Monday: Global bond markets sell off

Oil prices are up again and global stocks start the week on the back foot after a selloff on global bond markets on Friday night, as investors worry about the longer term effects of the Iran conflict and political uncertainty on growth and inflation. In our deep-dive interview, ANZ’s Chief Economist for Southeast Asia and India, Sanjay Mathur, analyses the worsening of balance of payments deficits in the Philippines, India and Indonesia. Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/