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
Has China fallen out of love with Aussie iron ore?
Monday 2nd August 2021Iron ore prices fell below U$200 on Friday as China indicated that they would be cutting demand. It hit the Aussie dollar on Friday, which was already suffering as virus cases m…
00:14:08 |
Sun 01 Aug 2021
US GDP was better than it looks
Friday 30th July 2021Markets have had a chance to absorb the dovish sentiment from the Fed yesterday and take stock of mixed data overnight. On the surface US GDP numbers looked weaker than anticipat…
00:14:01 |
Thu 29 Jul 2021
Markets turn as Powell reaffirms ‘some way to go’
Thursday 29th July 2021There was a tame response to the FOMC statement this morning, but a more marked reaction during the press conference that followed. NAB’s David de Garis says the turning point …
00:14:01 |
Wed 28 Jul 2021
Rocky road for China investors
Wednesday 28th July 2021Whilst US equities edged to all-time highs, the real yields on US Treasuries sank to new lows. NAB’s Rodrigo Catril talks about how expectations for tapering by the Fed could …
00:13:38 |
Tue 27 Jul 2021
Real yields reach lows, vaccine reach slows
Tuesday 27th July 2021Whilst US equities edged to all-time highs, the real yields on US Treasuries sank to new lows. NAB’s Rodrigo Catril talks about how expectations for tapering by the Fed could be…
00:13:32 |
Mon 26 Jul 2021
High hopes, big concerns and fewer babies
Monday 26th July 2021Last week markets were pulled between concerns over the rise of the Delta variant and the encouragement of strong corporate earnings data. This week could go either way, with si…
00:13:51 |
Sun 25 Jul 2021
Strong earnings, cautious ECB and NZ’s first day without QE
Friday 23rd July 2021Equities have been helped by earnings results and a little less COVID concern. On the macro front US jobless claims rose unexpectedly, but NAB’s Gavin Friend says a lot of it wil…
00:14:03 |
Thu 22 Jul 2021
Risk back on with rebound expectations
Thursday 22nd July 2021The rebound from the COVID concerns at the start of the week is now complete, with bond yields rebounding further overnight, equities bouncing higher and commodities on the ris…
00:14:24 |
Wed 21 Jul 2021
Markets recover, but why?
Wednesday 21st July 2021Curiously, much of the negative market reaction at the start of the week has seen a reversal in the last 24 hours, even though the reasons for the concern remain. The Delta va…
00:14:18 |
Tue 20 Jul 2021
Markets Hit by the Delta Blues
Tuesday 20th July 2021There’s not been a lot of economic data around, but markets have dipped sharply on the back of rising COVID cases. NABs Tapas Strickland says its being driven by the preponderan…
00:13:43 |
Mon 19 Jul 2021
OPEC drip feeds more oil
Monday 19th July 2021OPEC reached a deal of sorts over the weekend which will see supplies increase incrementally over the next few months. NAB’s Rodrigo Catril said markets had been expecting a deal…
00:12:56 |
Sun 18 Jul 2021
Cautious for no clear reason
Friday 16th July 2021Markets returned to a more cautious outlook overnight, with US equities losing ground and bond yields falling. As NAB’s David de Garis explains, its difficult to find any particu…
00:15:16 |
Thu 15 Jul 2021
More inflation, RBNZ moves first
Thursday 15th July 2021There’s a world of difference in the approaches being taken by central banks in response to the COVID recovery. NAB’s Gavin Friend talks through some of them, starting with the…
00:13:07 |
Wed 14 Jul 2021
Another US inflation surprise. Still transitory?
Wednesday 14th July 2021US inflation has surprised again. It was expected to ease back after the 5% jump last month, but this time its higher still. Phil Dobbie asks NAB’s Tapas Strickland whether th…
00:15:34 |
Tue 13 Jul 2021
Stocks high on earning hopes; times changing for ECB
Tuesday 13th July 2021US stocks hit new highs as Q2 earnings season kicks off. NAB’s said it also reflects a recovery from Asia emanating from China’s easing of reserve requirements. China will be a …
00:13:35 |
Mon 12 Jul 2021
Delta’s day off
Monday 12th July 2021For most of last week markets grew increasingly cautious about the spread of the Delta variant and fears of further lockdowns in major economies, Australia included. On Friday, t…
00:14:20 |
Sun 11 Jul 2021
2 percent or not 2 percent, that is the question
Friday 9th July 2021Is it below 2 percent or at 2 percent? The ECB has made subtle changes to its inflation target, but has flatly rejected the Fed approach of average inflation targeting. NAB’s Davi…
00:14:48 |
Thu 08 Jul 2021
Fed minutes trumped by ECB strategy review
Thursday 8th July 2021The FOMC minutes were released this morning, but a more significant central bank release could be out later in the day. Christine Lagarde is said to be released the outcome of t…
00:15:02 |
Wed 07 Jul 2021
Markets cautious on numerous fronts; RBA focuses on data not dates
Wednesday 7th July 2021Bond yields have fallen markedly as markets adopt a more cautious air. NAB’s Rodrigo Catril says it’s being driven by a number of factors, including weaker than expected ISM se…
00:13:43 |
Tue 06 Jul 2021
Freedom Day for the UK, D-Day for the RBA
Tuesday 6th July 2021Boris Johnson has told the UK public that they are just two weeks away from removing their masks, getting back to work and forgetting about social distancing. Within reason. Is t…
00:13:59 |
Mon 05 Jul 2021
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