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
US dollar rises as Powell stays put.
Tuesday 23rd November 2021The US dollar and bond yields rose on the news that Jerome Powell is to keep the top job at the Fed for another term, with Lael Brainard as deputy. Even though both are dove…
00:15:22 |
Mon 22 Nov 2021
A speedy taper and European tantrums
Monday 22nd November 2021The divide between the US and Europe became more pronounced at the end of last week, as NAB’s Rodrigo Catril explains 0n today’s Morning Call. On the one side of the Atlantic…
00:13:50 |
Sun 21 Nov 2021
US continues a slow recovery, Europe’s mounting issues
Friday 19th November 2021US equities have bounced back a little today, but, as NAB’s Gavi Friend describes, it’s been a session without significant event risk or data flow. Equities and bond yields h…
00:14:40 |
Thu 18 Nov 2021
Caution after UK inflation surprise. Will Aussie wages ratchet up?
Thursday 18th November 2021Australian wage growth is in line with expectations, but where to from here? Phil Dobbie asks NAB’s Ivan Colhoun if there’s a chance we’ll see wages escalate in the next fe…
00:14:38 |
Wed 17 Nov 2021
Tills ring in the USA, jobs bounce back in the UK
Wednesday 17th November 2021It’s been a positive session overnight, with US retail sales rising and US jobs bouncing back. NAB’s Tapas Strickland says it’s difficult to tell how much of the 1.7% mont…
00:14:25 |
Tue 16 Nov 2021
Europe’s caution, China’s hope
Tuesday 16th November 2021The Euro has lost ground this morning, with concerns over COVID, following lockdowns in Holland and Austria, and rising cases in Germany. There remains a very different atti…
00:14:25 |
Mon 15 Nov 2021
US facing higher prices, more quits, falling sentiment
Friday 15th November 2021Hot on the heels of the surprising increase in inflation in the US earlier last week, Friday saw an unexpected fall in consumer sentiment. The Michigan survey hit an 11-year …
00:14:47 |
Sun 14 Nov 2021
Have a little faith
Friday 12th November 2021Markets have been a little more positive over the last 24 hours, with the NASDAQ back on the rise, although a rising US dollar continues to hurt the S&P, and the Aussie dolla…
00:12:54 |
Thu 11 Nov 2021
Eye-popping inflation doesn’t faze the Fed
Thursday 11th November 2021The inflation numbers from the US have been eye popping. That’s the description by the Fed’s Mary Daly as US CPI hits 6.2%, a 30 year high. NAB’s Gavin Friend points out th…
00:14:49 |
Wed 10 Nov 2021
Markets out of steam on inflation day
Wednesday 10th November 2021There’s been a move away from risk assets. It could just be equity markets running out of steam after a particularly strong rally, but a Financial Stability Report from th…
00:14:30 |
Tue 09 Nov 2021
Taking a breather
Tuesday 9th November 2021You’d think markets would be bathed in positivity, particularly in the US, with a string of good news, including infrastructure spending, the COVID pill and the reopening of …
00:14:52 |
Mon 08 Nov 2021
Bond markets wrapped up in a ball of confusion
Monday 8th November 2021You might expect a little more optimism in the markets given Friday’s strong non-farm payrolls data in the US, Pfizer’s news about a pill for COVID sufferers, the passing of B…
00:15:31 |
Sun 07 Nov 2021
Bank of England Backs Down
Friday 5th November 2021There has been a sharp response in bond yields and currency markets to the Bank of England’s decision not to lift interest rates. Furthermore, Andrew Bailey is suggesting he d…
00:14:03 |
Thu 04 Nov 2021
Tighter but taking time
Thursday 4th November 2021There weren’t any surprises in from the FOMC this morning. The Fed will cut asset purchases by $15 billion this month, with a further $15 billion in December, and an expecta…
00:15:18 |
Wed 03 Nov 2021
Central banks still grappling with what to do about inflation
Wednesday 3rd November 2021Central banks are still grappling with what to do about inflation. The RBA is reluctant to talk about interest rate hikes anytime soon, because they don’t think inflation w…
00:15:32 |
Tue 02 Nov 2021
RBA more uncertain than the cup winner
Tuesday 2nd November 2021For once we are going into an RBA meeting unsure of what the outcome will be. NAB’s Ray Attrill says we have as much chance of predicting a winner in the Cup today as we do f…
00:15:12 |
Mon 01 Nov 2021
The winds of change in central bank policy
Monday 1st November 2021There were more big moves in Australian bond yields on Friday as the RBA failed to buy up the April 2024 bonds that were the focus of its yield curve control (YCC) policy. So …
00:15:11 |
Sun 31 Oct 2021
Inflation, inflation, inflation. It’ll pass says ECB, again.
Friday 29th October 2021Three year bond yields rose well above the RBA’s target of 0.1 percent yesterday, but the central bank didn’t buy any up as part of its yield control. That pushed yields even …
00:14:38 |
Thu 28 Oct 2021
Going bond crazy
Thursday 28th October 2021There have been sharp movements in bond yields, with front end yields rising and falls at the back end. NAB’s Gavin Friend says it reflects expectations that rising inflatio…
00:13:47 |
Wed 27 Oct 2021
Summers’ Twitter Tirade as US inflation expectations hit 13 year high
Wednesday 27th October 2021Former US Treasury Secretary Larry Summers took to Twitter yesterday to challenge Janet Yellen over inflation policy, suggesting the risk of losing control of it is higher …
00:14:08 |
Tue 26 Oct 2021
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