About this podcast
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/
Episodes
The newest 50 of 797 episodes
- Friday: Nvidia CEO resigns in big blow to AI boom · 10 minNvidia CEO Jensen Huang resigns, hitting its shares. Oil rises after Donald Trump says he doesn’t need a deal with Iran. Firm producer price inflation is pushing the Bank of…
- Thursday: Australian housing lending slumps · 9 minOil jumps after Iran attacks ships in the Strait of Hormuz. Australian home lending slumps as investors retreat in the face of interest rate hikes. And New Zealand’s economic…
- Wednesday: Strong CPI lifts US 10-year over 5% · 8 minUS inflation is hotter than expected and a Fed Governor says a 50 basis point hike might be needed next month. Australian business confidence slides to a six-year low, but New…
- Tuesday: Oil falls & stocks rise ahead of US CPI · 10 minUS stocks rise 2% as oil prices slide almost 5% after Donald Trump downplays talk of striking Iran. Markets brace for firm US inflation figures tonight. And China’s consumer…
- Monday: US jobs growth beats forecasts · 10 minUS jobs growth is stronger than expected in October. The Democratic ‘Blue Wave’ in US mid-term elections could be good for a still-resilient global economy, and New Zealanders…
- Friday: US tech stocks slump on data centre fear · 10 minUS stocks slumped as much as 6% overnight as investors worried a Democrat-dominated US Congress and states might slow down the buildout of data centres. The Bank of England…
- Thursday: Oil slumps almost 10% as Democrats win both houses of US Congress · 9 minUS markets rally after the Democrats sweep the US House and Senate. Oil prices slump almost 10%. New Zealand’s labour market unexpectedly weakens. And Australian households lift…
- Wednesday: RBA hikes in split vote · 8 minThe Reserve Bank of Australia (RBA) hikes the cash rate to 4.85%. ANZ Research expects it to stay there until the end of 2027. And New Zealand jobs data today is expected to…
- Tuesday: Oil falls on eve of expected RBA hike · 10 minOil prices slump 8% overnight on signs the US and Iran want to end their conflict. The Reserve Bank of Australia (RBA) is expected to hike today, but will it do more? And…
- Monday: Markets brace for US$120/b oil · 9 minGlobal markets bracing for a ramping up of the Iran conflict after this week’s US mid-term elections, that could push oil prices over US$120 barrel. Taiwan’s growth beats…
- Friday: Robust US inflation pressures Fed · 10 minThe ECB holds rates, as expected, but President Christine Lagarde resigns unexpectedly. US growth and inflationary pressures strengthen, heaping pressure on the Fed to hike in…
- Thursday: Fed holds with dissent & RBNZ holds - just · 9 minThe Fed holds rates in a 10-to-2 vote - markets still see a hike in December. The RBNZ unexpectedly holds and sends the NZ dollar tumbling. Bank of Thailand also holds - but that…
- Wednesday: Eyes on CPI for RBA hike clues · 9 minUS markets firm ahead of the Fed’s rate decision tomorrow - expected by the market to be a hold. And in Australia today, attention is on Q3 inflation data for clues on whether…
- Tuesday: Markets eye RBA rate hike next week · 10 minThe Reserve Bank of Australia is signalling its discomfort with high inflation, which has increased market expectations for a rate hike next week. South Korea is expected to…
- Monday: US mid-term elections loom into view · 10 minOil rises on fears of renewed strikes on Iran, before or after next week’s US mid-term elections. Markets expect the Fed to hold this week. And ANZ Research tweaks its call for…
- Friday: Tech stocks fall & oil price jumps · 9 minUS stocks fall overnight on AI valuation fears, oil jumps with talk of new strikes on Iran, and bond yields fall on safe haven buying. The Philippines hikes rates more than…
- Thursday: Eyes on NZ CPI for RBNZ clues · 9 minGlobal stocks rise on talk of a SpaceX/Tesla merger. Bank Indonesia holds rates. Bank of Korea is set to do the same, but a hike is expected in the Philippines. And New Zealand…
- Wednesday: Australian inflation expectations rise · 9 minAustralian inflation expectations tick up as confidence ticks down. Bank Indonesia should hold today but faces pressure to hike. And the People’s Bank of China holds rates as it…
- Tuesday: China GDP growth up as exports surge · 10 minChina’s GDP growth beats forecasts, but a record high trade surplus remains an issue globally for trading partners. ANZ Research raises its US dollar forecast and still sees a…
- Monday: Gold defies pressure of higher yields · 10 minChina is expected to report flat GDP growth, with signs of state spending to achieve Beijing’s growth targets for 2026. And New Zealand’s inflation is slightly above forecast…
- Friday: Pressure off RBA as jobs market softens · 10 minUS Producer Price Inflation data is much hotter than expected, but yields fall on flight to quality as AI stocks fall. Pressure comes off the RBA to hike in November as the jobs…
- Thursday: US CPI boosts Fed hike expectations · 10 minFed rate hike expectations rise for October on stronger September inflation data. China’s producer prices jump on higher oil, but consumer price inflation remains subdued. And…
- Wednesday: Eyes on US CPI for Fed hike clues · 10 minMarkets await key US inflation data for clues on the Fed’s next move. And Reserve Bank of Australia minutes are hawkish enough for ANZ Research to keep expecting a November hike…
- Tuesday: Oil prices up as Ukraine ceasefire fails · 9 minOil prices rise 2% as Donald Trump’s plan for a ceasefire between Ukraine and Russia fails to stick. The Reserve Bank of India adds to its currency market intervention toolkit…
- Monday: Attacks escalate on Saudi Arabia · 10 minNew attacks on Saudi Arabia over the weekend are the worst in a decade, threatening to widen the Middle East conflict. The Reserve Bank of India moves to shore up the rupee. And…
