The pandemic has highlighted the importance of supply chain resilience for many Australian businesses.
The COVID-19 pandemic and subsequent economic impact presents an unprecedented challenge for many businesses, which extends to supply chain concerns for corporates. When supply chains are under pressure and require support, it can mean important working capital considerations for the buying organisation.
Read our latest TransActionable Insights paper to explore aspects around the importance of stable and resilient supply chains for corporates.
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After what has been a solid month for equities and bond investors, month end flows have probably play their part in the price action overnight, US equities have lost momentum, UST have led a rise in core global bond yields and the USD is stronger. US and European inflation releases favoured the notion the Fed and ECB are done with their respective tightening cycles.
Bond markets have been supported by some market-friendly data and while Fed speakers were again mixed, it was the more dovish remarks that captured attention.
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