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
Yellen Denies Great inflation Expectations
Tuesday 9th February 2021Janet Yellen shrugged off concerns about the Biden stimulus package unleashing inflation on the US economy. As NAB’s Tapas Strickland discusses on today’s podcast, it continu…
00:13:35 |
Mon 08 Feb 2021
Inflation debate over Biden’s stimulus as jobs growth disappoints
Monday 8th February 2021Friday’s non-farm payrolls numbers in the US surprised on the downside. NAB’s Rodrigo Catril says a big downward revision to the December numbers also disappointed. The good n…
00:13:11 |
Sun 07 Feb 2021
US and UK blossom, as Euro struggles
Friday 5th February 2021Today’s moves reinforce the emerging story of two destinies. The UK and the US are well ahead of Europe on vaccine rollouts, and that seems to be the major focus of markets ri…
00:13:16 |
Thu 04 Feb 2021
New Zealand, first out? Mario’s return. Oil at pandemic high.
Thursday 4th February 2021New Zealand’s labour force data yesterday showed a strong fall in unemployment, possibly down to NAIRU levels. Phil Dobbie asks NAB’s Ray Attrill whether this means inflatio…
00:15:20 |
Wed 03 Feb 2021
Philip Lowe set to explain the dovish RBA stance
Wednesday 3rd February 2021All eyes and ears will be on Philip Lowe’s speech today, following the very dovish outlook from the RBA yesterday. Despite our expectation on yesterday’s podcast that they …
00:13:25 |
Tue 02 Feb 2021
Moving on from GameStop, back to abnormality
Tuesday 2nd February 2021In normal times an episode like the Reddit induced short squeeze would eventually see markets return to normal. Normal today, of course, is a market driven by COVID-19 news, …
00:13:26 |
Mon 01 Feb 2021
Reddit Warriors, Vaccine Nationalism and Morrison’s Budget Repair
Monday 1st February 2021Equities were hit hard on Friday as the Reddit warriors made their mark. NAB’s Tapas Strickland says the regulators response is to side with the retail investors, eager to inv…
00:13:39 |
Sun 31 Jan 2021
Reddit Rebels shut out, US growth slows
Friday 29th January 2021US equities have bounced back after a day influenced by speculative trading on retail platforms, like Robin Hood, with investors spurred on by chatter on Reddit. The app has s…
00:13:04 |
Thu 28 Jan 2021
Big falls in shares ahead of a dovish Fed
Thursday 28th January 2021The markets have so far been unmoved by the DOFMC announcement, perhaps because it said so little. No move in rates or QE and a reliance on vaccine news before taking furthe…
00:12:57 |
Wed 27 Jan 2021
Asian equities hit, US stimulus delayed, Aussie inflation today
Wednesday 27th January 2021The IMF has upped their forecasts for global growth but, as NAB’s Tapas Strickland suggests on this morning’s podcast, markets don’t tend to pay a lot of attention to these…
00:13:49 |
Tue 26 Jan 2021
Vaccine delays throw dampener on recovery timelines
Monday 25th January 2021Markets turned sharply to a risk-off mood at the end of last week, on the realisation that vaccine roll outs will take longer than hoped whilst infections are growing. NAB’s R…
00:13:16 |
Sun 24 Jan 2021
ECB sticks with bond buying plans and readies for double dip recession
Friday 22nd January 2021The ECB changed nothing overnight, with President Lagarde saying risks remained on the downside. NAB’s Gavin Friend says German bond yields rose as she suggested the full exte…
00:14:02 |
Thu 21 Jan 2021
Inauguration Day Highs
Thursday 21st January 2021Former President Donald Trump often remarked about how his administration saw record highs in US equities. If the President has any control over that, Joe Biden can make the…
00:12:09 |
Wed 20 Jan 2021
America Goes Gaga as Janet Yellen Acts Big
Wednesday 20th January 2021It’s Inauguration Day, or it will be when Wednesday eventually ticks round in the US. Lady Gaga will sing the National Anthem before Biden moves into the Oval Office and wo…
00:13:24 |
Tue 19 Jan 2021
Trump’s last day – how much will Biden undo?
Tuesday 19th January 2021Markets are looking through the prospect on any unrest on inauguration day, but the more immediate question is what with the President do today? Reuters is reporting he is wi…
00:11:44 |
Mon 18 Jan 2021
Is Biden’s Honeymoon Over Already?
Monday 18th January 2021Markets responded at the end of the week to Joe Biden’s proposals for stimulating the US economy. As NAB’s Rodrigo Catril points out in today’s Morning Call, markets questione…
00:13:00 |
Sun 17 Jan 2021
Bond yields rise further as Powell puts paid to tapering
Friday 15th January 2021Bond yields were already on the rise before Fed chairman Jerome Powell talked down the likelihood of any easing in bond purchases this year. NAB’s Gavin Friend says he indicat…
00:13:04 |
Thu 14 Jan 2021
Bond yields fall on less taper talk; Biden ready to spend big
Thursday 14th January 2021An ensuing impeachment of the US President continues to be of little concern to the markets, with more focus on the words coming from central bankers. NAB’s Tapas Strickland…
00:11:48 |
Wed 13 Jan 2021
Treasury appetite is still strong
Wednesday 13th January 2020With yields rising there’s been a question mark over whether the appetite for treasury bonds is falling, ahead of trillions expected in new government debt. On today’s podc…
00:14:31 |
Tue 12 Jan 2021
How much stimulus is too much?
Tuesday 12th January 2020Bond yields continue to rise In the US as markets prepare for an expected multi-trillion dollar stimulus package from the President-elect. We’ve seen bond yields hit new high…
00:14:34 |
Mon 11 Jan 2021
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