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