NAB Morning Call
Start your day with the NAB Morning Call for the latest overnight key economic and market information straight from our team of expert market economists and strategists. This includes perspective on overnight news and market price action and the forces shaping movements in Australian and global markets in the days ahead.
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- Update frequency
- every day
- Average duration
- 16 minutes
- Episodes
- 1335
- Years Active
- 2020 - 2025
Oil jumps, shares fall, inflation forecasts worsen
Thursday 9th June 2022There’s not much optimism in the air this morning. The OECD almost doubled their inflation expectations and slashed their growth forecasts, with the UK chosen for a particularly…
00:17:29 |
Wed 08 Jun 2022
RBA, far from business as usual
Wednesday 8th June 2022It was only a month ago that RBA governor Lowe was suggesting a 25 basis point hike was business as usual, with the bank wanting to signal that things would return to normal wi…
00:15:37 |
Tue 07 Jun 2022
Rates jump, Boris’ near miss, RBA today
Tuesday 7th June 2022There’s been lots of action on the markets overnight, with rates pushing higher and, for most of the session, equities on the rise too. NAB’s Tapas Strickland says reopening news…
00:13:18 |
Mon 06 Jun 2022
Get ready for RBA, ECB and US CPI
Monday 6th June 2022It might be a quiet start to a busy week, with the RBA and ECB meeting, and the US releases its CPI numbers at the end of the week. NAB’s Skye Masters says there’s divided opinion…
00:13:23 |
Sun 05 Jun 2022
More oil, weaker jobs growth. Equities live on hope.
Friday 3rdJune 2022Today saw another session demonstrating the violent swings across all asset classes. Equities, that were well down yesterday, are well up this morning, despite an earnings downgrad…
00:15:37 |
Thu 02 Jun 2022
Rates boosted as strong data support aggressive Fed hikes
Thursday 2nd June 2022If investors were looking for signs of weakness in the US economy, in the hope that it might moderate the expectations for a rapid path of rate rises from the Fed, they didn’t g…
00:15:33 |
Wed 01 Jun 2022
EU sanctions, more in the pipeline?
Wednesday 1st June 2022The EU has agreed to an immediate ban on oil exported by sea from Russia, with a further ban on EU and UK insurance of Russian vessels exporting oil elsewhere. On today’s podca…
00:17:05 |
Tue 31 May 2022
German inflation concerns, but equity markets refuse to freak out
Tuesday 31st May 2022There isn’t much in the way of good news today, but that doesn’t seem to matter as far as equity markets are concerned. German inflation was a big upside surprise and other numbe…
00:14:57 |
Mon 30 May 2022
A piggy bank backed recovery
Monday 30th May 2022Markets seem to be optimistic that the inflation wave can be ridden without us all crashing down on a rocky outcrop somewhere. So, are they right? NAB’s Ray Attrill joins Phil Dob…
00:16:43 |
Sun 29 May 2022
Equities and bonds markets divided
Friday 27th May 2022US equities rose sharply again today as more retailers gave positive outlooks, despite the earlier surprise form Walmart and Target. The optimism wasn’t impacted by another set of…
00:16:23 |
Thu 26 May 2022
Markets accept rate hikes if they tame inflation
Thursday 26th May 2022The increasing belief amongst central bankers – particularly in New Zealand and the US – is that faster rate hikes will have a more marked impact on fighting inflation, giving m…
00:17:55 |
Wed 25 May 2022
Markets Snap Out of It
Wednesday 25th May 2022Yesterday’s upbeat sentiment was very short-lived, with a sharp fall in equities and bond yields today. A statement from Snap! about a worsening environment hitting revenue pro…
00:16:49 |
Tue 24 May 2022
Hope springs eternal, well, for today anyway
Tuesday 24th May 2022A bounce back in equities and a better-than-expected IFO read from Germany. For today at least we’re seeing the return of some risk sentiment, as money piles into equities and bo…
00:15:20 |
Mon 23 May 2022
New Australian government, same global concerns
Monday 23rd May 2022Will a new government have any market impact? NAB’s Skye Masters has been looking at how markets behaved, relatively speaking, in the first few months of a new government. Irrespe…
00:16:03 |
Sun 22 May 2022
Who can slow down the slowdown?
Friday 20th May 2022There was no bounce in equities today after the big falls we saw yesterday. NAB’s Taylor Nugent says its growing concerns about the US growth outlook, driven by earnings results a…
00:15:39 |
Thu 19 May 2022
Equities bomb as investors are reminded of inflation
Thursday 19th May 2022We’ve seen big falls in US shares as major retailers issue profit warnings, based on inflation and supply chain worries. Investors responded quickly. Had they forgotten that inf…
00:15:52 |
Wed 18 May 2022
China reopening, Americans shopping, Brits working
Wednesday 18th May 2022Equity markets have rallied today, buoyed by positive retail numbers for the US. But NAB’s Rodrigo Catril says the sentiment really improved in APAC yesterday on news that Shan…
00:17:18 |
Tue 17 May 2022
Markets tossed back and forth in a sea of uncertainty
Tuesday 17th May 2022There’s been a fair bit of volatility in equity and bond markets overnight. Stocks are generally down after swings back and forth through the session. NAB’s Ken Crompton says the…
00:15:47 |
Mon 16 May 2022
One day when fears eased, for a bit
Monday 16th May 2022There was a slight reversal in sentiment on Friday, with the US dollar losing ground, equities climbing and bond yields rising. NAB’s Tapas Strickland says news of the easing of l…
00:16:16 |
Sun 15 May 2022
A world of worry
Friday 13th May 2022US equities continue to take a hit as inflation concerns continue and two of the biggest contributors – the war and China lockdowns – show no signs of abating. The war won’t go aw…
00:17:17 |
Thu 12 May 2022
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