CORPORATE AND INSTITUTIONAL

There’s a cautious mood in the markets right now.

The signals to watch to see if central banks are right or wrong.

NAB Group Chief Economist Alan Oster talks about the latest impacts of the Coronavirus. Listen now.

US equities dipped a little overnight, pulling back from record highs.

What’s the economic and financial markets landscape 12 Months on from the onset of the COVID-19 pandemic?

There’s still plenty of positive sentiment around as the US, UK and Europe continue to vaccinate at pace.

Quarterly data point to weak start to 2021, but signs of consumers returning is positive.

High frequency indicators continue to point to a recovery in the global economy in early 2021. In Australia, the economic recovery continues at a brisk pace with forward indicators pointing toward ongoing strength in activity and the labour market, even as some fiscal support is wound back.

The news was largely positive overnight.

Uneven recovery set to continue into 2022, as EMs wait for vaccines.

Equities came back off the highs we saw on Tuesday/Wednesday, but their decline didn’t reflect the sentiment in the market.

2021 is already showing signs that the retail sector is returning to something resembling “normal”, which is likely to see lower retail spending in areas like household goods, electronics and similar sectors.