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. And Singapore holds monetary policy. In our deep dive interview, ANZ Economist Vicky Xiao Zhou reviews China’s bumper September trade data and the health of its trade relationship with the US. Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/

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 November hike. In our deep dive interview, ANZ Group Chief Economist Richard Yetsenga reports back from a recent trip to India. Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/

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 toolkit. India’s inflation rate surges. And the Kiwi dollar hits a 15-year low. In our deep dive interview, ANZ’s Chief Economist for Southeast Asia and India, Sanjay Mathur, analyses Malaysia’s Budget. Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/

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 rupee. And New Zealand diesel costs are set to rise. In our deep dive interview, ANZ Economist Dhiraj Nim analyses the costs and risks from the Reserve Bank of India’s previous interventions to encourage foreign capital inflows. Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/

Oil 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 on AI demand. In our deep dive interview, ANZ Head of Asia Research Khoon Goh explains how Singapore is facing up to global inflation pressures and rising bond yields. Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/

The 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 set to hike rates after an inflation surprise. In our deep dive interview, ANZ New Zealand Chief Economist Sharon Zollner reviews the latest ANZ customer card spending data for clues on how the Kiwi economy is performing. Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/

Australian 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 in New Zealand in a good sign for the Reserve Bank of New Zealand. In our deep dive, interview ANZ FX Analyst Kausani Basak explains how the El Nino weather pattern is set to affect inflation in the Philippines. Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/

US 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 today for inflation signs. And Vietnam’s economy grows 9.9%. In part two of our deep dive interview with ANZ Chief Economist for Greater China Raymond Yeung explains the economic implications of the tipping point in China’s ageing population. Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/

US 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 near its lows, and New Zealand consumers aren’t feeling the recovery. In our deep-dive interview, ANZ’s Chief Economist for Greater China, Raymond Yeung, explains why a peak in China’s working age population this year is important. Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/

Bond 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 investment continues to boost Australian imports. In our deep-dive interview, ANZ Economist Sophia Angala analyses how capital city house prices are faring in a slowing market. Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/