5 in 5 with ANZ
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Friday: US bond yields jump to 19-year highs
US 10-year yield up 11.8 basis points to 4.95%; Brent at US$107/bl; ANZ now sees 3 more Fed hikes; Eyes turn to key US CPI data tonight; ANZ’s Vicky…
Sep 10
•
Bernard Hickey
9:59
Thursday: Brent crude rises above US$100/bbl
Brent above US$100; US inflation fears & Fed hike expectations rise; Eyes now on expected ECB hike; China CPI firms on higher oil prices; ANZ’s Zhaopeng…
Sep 9
•
Bernard Hickey
1
9:10
Wednesday: Australian confidence slides again
Australian consumer & business confidence slide as talk of RBA hike grows, fuel prices jump & house prices fall; Yen up with strong wage data; ANZ’s…
Sep 8
•
Bernard Hickey
9:59
Tuesday: Australian job ads hold their strength
Australian job ads up 2.5% in August & 21% above long-run average; NZ jobs anecdotes improving as ANZ looks to nudge up its GDP forecast; Thailand…
Sep 7
•
Bernard Hickey
8:17
Monday: US jobs growth above forecasts
US jobs up 162k in August; Market expectations of Fed hike firm around 50%; US dollar still weak though; NZ building work above forecast; ANZ’s Sophia…
Sep 6
•
Bernard Hickey
8:12
Friday: US Fed September hike bets fall
Fed Sept hike bets fall; Yen strengthens as BoJ bets rise; Malaysia holds rates; Aus data centre-related imports rise again; NZ commodity prices come…
Sep 3
•
Bernard Hickey
9:22
Thursday: Aus growth eases across first half of 2026
US Treasuries take a breather ; Australian GDP growth eases in the first half of 2026, but RBA hike expectations rise; RBNZ hikes but throws shade on…
Sep 2
•
Bernard Hickey
9:50
Wednesday: Oil and global bond yields spike
Oil spikes, Govt bond yields rise on inflation worries after Iran strikes; ANZ Research upgrades Aus Q2 GDP forecast; RBNZ set to hike today; ANZ’s…
Sep 1
•
Bernard Hickey
9:41
August 2026
Tuesday: Aus business data tips GDP upside
Oil and US Treasury yields jump on Middle East; Aus business data points to upside Q2 GDP risk; Mixed inflation news for RBNZ from Kiwi businesses…
Aug 31
•
Bernard Hickey
8:06
Monday: US rate hike bets up on Warsh speech
US rate hike bets rise after ‘hawkish’ Fed chair speech; NZ consumer inflation expectations stay steady in good sign for RBNZ; Australia Q2 GDP this…
Aug 30
•
Bernard Hickey
9:01
Friday: Household spending keeps RBA on its toes
US Treasuries steady ahead of Fed chair’s Jackson Hole speech; Australian household spending jumps in July, keeping pressure on RBA; Korea and…
Aug 27
•
Bernard Hickey
9:24
Thursday: ANZ Research says RBA to hike in November
Stronger Australian inflation and RBA price concerns mean November rate hike, ANZ Research says; US July PCE inflation in line with expectations; ANZ’s…
Aug 26
•
Bernard Hickey
9:43
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