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NAB Australian Wellbeing Survey Q3 2023

NAB Australian Wellbeing Survey Q3 2023

27 October 2023

Household financial stress eases after rising for the past 6 quarters as Australians grow more accustomed to a number of ongoing pressures, but financial concerns are still climbing among lower income earners.

NAB Australian Wellbeing Survey Q3 2023

Insight

Markets Today – Closing Time

Markets Today – Closing Time

29 September 2023

Todays Podcast UK gilts lead global bond yields higher, Italy and France also up a lot, budget news hurts Treasuries recoil ~10bps from new (4.685%) high ahead of expected government shutdown tomorrow This plus reduced UAW pay demands, news of possible Xi-Biden meet, boosts US equity sentiment, AUD/USD recovers more than 1% of recent losses […]

Markets Today – Closing Time
Markets Today – Aint No Mountain High Enough

Markets Today – Aint No Mountain High Enough

28 September 2023

It’s the same story again today – equities hurting, the US dollar higher and bond yields reaching 16 hear highs. What’s changed today is a sharp rise in oil prices. NAB’s Tapas Strickland says there’s a great deal of nervousness that supplies in the US have been destocked too far, down to levels last seen in 2014

Markets Today – Aint No Mountain High Enough
Markets Today – The Price You Pay

Markets Today – The Price You Pay

27 September 2023

US equity and FX markets have for once pushed the bond market vigilantes out of the spotlight, albeit the weakness in stocks and strength in the USD doubtless owes something to the lagged impact of the earlier run up in Treasury yields to post 2007 highs

Markets Today – The Price You Pay
Markets Today – You Raise Me Up

Markets Today – You Raise Me Up

26 September 2023

The bond selloff continued overnight in what was a very quiet night for newsflow. The US 10yr hit a 16yr high of 4.55%, now 4.53%, and up some 11.2bps over the past 24 hours.

Markets Today – You Raise Me Up
Markets Today – Go Your Own Way (the BoJ still is)

Markets Today – Go Your Own Way (the BoJ still is)

25 September 2023

The path of central banks does seem to be having as many twists and turns as a Dickensian novel. NAB’s Ray Attrill says the path of bond yields at the end of the week showed how the UK is taking a divergent path from the US, where central bank speakers are still suggesting there will be more hike(s) to come.

Markets Today – Go Your Own Way (the BoJ still is)
Australian GDP Preview Q2 2023

Australian GDP Preview Q2 2023

4 September 2023

NAB sees a +0.5% q/q (1.9% y/y) GDP print for Q2 2023 which will confirm the slowing in domestic demand we have seen across other indicators. Both ABS retail sales data and our own transactions data points to a flat outcome for consumption following 0.2% growth in Q1.

Australian GDP Preview Q2 2023
Risks are on the horizon but so are silver linings

Risks are on the horizon but so are silver linings

11 January 2023

As investors, growth is something we like to see in the economy. While we have entered a period of decline, we see scenarios emerging later in the year that could create growth and upside for equities.

Risks are on the horizon but so are silver linings

Article

NAB Rural Commodities Wrap: August 2022

NAB Rural Commodities Wrap: August 2022

10 September 2022

Australian agricultural commodity prices have continued to unwind, posting a second month of lower prices as measured by NAB’s Rural Commodities Index. This comes against a backdrop of continued excellent seasonal conditions, but elevated input costs and rapidly rising interest rates to control global inflation.

NAB Rural Commodities Wrap: August 2022

Report

NAB Foreign Exchange

NAB Foreign Exchange

1 September 2022

We'll help you find the right foreign exchange risk management strategy by understanding your core business and the challenges you face every day.

NAB Foreign Exchange
NAB Rural Commodities Wrap: June 2022

NAB Rural Commodities Wrap: June 2022

28 June 2022

Since last month’s wrap, we have seen further gains in most agricultural commodity prices, tentative signs of a stabilisation in fertiliser prices, combined with a lower AUD and a weakening global growth outlook.

NAB Rural Commodities Wrap: June 2022

Report

NAB Australian Wellbeing Survey Q1 2022

NAB Australian Wellbeing Survey Q1 2022

18 May 2022

Australia’s wellbeing falls, but the gap by income now at its narrowest in almost 3 years. Wellbeing diverging across the country, highest in TAS & lowest in WA. Home ownership a significant differentiator. Household financial stress up slightly but falling for low income earners & rising sharply for those on higher incomes. The share of Australians experiencing some form of financial hardship now at a survey low.

NAB Australian Wellbeing Survey Q1 2022

Insight

NAB Australian Wellbeing Survey Q3 2021

NAB Australian Wellbeing Survey Q3 2021

16 December 2021

Australia's wellbeing levels fall sharply as lockdowns bite in several states. But financial stress has eased & fewer Australians are experiencing financial hardship.

NAB Australian Wellbeing Survey Q3 2021

Insight

Minerals & Energy Outlook: March 2021

Minerals & Energy Outlook: March 2021

10 March 2021

COVID-19 continues to present some uncertainty around the outlook, particularly with the rollout of vaccines to emerging markets lagging that of advanced economies.

Minerals & Energy Outlook: March 2021

Insight

Minerals  Energy Outlook: December 2020

Minerals Energy Outlook: December 2020

9 December 2020

Markets have been buoyed by positive COVID-19 vaccine news, which could correspond with stronger economic activity and demand for commodities next year.

Minerals  Energy Outlook: December 2020

Insight

Minerals & Energy Outlook: May 2020

Minerals & Energy Outlook: May 2020

13 May 2020

Commodity prices generally fell in April – with particularly steep falls in oil and LNG markets, along with declines in iron ore and coal.

Minerals & Energy Outlook: May 2020