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
Taper torment with more calls for Fed to take their foot off the pedal
Friday 4th June 2021On today’s podcast NAB’s Gavin Friend talks through a session that has been in two parts. First off there was the response to a series of strong numbers from the US, including a s…
00:14:21 |
Thu 03 Jun 2021
Beige Book highlights ‘brisk rise’ in input costs
Thursday 3rd June 2021If there’s one takeout from the Fed’s Beige Book overnight, aside from the continued improvement in the US recovery, it was the rising concern about input costs. Even though it’…
00:14:35 |
Wed 02 Jun 2021
No surprises from the RBA, and don’t be surprised by an uptick in Aussie GDP today
Wednesday 2nd June 2021The RBA didn’t steer from its earlier stance that it was too soon to be looking at any changes in policy right now. Those who were expecting a more hawkish attitude will have b…
00:12:39 |
Tue 01 Jun 2021
China wants to curb the Yuan and grow the family
Tuesday 1st June 2021Markets have been understandably quiet with the US and UK on holiday. China delivered its PMIs, with the manufacturing read a little below expectations, and non-manufacturing a l…
00:12:49 |
Mon 31 May 2021
Month end comes early for some
Monday 31st May 2021It was an early start to month-end on Friday, with the US and UK off on holiday today. NAB’s Ray Attrill says there were a lot of intra-day currency moves late in the day on Frida…
00:12:12 |
Sun 30 May 2021
More central bankers wanting to ease off the pedal
Friday 28th May 2021Three central bankers argued for a more rapid tightening of monetary policy overnight. The Bank of England’s Gertjan Vlieghe argued a scenario where rates in the UK could rise as …
00:14:43 |
Thu 27 May 2021
RBNZ talks it up, Europe talks it down
Thursday 27th May 2021The RBNZ surprised many yesterday by indicating that there could be an interest rate rise as soon as next year, which bolstered the Kiwi dollar and it hasn’t really come back do…
00:14:04 |
Wed 26 May 2021
China gets Yuan Up on the Dollar
Wednesday 26th May 2021Okay, we know The US dollar has fallen again, with rises in the Euro, and a shift up in the Yuan, but will it stick? NAB’s Ray Attrill says there have been conflicting reports …
00:14:18 |
Tue 25 May 2021
Low volumes, more risk, less inflation concerns
Tuesday 25th May 2021Equities are back on the rise and bond yields are falling, slightly, as investors seem to have accepted the line of most central banks that inflation is only transitory. The Bank…
00:12:40 |
Mon 24 May 2021
Lagarde’s tapering reluctance; vaccines winning against mutations
Monday 24th May 2021There was a strong set of numbers at the end of the week; PMI reads were generally good, UK retail bounced back and vaccines, we’re told, will do a good job against the current mu…
00:13:40 |
Sun 23 May 2021
It was another Turnaround Thursday
Friday 21st May 2021Equities bounced back in the US and Europe as markets re-evaluated the comments about the timing of tapering in this week's FOMC minutes. The US dollar is also lower, along with b…
00:13:18 |
Thu 20 May 2021
Fed taper talk pushes yields higher
Thursday 20th May 2021The FOMC minutes gave away more than expected, with the Fed suggesting it might be appropriate at some point to discuss a plan to adjust the pace of asset purchases, if the econ…
00:14:21 |
Wed 19 May 2021
US dollar heading to 2018 lows
Wednesday 19th May 2021It’s been a mixed session for US equities overnight, whilst bonds headed sideways. The main move has been the further decline in the US dollar, falling below 90 on the DXY inde…
00:12:08 |
Tue 18 May 2021
Uncertain markets change direction again
Tuesday 18th May 2021US shares fell sharply today as investors once again weighed up inflation concerns. The only new data to support rising prices was the Empire State Manufacturing Index, which sho…
00:12:21 |
Mon 17 May 2021
Inflation, confidence and retail, merely temporary
Monday 17th May 2021Share markets are riding high again in the US despite a triple whammy of disappointing reports. First, retail sales ex-auto fell 0.8 percent in April, secondly consumer sentiment …
00:13:31 |
Sun 16 May 2021
Fewer jobless claims and hopes of a faster recovery
Friday 14th May 2021USA equities came bouncing back today after yesterday’s sharp response to the higher than anticipated CPI numbers. Topday, investors clearly decided to look beyond any temporary p…
00:11:46 |
Thu 13 May 2021
The inflation shock we were warned about
Thursday 13th May 2021US CPI numbers came in on the high side today, and markets have reacted swiftly, with equities falling sharply and the bond sell-off pushing Treasury yields up, although not qui…
00:13:39 |
Wed 12 May 2021
Vertigo and Inflation Fears
Wednesday 12th May 2021Equities have taken a tumble again in the US, with the falls broader than just tech stocks. Europe too has seen sharp falls. This risk off mood is being driven by increasing in…
00:13:57 |
Tue 11 May 2021
Inflation, hugs and shrinking deficits
Tuesday 11th May 2021Inflation expectations continues to influence markets, with NAB’s Rodrigo Catril explaining why it has such a marked impact on tech stocks. Inflation in supply chains is a theme …
00:12:28 |
Mon 10 May 2021
Does the US jobs shortfall vindicate the Fed’s cautious approach
Monday 10th May 2021US non-farm payrolls markedly undershot market expectations on Friday, with just 266 thousand new payrolls, versus the expectation of close to one million. NAB’s Tapas Strickland …
00:13:18 |
Sun 09 May 2021
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