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
- 1333
- Years Active
- 2020 - 2025
More positive vaccine news, but equities are cautious
Tuesday 24th November 2020Astra Zeneca announced the results of their trials, with efficacy up to 90 percent with a drug that is cheaper to produce and easier to distribute. Yet the markets were caut…
00:13:44 |
Mon 23 Nov 2020
Revised Aussie Growth Forecast and a Fed-Treasury Spat
Monday 23rd November 2020NAB has revised its forecasts for growth in the Australia economy. NAB’s Tapas Strickland talks us through it, plus Josh Fryenberg’s plans to boost invest from larger corpora…
00:12:16 |
Sun 22 Nov 2020
Lockdown jitters
Friday 20th November 2020Schools out for winter in New York as COVID cases in the US continue to rise, with the country passing a quarter of a million deaths from the virus. Phil Dobbie talks to NAB’…
00:14:34 |
Thu 19 Nov 2020
Lockdowns and infections overshadow further positive vaccine news
Thursday 19th November 2020Markets continue to be torn between the good news and the bad news. On the positive side, Pfizer is set to apply for emergency authorisation for its COVID-19 vaccine. NAB’s…
00:14:32 |
Wed 18 Nov 2020
Markets take a breather, but standby for more vaccine news
Wednesday 18th November 2020There was no new vaccine news overnight and the markets seemed a little disappointed by that, with equities down and a move to government bonds. But NAB’s Tapas Strickland…
00:12:25 |
Tue 17 Nov 2020
And another one
Tuesday 17th November 2020Markets have been lifted higher on further vaccine news, with Moderna saying their trials have shown 94.5 percent effectiveness. NAB’s Rodrigo Catril says markets are pricin…
00:14:14 |
Mon 16 Nov 2020
Vaccine vs infections– the only news that seems to matter
Monday 16th November 2020Last week was a volatile one, but markets enthusiasm stemming from the hope of a vaccine led the charge, with some shifting of focus on equity markets. That said, infection n…
00:14:31 |
Sun 15 Nov 2020
Markets realise there’s tumult before a vaccine
Friday 13th November 2020This week’s earlier optimism over a possible vaccine for COVID-19 has disappeared completely, with equities falling and bond prices rising. NAB’s Gavin Friend says rising COV…
00:13:17 |
Thu 12 Nov 2020
Vaccine rally continues, but central banks are more guarded
Thursday 12th November 2020Even though the markets continue to respond positively to the hope of a vaccine, central bankers seem to be taking a more cautious tone. NAB’s David de Garis said the tone …
00:13:52 |
Wed 11 Nov 2020
Tech hit by vaccine and antitrust moves. RBNZ today, less dovish perhaps?
Wednesday 11th November 2020Those vaccine hopes continue today, even though there were warnings from Fed officials that the economy still faced ongoing impacts from COVID-19, with structural differen…
00:12:52 |
Tue 10 Nov 2020
Markets Injected with Vaccine Furore
Tuesday 10th November 2020The markets have scarcely had time to respond to the news that Joe Biden is the next President of the United States than we’re it with the (potentially bigger) news that Pfi…
00:13:54 |
Mon 09 Nov 2020
A blue wave is still possible, but two months of ‘no’
Monday 9th November 2020There’s still a chance that in January the Democrats will take control of the Senate. Until then, President Trump is still in charge and the US faces rising COVID cases withou…
00:13:29 |
Sun 08 Nov 2020
Biden likely to win. Fed on hold. Fiscal stimulus desperately needed.
Friday 6th November 2020Depending on which news source you choose, Biden has either 253 or 264 electoral college votes. We’re likely to find out today, but Donald Trump’s legal challenges could delay…
00:14:50 |
Thu 05 Nov 2020
Divided They Stand
Thursday 5th November 2020US equities have climbed as the US goes through Wednesday without a clear winner in the election. It seems likely Biden will win, with five key states still undecided and mi…
00:12:59 |
Wed 04 Nov 2020
Lowe goes heavy, US stocks run hot on Biden hope
Wednesday 4th November 2020The RBA announced cuts to interest rates and a step up in bond buying yesterday. NAB’s Tapas Strickland says, as other banks follow, there won’t be any influence in the str…
00:13:18 |
Tue 03 Nov 2020
Markets turn green on hope of a blue victory
Tuesday 3rd November 2020Markets flipped from Friday’s share and bond sell-off, with more optimism a day or two out from what is expected to be a Biden victory. NAB’s Ray Attrill also points to very …
00:13:55 |
Mon 02 Nov 2020
Prepare for a bumpy start to November
Monday 2nd November 2020After the markets finished with a strong equities and bond sell-off on Friday, expect a busy week, with the RBA, the Fed and Bank of England all meeting, with the difficult jo…
00:13:08 |
Sun 01 Nov 2020
US GDP bounces back, and so do equities, for now
Friday 30th October 2020Markets turned around again, with equities rising sharply. How much of it is the anticipation of Q3 tech company earnings results after the US close, how much of it is the str…
00:13:59 |
Thu 29 Oct 2020
Markets hit hard on concerns over COVID and the election aftermath
Thursday 29th October 2020US equities have been hit hard today, the third day of losses, with the US dollar rising. NAB’s David de Garis said the markets hit the decks running as they opened in Europ…
00:13:40 |
Wed 28 Oct 2020
Is the Biden Trump gap closing?
Wednesday 28th October 2020There’s a risk that next week’s US election is more contestable than we might have considered a week ago. NAB’s Tapas Strickland says late surge polling could fall in the P…
00:13:59 |
Tue 27 Oct 2020
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.