Monday: Expectations growing that Fed can cut in Sept

Global stocks begin the week at record highs after soft US jobs data boosted hopes the Fed will cut in September. European markets are on tenterhooks for French election results. And inflation in Thailand and the Philippines is weaker than expected. In our bonus deep dive interview, ANZ Chief Economist for Southeast Asia and India Sanjay Mathur explains how exports are driving growth in Asia as consumption moderates. Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/