CORPORATE AND INSTITUTIONAL

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

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Markets Today: China’s retaliation & Europe’s big bazooka add to bond rally

An ECB Governing Council member suggests markets hadn’t priced in the extent of the stimulus measures coming next month.

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Maintaining balance & building a brighter future: Debt Capital Markets

Panelists at NAB’s annual DCM conference discussed the ideal confluence of demand and supply in the Asia Pacific (APAC) region, which is home to some of the worlds fastest growing economies.

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How life in our cities will change: Australian National Outlook 2019

According to a new report by CSIRO, Australia will have well-connected, affordable capital and satellite cities that offer equal access to quality jobs, lifestyle amenities, education and health services if three levers are implemented.

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IN FOCUS: Infrastructure

The Better Infrastructure Initiative recently launched a Customer Stewardship Roundtable series. Read the insights from the first event.

Panelists at NAB’s annual DCM conference discussed the ideal confluence of demand and supply in the Asia Pacific (APAC) region, which is home to some of the worlds fastest growing economies.

Investing in infrastructure is a long-term trend that will continue to endure global economic challenges, generating healthy returns and diversification opportunities as investors enhance focus on environmental, social and governance (ESG) factors.

The rising global stature of Asian investors and their search for fresh avenues to deploy their expanding wealth is aiding the growth of new markets.

INSIGHTS, TRENDS AND CASE STUDIES

The RBA sees Australian QE as unlikely in the near term. Read our analysis.

The surprise news on Friday were reports that the German government might relax some of its spending rules to splash out and prevent a recession.

Technology has already revolutionised back offices at superannuation funds and wealth management businesses, and is soon to transform customer service as well.

The latest escalation in the US-China trade war has reverberated through financial markets. The policy response will be important – we now expect two further 25bp cuts in the fed funds rate this year. China is also likely to use policy measures to offset any tariff impact, including allowing further depreciation of its currency.

An ECB Governing Council member suggests markets hadn’t priced in the extent of the stimulus measures coming next month.

In this month’s FX Podcast, Ray Attrill and Phil Dobbie discuss NAB’s revised outlook for the AUD.

The latest escalation in the US-China trade war – with the US imposing a 10% tariff on most remaining China imports – has reverberated through financial markets.

China’s economy is continuing to slow, even before the latest round of US tariffs (and China’s retaliation), meaning there’s further downside risk.

US dollar NAB’s Non-Rural Commodity Price Index is forecasted to increase by 2.1% yoy in Q3 2019, however underlying trends remain highly mixed. Higher export prices for LNG and iron ore (despite more recent spot price falls) are the key contributors, while both thermal and metallurgical coal are weaker, as are most base metals.

Below-trend growth and low inflation – another rate cut ahead.

There’s been a sharp turnaround in market sentiment as the US announced delays to the extra tariffs on Chinese imports for certain consumer-sensitive products.

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