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
- 1333
- Years Active
- 2020 - 2025
Markets Lacklustre, Unsurprising FOMC minutes
Thursday 8th April 2021It’s been one of the quietest sessions for some time. The FOMC said nothing that surprised markets, and Janet Yellen detailing how they would pay for the $2.25 trillion infrast…
00:11:49 |
Wed 07 Apr 2021
Consolidating and vaccinating
Wednesday 7th April 2021There were no significant market moves overnight. The US dollar has fallen a little further, bond yields are down and equities have cooled somewhat. NAB’s David de Garis says,…
00:13:07 |
Tue 06 Apr 2021
US bounce pushes equities to record highs
Tuesday 6th April 2021US equities have been boosted by a string of positive data. The ISM manufacturing read at the end of last week bounced back sharply, and the services number reached a new record…
00:12:59 |
Mon 05 Apr 2021
Markets Rally Ahead of Biden’s Philly Talk
Thursday 1st April 2021Joe Biden and Treasury Secretary Yellen are about to give the details of their long-awaited infrastructure spending plan, but NAB’s Tapas Strickland tells Phil Dobbie that most…
00:14:15 |
Wed 31 Mar 2021
Biden the builder
Wednesday 31st March 2021US 10 year Treasury yields hit a 14 month high overnight, as the US dollar rose higher. Phil Dobbie asks NAB’s Ray Attrill how much of today’s movement can be attributed to e…
00:14:09 |
Tue 30 Mar 2021
Open for business
Tuesday 30th March 2021NAB’s Gavin Friend says, early in the session the fire-sale of $20 billion of stocks held by Archegos Capital was all everyone was talking about. But, as it became clear there …
00:12:45 |
Mon 29 Mar 2021
Optimism, despite block trades and blocked trade
Monday 29th March 2021There was quite a bit of optimism in the air on Friday as we career towards the end of the month and the end of the quarter this week. NAB’s David de Garis says this could accou…
00:14:00 |
Sun 28 Mar 2021
Mixed sentiment sees markets move sideways
Friday 26th March 2021It’s been another mixed session. NAB’s Gavin Friend says, on the one side there’s the tantalising prospect of an economic reopening in the northern hemisphere that is almost tou…
00:14:58 |
Thu 25 Mar 2021
A wedged ship, vaccine wrangles add to delay concerns
Thursday 25th March 2021There’s a realisation emerging, says NAB’s Gavin Friend, that even though countries are pressing ahead with vaccine role outs, the speed of recovery might be slower than envis…
00:13:49 |
Wed 24 Mar 2021
Oil price spills over COVID recovery concerns
Wednesday 24th March 2021Market sentiment has switched in the last 24 hours, with concerns that the economic recovery from COVID-19 might be slower than anticipated. The airline industry will feel so…
00:14:26 |
Tue 23 Mar 2021
US bond yields fall; risk sentiment boosts equities
Tuesday 23rd March 2021There were big rises in US shares overnight, with the NASDAQ rising 1.7% in this session, helped by a moderate fall in Treasury yields. NAB’s Tapas Strickland says news of a hi…
00:14:12 |
Mon 22 Mar 2021
SLR and all that
Monday 22nd March 2021The Fed will push on with ending its lower capital requirements held against Treasurys, sticking with a schedule that will see the so-called supplementary-leverage ratio (SLR) e…
00:13:31 |
Sun 21 Mar 2021
Fed pushes bond yields up, Russia drives oil down
Friday 19th March 2021There was more reaction to the FOMC meeting today, with bond yields rising sharply. Oil has also risen a lot as tensions mount between the US and Russia. Biden referring to Puti…
00:13:50 |
Thu 18 Mar 2021
Strong market reaction as Fed changes nothing
Thursday March 18th 2021The Fed has upped its growth expectations for the US economy, driven by the fiscal support and the vaccine rollout. But Fed Chair Powell says they are still expecting to keep …
00:13:42 |
Wed 17 Mar 2021
Slow movement, soft data
Wednesday 17th March 2021There wasn’t much movement in shares, bond yields or currencies overnight, despite weaker retail numbers out of the US. It’s a different story for Australia with strong jobs …
00:14:18 |
Tue 16 Mar 2021
Clots slow down the EU vaccine rollout
Tuesday 16th March 2021The fear of blood clots from injections means use of the Astra Zeneca vaccine has been suspended in an increasing number of European countries, slowing down the rollout, whilst…
00:12:21 |
Mon 15 Mar 2021
Yields higher, jabs faster, inflation expectations lower
Monday 15th March 2021Bonds yields rose sharply again on Friday, with 10 year Treasuries reaching their highest level since February last year. NAB’s Tapas Strickland says the inflation break-even co…
00:13:42 |
Sun 14 Mar 2021
ECB to buy faster, US job claims slowing
Friday 12th March 2021Asset markets continue to be drawn by bond markets, says NAB’s David de Garis, on today’s podcast. With stimulus coming down the line, and jobs data showing further signs of rec…
00:13:09 |
Thu 11 Mar 2021
Low US inflation, Lowe’s go slow, China borrows to grow
Thursday 11th March 2021The US 10 years notes auction this morning was a little softer than anticipated, but saw yields higher than last time. But NAB’s Gavin Friend says the story of the day was rea…
00:10:40 |
Wed 10 Mar 2021
Another big share flip and a boost in Aussie business confidence
Wednesday 10th March 2021Shares have reverted to a focus on tech in the US with a sharp rise in tech stocks. In fact, almost everything is a reversal on yesterday, with the US dollar weakening, the A…
00:13:58 |
Tue 09 Mar 2021
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