A global perspective

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


China Economic Update – December 2020

What do alternative indicators suggest about China’s COVID-19 downturn and recovery?

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NAB’s World on Two Pages – December 2020

Globally GDP rebounded strongly across all the major advanced economies in Q3, however the spread of COVID-19 remains a key risk to the outlook. In Australia our outlook now resembles the best-case scenario we outlined at the start of the pandemic, although large uncertainties remain, even with a vaccine seemingly close to being rolled out.

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Bond yields were already on the rise before Fed chairman Jerome Powell talked down the likelihood of any easing in bond purchases this year.

An ensuing impeachment of the US President continues to be of little concern to the markets.

With yields rising there’s been a question mark over whether the appetite for treasury bonds is falling.

Bond yields continue to rise in the US as markets prepare for an expected multi-trillion dollar stimulus package from the President-elect.

The Morning Call is back, and the new year has kicked off pretty much where we left off.

You might have expected a positive market response as the US politicians reach agreement on a fiscal stimulus bill, particularly as Europe became the latest region to approve a vaccine.

There’s a strong expectation that the US fiscal stimulus deal will be resolved in the next few hours.

What do alternative indicators suggest about China’s COVID-19 downturn and recovery?

The post-Brexit trade deal and the US fiscal stimulus deal have been pushed back time and time again, but we really are at the point of no return.

There’s rising hopes that a US fiscal stimulus deal is imminent.

Equities have climbed higher in the US and Europe on the hopes two deals will be struck this week.

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