Bansi Madhavani

1 month ago | anz.com | Brian Martin |Adam Boyton |Tom Kenny |Bansi Madhavani

The risk of a recession in the United States has escalated in the wake of the Trump administration’s tariff announcements in early April. The speed and magnitude of the sell-off in stock markets and associated inversion of the US yield curve reflects intensified anxiety about rising prices, falling demand and supply-chain disruptions. Economic uncertainty has jumped, and that too can lead to reduced household consumption and lower business investment.

1 month ago | anz.com | Tom Kenny |Brian Martin |Bansi Madhavani |Raymond Yeung

The economic landscape in the United States looks different today than it did at the end of 2024. The data suggest economic activity has stalled, in response to policy-driven uncertainty. Other factors, like the Californian wildfires and extremely cold winter weather, may also have also played a role. ANZ Research expects real US gross domestic product (GDP) to rise by 2 per cent on average in 2025.

Apr 9, 2024 | bluenotes.anz.com | Bansi Madhavani

The South Korean elections will determine the composition of its national assembly, while the Indian poll will determine which party will form the central government and its Prime Minister. "The election outcome will be important from a domestic policy standpoint but may have limited impact on South Korea’s financial markets.”With these two economies such important engine rooms for Asian growth, what do these elections mean for the region?