In today's #5in5withANZ : Daniel Hynes on easing Middle East tensions #Oil #GOLD ; Raymond Yeung on the CSRC's boost for Hong Kong stocks; Khoon Goh on Singapore CPI; & Richard Yetsenga 叶森 🇦🇺 🇭🇰 🇹🇭 🇳🇱 on why more supply may not be enough to help Australian housing affordability. open.spotify.com/episode/4HaESy…

Hurricanes Poua should’ve just waited a month and done a haka about how the PM’s favourite team are fuckin’ trash now

The bond market “can intimidate everybody”. #5in5

The Government has started counting chickens before they hatch. open.substack.com/pub/thekaka/p/…

In today's #5in5withANZ free global markets podcast, Richard Yetsenga 叶森 🇦🇺 🇭🇰 🇹🇭 🇳🇱 quotes James Carville on the power of bond markets, plus previews Australia CPI and US GDP/PCE. Also Felix Ryan on Friday's BoJ decision & Soni Kumari on her note with Daniel Hynes on silver. youtube.com/watch?v=DZx5Eg…

BREAKING: Israeli officials notified the US earlier today they planned to retaliate in the next 24-48 hours, sources told Peter Martin and me.

And here’s the podcast version of our weekly Hoon webinar on the news of the week. Featuring PeterBale Cathrine Dyer and Robert Patman talking about politics, geopolitics, climate and media. open.substack.com/pub/thekaka/p/…

Here’s the weekly climate news wrap I do with The Kākā’s climate correspondent @Cathrine Dyer . We make this freely available as part of our public interest journalism mission funded and encouraged by paying subscribers. Nga mihi nui. thekaka.substack.com/p/the-humpty-d…

This week's Potsdam report on climate damage is a big deal. I talked this through with The Kākā's climate correspondent Cathrine Dyer here. Open for all. thekaka.substack.com/p/study-sees-c…

In today's #5in5withANZ podcast: Strong US factory figures boost Treasury yields and USD vs AUD & NZD; Australian jobs data 'not too hot, not too cold'; A closer look at India's capex boom. Out daily at 0600 SYD/MEL time. FYI ANZ_Research Richard Yetsenga 叶森 🇦🇺 🇭🇰 🇹🇭 🇳🇱 youtube.com/watch?v=v7b8ae…

Hoo boy. This is quite the paper. ‘…we find that the world economy is committed to an income reduction of 19% within the next 26 years independent of future emission choices .’ nature.com/articles/s4158…

Climate inflation is a problem for central banks. They react as if it’s temporary by hiking, but that delays the investment needed to stop warming. Should the RBNZ look through climate inflation? Adrian Orr says no. But I think it’s a debate worth having. open.substack.com/pub/thekaka/p/…

In today's #5in5withANZ : Inflation concerns in UK and NZ; #Oil down 3%; European Central Bank seen on track for June cut; Four reasons why the #USDollar is so strong. FYI @anz_research Richard Yetsenga 叶森 🇦🇺 🇭🇰 🇹🇭 🇳🇱 youtube.com/watch?v=fz2QQl…

Trying something new here today. Thoughts? thekaka.substack.com/p/bernards-pic…

#5in5withANZ today: Powell signals high rates for longer; Rampant #US $ thumps Asia currencies, triggering intervention; China GDP beats forecasts; NZ house prices fall. FYI ANZ_Research Richard Yetsenga 叶森 🇦🇺 🇭🇰 🇹🇭 🇳🇱 youtube.com/watch?v=3lbVvE…

In today's #5in5withANZ podcast out at 6am daily Syd/Melb time: US yields up on strong US retail sales; Oil down on Mideast relief; Metals ban having an impact, via Daniel Hynes & ANZ_Research's Richard Yetsenga 叶森 🇦🇺 🇭🇰 🇹🇭 🇳🇱 on Japan's quiet achievements post 'shrinkanomics'. youtube.com/watch?v=zFCUWP…

How much is Simeon Brown’s time worth? (To us, as taxpayers) One billion dollars per minute? Or would you make him pay $60-$120 per trip to save 15 minutes? open.substack.com/pub/thekaka/p/…

In today's #5in5withANZ : @anz_research's Richard Yetsenga 叶森 🇦🇺 🇭🇰 🇹🇭 🇳🇱 on the outlook after the weekend's events in the Mideast + Australia jobs on Thursday; Outlooks on A$, yen and US$ + a look-ahead to China GDP youtube.com/watch?v=Qr_SDa…

In today's #5in5withANZ : ECB on track for June cut; China CPI soft; Yen intervention at 155? India CPI & Singapore GDP previews, featuring Taylor Swift. Plus Daniel Hynes on what OPEC might do if oil supplies are hit. FYI Richard Yetsenga 叶森 🇦🇺 🇭🇰 🇹🇭 🇳🇱 Out daily at 6am AEST youtube.com/watch?v=MMFr9b…

And here’s Peter Bale’s weekly world news roundup. We’ll be talking about that and more with Robert Patman in our weekly Hoon at 5pm tonight for paying subscribers. open.substack.com/pub/peterbale/…