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
Turning away from tech as yields push higher
Tuesday 9th March 2021Us Treasury yields pushed steadily higher overnight, reaching 1.6 percent for 10 year Treasuries. These higher rates have loosened the appetite for tech stocks in the US and Eur…
00:13:05 |
Mon 08 Mar 2021
US – strong jobs numbers, $1.9 trillion injection almost there
Monday 8th March 2021The US senate has passed the $1.9 trillion stimulus package, so it will almost certainly become law this week. Phil Dobbie asks NAB’s Ray Attrill whether this will add to inflati…
00:14:02 |
Sun 07 Mar 2021
Powell gives no answers, bond yields climb again
Friday 5th March 2021Bond yields are on the rise, in the US and in Australia – for very similiar reasons. Jerome Powell failed to reassure markets that the Fed had a plan to cope with rising yields. …
00:14:59 |
Thu 04 Mar 2021
Bond yields are at it again
Thursday 4th March 2021Bond yield have been rising sharply overnight. This time it’s being driven not just by optimism about the speed of the global recovery, but also by the likelihood that the UK g…
00:13:39 |
Wed 03 Mar 2021
Australia’s growth, China’s warning
Wednesday 3rd March 2021All eyes will be on Australia’s GDP read this morning, which NAB’s Ray Attrill says is expected to be close to 3% growth QoQ, driven by consumer spending. The warnings yesterd…
00:13:19 |
Tue 02 Mar 2021
RBA buys up ahead of today’s meeting
Tuesday 2nd March 2021The RBA might have left itself with very little to say today, having upped their bond buying in response to the sharp rise in yields last week. With bond yields still significan…
00:11:52 |
Mon 01 Mar 2021
Bond yields switch direction as volatility continues
Monday 1st March 2021Friday saw a reversal in the bond sell-offs earlier in the week, seeing 10 year yields in the US falling back top 1.4%. Phil Dobbie asks NAB’s Rodrigo Catril whether the RBA can …
00:14:02 |
Sun 28 Feb 2021
A big bond sell-off.
Friday 26th February 2021Despite the increasing dovishness of central bankers the markets have been selling government bonds like they are going out of fashion. That’s resulting in huge increases in …
00:13:32 |
Thu 25 Feb 2021
The battle to be king of the doves
Thursday 25th February 2021As the reflation trade continues to push bond prices lower and commodities higher, central bankers are fighting amongst themselves as to who can sound the most dovish. That…
00:13:42 |
Wed 24 Feb 2021
Will the RBA play catch up?
Wednesday 24th February 2021Many believe the RBA didn’t go far enough on Monday, buying up a $1 billion of bond purchases in the face of sharply rising bond yields. NAB’s Tapas Strickland points to s…
00:13:36 |
Tue 23 Feb 2021
Bond yields go crazy, Aussie dollar hits another multi-year high
Tuesday 23rd February 2021Australian 10 year bond yields have nudged 1.65 percent for the first time since May 2019. NAB’s Rodrigo Catril says the market was clearly disappointed by the RBA’s resolve…
00:13:44 |
Mon 22 Feb 2021
Multi-year highs for the Aussie Dollar and Sterling, whilst US yields shoot higher
Monday 22nd February 2021There was a big rise in the Aussie dollar and the pound on Friday, both reaching multi-year highs. NAB’s Ray Attrill says rising commodity prices are the single biggest influ…
00:12:47 |
Sun 21 Feb 2021
US equities fall, pound rises ahead of Boris’ escape plan
Friday 19th February 2021There have been big falls in US equities overnight after higher than anticipation jobless claims, showing its not a smooth recovery for the US. Bond yields on both sides of t…
00:12:26 |
Thu 18 Feb 2021
The US: more shopping, higher producer prices
Thursday 18th February 2021There was a strong bounce back in US retail sales in January, helped by the arrival of $600 into most people’s bank accounts. NAB’s Gavin Friend says this is a clear sign o…
00:13:22 |
Wed 17 Feb 2021
Treasury yields rise sharply as reflation rolls on
Wednesday 17th February 2021Equities were mixed in the US overnight, but the S&P did manage to claw out a new record high, whilst the NASDAQ fell. The biggest movements, though, have been in treasury…
00:13:14 |
Tue 16 Feb 2021
US rest day can’t stop reflation
Tuesday 16th February 2021America has been off work for Presidents Day, but that hasn’t stopped markets optimistically looking to a world where COVID-19 isn’t centre stage. The reflation trade contin…
00:13:06 |
Mon 15 Feb 2021
All the ex-President’s men
Monday 15th February 2021There’s absolutely no surprise that Donald Trump has been acquitted in Washington, which means he could stand for office again. It also means a number of Republicans felt the…
00:13:03 |
Sun 14 Feb 2021
Powell’s slow road, Biden plays it cool with China
Friday 12th February 2021It’s been a relatively quiet 24 hours with only slight market moves, with traders absorbing the dovish outlook presented by Jerome Powell at the Economics Club this time yest…
00:12:29 |
Thu 11 Feb 2021
Markets bide their time, with soft US inflation and a Dovish Riksbank
Thursday 11th February 2021Markets have been fairly subdued on the back of soft inflation numbers in the US, and as investors hold off for any revelations from Jerome Powell as he addresses the Econo…
00:12:47 |
Wed 10 Feb 2021
China’s Credit Surprise Boosts Euro. Here’s why.
Wednesday 10th February 2021The Euro gained on two fronts overnight. First, Super Mario Draghi looks set to run the Italian government, and is likely to announce his cabinet today. Secondly, we’ve se…
00:12:24 |
Tue 09 Feb 2021
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