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Markets Today: Strong earnings, cautious ECB and NZ’s first day without QE

23 July 2021

Monday’s delta blues are once again talking back-seat in driving markets, the winning streak in the major US stock indices extending to a third day as incoming quarterly earnings reports for the most part continue to beat expectations, the S&P500 closing within 0.4% of last Mondays record high.

NAB Quarterly Business Survey – June 2021

22 July 2021

Conditions at a record high in Q2.

NAB Consumer Sentiment Survey Q2 2021

22 July 2021

Consumer stress rising again, but vaccination intentions more positive.

Markets Today: Risk back on with rebound expectations

22 July 2021

Strong earnings have swept away Delta concerns in the US with 85% of companies reporting so far beating expectations.

Markets Today: Markets recover, but why?

21 July 2021

The Delta variant continues to spread, vaccination rates have slowed, and case numbers are rising.

Markets Today: Markets Hit by the Delta Blues

20 July 2021

Markets have dipped sharply on the back of rising COVID cases.

AMW: Lockdowns to weigh heavily on Q3 but there’s a light with vaccines

20 July 2021

The Sydney lockdown is now in its fourth week with restrictions tightened further on the weekend. In this Weekly we update our estimates of the impact of these recent lockdowns.

Markets Today: OPEC drip feeds more oil

19 July 2021

The Aussie dollar is under pressure because of global market uncertainty over COVID says NAB’s Rodrigo Catril on today’s podcast.

NAB’s World on Two Pages – July 2021

16 July 2021

COVID-19 remains the most significant risk for our global outlook. While in Australia, the current virus outbreak in NSW and associated lockdowns/border closures highlights the uncertainty around economic forecasting at present.

Is it time to prepare for a cashless Australia?

16 July 2021

Cash may have once been king, but do current digital payment trends mean its reign is almost over?