US Economic Update, April 2019
Q1 GDP – headline growth overstates strength, but still a good result. Read more
NAB Group Economics: China Economic Update
Turning 40: Charting the rise of China since reform and opening up Read more
Essential Asia: Appreciating Asian FX Appreciation
Focus is now on whether the interest rate differentials between the US and Asia will start to matter for Asian currencies. Read more
NAB Markets Research: Outlook for 2017
The key views of NAB and BNZ's economists and strategists Read more
Markets Today: Lovin’ You (Donald)
US small business owners tend to be Republican, and those who are member of the National Federation of Independent Businesses (NFIB) overwhelmingly so. Thus optimism among NFIB members surged to its highest level since 2004 in December and with the monthly increase, from 98.4 to 105.8, the largest since 1980. Read more
Markets Today: Brexit Poker Face
Global equities were mostly lower overnight, dragged lower by the oil price. That added to an already uncertain tone following indications that the UK may be hurtling towards a harder Brexit than first thought. Read more
Markets Today: Synergy
When thinking about a title for today’s note and the impact the US labour market report had on Friday’s session, Aristotle’s quote ” the whole is greater than the sum of its parts” seemed quite fitting, but way too long for a title. Read more
Markets Today: Seasons Greetings
As the markets quieten down for the holiday break, we reflect on the tumultuous year we’ve just been through: Trump, Brexit, the rise of far-right politics and the tide of anti-immigration fervour. Read more
Markets Today: Close but no cigar
It seems unlikely that Italy’s largest Bank, Monte dei Paschi di Siena, will meet today’s timetable to raise five billion Euros and provide a lifeline beyond March. Read more
Markets Today: Cause I got stamina
Tapas Strickland shows his knowledge of the Classics, describing yesterday’s RBA minutes as Delphic, in places. Read more
Australian Markets Weekly: 19 December 2016
Australia’s population growth remains strong by historical and international standards at around 1.4% y/y. That is 338,000 persons in the past year – nearly equivalent to the population of Canberra being added to Australia each year. Read more
Markets Today: We can work it out
Janet Yellen gave a talk this morning reinforcing the commentary around the strength of the US economy, pointing to steady growth in jobs and rising living standards. A less rosy picture for Australia, of course, but, not bad enough for ratings agencies to act. Read more
