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
- 1334
- Years Active
- 2020 - 2025
High stakes, higher prices, bigger hikes?
Friday 11th February 2022View our disclaimer and terms of use: nab.co/3shJyypView our NAB Financial Services Guide: nab.co/3rvJtI9Markets reacted swiftly to a higher-than-expected rise in the US CPI.…
00:15:38 |
Thu 10 Feb 2022
Bond sell-off on hold ahead of US inflation numbers
Thursday 10th February 2022View our disclaimer and terms of use: nab.co/3shJyypView our NAB Financial Services Guide: nab.co/3rvJtI9Bond yields have fallen back a bit a little ahead of US CPI numbers…
00:13:57 |
Wed 09 Feb 2022
China pushes back green agenda, UK heading for recession?
Wednesday 9th February 2022View our disclaimer and terms of use: nab.co/3shJyypView our NAB Financial Services Guide: nab.co/3rvJtI9In the absence of any big statistical releases markets are treading…
00:14:47 |
Tue 08 Feb 2022
Markets still guessing the path of inflation
View our disclaimer and terms of use: nab.co/3shJyypView our NAB Financial Services Guide: nab.co/3rvJtI9In the absence of any big statistical releases markets are treading water ahead of US CPI numb…
00:14:41 |
Mon 07 Feb 2022
US kept working through Omicron peak
Monday 7th February 2021Friday’s non-farm payrolls data showed how more people returned to work in the US whilst Omicron saw the highest wave of COVID-19 infections across the country. Over the borde…
00:15:22 |
Sun 06 Feb 2022
Tight squeeze or a gentle touch?
Friday 4th February 2022The Bank of England is certainly all out to stop any risk of wages pushing inflation out of control. The decision was one vote away from a half percent rate rise, with NAB’s G…
00:13:23 |
Thu 03 Feb 2022
A tale of two central banks
Thursday 2rd February 2022You could say its the best of times and the worst of times, with a rampant jobs recovery tempered by high inflation. Certainly, two central banks have a different perspectiv…
00:15:45 |
Wed 02 Feb 2022
Markets still at odds with RBA and ECB. Who’s right?
Wednesday 2nd February 2022The RBA is still reticent to signal a rate rise this year, even as they lift their inflation forecasts. NAB’s Ivan Colhoun says a lot rests on what Governor Lowe has to say…
00:15:49 |
Tue 01 Feb 2022
RBA to join the rate-rise race?
Tuesday 1st February 2022It seems more likely than not that the RBA will announce an end to QEW today. NAB’s Tapas Strickland says core timed mean inflation is running two years ahead of the RBA’s fo…
00:15:43 |
Mon 31 Jan 2022
Aussie dollar loses break point
Monday 31st January 2021Whilst it was quite a night for Rafael Nadal, Friday had a less positive ending for the Aussie dollar, falling below 70 US cents to its lowest level since mid-2020, despite ri…
00:16:04 |
Sun 30 Jan 2022
The aftermath of the Fed
Friday 28th January 2022There has been quite a turnaround after the sharp falls in share prices and the rise in bond yields that we saw kicking off during the Jerome Powell press conference after the…
00:15:20 |
Thu 27 Jan 2022
Fed confirms move to post-pandemic policy
Thursday 27th January 2022The FOMC has met and reaffirmed that rates will rise from March. NAB’s David de Garis says it was exactly what the markets were expecting, although the response has been a r…
00:15:54 |
Wed 26 Jan 2022
Ukraine fears creates a risk off sell off
Tuesday 25th January 2022Markets have been gearing up for the FOMC meeting this week, but for a while at least tensions over Ukraine seem to have driven a strong risk-off push, with significant falls…
00:15:21 |
Mon 24 Jan 2022
Turnaround in bonds ahead of FOMC this week
Monday 24th January 2022On today's podcast:Curiously bond yields retreated at the end of last week even though the assumption remains that the Fed will signal a March hike. NAB’s Tapas Strickland say…
00:14:58 |
Sun 23 Jan 2022
Aussie jobs flourish and US equities bounce
Friday 21st January 2022Australia’s job numbers were well above expectations yesterday. NAB’s Ivan Colhoun talks about what this means for the RBA, who are still at odds with the market on their time…
00:16:17 |
Thu 20 Jan 2022
Inflation (almost) everywhere
Thursday 20th January 2021The sell-off of US bonds has halted, temporarily, but it continues in Europe, particularly in the UK where high inflation numbers will heighten the Bank of England’s resolve…
00:14:13 |
Wed 19 Jan 2022
Markets swallow the post-Omicron outlook pill
Wednesday 19th January 2021US bond yields are now at their highest levels for two years, with equities now joining the sell-off, particularly for tech stocks on expectations of rising bank rates. NAB…
00:14:51 |
Tue 18 Jan 2022
China bucks the tightening trend
Tuesday 18th January 2022Bond yields continue to rise as expectations heighten for faster central bank tightening. As NAB’s Tapas Strickland discusses on today’s Morning Call, the exception is the Pe…
00:15:02 |
Mon 17 Jan 2022
Fed ready to fight inflation on two fronts
Monday 17th January 2022The Fed kicks of its schedule of FOMC meetings next week. We know tackling inflation will be front and centre, but as NAB’s Ray Attrill points out, rate hikes are not the only…
00:16:36 |
Sun 16 Jan 2022
Looking ahead to a better 2022
Wednesday 22nd December 2021There was a lot more positive sentiment in the markets overnight. NAB’s Rodrigo Catril says it’s all down to Omicron news, with infection rates falling in South Africa and…
00:17:37 |
Tue 21 Dec 2021
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