration>
      <guid isPermaLink="false"><![CDATA[c49fad9a-3623-11ee-9ccb-a3c908f27ac0]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO2439282292.mp3?updated=1691524075" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Tuesday: Deflation beckons in China</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>All eyes are on US and Chinese export and inflation data over the next three days. Deflation is a growing prospect in China on weak consumer spending and trade.
In our deep dive interview, ANZ’s NZ’s Agriculture Economist Susan Kilsby explains how that weak Chinese consumer demand has hammered prices lower for dairy farmers in New Zealand.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Mon, 07 Aug 2023 20:00:00 -0000</pubDate>
      <itunes:title>Tuesday: Deflation beckons in China</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>All eyes are on US and Chinese export and inflation data over the next three days. Deflation is a growing prospect in China on weak consumer spending and trade.
In our deep dive interview, ANZ’s NZ’s Agriculture Economist Susan Kilsby explains how that weak Chinese consumer demand has hammered prices lower for dairy farmers in New Zealand.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>All eyes are on US and Chinese export and inflation data over the next three days. Deflation is a growing prospect in China on weak consumer spending and trade.</p><p>In our deep dive interview, <strong>ANZ’s NZ’s Agriculture Economist Susan Kilsby </strong>explains how that weak Chinese consumer demand has hammered prices lower for dairy farmers in New Zealand.</p><p><br></p><p>Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</p>]]>
      </content:encoded>
      <itunes:duration>593</itunes:duration>
      <guid isPermaLink="false"><![CDATA[bb0784f2-355a-11ee-ac8c-efc5938160a8]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO1796515551.mp3?updated=1691437730" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Monday: Something for everyone in US jobs</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>US jobs growth was a bit weaker than expected, but wage inflation was a touch firmer than forecast. This week’s key data is on Chinese inflation on Wednesday.
In our deep dive interview, ANZ’s Senior China Economist Betty Wang and ANZ’s Senior Commodities Strategist Daniel Hynes drill down into how commodities demand shifting from China to India will affect Australia’s exporters.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Sun, 06 Aug 2023 20:00:00 -0000</pubDate>
      <itunes:title>Monday: Something for everyone in US jobs</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>US jobs growth was a bit weaker than expected, but wage inflation was a touch firmer than forecast. This week’s key data is on Chinese inflation on Wednesday.
In our deep dive interview, ANZ’s Senior China Economist Betty Wang and ANZ’s Senior Commodities Strategist Daniel Hynes drill down into how commodities demand shifting from China to India will affect Australia’s exporters.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>US jobs growth was a bit weaker than expected, but wage inflation was a touch firmer than forecast. This week’s key data is on Chinese inflation on Wednesday.</p><p>In our deep dive interview, <strong>ANZ’s Senior China Economist Betty Wang and ANZ’s Senior Commodities Strategist Daniel Hynes </strong>drill down into how commodities demand shifting from China to India will affect Australia’s exporters.</p><p><br></p><p>Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</p>]]>
      </content:encoded>
      <itunes:duration>632</itunes:duration>
      <guid isPermaLink="false"><![CDATA[415dc234-3491-11ee-8b6f-ff2e921df7b8]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO4238324183.mp3?updated=1691351197" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Friday: US Treasuries sell off before jobs data</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>US Treasuries sold off overnight ahead of Non-Farm Payrolls. Investors are still worried about extra Government borrowing. The Bank of England hiked and the Bank of Japan intervened again. We look ahead to the RBA’s statement on monetary policy today.
In our deep dive interview, we talk with ANZ Commodities Strategist Soni Kumar about why consumers in China are stashing cash, rather than spending it, and what’s being done about it.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Thu, 03 Aug 2023 20:00:00 -0000</pubDate>
      <itunes:title>Friday: US Treasuries sell off before jobs data</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>US Treasuries sold off overnight ahead of Non-Farm Payrolls. Investors are still worried about extra Government borrowing. The Bank of England hiked and the Bank of Japan intervened again. We look ahead to the RBA’s statement on monetary policy today.
In our deep dive interview, we talk with ANZ Commodities Strategist Soni Kumar about why consumers in China are stashing cash, rather than spending it, and what’s being done about it.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>US Treasuries sold off overnight ahead of Non-Farm Payrolls. Investors are still worried about extra Government borrowing. The Bank of England hiked and the Bank of Japan intervened again. We look ahead to the RBA’s statement on monetary policy today.</p><p>In our deep dive interview, we talk with <strong>ANZ Commodities Strategist Soni Kumar </strong>about why consumers in China are stashing cash, rather than spending it, and what’s being done about it.</p><p><br></p><p>Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</p>]]>
      </content:encoded>
      <itunes:duration>602</itunes:duration>
      <guid isPermaLink="false"><![CDATA[fdd96648-3234-11ee-aaaf-235b2363de11]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO5958211122.mp3?updated=1691091668" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Thursday: Fitch downgrade hits global stocks and A$, NZ$</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>The Australian and New Zealand dollars slid through the bottom of their recent trading ranges 66-69c range overnight. Global stocks fell 1-2% after Fitch downgraded the United States’ sovereign rating.
