Global Economy

16 Aug 2023

El Niño: impacting the regional food bowl?

Krystal Tan | Asia Economist, ANZ

El Niño is underway, and while it impacts Southeast Asian and Indian agriculture it also turns up the heat on food imports and inflation. How do nations navigate this?

15 Aug 2023

New Zealand pushes through adversity

Brett Foley | Managing Editor, bluenotes

Inflation. Recession. Natural disasters. How can we deal effectively with emerging challenges? Look to New Zealand.

02 Aug 2023

Barbenheimer: the movies and the RBA

Jeff Whalley | Senior Journalist, ANZ

Barbenheimer is making headlines, but so is the Reserve Bank's tightening. It creates an interesting picture of Australian spending.

01 Aug 2023

A recession by degrees

Richard Yetsenga | Chief Economist, ANZ

Not all recessions are equal. And Australia, with its increasingly cautious consumers and investors, is well positioned to weather any economic ructions.

17 Jul 2023

Is the RBA done with interest hikes?

Adam Boyton | Head of Australian Economics, ANZ

There’s still a chance the Reserve Bank of Australia could lift interest rates in August. However the case for an extended pause on further increases is growing.

12 Jul 2023


Michael Whitehead | Executive Director for Agribusiness Industry Insights, ANZ

Is the cost-of-living crisis even whacking the cost of your morning coffee? From the global cost of coffee beans to paying rent in a groovy neighbourhood – the prices of what brings the Magic to your morning are volatile.

10 Jul 2023

Don’t confuse late with not coming

Lakshman Anantakrishnan | Chief Investment Officer, ANZ Private

We’ve dodged a recession – so far. Things could get ugly if it does come knocking on the back of further interest rate hikes.

07 Jul 2023

Paper tiger, hidden dragon?

Raymond Yeung | Chief Economist Greater China, ANZ

Is China on the brink of a Japan style “lost decade”, or is the powerful engine just idling?

29 Jun 2023

Rates down, profits down? Not as such. Rates up, profits up…?

Andrew Cornell | Past Managing Editor, bluenotes

Market wisdom has it banks profit when interest rates rise. Is there more to this story than simply margin inflation?

27 Jun 2023

Interest rates are still rising. So is inflation

Adelaide Timbrell | Senior Economist, ANZ

How is productivity impacting inflation and how far will the RBA have to hike?

07 Jun 2023

Household debt growth: not on the cards

Mike Ebstein | Director, MWE Consulting

Australians are said to be saddled with debt, but what sort of debt is it? While housing finance debt continues to grow, personal debt is another story.

30 May 2023

India – what’s all the excitement about?

Rufus Pinto | Country Head, India, ANZ Institutional

India has a remarkable history and story unlike any other. As it becomes the world’s most populous nation, it’s greatest chapter may still to be written.

29 May 2023

PODCAST: solving the rental crisis

Felicity Emmett | Senior Economist, ANZ

Australians who rent are facing the worst affordability in almost a decade. How did we get in this situation and where do we go from here?

29 May 2023

In pictures: How is rent tracking

Felicity Emmett & Eliza Owen | Senior Economist, ANZ & Head of Australian Research, CoreLogic

Renters are the focus of the ANZ CoreLogic 2023 housing affordability report.

18 May 2023

Banking Crises: size doesn’t matter

Andrew Cornell | Past Managing Editor, bluenotes

Maintaining a vigilant and adaptable regulatory framework is essential as we enter a world where bank runs can be nearly instantaneous and small banks can have big repercussions.

14 Apr 2023

The more things change, the more they stay the same

Lakshman Anantakrishnan | Chief Investment Officer, ANZ Private

Banking crises and financial stability are dominating headlines, following the sharpest rate tightening cycle in decades. Despite the calamity, inflation remains the key issue for policy makers.