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
Payrolls just the job for Goldilocks
Monday 5th July 2021Not too strong not too light, that seems to be the view of the non-farm payrolls in the US on Friday. It wasn’t strong enough to signal change in the Fed’s direction says NAB’s Ta…
00:12:06 |
Sun 04 Jul 2021
The last day of treading water
Friday 2nd July 2021Markets have been treading water all week waiting for the non-farm payrolls data, particularly in bond yields which hardly moved at all in the last 2 4hours. NAB’s Gavin Friend sa…
00:13:48 |
Thu 01 Jul 2021
Ignoring the talk, waiting for the facts
Thursday 1st July 2021As we’ve mentioned before, central bank speakers are having little influence on the markets since the sharp response to the last FOMC meeting. As David de Garis says on today’s …
00:14:55 |
Wed 30 Jun 2021
Confidence rising, but so is the Delta strain
Wednesday 30th June 2021Markets have largely moved sideways, pulled between rising confidence numbers in the US and Europe, and concerns about rising cases of the Delta strain. As NAB’s Rodrigo Catri…
00:14:17 |
Tue 29 Jun 2021
Reflation retreats a little as virus spreads further
Tuesday 29th June 2021A little more cautiousness has crept back into the markets says NAB’s Tapas Strickland, although it might be as much to do with the prelude to the non-farm payrolls numbers at t…
00:13:38 |
Mon 28 Jun 2021
Lock down means no RBA lowdown
Monday 28th June 2021With Sydney suddenly flung into lockdown, Phil Dobbie asks NAB’s Ray Attrill what the market reaction will be today. One immediate repercussion will be we won’t hear anything fro…
00:13:53 |
Sun 27 Jun 2021
Biden whittles down plan to win support
Friday 25th June 2021Joe Biden has struck a deal to push ahead with his infrastructure plan – a much reduced version. That’s helped US equities today. Ahead of that, it was a mixed day on the markets…
00:14:29 |
Thu 24 Jun 2021
The crawl back is done, reflation takes over
Thursday 24th April 2021The crawl back from last week’s FOMC surprise is more or less complete. As NAB’s David de Garis points out, Treasury yields are back to where they were just before the Fed met…
00:12:05 |
Wed 23 Jun 2021
Fed cools things down; words from the RBA later
Wednesday 23rd June 2021Jerome Powell has been giving is testimony on Capitol Hill and he, like all the Fed speakers over the last 24 hours, has been trying his hardest to calm the markets and reassu…
00:14:18 |
Tue 22 Jun 2021
Swift turnaround as markets rethink FOMC response
Tuesday 22nd June 2021Well, we did say it was a rather extreme reaction to the FOMC meeting last week. NAB’s Tapas Strickland says the market moves overnight suggest the response was overdone, as mar…
00:12:20 |
Mon 21 Jun 2021
Aussie dollar caught in the storm
Monday 21st June 2021The US dollar continued to rise at the end of last week., hitting a two-month high, after the surprisingly bullish outlook from the Fed, but is the Aussie dollar paying too high …
00:14:05 |
Sun 20 Jun 2021
NZ GDP, Aussie employment both punch the lights out, but currencies fall
Friday 18th June 2021The US dollar continued to rise yesterday, after the hawkish comments from the Fed. As David de Grais discusses on today's podcast, it’s impetus was enough to squash any positive…
00:13:57 |
Thu 17 Jun 2021
Fed speeds up rate hike roadmap
Thursday 17th June 2021At the FOMC meeting this morning the Fed upped their growth and inflation forecasts, twit the dot plots pointing to rate rises as soon as 2023. It’s a much more hawkish meeting…
00:13:35 |
Wed 16 Jun 2021
Retail sales numbers add to caution ahead of the FOMC
Wednesday 16th June 2021The FOMC meeting is just a day away are markets are being cautious, with little movements in bonds or equities. A weaker than expected set of retail sales numbers has added to…
00:13:56 |
Tue 15 Jun 2021
Oil nudges higher, bond yields bounce back ahead of FOMC meeting this week
Tuesday 15th June 2021Oil has hit a two-year high. This morning NAB’s Ray Attrill explains why oil prices could continue to rise. Are we heading for $100 oil? Also, why bond yields are rising again a…
00:13:37 |
Mon 14 Jun 2021
Market unphased by US CPI; ECB stays dovish despite upping forecasts
Friday 11th June 2021US CPI was a higher than expected, but the Market seems to have taken it largely in its stride, although it’s helped push equities higher today. NAB’s David de Garis said the mar…
00:14:12 |
Thu 10 Jun 2021
Inflation – mixed signals and opinions ahead of US CPI
Thursday 10th June 2021Bond yields have fallen further overnight, in some cases to levels not seen for several months. NAB’s Tapas Strickland says it could be market positioning, although it could al…
00:14:27 |
Wed 09 Jun 2021
Markets going nowhere, yet US job openings boom
Wednesday 9th June 2021Inflation fears have eased further, says NAB’s Gavin Friend, with bond yields pushing lower and market volatility easing. That’s despite the JOLTs (job openings) numbers in the…
00:13:26 |
Tue 08 Jun 2021
Goldilocks loses a little of her shine
Tuesday 8th June 2021If the non-farm payrolls gave the markets a Goldilocks moment on Friday – with jobs numbers that weren’t too hot or too cold – then maybe markets are already starting to question…
00:13:19 |
Mon 07 Jun 2021
US jobs numbers hit the sweet spot
Monday 7th June 2021Not too good, not too bad, that seems to have been the market response to the non-farm payrolls numbers out of the US on Friday. NAB’s Rodrigo Catril says it reinforced the view t…
00:13:23 |
Sun 06 Jun 2021
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