NAB Morning Call
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- Update frequency
- every day
- Average duration
- 16 minutes
- Episodes
- 1334
- Years Active
- 2020 - 2025
NVIDIA’s correction, the Yen’s fall and the US-Europe divide
Tuesday 25th June 2024
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There are three broad themes on today’s podcast. First, a missed day on US equities a…
Europeans PMIs sluggish, US stronger
Monday 24th June 2024
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PMIs on Friday continued to show the dichotomy between Europe and the US. Even within …
Weekend Edition: France’s shift right – a challenge for Europe?
Friday 21st June 2024
Please note this communication is not a research report and has not been prepared by NAB Research analysts. Read the full disclaimer here.
Markets reacted rather swiftly to the ne…
A Swiss Lead in the Central Bank Euros
Friday 21st June 2024
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Europe is in the midst of the group rounds of the Euros, but when it comes to central …
UK on target, markets take aim at France
Thursday 20th June 2024
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The UK, which has seen inflation rise to one of the highest levels, is also one of t…
Hawkish RBA, NVIDIA number one
Wednesday 19th June 2024
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The most valuable company in the world is not Apple or Microsoft. It's NVIDIA. Can …
France settles down, US equities hit new highs again
Tuesday 18th June 2024
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French politics still has a long way to run, but markets have calmed down a bit on th…
A week big on banks and politics
Monday 17th June 2024
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Last week was dominated by two big stories. First ,the dichotomy between US inflation …
Weekend Edition: Private credit markets – what to know
Friday 14th June 2024
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There’s been growing interest in private…
One dot already beaten by the data
Friday 14th June 2024
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You might have expected that bond yields would start creeping back up again after the …
Just one dot, even as US inflation dips
Thursday 13th June 2024
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It's been a fascinating session overnight. Early Wednesday US markets responded posi…
Fed versus the iPhone
Wednesday 12th June 2024
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A mixed set of numbers overnight. The UK’s employment numbers showed wage pressures…
US jobs hot, Macron snaps
Tuesday 11th June 2024
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Non-farm payrolls came in a lot higher than expected in the US on Friday. Not only we…
Weekend Edition: Mookhey’s Balancing Act in Australia’s Most Unaffordable State
Friday 7th June 2024
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On 18th June Daniel Mookhey, the NSW Trea…
ECB’s Hawkish Cut. Hardly a Surprise.
Friday 7th June 2024
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The ECB cut interest rates as expected, but there’s no clear indication of when the nex…
Let the easing begin
Thursday 6th June 2024
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US equities hit new highs today and bond yields continued to fall. The Bank of Canada…
Cool Jobs, Majority Lost
Wednesday 5th June 2024
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Bond markets continue their rally, with yields down again this morning. NAB’s Rodrig…
Slightly softer
Tuesday 4th June 2024
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Longer end yields pushed higher overnight. NAB’s Skye Masters says it was in part down…
Europe’s sticky mess
Monday 3rd June 2024
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Europe’s core inflation number rose slightly on Friday. That won’t change the ECB’s bol…
Weekend Edition: How could Trump change the Fed?
Friday 31st May 2024
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Assuming he stays out of prison, Donald T…