Lower US dollar and lower US growth forecast amid tariff-driven uncertainty.
ANZ Institutional Insights
The latest market-leading news, analysis and thought leadership from our experts across close to 30 global markets.
-
2025-04-17 00:00
Latest articles
-
Two economies indicate willingness for freer trade at a time when others are not.
2025-04-16 00:00 -
Tariffs at the scale the US has imposed, and other countries retaliated with, are enormously damaging to global activity.
2025-04-07 00:00 -
ANZ Research now expects the Reserve Bank of Australia to lower the official cash rate by 25 basis points in May, July and August.
2025-04-04 00:00 -
US recession risks have escalated in the wake of the tariff announcements.
2025-04-09 00:00 -
US tariff activity looms as an issue for China’s outlook - but so far in 2025, momentum has grown.
2025-03-31 00:00 -
A lot has changed in the US in 2025, and caution over the growth outlook is warranted.
2025-04-01 00:00 -
Find out all you need to know about the federal budget in our easy-to-follow infographic.
2025-03-26 00:00 -
There are three frames through which we can look at the Australian federal budget, ANZ’s Chief Economist says.
2025-03-26 00:00 -
The federal budget forecasts are not dissimilar to those in the December MYEFO.
2025-03-26 00:00 -
US tariffs on steel won’t impact Australia, but rising trade tensions could.
2025-03-13 00:00 -
ANZ Research has made no changes to its forecast as a result of measures in the federal budget.
2025-03-25 00:00 -
The $US could be on the verge of a trend not seen for decades, expert tells ANZ’s Debt Conference.
2025-03-20 00:00
Keep in touch with ANZ Insights
Sign up to receive market and economic commentary, giving you fresh ideas and
different perspectives on the industries and topics that matter to you.

This publication is published by Australia and New Zealand Banking Group Limited ABN 11 005 357 522 (“ANZBGL”) in Australia. This publication is intended as thought-leadership material. It is not published with the intention of providing any direct or indirect recommendations relating to any financial product, asset class or trading strategy. The information in this publication is not intended to influence any person to make a decision in relation to a financial product or class of financial products. It is general in nature and does not take account of the circumstances of any individual or class of individuals. Nothing in this publication constitutes a recommendation, solicitation or offer by ANZBGL or its branches or subsidiaries (collectively “ANZ”) to you to acquire a product or service, or an offer by ANZ to provide you with other products or services. All information contained in this publication is based on information available at the time of publication. While this publication has been prepared in good faith, no representation, warranty, assurance or undertaking is or will be made, and no responsibility or liability is or will be accepted by ANZ in relation to the accuracy or completeness of this publication or the use of information contained in this publication. ANZ does not provide any financial, investment, legal or taxation advice in connection with this publication.