COMMODITIES

INSIGHTS, TRENDS AND CASE STUDIES

Results from the March NAB Monthly Business Survey point to an overall healthy economy that is gaining momentum, at least in the near-term.

Prime Minister Turnbull visits India after important economic reforms.

Head of Asia Business Development, NAB Business & Private Bank, Laura Mattiazzi recently hosted a roundtable discussion at the Global Food Forum addressing the challenges and opportunities facing cropping industries – and how Australian businesses can compete globally.

The NAB Rural Commodities Index is an index of 28 agricultural commodities weighted by the relative size of each commodity in the Australian agricultural sector.

The German economy is continuing to out-perform. The run of better than expected data continued, this time from the German Ifo Survey for March.

The market opened yesterday in the Asia session where it closed on Friday with the USD and Treasury yields in retreat.

From its peak in July 2011 to a trough some 4½ years later at the start of 2016, the RBA commodity price index fell by more than half (-57%) in SDR terms (or -45% in AUD terms).

What was meant to be a quiet night ahead of key risk events (US FOMC and Dutch elections today) turned out to be rather more exciting.

Business survey suggests solid near-term activity, despite easing from multi-year high.

As expected the ECB left its key interest rates and QE programme unchanged, but a more optimistic Draghi has helped the EUR performed and it has also pushed bond yields higher.

When nothing else springs to mind, David Bowie songs are always a handy source for a daily note title.

Recession fears overblown as GDP rebounds; income surges despite weak labour income.

Astute readers (and listeners to our early morning podcast) will note Empire of the Sun’s Walking on a dream was one of our first song titles for 2017. That title was prompted by a lack of detail around Trump’s policies ahead of inauguration day which led markets to ask “is it real”?

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