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
Rates push ever higher as food prices soar
Monday 11th April 2022Although there’s clearly volatility in markets, NAB’s Ray Attrill says the common thread is that yields are still rising. Even if the inversion in the curve has dissipated, the …
00:15:42 |
Sun 10 Apr 2022
Consumers still spending despite all the hike talk
Friday 8th April 2022As bond yields continue to rise, particularly in the US, it seems there’s not much impact from all the hike talk on consumer spending just yet. Consumer credit numbers in the US …
00:13:09 |
Thu 07 Apr 2022
Fed to slash balance sheet sooner rather than later
Thursday 7th April 2022Bond markets have reacted sharply and briefly to the FOMC minutes this morning, which suggested the Fed might start slashing its balance sheet sooner rather than later. This ad…
00:15:02 |
Wed 06 Apr 2022
No patience left at RBA
Wednesday 6th April 2022The RBA has lost its patience and wants to move fast, but how fast and how far? On today’s podcast NAB’s Ivan Colhoun says it’s unlikely we’ll reach the 3% terminal rate that …
00:16:25 |
Tue 05 Apr 2022
Crimes, curves and patience
Tuesday 5th April 2022The hope of peace in Ukraine is slipping away as more evidence of war crimes emerges, suggesting diplomacy could take some time. The Euro fell as expectations rose for more sanc…
00:13:59 |
Mon 04 Apr 2022
Fed ready for a big move, ECB staring inflation in the face
Monday 4th April 2022Non-farm payrolls gave the hawks at the Fed the ammunition they wanted, and bond yields have responded. NAB’s Rodrigo Catril says the data on Friday has cemented in the expectati…
00:15:27 |
Sun 03 Apr 2022
Biden dips into reserves, Putin demands Roubles from today
Friday 1st April 2022There’s a hefty emphasis on oil and gas this morning. Putin is demanding payment in Roubles from today, but there seems to be some caveats and so the impact isn’t as pronounced a…
00:16:15 |
Thu 31 Mar 2022
Peace hopes fade, European inflation soars
Thursday 31st March 2022There was hope in market pricing earlier in the week that some sort of resolution over Ukraine could be sought soon. But those hopes faded when Russia started bombing regions …
00:14:28 |
Wed 30 Mar 2022
Europe boosted by peace hopes
Wednesday 30th March 2022Markets have responded perhaps a little too favourably to peace negotiations between Russia and Ukraine in Turkey overnight. There wasn’t a concrete outcome, yet the Euro is …
00:15:41 |
Tue 29 Mar 2022
The divided story of rate expectations
Tuesday 29th March 2022View our disclaimer and terms of use: nab.co/3shJyypView our NAB Financial Services Guide: nab.co/3rvJtI9There’s continued volatility in US bond markets, with significant flatt…
00:15:26 |
Mon 28 Mar 2022
Ditching bonds like they are going out of fashion
Monday 28th March 2022The sell-off of bonds continues, with a further spike in yields at the end of last week. NAB’s Tapas Strickland says it’s because there is heightened expectations that the Fed w…
00:16:18 |
Sun 27 Mar 2022
American markets doing well because they are not Europe
Friday 25th March 2022View our disclaimer and terms of use: nab.co/3shJyypView our NAB Financial Services Guide: nab.co/3rvJtI9It's a very mixed and confusing day today. “It’s rare that you see equit…
00:15:37 |
Thu 24 Mar 2022
Getting ready to Ruble
Thursday 24th March 2022Bond yields have come back a fair bit today. NAB’s Gavin Friend says it’s just a recalibration after the massive hikes we’ve seen over recent days. The tone from the FOMC cert…
00:14:41 |
Wed 23 Mar 2022
Markets support the Fed’s balancing act
Wednesday 23rd March 2022Just three weeks into March and US two-year bond yields are up 74 basis points, says NAB’s Tapas Strickland, on today’s Morning Call. Will the Fed be happy to see the market …
00:14:00 |
Tue 22 Mar 2022
Powell talking faster than fast
Tuesday 22nd March 2022Bond yields have moved sharply higher as markets expect the Fed to move faster on rate rises and, potentially, drawdowns on the balance sheet. After Jerome Powell spoke overnig…
00:14:17 |
Mon 21 Mar 2022
Peace hopes and understanding
Monday 21st March 2022Nobody really knows how the war in Ukraine will play out, but we kick off the week with reports from Turkey that an understanding between Ukraine and Russia might be closer. The…
00:13:03 |
Sun 20 Mar 2022
BoE far more cautious than the Fed
Friday 18th March 2022After a very hawkish Fed yesterday, the Bank of England has presented a much more guarded approach for the rest of the year, whilst delivering the third interest rate in a row. …
00:15:48 |
Thu 17 Mar 2022
A far from transitory Fed
Thursday 17th March 2022The Fed has met, they’ve lifted rates in the US, and given a hawkish outlook for rate increases this year and next, with a terminal rate of 2.8 percent by the end of next year…
00:17:02 |
Wed 16 Mar 2022
China hit by COVID and Russian relationship
Wednesday 16th March 2022View our disclaimer and terms of use: nab.co/3shJyypView our NAB Financial Services Guide: nab.co/3rvJtI9Chinese equities have been hit hard again today, despite data showing…
00:15:42 |
Tue 15 Mar 2022
Will China pick a side?
Tuesday 15th March 2022China and the US have been meeting, with the hope that talks can resolve the war in Ukraine. But China is showing little sign of offering total support for the west. NAB’s Tapa…
00:12:54 |
Mon 14 Mar 2022
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