US Economic Update – January 2021
Recovery lost momentum at end of 2020; hope for a better 2021 Read more
Markets Today: Reddit Rebels shut out; US growth slows
US equities have bounced back after a day influenced by speculative trading on retail platforms with investors spurred on by chatter on Reddit. Read more
NAB Economics Data Insights 23 January 2021
Overall spending growth slowing, but still positive in year-on-year terms Read more
Markets Today: Big falls in shares ahead of a dovish Fed
The markets have so far been unmoved by the FOMC announcement, perhaps because it said so little. Read more
Monthly Business Survey: December 2020
Business conditions improve to multi-year highs. Read more
Markets Today: Asian equities hit, US stimulus delayed, Aussie inflation today
The IMF has upped their forecasts for global growth but, as Tapas Strickland suggests on this morning’s podcast, markets don’t tend to pay a lot of attention to these numbers Read more
AMW: A 2-year yield target as an exit strategy from the 3-year yield target?
This week we review the range of views within NAB’s research teams about the future of various conventional and unconventional monetary policy settings. Read more
State Economic Handbook: January 2021
Recovery from COVID-19 continues across Australia Read more
Markets Today: Vaccine delays throw dampener on recovery timelines
Markets turned sharply to a risk-off mood at the end of last week, on the realisation that vaccine roll outs will take longer than hoped whilst infections are growing. Read more
Markets Today: ECB sticks with bond buying plans
The ECB changed nothing overnight, with President Lagarde saying risks remained on the downside. Read more
Markets Today: Inauguration Day highs
New highs on the NASDAQ and S&P500. Read more
NAB Monetary Policy Update – January 2021
QE to continue, RBA to grapple with ending YCC. Read more
