ANZ Bank Chief Economist. CEDA Board. GAICD. Asia. Antipodes. China. Climate. Diversity. India. Technology. Human economics.
Joined February 2013
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509 Photos and videos
Richard Yetsenga ๅถๆฃฎ ๐ฆ๐บ ๐ญ๐ฐ ๐น๐ญ ๐ณ๐ฑ retweeted
May 5
#OnETNOW | "Global economy is handling the unprecedented oil shock reasonably well"
Richard Yetsenga of ANZ Group opines on President Donald Trump's latest comments and his outook on when the war could end
Full interview - youtube.com/watch?v=l5nApxKnโฆ
@hershsayta @sajeetkm @ricyet #IranWar #oil
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Richard Yetsenga ๅถๆฃฎ ๐ฆ๐บ ๐ญ๐ฐ ๐น๐ญ ๐ณ๐ฑ retweeted
Mar 10
#WATCH | Oil markets swing between hope and fear as Trump hints at ending the war, but ANZโs Richard Yetsenga says the durability of that statement remains uncertain amid political pressure over rising oil prices
Full Conversation : youtu.be/pjghMWqU1aQ?si=TjvUโฆ
#OilMarkets #Trump #Geopolitics #CrudeOil #ANZ @ricyet @AyeshaFaridi1 @sajeetkm
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This is from 2023, but worth reposting. In counties like Australia the essence of the system seems to conspire against adding to the supplying dwellings.
Feb 16
Underrated factor in why English-speaking countries have especially bad housing crises is their common law systems (adversarial and litigious) vs judge-led civil law systems elsewhere.
Makes Anglo planning/permitting systems especially vulnerable to NIMBYs and other objections.
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Richard Yetsenga ๅถๆฃฎ ๐ฆ๐บ ๐ญ๐ฐ ๐น๐ญ ๐ณ๐ฑ retweeted
4 Dec 2025
#GlobalOpinion | Richard Yetsenga Of ANZ Research To @CNBCTV18News
- #FII flows are expected to return to #India at some stage next year
- Believe 2026 will be a better year for #Rupee
@_prashantnair @surabhiupadhyay @Nigel__DSouza #CNBCTV18Market @ricyet
WATCH: youtu.be/0VMC7-c2w8Y
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But if I donโt know to ask about the โtorque specโ I end up with a much bigger problem. Is this not another self-driving car issue? Ie itโs 95% awesome, but the last 5% reduces the real-life usefulness massively.
3 Dec 2025
This is incredible. Worth two minutes.
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Richard Yetsenga ๅถๆฃฎ ๐ฆ๐บ ๐ญ๐ฐ ๐น๐ญ ๐ณ๐ฑ retweeted
31 Oct 2025
#WATCH | โA truce, not a treatyโ ๐บ๐ธ๐จ๐ณ
Richard Yetsenga says the US-China trade deal signals a pause not peace. โItโs an interruption in the skirmish, not the end of itโ
Full Interview: youtu.be/Ldc7kGqN-BU?si=an9Cโฆ
#Trade #USChina #Markets #Geopolitics #ETNOW #GlobalEconomy @SnehiShah11 @ricyet
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In one chart why climate change mitigation policies are so difficult to sustain -- trying to keep oil for producers at circa USD70 a barrel to reduce supply but at circa USD140 a barrel for consumers to reduce demand.
26 Mar 2025
Reminder that oil prices are bimodal, and we are likely in "supply destruction pricing" territory currently:
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This chart from @sharon_zollner for #NZ neatly summarises the tension in many societies. Consumers fearing the world but business hoping for the best.
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One chart from today's national accounts that neatly summarises why we are in an easing cycle in #Australia
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Richard Yetsenga ๅถๆฃฎ ๐ฆ๐บ ๐ญ๐ฐ ๐น๐ญ ๐ณ๐ฑ retweeted
20 May 2025
ANZ-Roy Morgan Australian Consumer Confidence is now available at anz.com.au/newsroom/media/20โฆ
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Blue Lens: post the Trump pivot
The global situation remains fluid (needless to say), but conditions have improved.
- The US administrationโs pivot on tariffs isnโt a reversal, but it is good news.
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- For the global economy, the good news is the bilateral China/US tariffs are a more garden-variety economic challenge, but it is a challenge nevertheless. We are therefore still likely to see stimulus from central banks, but emergency plans will be put back on the shelf.
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- Regardless of how the next 90 days evolve, the USโs international reputation has been eroded. The US dollarโs valuation extremes against some currencies seem increasingly unjustified in the medium term.
Now, we monitor.
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This quote is quite relevant. If the tariffs are sustained, I would be very cautious about model outcomes.
8 Apr 2025
Is it madness or is it "Brexit-by-CBAM"? Locating Trumpian economics in policy space.
Another day, another effort to make sense of "manly tariffs". Chartbook newsletter #369 just dropped.
tinyurl.com/bdzh9d8w
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Economists often talk about โpolicy errorsโ. But I have never seen anything like this.
27 Mar 2025
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The Dallas Fed's Energy Survey: "The administration's chaos is a disaster for the commodity markets. "Drill, baby, drill" is nothing short of a myth and populist rallying cry. Tariff policy is impossible for us to predict & doesn't have a clear goal. We want more stability."
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"The threat of $50 oil prices by the administration has caused our firm to reduce its 2025 and 2026 capital expenditures. "Drill, baby, drill" does not work with $50 per barrel oil. Rigs will get dropped, employment in the oil industry will decrease, ...
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"...and U.S. oil production will decline as it did during COVID-19."
"I have never felt more uncertainty about our business in my entire 40-plus-year career."
Oil and gas activity edges higher; uncertainty rising, costs increase - Dallasfed.org
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