Episode Details

US markets are defensive ahead of ‘Liberation Day’ tariff news, just as weak US manufacturing and jobs data raises slowdown fears. The Reserve Bank of Australia holds rates, but hawkishly. Australian consumer confidence rises and retail sales keep recovering.

In our bonus deep dive interview, ANZ Head of Asia Research Khoon Goh explains why Asian economies may be particularly nervous about the upcoming US tariff announcements, and how they might react.

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