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.
Hosted on Acast. See acast.com/privacy for more information.
- Update frequency
- every day
- Average duration
- 16 minutes
- Episodes
- 1334
- Years Active
- 2020 - 2025
Let’s not get carried away
Friday 7th May 2021The Bank of England has upped its forecasts for the growth of the UK economy this year – from 5 percent a few months ago, up to 7.25 percent. The recovery is booming, it seems, but…
00:13:51 |
Thu 06 May 2021
Will the Bank of England taper before the Fed?
Thursday 6th May 2021The Fed’s board continues to talk down the prospect of tapering, pushing the argument that price rises will be transitory. There was more evidence of prices being hit by supply c…
00:13:01 |
Wed 05 May 2021
Yellen’s Rates Call Surprises, RBA ups forecast
Wednesday 5th May 2021Janet Yellen surprised the markets this morning suggesting that it might be necessary to raise interest rates to stop the economy from overheating. A call to be made by the Fede…
00:14:58 |
Tue 04 May 2021
Demand beating supply. Inflation anyone?
Tuesday 4th May 2021Demand is outstripping supply on both sides of the Atlantic. That fact shone through in today’s US manufacturing ISM, which, whilst still well over 509, at 60.7 it is quite a bit …
00:12:36 |
Mon 03 May 2021
A bad end to a solid month
Monday 3rd May 2021What data there was on Friday was largely good news, apart from the horrific turn of events in India. In the US, though, reads on consumer sentiment and Chicago’s PMI came out stro…
00:14:25 |
Sun 02 May 2021
The price of supply chain disruption
Friday 30th April 2021It’s been a choppy session for US stocks, even though the news on the economy was largely positive and earnings results have been strong. Still, equities generally pushed higher…
00:12:44 |
Thu 29 Apr 2021
Long ways to go, says Powell
Thursday 29th April 2021Excuse the American pluralisation, but “long ways to go” is the Fed’s Jerome Powell’s take on the path to recovery for the American economy, and the reason that rates won’t be…
00:14:55 |
Wed 28 Apr 2021
Treading water, but inflation expectations are on the rise again
Wednesday 28th April 2021Markets are treading water ahead of the FDOMC meeting tomorrow morning, but there’s been a sudden rise in bond yields in the US which, NBA’s Rodrigo Catril, suggests inflatio…
00:14:30 |
Tue 27 Apr 2021
Reflation reigns for now
Tuesday 27th April 2021Equities are on the rise again as risk sentiment rises following largely positive data, including the PMIs talked about in yesterday’s Morning Call. Data over the last 24 hour …
00:12:38 |
Mon 26 Apr 2021
Risk on, for how long?
Monday 26th April 2021Markets were on a positive frame of mind at the end of the week, with a strong set of PMIs in the US and Europe, which helped push equities still higher in America. But how much…
00:11:56 |
Sun 25 Apr 2021
ECB avoids taper-talk, Biden’s rumoured tax grab
Friday 23rd April 2021Shares in the US have fallen this morning on news of a sizeable hike in capital gains for wealthy Americans. Although not officially released, NAB’s Gavin Friend explains how th…
00:12:54 |
Thu 22 Apr 2021
Hawkish BoC boosts Canadian dollar
Thursday 22nd April 2021The Canadian dollar has been boosted by the Bank of Canada markedly increasing their growth forecasts for this year, bringing forward the expected date of rate rises and intro…
00:13:50 |
Wed 21 Apr 2021
Market cautious over speed of recovery
Wednesday 21st April 2021There’s a cautious mood in the markets right now, with US stocks down, with smaller caps hit particularly hard. NAB’s Ray Attrill discusses whether this is all down to a reva…
00:13:41 |
Tue 20 Apr 2021
Wall Street pulls back during a quiet session
Tuesday 20th April 2021US equities dipped a little overnight, pulling back from record highs. NAB’s Tapas Strickland says there does seem to be a habit for a selloff whenever equities climb above the…
00:11:40 |
Mon 19 Apr 2021
Bitcoin stalls, but US economy set to rip
Monday 19th April 2021There’s still plenty of positive sentiment around as the US, UK and Europe continue to vaccinate at pace. Europe has picked up pace and now jabbed 20 percent of its adult popula…
00:11:26 |
Sun 18 Apr 2021
Topsy Turvey Response to a Good News Day
Friday 16th April 2021The news was largely positive overnight. Retail sales in the US were better than expected, initial jobless claims were down, the Philly Fed and Empire Manufacturing Surveys were…
00:12:29 |
Thu 15 Apr 2021
Earnings up, Aussie confidence on a roll, oil shoots higher
Thursday 15th April 2021Equities came back off the highs we saw on Tuesday/Wednesday, but their decline didn’t reflect the sentiment in the market. In fact, a four percent rise in oil has been a bett…
00:13:19 |
Wed 14 Apr 2021
Vaccine slow down and inflation signs
Wednesday 14th April 2021It’s been a session with mixed messages. Inflation is showing up in data, including higher than expected CPI in the US yesterday. We’re seeing it in input prices in the NAB B…
00:12:43 |
Tue 13 Apr 2021
US CPI today; all jabs are not equal
Tuesday 13th April 2021It’s been a fairly quiet session overnight, with bond auctions garnering a little less interest than last time, and more to come today. We also get CPI numbers for the US today…
00:13:08 |
Mon 12 Apr 2021
New highs, fast jabs and more inflation brush off
Monday 12th April 2021Equities in the US finished Friday on new highs, ahead of corporate earning this week and despite a rise in bond yields. NAB’s Tapas Strickland says a lot of the optimism is bei…
00:12:34 |
Sun 11 Apr 2021
Disclaimer: The podcast and artwork embedded on this page are the property of NAB - The Morning Call. This content is not affiliated with or endorsed by eachpod.com.