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
NAB Consumer Behaviour Survey Q4 2016
Overall consumer anxiety eases a little more in Q4, but our spending behaviours are still yet to respond. 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
The family exporting Australian Brahman cows to Thailand
After suffering through two droughts in 10 years, the fortunes of Central Queensland cattle stud Olive Brahmans turned around when they met a Thai investor interested in their Brahman cows. 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
NAB Monthly Business Survey: November 2016
We are becoming increasingly concerned about the underlying momentum in the economy as evidence mounts that the non-mining economy is losing steam. Read more
Markets Today: Don’t Let Me Down
China’s capture of a US Navy Drone showed that the US dollar is not infallible. Read more
China Economic Update: December 2016
China is similarly an important market for US producers, being the country’s third largest export market in 2015 Read more
NAB’s World on Two Pages: December 2016
Global economic growth remains moderate with a sub-trend pace of GDP expansion set to continue. Read more
Markets Today: Your ‘love’ keeps lifting me higher and higher
The US dollar continued to rise after the FOMC rate decision yesterday and Janet Yellen’s more Hawkish tone. Read more
