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Global insights and research for organisations and investors with cross-border interests.

LATEST FEATURE

China’s Economy at a Glance – June 2021

Growth slowing as base effects wash away; consumers continue to lag industry.

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China Economic Update – June 2021

Buyers beware: China’s consumers have remained subdued during the COVID-19 recovery.

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INSIGHTS, TRENDS AND CASE STUDIES

Monday’s delta blues are once again talking back-seat in driving markets, the winning streak in the major US stock indices extending to a third day as incoming quarterly earnings reports for the most part continue to beat expectations, the S&P500 closing within 0.4% of last Mondays record high.

Strong earnings have swept away Delta concerns in the US with 85% of companies reporting so far beating expectations.

The Delta variant continues to spread, vaccination rates have slowed, and case numbers are rising.

Markets have dipped sharply on the back of rising COVID cases.

The Sydney lockdown is now in its fourth week with restrictions tightened further on the weekend. In this Weekly we update our estimates of the impact of these recent lockdowns.

The Aussie dollar is under pressure because of global market uncertainty over COVID says NAB’s Rodrigo Catril on today’s podcast.

COVID-19 remains the most significant risk for our global outlook. While in Australia, the current virus outbreak in NSW and associated lockdowns/border closures highlights the uncertainty around economic forecasting at present.

China’s economy grew largely as expected in Q2, but imbalance between production and consumption persists.

There’s more caution in the markets today, even though numbers out of Australia, the US and China were better than expected. There’s a bit of battle fatigue hitting the market says NAB’s David de Garis.

More inflation signals with the RBNZ moving towards rate rises. NAB’s Gavin Friend says there are no signs that other central banks will be following in a hurry.

US inflation has surprised again, up even higher than last month. But NAB’s Tapas Strickland says the indications are that it’s still transitory.

One, two, three: Can China counter its demographic drag by raising its birth rate?

There are now less than two unemployed people for every job vacancy in Australia, a record low for this ratio.

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