Thursday: Markets eye US retail sales data

US markets are mixed after Donald Trump’s partial de-escalation of tariffs on China. Investors are looking ahead to US retail sales data tonight. Australian wage growth beats forecasts before jobs data today, while housing lending fell before the election. And New Zealand’s migrant departures hit a new record high.

In our deep-dive interview, ANZ Chief Economist for Southeast Asia and India, Sanjay Mathur, looks at the ability for ASEAN economies and India to use fiscal policy to respond to the economic effects of US tariffs.

Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/