Monday 26th July 2021Last week markets were pulled between concerns over the rise of the Delta variant and the encouragement of strong corporate earnings data. This week could go either way, with significant earnings to come, and mixed opinions on the direction the virus will take. In today’s podcast NAB’s Tapas Strickland looks at the latest vaccine efficacy numbers and the influence on the Aussie dollar. Which was one of the biggest losers last week. We also look at the PMIs from Friday shows, which suggest Europe might have the edge on the US for growth. And the American economy has something else to contend with, slower population growth.

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