Afleveringen
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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.
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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.
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Zijn er afleveringen die ontbreken?
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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