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
Europe’s cold cold Christmas
Tuesday 21st December 2021Energy markets are dominating market moves in the run up to Christmas. Oil prices have fallen significantly on fears that travel demand will fall as Omicron gains strength, …
00:13:43 |
Mon 20 Dec 2021
A very cautious Christmas
Monday 20th December 2021Markets are very cautious ahead of the Christmas break, with concerns about the impact of the Omicron strain. The Netherlands has gone into another lockdown and restrictions …
00:13:54 |
Sun 19 Dec 2021
BoE lifts rates despite everything
Friday 17th December 2021A rate rise by the Bank of England has surprised many, particularly in an environment of record COVID infections, and a hospitality industry calling for government support as…
00:16:17 |
Thu 16 Dec 2021
Fed’s turbo taper and dots surprise
Thursday 16th December 2021The Fed, not surprisingly, are tapering faster as the race is on to lift rates next year. NAB’s David de Garis says the QE ending by March clears the decks, with a revised …
00:16:10 |
Wed 15 Dec 2021
It’s all about dots and jabs
Wednesday 15th December 2021Markets are still pulled in two directions. First there’s the continued uncertainty of the new COVID variant, which might be mild (or not), but is spreading like wildfire …
00:15:05 |
Tue 14 Dec 2021
A little more caution on a lot less news
Tuesday 14th December 2021There’s a little more caution this morning, with equities down, driven by banks, travel and energy, with stay at home stocks doing better. But NAB’s Tapas Strickland points …
00:12:04 |
Mon 13 Dec 2021
UK empties the glass, but markets still half full
Monday 13th December 2021Markets were trading last week on the basis that the Omicron variant was not as lethal as the Delta strain, even though infections were spreading rapidly. NAB’s Ray Attrill s…
00:15:47 |
Sun 12 Dec 2021
Transmission and inflation - the two concerns
Friday 10th December 2021Things were definitely a bit quieter overnight, with markets stepping back a little as they wait to figure out just what impact Omicron is having, and which way inflation is …
00:14:53 |
Thu 09 Dec 2021
Banks to sit on their hands, UK to cover their faces
Thursday 9th December 2021Even though equity markets have slowed, bond markets are still reflecting positive sentiment around coping with the Omicron strain. NAB’s Gavin Friend says Pfizer has confir…
00:17:56 |
Wed 08 Dec 2021
Omicron’s not so bad, markets hope
Wednesday 8th December 2021There’s a lot of positive sentiment around this morning. Equities are rising sharply in the US and Europe, oil is up and bond yields are rising. NAB’s Gavin Friend says it’…
00:14:55 |
Tue 07 Dec 2021
China and Omicron hopes drive a bounce back
Tuesday 7th December 2021US equites are roaring back, so is oil, with bond yields rising again. This newfound optimism has been driven by policy easing measures from China’s central bank, and less co…
00:14:57 |
Mon 06 Dec 2021
Too tight too quickly?
Monday 6th December 2021Markets were far more cautious on Friday. In part there are still concerns about the new Omicron strain, although circumstantial evidence so far is pointing to it being a mild…
00:14:17 |
Sun 05 Dec 2021
There’s a certain uncertainty
Friday 3rd December 2021Markets have displayed much mor epositive sentiment in the last 24 hours, but its not lasting. Gains in US equities have fallen away a little, and oil prices have risen sharpl…
00:14:37 |
Thu 02 Dec 2021
WHO offers a shot in the arm for markets
Thursday 2nd December 2021Markets were choppy again overnight, but there is renewed hope with circumstantial evidence that the Omicron variant might be less severe. A WHO press conference suggested t…
00:14:03 |
Wed 01 Dec 2021
Who are you and what have you done with Jerome Powell?
Wednesday 1st December 2021You might have expected that Jerome Powell would use the uncertainty of the new COVID strain to downplay the need to adjust the speed of tapering by the Federal Reserve, bu…
00:14:44 |
Tue 30 Nov 2021
The bounce, the restrictions, the uncertainty
Tuesday 30th November 2021On today’s Morning Call NAB’s Ray Attrill reminds us that the CSIRO’s Dr Rob Grenfell predicted, back in the middle of the year, that about now we would see a variant of COV…
00:14:12 |
Mon 29 Nov 2021
Did the markets overreact to Omicron news?
Monday 29th November 2021There was a very strong market response to the news of the Omicron virus strain on Friday. Equities were hit hard, currencies ran for the shelter of safe havens and there was…
00:15:32 |
Sun 28 Nov 2021
Talking turkey on central bank thinking
Friday 26th November 2021As America gobbles up Turkeys NAB’s Gavi Friend talks through the latest positioning on tightening by central banks. The FOMC minutes suggested a more hawkish approach, and t…
00:14:34 |
Thu 25 Nov 2021
Is the US getting too hot to handle?
Thursday 25th November 2021There were many more positive signs for the US economy overnight, with initial jobless claims at an all-time low. The US dollar remains in favour, with the DXY index reachi…
00:14:56 |
Wed 24 Nov 2021
Happy tales from Euroland
Wednesday 24th November 2021There was a surprise for those expecting the PMI numbers on Tuesday to confirm the widening gap between US and European economic performance. Let’s be honest, the NAB Morn…
00:14:22 |
Tue 23 Nov 2021
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