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
Banks ready to tighten, Biden ready to spend
Tuesday 26th October 2021The markets continue to be dominated by rising inflation concerns, including the price of oil. WTI got over $85 today, but has fallen back since. NAB’s Tapas Strickland tells…
00:13:22 |
Mon 25 Oct 2021
Powell wants time to heal
Monday 25th October 2021Comments from Jerome Powell added to the volatility in bond markets on Friday. The chair of the Fed reinforced that it was time to taper, but suggested rate rises would have t…
00:15:10 |
Sun 24 Oct 2021
Commodities down, but inflation fears stay high
A sharp fall in commodity prices hasn’t dampening inflation expectations, and with it the assumption that central banks will bring interest rates forward. NAB’s David de Garis says it’s been a day wh…
00:14:08 |
Thu 21 Oct 2021
The inflation debate heats up
Thursday 21st October 2021Equities are rising to new highs as risk sentiment improves on the back of strong earnings results in the US, even though inflation remains an ever-present concern. NAB’s Da…
00:14:03 |
Wed 20 Oct 2021
Earnings anything but a damp squid
Wednesday 20th October 2021US equities have had a strong session, although Procter and Gamble weas one of the first major household companies to highlight margin squeeze from supply chain difficultie…
00:15:03 |
Tue 19 Oct 2021
Inflation and slowing economies. Isn’t there a word for that?
Tuesday 19th October 2021Bond yields are higher globally as inflation concerns mount. New Zealand’s CPI read (2.2% QoQ) sent 10 year yields up 16 basis points, spilling over to Australia. But NAB’s R…
00:13:53 |
Mon 18 Oct 2021
Shares rising, despite everything. Please explain.
Monday 18th October 2021Equity markets were buoyed by strong US earnings results and stronger than expected retail sales numbers, but there are many reasons to suggest this confidence might be short-…
00:15:05 |
Sun 17 Oct 2021
Have inflation concerns peaked?
Friday 15th October 2021Markets have taken a more positive outlook overnight, with sharp rises in equities in the US and Europe. NAB’s Gavin Friend says it’s been helped by falling bond yields, showi…
00:14:29 |
Thu 14 Oct 2021
Wages, fuel, supply chains and a not-so-transitory inflation number
Thursday 14th October 2021US CPI numbers were a little higher than anticipated. NAB’s David de Garis says we did see some support for bond yields, but markets slipped back when it was realised the co…
00:14:37 |
Wed 13 Oct 2021
IMF warning central banks to act quickly on inflation
Wednesday 13th October 2021The IMF released revised forecasts overnight, together with a warning that central banks need to tighten their monetary policy if inflation persists. Inflation concerns are…
00:14:54 |
Tue 12 Oct 2021
Energy prices rise further, central banks more hawkish
Tuesday 12th October 2021Fuel prices are rising, with the gas crisis now pushing up oil and coal prices. On today’s podcast NAB’s Tapas Strickland says central banks are now worried about inflation g…
00:14:44 |
Mon 11 Oct 2021
Soft jobs numbers won’t dampen the Fed’s tapering intention
Monday 11th October 2021Non-farm payrolls numbers from the US on Friday were less than expected, but NAB’s Rodrigo Catril says the numbers weren’t as bad as they seem, because they included an upward…
00:15:59 |
Sun 10 Oct 2021
Everyone seems happy to kick the can
Friday 8th October 2021Two cans are being kicked. The US debt ceiling can is being kicked into December, but the issues remain. The gas can has been kicked along by a promise of more fuel from Russia…
00:14:04 |
Thu 07 Oct 2021
Where is the safe haven?
Thursday 7th October 2021The fuel crisis in Europe and the UK is impacting global markets, with shares taking a hit. There’s been no rush to bonds given the impending inflation concerns, worsened by …
00:12:13 |
Wed 06 Oct 2021
Risk on, with inflation? RBNZ ready to lift rates
Wednesday 6th October 2021The currency markets suggest there’s a risk on mood this morning, with the US dollar gaining on the Japanese Yen and Swiss Franc. Strong non-manufacturing ISM numbers in the…
00:14:46 |
Tue 05 Oct 2021
Stagflation consternation as OPEC sticks to the plan
Tuesday 5th October 2021Oil prices rose quickly this morning after OPEC+ announced they would stick with their earlier plans of rising production in November by 400 thousand barrels a day. At one sta…
00:14:24 |
Mon 04 Oct 2021
China to secure fuel at all costs
Friday 1st October 2021There’s a fair bit to chew on today, with commodity currencies helped by word from China that they must secure enough energy for winter, whatever the cost. The US has managed t…
00:14:38 |
Thu 30 Sep 2021
Markets calmer, but US budget deadline looms
Thursday 30th September 2021Markets are much calmer this morning. Equities have managed to climb a little, with the biggest moves in currencies and commodities. NAB’s David de Garis says there’s deba…
00:14:09 |
Wed 29 Sep 2021
Dangerous Powell, markets run for cover
Wednesday 29th September 2021It seems like it was a fairly heated Senate Banking Committee meeting in the US overnight. Flags were raised about whether Jerome Powell will win another term as Governor…
00:13:56 |
Tue 28 Sep 2021
Is reflation back? Commodities push even higher
Tuesday 28th September 2021It seems markets are still trading on the hawkishness of central banks, particularly the Fed, where we’re seeing bond yields significantly higher and tech stocks weakening.…
00:14:16 |
Mon 27 Sep 2021
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