In our deep dive interview, we talk with ANZ’s Chief Economist for Greater China Raymond Yeung about why consumers in China are stashing cash, rather than spending it, and what’s being doing about it.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Wed, 02 Aug 2023 20:00:00 -0000</pubDate>
      <itunes:title>Thursday: Fitch downgrade hits global stocks and A$, NZ$</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>The Australian and New Zealand dollars slid through the bottom of their recent trading ranges 66-69c range overnight. Global stocks fell 1-2% after Fitch downgraded the United States’ sovereign rating.
In our deep dive interview, we talk with ANZ’s Chief Economist for Greater China Raymond Yeung about why consumers in China are stashing cash, rather than spending it, and what’s being doing about it.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>The Australian and New Zealand dollars slid through the bottom of their recent trading ranges 66-69c range overnight. Global stocks fell 1-2% after Fitch downgraded the United States’ sovereign rating.</p><p>In our deep dive interview, we talk with <strong>ANZ’s Chief Economist for Greater China Raymond Yeung </strong>about why consumers in China are stashing cash, rather than spending it, and what’s being doing about it.</p><p><br></p><p>Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</p>]]>
      </content:encoded>
      <itunes:duration>579</itunes:duration>
      <guid isPermaLink="false"><![CDATA[88f19d68-316d-11ee-bcbf-03f5c4350d21]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO1294551191.mp3?updated=1691006001" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Wednesday: A$ down after surprise RBA pause</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>The Australian dollar fell more than a cent or 1.6% to 66 USc overnight after the RBA paused its cash rate for a second month in a row, surprising markets and most economists, but not ANZ’s.
In our deep dive interview, we talk with ANZ’s Group Chief Economist Richard Yetsenga about why an Australian recession is now unlikely.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Tue, 01 Aug 2023 20:00:00 -0000</pubDate>
      <itunes:title>Wednesday: A$ down after surprise RBA pause</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>The Australian dollar fell more than a cent or 1.6% to 66 USc overnight after the RBA paused its cash rate for a second month in a row, surprising markets and most economists, but not ANZ’s.
In our deep dive interview, we talk with ANZ’s Group Chief Economist Richard Yetsenga about why an Australian recession is now unlikely.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>The Australian dollar fell more than a cent or 1.6% to 66 USc overnight after the <strong>RBA</strong> paused its cash rate for a second month in a row, surprising markets and most economists, but not ANZ’s.</p><p>In our deep dive interview, we talk with <strong>ANZ’s Group Chief Economist Richard Yetsenga </strong>about why an Australian recession is now unlikely.</p><p><br></p><p>Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</p>]]>
      </content:encoded>
      <itunes:duration>753</itunes:duration>
      <guid isPermaLink="false"><![CDATA[492911d8-3056-11ee-8baf-573b1c2ea2e2]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO9988754243.mp3?updated=1690919452" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Tuesday: RBA set to pause as China slows</title>
      <link>https://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>ANZ’s economists see the RBA pausing the cash rate again at 4.1% today. China’s services sector was slower than expected in July as consumers hoarded cash. The Bank of Japan finally tightened policy a bit without causing market ructions. Europe’s economy appears headed for a soft landing.
In our deep dive interview, we talk with ANZ’s Head of Australian Economics Adam Boyton about why the RBA can afford to hold and wait for more data, even though inflation is still 6%.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Mon, 31 Jul 2023 20:00:00 -0000</pubDate>
      <itunes:title>Tuesday: RBA set to pause as China slows</itunes:title>
      <itunes:episodeType>full</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>ANZ’s economists see the RBA pausing the cash rate again at 4.1% today. China’s services sector was slower than expected in July as consumers hoarded cash. The Bank of Japan finally tightened policy a bit without causing market ructions. Europe’s economy appears headed for a soft landing.
