5 in 5 with ANZ

Friday: US tech stocks slump on data centre fear

US 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 Engla

Thursday: Oil slumps almost 10% as Democrats win both houses of US Congress

US 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 househol

Wednesday: RBA hikes in split vote

The 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

Tuesday: Oil falls on eve of expected RBA hike

Oil 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

Global 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

The ECB holds rates, as expected, but President Christine Lagarde resigns unexpectedly. US growth and inflationary pressures strengthen, heaping pressure on the Fed to hi

Thursday: Fed holds with dissent & RBNZ holds - just

The 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 -

Wednesday: Eyes on CPI for RBA hike clues

US 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 wh

Tuesday: Markets eye RBA rate hike next week

The 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

Monday: US mid-term elections loom into view

Oil 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 ca

Friday: Tech stocks fall & oil price jumps

US 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 th

Thursday: Eyes on NZ CPI for RBNZ clues

Global 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 Z

Wednesday: Australian inflation expectations rise

Australian 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 rate

Tuesday: China GDP growth up as exports surge

China’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 s

Monday: Gold defies pressure of higher yields

China 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 fore

Friday: Pressure off RBA as jobs market softens

US 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 t

Thursday: US CPI boosts Fed hike expectations

Fed 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

Wednesday: Eyes on US CPI for Fed hike clues

Markets 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 Novemb

Tuesday: Oil prices up as Ukraine ceasefire fails

Oil 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 to

Monday: Attacks escalate on Saudi Arabia

New 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 rup