China’s stable growth continued in Q3, but supported by another credit binge.

Economic growth in most states is expected to strengthen somewhat in 2017-18 before moderating a little in 2018-19 as dwelling investment and LNG exports peak.

Consumption has held despite consumer worries.

For Australia, outcomes in the September NAB Monthly Business Survey were generally upbeat. Business conditions remain rock steady at levels close to their multi-year highs, but business confidence rose only modestly after a big fall last month.

Balancing multiple objectives, as business remains strong and consumers cautious.

Potpourri: inflation ponderings, people and cranes.

Jobs boom seeing some emerging rises in advertised salaries.

RBA to remove some emergency accommodation in 2018.

What does the Bank of Canada mean for the RBA?

Increasing household wealth (due to rising equity and house prices), as well as a high level of consumer confidence, remain tailwinds for consumer spending.

Q2 GDP data will be released on Wednesday 6 September at 11:30am AEST. Additional partials will be available tomorrow and may alter our forecast.

NAB’s Mark Todd and a panel considered the future of fintech and the implications for investment at the KangaNews-NAB Fixed Income Beyond the Institutional Sector Summit.

After a sluggish start to the year, GDP growth rebounded in the June quarter and the labour market continues to tighten.

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