CORPORATE AND INSTITUTIONAL

Industry and economic insights to help position our customers for the future

FEATURED CONTENT

12 Oct 2021

AMW: How should central banks respond to transitory inflation?

We are unlikely to get a true read of the underlying pace of inflation until mid-2022, with both transitory and policy driven impacts continuing to play out.

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3 Sep 2021

NAB Renewables Survey: August 2021

NAB’s second Renewables Survey shows the transition to renewable energy by Australian businesses remains slow but there’s a growing recognition of the social and reputational benefits.

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6 Oct 2021

NAB Corporate Cash Index: Q2 2021

The NAB Corporate Cash Index draws on our own Corporate and Institutional Banking client insight analytics to reveal cash management trends.

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IN FOCUS: Sustainability

Companies with strong ESG characteristics are experiencing increased availability of equity and a reduced cost of equity.

Responding to changing asset manager behaviours and expectations.

NAB’s second Renewables Survey shows the transition to renewable energy by Australian businesses remains slow but there’s a growing recognition of the social and reputational benefits.

The pandemic has added to the sense of urgency around sustainability challenges the world faces. More than ever, investors are interested in ESG. But what tools are required to do it well?

INSIGHTS, TRENDS AND CASE STUDIES

The biggest moves across Global Markets have been seen in the US rates market, where break-even inflation rates have jumped by a full 10 basis points at both 5 and 10 years.

Conditions and confidence hit by lockdowns in Q3.

The first full week of Sydney reopening and NSW jumped (up around 15% in the week – reflecting hospitality and personal services (e.g. hairdressers) reopening, but other states showed weakness.

The S&P 500 has extended its winning streak to a sixth day with mixed earnings and a subdued Fed Beige report not enough to derail the positive vibes

Companies with strong ESG characteristics are experiencing increased availability of equity and a reduced cost of equity.

If the market is rethinking how soon the Fed might lift rates, there was nothing from incoming Fed speakers overnight to support this view.

In this Weekly, we look at some of the key risks around the Australian inflation outlook in the context of measured inflation turning higher globally.

Although the US is less exposed to the energy crunch, supply bottle necks are still affecting its economy, particularly in sectors there is a shortage of workers, raw materials, and chips.

A series of crises stalled Q3 growth and present downside risk to the outlook.

Inflation fears are clearly lifting, with the latest driven by the rise in energy prices.

We have revised our global economic forecasts lower – to 5.9% for 2021. For Australia, a very sharp fall in activity in Q3 is locked in however we continue to expect a solid rebound in Q4 , and strong growth continuing into early 2022.

The sun has been shining on risk sentiment, commodity prices and commodity currencies overnight

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