- Friday: Taiwan exports surge 60% on AI · 10 minOil prices surge as much as 5% on new supply fears. Fed minutes indicate more hikes to come. France’s Government faces a crunch week of budget debates. And Taiwan’s exports surge…
- Thursday: Reserve Bank of India hikes rates · 9 minThe Reserve Bank of India hikes rates as higher energy prices feed into the economy. Japanese wages rise again, which is supporting the Bank of Japan’s tightening. And Taiwan is…
- Wednesday: RBA dents Australian confidence · 9 minAustralian consumer confidence drops in the week when the Reserve Bank of Australia hikes, but the labour market is resilient as job ads grow. And business price indicators ease…
- Tuesday: Bond markets sell off despite Fed views · 10 minUS bond yields rise to fresh record-highs, despite markets lowering expectations for imminent Fed rate hikes. The Reserve Bank of New Zealand will eye up a key business survey…
- Monday: Europe releases diesel stocks · 10 minUS jobs growth is lower than expected, but bond yields still rise. Europe agrees to Donald Trump’s demand to release diesel stocks or face a US export ban. The Kiwi dollar is…
- Friday: Bonds volatile as inflation fear dominates · 10 minBond yields rise sharply, and then swing down in a volatile night for interest rates and currencies. Bank of Japan rate setters talk about faster hikes. And data centre…
- Thursday: Fed hike bets fall after softer inflation · 10 minUS inflation is weaker than expected, lowering Fed rate hike bets. Australia’s inflation rate dips, but remains broad. And New Zealand firms may be holding back from passing on…
- Wednesday: RBA hikes, another on the cards · 10 minThe Reserve Bank of Australia hikes, with another one expected as high fuel prices feed into inflation, but the Aussie dollar falls to a two-month low. And New Zealand’s Treasury…
- Tuesday: RBA expected to hike today · 10 minOil prices edge up, and bond yields keep rising, which shunts gold down. The Reserve Bank of Australia is expected to hike today, and New Zealand’s budget deficit forecasts are…
- Monday: US 30-year bond yield hits 5.5% · 9 minBond yields rise to new 24-year highs. Oil prices closed down on Saturday, but that was before Donald Trump rejected Iran’s latest peace offer. And all eyes are on the yen this…
- Friday: US bond market selloff marches on · 9 minOil prices and US bond yields rise again. Australia’s labour market continues to gradually weaken. And ANZ Research upgrades its New Zealand farmgate milk price forecast because…
- Thursday: Trump supports US diesel export ban · 10 minDonald Trump supports a US diesel export ban. US Treasury yields surge after a weak bond sale, and after another oil price spike and strong growth data fires up Fed hike…
- Wednesday: Inflation expectations rise on oil · 10 minOil prices drop on hopes the Strait of Hormuz and a Saudi pipeline will open, but the energy price spike is hitting inflation. Australian consumers are gloomier, and the RBNZ…
- Tuesday: ANZ Research lifts cash rate forecasts · 9 minOil prices fall on hopes for a peace deal in the Middle East. ANZ Research changes its cash rate forecasts for the Reserve Bank of Australia, the Reserve Bank of New Zealand and…
- Monday: Bank of Japan hikes, but dovishly · 10 minThe Bank of Japan hikes, but with a dovish split vote. There’s some good inflation news for the Reserve Bank of New Zealand. And the Bank of England extends its bond buy-back…
- Friday: Bank of Japan set to hike after Fed · 10 minThe Bank of England holds overnight, as expected. The Bank of Japan is expected to follow the Fed and hike today. And New Zealand’s economy holds on to growth, despite the oil…
- Thursday: Fed hikes & sees one more in 2026 · 9 minThe Fed hikes US interest rates in a unanimous vote and signals more to come. Higher oil prices are set to slow New Zealand’s economic growth in data due today. And Japan’s…
- Wednesday: US 10-year yield over 5% · 10 minOil prices and US bond yields rise again on more news of oil supply restrictions in the Middle East. Signs of stagflation emerge in China. Australian consumer confidence…
- Tuesday: ANZ Research sees Fed hike this week · 9 minOil hits US$109/barrel and the US 10 year yield briefly tops 5% after the key Yanbu pipeline is blown up. ANZ Research changes its view on the Fed to a hike this week from a…
- Monday: US inflation rise boosts Fed hike views · 10 minUS inflation is above forecasts, and markets now see a 85-90% chance the Fed will hike this week. ANZ Research now sees the ECB hiking once more. And New Zealand’s manufacturing…
- Friday: US bond yields jump to 19-year highs · 10 minThe European Central Bank hikes rates, but inflation fears over surging oil prices dominate attention, triggering another global bond market selloff. And ANZ Research changes its…
- Thursday: Brent crude rises above US$100/bbl · 9 minBrent oil rises back over $100 as the Middle East conflict intensifies. Treasury yields rise, despite the expansion of a bond buyback. Markets now turn their attention to an…
- Wednesday: Australian confidence slides again · 10 minOil prices jump as the Middle East conflict widens to attacks on Saudi Arabian cities. Australian consumer and business confidence slides as inflation concerns grow. And China’s…
- Tuesday: Australian job ads hold their strength · 8 minOil prices rise after fresh strikes in the Middle East. Australian job ads show a more resilient labour market. The mood among employers in New Zealand is improving. And…
- Monday: US jobs growth above forecasts · 8 minUS jobs growth in August is much stronger than forecast. Markets now see a 50/50 chance the Fed will hike this month, but the US dollar is still soft. And New Zealand’s…
