NAB Morning Call
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- Update frequency
- every day
- Average duration
- 16 minutes
- Episodes
- 1335
- Years Active
- 2020 - 2025
US Inflation too hot to ignore
Friday 13th October 2023
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US inflation came in stronger than expected, pushing yields higher and strengthenin…
More caution from the Fed, very little in Gaza
Thursday 12th October 2023
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Whilst central banks, particularly the Fed, are increasingly cautious about furth…
Expect the unexpected
Wednesday 11th October 2023
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There have been a few surprises so far this week. Obviously the Hamas attacks on…
Conflict uncertainty mixed with rate optimism
Tuesday 10th October 2023
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The market action this morning is perhaps less pronounced than could be expected, …
Hot jobs numbers add to treasuries sell-off
Monday 9th October 2023
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US non-farm payrolls numbers on Friday surprised many. NAB’s Taylor Nugent says the …
Weekend Edition: The Chinese Way
Friday 7th October 2023
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There are tentative signs that China’s…
What do we want to see in the jobs data?
Friday 6th October 2023
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There has been so much volatility in bond and equity markets lately it’s hard to ima…
Less jobs and cheaper oil pauses bond and equity sell-off
Thursday 5th October 2023
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The bond sell-off that dominated the early part of the week has been put on pause …
US yields jolt higher and all that that entails.
Wednesday 4th October 2023
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Yesterday we asked how much higher US yields could go. The answer today is more t…
US yields push higher, BoJ steps in, RBA to stand firm
Tuesday 3rd October 2023
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US bond yields have pushed higher this morning on the weekend’s news that a shutdow…
Weekend Edition: Is NetZero transitioning us to higher inflation?
Friday 29th September 2023
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The races is on to meet the 2050 Ne…
Diverging paths
Friday 29th September 2023
US confidence seems to be building, whilst Europe is still in the doldrums. US equities have risen, perhaps helped by the hopes of a visit by President Xi later this year. E…
Oil’s low stockpiles, sticky Aussie services inflation
Thursday 28th September 2023
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It’s It’s the same story again today – equities hurting, the US dollar higher a…
Will Aussie inflation knock the RBA off its perch?
Wednesday 27th September 2023
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Markets are still a little directionless, with no substantial or surprising da…
Bond yields higher, but directionless
Tuesday 26th September 2023
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There were big moves higher in bond yields overnight, particularly at the long e…
Still more Rate Expectations
Monday 25th September 2023
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The path of central banks does seem to be having as many twists and turns as a Di…
The Weekend Edition: The long road back for small business
Friday 22nd September 2023
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It’s a tough time for small busines…
BoE joins those on hold. Who will break first?
Friday 22nd September 2023
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The Bank of England has kept rates on hold for now. Many other central banks have…
The Fed’s narrow path is getting longer
Thursday 21st September 2023
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The response to the FOMC announcement this morning was swift, with 2-year Treas…
Hang on for a hold
Wednesday 20th September 2023
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This time tomorrow the Fed will have decided, and the assumption is that they …