In our deep dive interview, we talk with ANZ’s Head of Australian Economics Adam Boyton about why the RBA can afford to hold and wait for more data, even though inflation is still 6%.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>ANZ’s economists see the RBA pausing the cash rate again at 4.1% today. China’s services sector was slower than expected in July as consumers hoarded cash. The Bank of Japan finally tightened policy a bit without causing market ructions. Europe’s economy appears headed for a soft landing.</p><p>In our deep dive interview, we talk with <strong>ANZ’s Head of Australian Economics Adam Boyton </strong>about why the RBA can afford to hold and wait for more data, even though inflation is still 6%.</p><p><br></p><p>Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</p>]]>
      </content:encoded>
      <itunes:duration>714</itunes:duration>
      <guid isPermaLink="false"><![CDATA[c2ebd804-2ce9-11ee-b3e6-0bd22e033d02]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO5950919187.mp3?updated=1690832222" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>5 in 5 with ANZ preview: the macro outlook</title>
      <link>http://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>As we count down to the launch of 5 in 5 with ANZ next week, here’s taste of what you can expect. In this preview we hear from ANZ Group Chief Economist Richard Yetsenga, ANZ New Zealand Chief Economist Sharon Zollner and ANZ Head of Asia Research Khoon Goh about key themes shaping the global economy right now. 

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</description>
      <pubDate>Wed, 26 Jul 2023 19:00:00 -0000</pubDate>
      <itunes:title>5 in 5 with ANZ preview: the macro outlook</itunes:title>
      <itunes:episodeType>bonus</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>As we count down to the launch of 5 in 5 with ANZ next week, here’s taste of what you can expect. In this preview we hear from ANZ Group Chief Economist Richard Yetsenga, ANZ New Zealand Chief Economist Sharon Zollner and ANZ Head of Asia Research Khoon Goh about key themes shaping the global economy right now. 

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/</itunes:summary>
      <content:encoded>
        <![CDATA[<p>As we count down to the launch of 5 in 5 with ANZ next week, here’s taste of what you can expect. In this preview we hear from ANZ Group Chief Economist Richard Yetsenga, ANZ New Zealand Chief Economist Sharon Zollner and ANZ Head of Asia Research Khoon Goh about key themes shaping the global economy right now.<strong> </strong></p><p><br></p><p><em>Before accessing this podcast, please read the </em><strong><em>disclaimer</em></strong><em> at </em><a href="https://www.anz.com/institutional/five-in-five-podcast/">https://www.anz.com/institutional/five-in-five-podcast/</a></p>]]>
      </content:encoded>
      <itunes:duration>411</itunes:duration>
      <guid isPermaLink="false"><![CDATA[fd1f9cb8-2b86-11ee-97f1-7f26fe5c51d6]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO1018009032.mp3?updated=1690373048" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>Coming Tuesday - 5 in 5 with ANZ</title>
      <link>http://www.anz.com/institutional/five-in-five-podcast/</link>
      <description>Your daily market update with Bernard Hickey. Follow 5 in 5 with ANZ now so you get new episodes as soon as they land.</description>
      <pubDate>Tue, 25 Jul 2023 19:00:00 -0000</pubDate>
      <itunes:title>Coming Tuesday - 5 in 5 with ANZ</itunes:title>
      <itunes:episodeType>trailer</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle></itunes:subtitle>
      <itunes:summary>Your daily market update with Bernard Hickey. Follow 5 in 5 with ANZ now so you get new episodes as soon as they land.</itunes:summary>
      <content:encoded>
        <![CDATA[<p>Your daily market update with Bernard Hickey. Follow 5 in 5 with ANZ now so you get new episodes as soon as they land.</p>]]>
      </content:encoded>
      <itunes:duration>155</itunes:duration>
      <guid isPermaLink="false"><![CDATA[7ca6df34-2aa9-11ee-bdac-4bf1af1fece9]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO7607213875.mp3?updated=1690262192" length="0" type="audio/mpeg"/>
    </item>
    <item>
      <title>5 in 5 with ANZ – trailer</title>
      <description>Join Bernard Hickey for your daily market update. Follow now so you never miss an episode.</description>
      <pubDate>Sun, 16 Jul 2023 20:00:00 -0000</pubDate>
      <itunes:title>5 in 5 with ANZ – trailer</itunes:title>
      <itunes:episodeType>trailer</itunes:episodeType>
      <itunes:author>ANZ</itunes:author>
      <itunes:subtitle>Join Bernard Hickey for your daily market update. Follow now so you never miss an episode.</itunes:subtitle>
      <itunes:summary>Join Bernard Hickey for your daily market update. Follow now so you never miss an episode.</itunes:summary>
      <content:encoded>
        <![CDATA[<p>Join Bernard Hickey for your daily market update. Follow now so you never miss an episode.</p>]]>
      </content:encoded>
      <itunes:duration>53</itunes:duration>
      <guid isPermaLink="false"><![CDATA[3072569e-2224-11ee-a48f-8768b9474afd]]></guid>
      <enclosure url="https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO2300814367.mp3?updated=1716252819" length="0" type="audio/mpeg"/>
    </item>
  </channel>
</rss>
