5 in 5 with ANZ

Thursday: RBNZ signals hike by end of year

The Reserve Bank of New Zealand holds and forecasts a rate hike this year, just not as early as markets expected. The Kiwi dollar falls over 1%. Australian wages continue growing strongly. And the Bank of England is set to cut rates from March. In our deep-dive interview, ANZ Group Chief Economist Richard Yetsenga examines Fed Chair Kevin Warsh’s view that an AI productivity surge will allow for faster growth with lower rates. Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/

Wednesday: Another RBA hike not a sure thing

The RBA’s rate hike meeting minutes indicate another move higher is not a foregone conclusion. And the Reserve Bank of New Zealand is expected to hold rates today, but all eyes are on its future rate track. In the final part of our deep-dive interview on the Year of the Fire Horse, ANZ’s Chief Economist for Greater China Raymond Yeung talks about the outlook for interest rates, the Yuan and the property market. Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/

Tuesday: NZ house prices soft; RBNZ set to hold

Japanese GDP is weak, but Thailand’s economic growth beat forecasts. New Zealand’s housing market is soft. And the Reserve Bank of New Zealand (RBNZ) is expected to hold its official cash rate tomorrow. In part two of our deep-dive interview, ANZ’s Chief Economist for Greater China, Raymond Yeung, talks about China’s exports, jobs, and the AI boom. Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/

Monday: Aussie dollar riding high on RBA hike

US inflation is slightly weaker than expected. The Aussie dollar is riding higher after the RBA’s rate hike. Nickel prices are stabilising after Indonesia confirmed supply cuts. And Malaysia’s GDP growth beats forecasts. In our Deep-Dive interview, ANZ Chief Economist for Greater China Raymond Yeung starts unpacking his 10 themes for the year of the fire horse. Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/

Friday: Stocks & gold sold off before US CPI data

Gold, silver and global stocks are down ahead of key US inflation data tonight, with investors switching into bonds, so yields fell overnight. UK GDP barely grew in the last nine months of 2025, which is expected to lead to BoE rate cuts. In our Deep-Dive interview, ANZ Senior Commodities Strategist Daniel Hynes examines headwinds in the global iron ore market. Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/