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
Add the debt ceiling to the list of concerns
Monday 27th September 2021Last week was a very volatile week, driven by the uncertainty over Evergrande, the unexpected hawkishness of central banks, continued concerns over supply chains and the eme…
00:14:46 |
Sun 26 Sep 2021
Optimism. But why?
Friday 24th September 2021There’s been a big shift to risk-on overnight, with equities rising and bonds falling, pushing yields much higher in the US and across Europe. But why? The risk of Evergrand…
00:14:54 |
Thu 23 Sep 2021
Not yet, but soon says the Fed
Thursday 23rd September 2021As expected, the Fed didn’t give a specific date for the start of tapering, but suggested it should all be done by the middle of next year. NAB’s David de Garis says the b…
00:15:35 |
Wed 22 Sep 2021
Waiting on Evergrande, the Fed and oil inventories
Wednesday 22nd September 2021Markets are still concerned over the Evergrande debacle, although equities and currencies and bonds have all calmed down a little overnight. China has been on holiday so …
00:13:13 |
Tue 21 Sep 2021
Evergrande Contagion Fears
Tuesday 21st September 2021Markets have been running for cover overnight over fears that a default by Evergrande could spread beyond the Chinese property sector to the rest of the world. NAB’s Ray At…
00:14:30 |
Mon 20 Sep 2021
Just another cautious Monday
Monday 20th September 2021There’s more caution in the markets as we kick off a week doinated by central banks – the US Fed, BoE, BoJ, Swiss National Bank, Riksbank, Norgesbank all meeting, but NAB’s …
00:15:04 |
Sun 19 Sep 2021
Lots of movement, not much direction
Friday 17th September 2021There was a lot of movement overnight, with US equities falling, then regaining some of the losses in late trade. Most currencies fell against a rising US dollar, but even s…
00:14:21 |
Thu 16 Sep 2021
High hopes or buying the dip?
Thursday 16th September 2021There’s a little more optimism in the markets this morning, particularly in US equities. NAB’s Tapas Strickland says there’s no overarching good news, suggesting there’s a…
00:12:54 |
Wed 15 Sep 2021
Has US inflation peaked?
Wednesday 15th September 2021Inflation in the US has slowed. Is this a win for those arguing it is all transitory? Phil Dobbie asks NAB’s Rodrigo Catril what this means for the Fed and expectations o…
00:15:16 |
Tue 14 Sep 2021
Oil Higher and RBA’s Lowe-down
Tuesday 14th September 2021Markets are a little mixed ahead of today’s US CPI numbers. But, just how important are these numbers when the Fed is far more focused on returning the country to full empl…
00:13:57 |
Mon 13 Sep 2021
Three reasons to be cautious
Monday 13th September 2021Talks between Biden and Xi on Friday added to market concerns. NAB’s Rodrigo Catril says it was the realisation of how long it would take to resolve issues, if ever. A US i…
00:14:13 |
Sun 12 Sep 2021
ECB, calibrating not tapering
Friday 10th September 2021As NAB’s Gavin Friend vehemently predicted on yesterday’s Morning Call, the ECB has announced that they will cut back purchases under their Pandemic Emergency Programme. It …
00:12:59 |
Thu 09 Sep 2021
Bank of Canada on pause, ECB unlikely to do the same
Thursday 9th September 2021As expected, there were no moves from the Bank of Canada overnight, but NAB’s Gavin Friend says the same will not be true for the ECB tonight. They will cut back on bond bu…
00:14:13 |
Wed 08 Sep 2021
RBA ready for the bounce back, eventually
Wednesday 8th September 2021The RBA is pushing ahead with its tapering of bond purchases, just as predicted on The Morning Call, but the bank is doing it in a very dovish fashion. There won’t be any …
00:13:40 |
Tue 07 Sep 2021
COVID versus the central banks
Tuesday 7th September 2021The RBA meets today and the big question is, will they push on with their tapering schedule, reducing weekly purchases from $5b per week to $4b. NAB’s Ray Attrill says that …
00:14:28 |
Mon 06 Sep 2021
Far from substantial progress, but just a temporary setback?
Monday 6th September 2021Non-farm payrolls grew well below market expectations I the US on Friday, and are certainly not the substantial progress the Fed has been looming for. Today on The Morning Ca…
00:14:09 |
Sun 05 Sep 2021
Only currencies making moves ahead of US jobs numbers
Friday 3rd September 2021There seems to be a lot resting on tonight’s non-farm payrolls numbers from the US. Phil Dobbie asks NAB’s Gavin Friend what the reaction will be if the numbers come in softe…
00:14:00 |
Thu 02 Sep 2021
Markets defensive on fears of slower jobs growth
Thursday 2nd September 2021The ADP employment numbers in the US normally play second fiddle to the non-farm payrolls, but they are out a day earlier, and overnight they only came half way to meeting …
00:12:56 |
Wed 01 Sep 2021
Falling production, higher prices turns sentiment around
Wednesday 1st September 2021Markets have lost their optimism overnight. China’s PMIs came in softer than expected and Canada’s GDP, expected to grow, actually fell. Add falling consumer confidence in…
00:13:15 |
Tue 31 Aug 2021
Hold on for the payrolls
Tuesday 31st August 2021It’s been a quiet session overnight and NAB’s Tapas Strickland says its likely to be a quiet week in the run up to non-farm payrolls on Friday, which will give us all a cleare…
00:13:20 |
Mon 30 Aug 2021
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