NAB Online Retail Sales Index: February 2017
Online sales slower over the year and month. Read more
Markets Today: Under pressure
European and US equities have brushed aside the negative lead from Asia which saw the Shanghai composite down nearly 1% on the day and its fourth session of declines. Read more
Markets Today: It ain’t over ’til it’s over
The UK Brexit letter has finally been delivered, but market reaction has been fairly muted. Read more
Markets Today: (Because I’m) Happy
Getting toward the end of the month and the end of the quarter, and given the torpor of risk assets markets of late, the return of some buying could easily have occurred. And that could well be part of the explanation for overnight moves. Read more
Australian Markets Weekly: 27 March 2017
Australia’s population growth has strengthened to a 1.5% pace, equivalent to around 350k persons in the past year – almost equivalent to the population of Canberra being added to Australia each year (or a new Darwin and a new Hobart!). Read more
Markets Today: Strong
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. Read more
Markets Today: No way Jose!
The USD (BBDX) was little changed on Friday while US equities and US Treasury yields ended the week a little bit lower reflecting a mild risk off tone. Read more
Miners make the switch from fly-in fly-out to small business owners
With Australia’s former mining boom on the decline, employees are looking elsewhere for opportunities. Read more
Prepare for 1 July super changes
Now is the time to consider what action to take. Read more
Could touring China transform your agribusiness?
This May 13-23, I will be leading NAB’s Agribusiness China Tour 2017. If your business involves cattle, sheep or wool, I encourage you to consider joining me. Read more
Assets: the currency of the future
Governments are increasingly moving away from asset ownership. Fully funded capital intensive projects are proving to be an inefficient use of scarce financial budgetary resources. Read more
Markets Today: Don’t let me down
Some mornings coming up with a title is a real struggle and then others like today you are spoil for choice. I have no idea if Donald Trump is a Beatles’ fan, but if he is ‘Don’t let me down’ would be one of those songs that he couldn’t get out of his head right now. Read more
