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
US inflation numbers hit shares, bond markets more restrained
Thursday 12th May 2022US inflation numbers didn’t fall as much as hoped, in fact the core number is up, making the job for the Fed that little but harder. There’s been a sharp response on the share m…
00:15:58 |
Wed 11 May 2022
A momentary lapse of reason
Wednesday 11th May 2022For a while today US shares were pushing higher, with tech stocks leading the way. Then as market close neared, prices started to fall and gains were effectively halved. NAB’s …
00:17:46 |
Tue 10 May 2022
Stocks dive over fears of the perfect storm
Tuesday 10th May 2022Markets are clearly concerned that there will be no soft-landing. There’s the big fear that rate rises won’t cut demand enough to compensate for inflation driven by supply chain …
00:14:01 |
Mon 09 May 2022
Are markets running scared?
Monday 9th May 2022Equity markets continued their falls on Friday, driven by concerns that the FOMC will let the economy slip into recession if it’s needed to keep inflation under control, just as th…
00:16:52 |
Sun 08 May 2022
Market whiplash as sentiment takes a hit
Friday 6th May 2022Yesterday, as Jerome Powell gave the post-FOMC press conference, the US dollar strengthened, equities shot up and front-end bond yields fell sharply. Today, there’s been a swift re…
00:17:06 |
Thu 05 May 2022
Powell knocks mega-rise prospects on the head
Thursday 5th May 2022The FOMC announced a 50 basis point rate rise for the US. As NAB’s Skye Masters notes in today’s podcast, the market response was fairly muted until Jerome Powell gave his press …
00:16:34 |
Wed 04 May 2022
RBA loses a little patience
Wednesday 4th May 2022On today’s podcast NAB’s Ivan Colhoun talks through the RBA’s higher-than-expected rate hike yesterday. Taylor Nugent adds that it was clearly more than expected, given the rise…
00:15:12 |
Tue 03 May 2022
Breaking the Three Percent Barrier
Tuesday 3rd May 2022US 10-year Treasury yields snuck over three percent overnight, albeit briefly. But NAB’s Ray Attrill says this could be the psychological baseline that sees rates grow higher. The…
00:15:13 |
Mon 02 May 2022
The week central banks get serious
Monday 2nd May 2022Last week finished with stocks well down in the US, particularly amongst high-growth tech-stocks. The reason, growing inflation concerns. NAB’s Rodrigo Catril says a 50-basis point…
00:16:16 |
Sun 01 May 2022
A fall in US GDP doesn’t signify recession, yet
Friday 29th April 2022The US delivered a sharp fall in GDP in the first quarter. It wasn’t expected and could naturally spark fears that recession could be coming to the US sooner rather than later. …
00:14:48 |
Thu 28 Apr 2022
RBA will hike next week
Thursday 28th April 2022Australian inflation rose more than expected yesterday. NAB’s Ivan Colhoun said it didn’t come as a complete surprise. NAB’s Business Survey has been showing rising input cos…
00:17:01 |
Wed 27 Apr 2022
Russia turns off gas for Poland and Bulgaria
Wednesday 27th April 2022Big market moves today, with US shares plummeting, bond yields also falling, and commodity prices rising sharply. European gas prices shot up on the news that Russia intends …
00:15:59 |
Tue 26 Apr 2022
Front end Fed and China’s quest for the impossible
Tuesday 26th April 2022There’s been a strong risk-off sentiment to the start of the week. NAB’s Taylor Nugent says equity investors belatedly “got the memo” on the Fed’s front-end loading for rate ri…
00:14:51 |
Mon 25 Apr 2022
European bonds rise sharply as some ECB members talk up rate schedule
Friday 22nd April 2022Markets are a little easier to understand today. Bond yields are back on the rise, given inflation expectations and more hawkish rhetoric from central banks. That’s hit equities…
00:17:08 |
Thu 21 Apr 2022
A Temporary Change in Direction
Thursday 21st April 2022Bond yields have fallen sharply overnight, but that doesn’t mean inflation expectations are going away, or does it? NAB’s Taylor Nugent says the Fed’s Beige Book, out overnigh…
00:15:53 |
Wed 20 Apr 2022
Bond yields and equities both rise sharply. Please explain.
Wednesday 20th April 2022It’s not something that will continue for long, but US bind yields have risen sharply today, and so have equities. Which one will give in first? Equities have risen because o…
00:15:41 |
Tue 19 Apr 2022
A whiff of moderation as Fed hurtles to 50 point hike
Tuesday 19th April 2022There’s a fundamental difference in the approach of the ECB and the Fed, as NAB’s Tapas Strickland explains on today’s podcast. Whereas the Fed is focused on inflation, the ECB…
00:15:29 |
Mon 18 Apr 2022
Big hikes, more inflation, but bonds settle down
Thursday 14th April 2022Despite 50 basis point hikes by the Bank of Canada and the RBNZ over the last 24 hours, bond yields haven’t moved a great deal. NAB’s Gavin Friend says the market has taken a…
00:15:52 |
Wed 13 Apr 2022
A very slight glimmer of hope on inflation
Wednesday 13th April 2022US inflation rose as expected, but there’s still been a reaction in the bond markets. NAB’s Taylor Nugent says investors latched onto the core CPI read coming in slightly sof…
00:14:48 |
Tue 12 Apr 2022
Stocks hit as yields rise higher still
Tuesday 12th April 2022US bond yields continue to career higher. ‘IT was another blistering night’ says NAB’s Tapas Strickland, with 10-year Treasury yields reaching a three-year high. With no new n…
00:15:48 |
Mon 11 Apr 2022
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