5 in 5 with ANZ

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/ [https://www.anz.com/institutional/five-in-five-podcast/]

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/ [https://www.anz.com/institutional/five-in-five-podcast/]

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/ [https://www.anz.com/institutional/five-in-five-podcast/]

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/ [https://www.anz.com/institutional/five-in-five-podcast/]

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/ [https://www.anz.com/institutional/five-in-five-podcast/]