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
Powell maintains taper silence
Monday 30th August 2021The Fed chair Jerome Powell didn’t indicate any timing for tapering, as we predicted several times last week on The Morning Call. Yet the markets still reacted. Phil Dobbie ask…
00:14:21 |
Sun 29 Aug 2021
Kabul blasts hit sentiment, markets hold for Powell’s taper talk
Friday 27th August 2021Market sentiment has been hit by the explosions in Kabul this morning, but NAB’s David de Garis says the response has been fairly limited. It certainly hasn’t knocked currencie…
00:14:46 |
Thu 26 Aug 2021
High hopes keep getting higher
Thursday 26th August 2021Market optimism continued overnight, with US equities again hitting new highs and commodities climbing sharply too. That's helped the Aussie dollar again today. NAB’s Rodrigo…
00:14:38 |
Wed 25 Aug 2021
More jabs, more optimism, higher Aussie dollar
Wednesday 25th August 2021The tide of optimism seems to have set in, with another day of rising commodity prices and a strengthening Aussie dollar. Rising iron ore prices and zero new cases in China …
00:13:08 |
Tue 24 Aug 2021
Markets turn giddy on COVID news
Tuesday 24th August 2021There’s been a swift turn in market sentiment, with US equities pushing new highs and oil bouncing back sharply. NAB’s Rodrigo Catril says there are early signs that the rise …
00:12:05 |
Mon 23 Aug 2021
Kaplan’s hawkish wings are clipped
Monday 23rd August 2021Equities recovered in the US at the end of last week as markets responded to comments from Robert Kaplan, President of the Dallas Fed. NAB’s Ray Attrill says the FOMC member ha…
00:14:34 |
Sun 22 Aug 2021
Commodities fall, VIX jumps, Aussie hit hard as growth concerns rise
Friday 20th August 2021There are more concerns over the global growth story, with commodity prices falling and the Aussie dollar one of the hardest hit currencies this morning. NAB’s David de Garis s…
00:13:46 |
Thu 19 Aug 2021
Central banks holding back
Thursday 19th August 2021The RBNZ didn’t push interest rates up yesterday, in light of the national lockdown. NAB’s David de Garis says the decision has been pushed back to October, all being well. I…
00:14:30 |
Wed 18 Aug 2021
Will RBNZ still hike rates today, even in a lockdown?
Wednesday 18th August 2021With New Zealand in lockdown will the RBNZ still push ahead with its expected rate rise today? NAB’s Rodrigo Catril says central banks take a mid-term view, and the inflatio…
00:13:58 |
Tue 17 Aug 2021
China’s slowdown gives confidence another blow
Tuesday 17th August 2021Markets remain unsure as to the speed of the global recovery, but there’s mounting evidence that the full extent of the rebound will be delayed. That’s obviously the case in A…
00:13:07 |
Mon 16 Aug 2021
Back to uncertainty
Monday 16th August 2021The US dollar lost a lot of ground on Friday, with Treasury yields falling, both on the back of a much weaker than expected consumer confidence report in the US. NAB’s Tapas St…
00:13:58 |
Sun 15 Aug 2021
On the road to nowhere
Friday 13th August 2021There was very little movement in the markets overnight, with thing trading during the northern summer, compounded by any significant news. Bond yields have edged higher, with …
00:12:27 |
Thu 12 Aug 2021
Inflation the way the Fed wanted it
Thursday 12th August 2021US CPI eased in July. NAB’s David de Garis says it was helped by less pressure on used car prices and airline fares, whilst food prices remain elevated. It means the Fed can …
00:14:25 |
Wed 11 Aug 2021
Will US CPI give markets the direction they are looking for?
Wednesday 11th August 2021Markets are a little more optimistic today, but there seems little rhyme nor reason. NAB’s Ray Attrill says oil has bounced back, seemingly ignoring yesterdays concerns abou…
00:14:52 |
Tue 10 Aug 2021
Code red, but focus is on the Fed
Tuesday 10th August 2021The UN chief has called the latest IPCC report on climate change “a code red for humanity”. The shorter timeframes for rising temperatures has not had any market influence. NA…
00:14:09 |
Mon 09 Aug 2021
US jobs – is this ‘substantial progress’?
Monday 9th August 2021There was a strong market reaction to Friday’s non-farm payrolls in the US, which NAB’s Rodrigo Catril says was at the top end of a broad range of expectations. The question is,…
00:16:09 |
Sun 08 Aug 2021
Watch Germany go
Friday 6th August 2021I amongst the mixed data from the US – including signs that the job recovery is slowing - and the varied opinions of central bankers, take a look at what’s happening in Germany.…
00:14:41 |
Thu 05 Aug 2021
Jobs boost for NZ, whilst US jobs fail to pick up
Thursday 5th August 2021The New Zealand unemployment rate has fallen sharply, adding more to the expectation that the RBNZ will lift interest rates next month. NAB’s David de Garis says the markets h…
00:14:48 |
Wed 04 Aug 2021
A tale of two central banks, both focused on a strong recovery
Wednesday 4th August 2021Central banks seem to be taking a very optimistic view of the rate of recovery right now. The RBA has decided it will push ahead with its tapering of asset purchases, despite…
00:13:58 |
Tue 03 Aug 2021
More caution on manufacturing undershoot
Tuesday 3rd August 2021There was a sharp drop in Treasury yields soon after the release of the ISM Manufacturing numbers from the US. The expectation was that they would rise slightly, but they actua…
00:14:30 |
Mon 02 Aug 2021
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