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
COVID worries get classic risk-off treatment
Tuesday 27th October 2020Markets are displaying classic risk-off moves today – with equities down, bond prices up and the US dollar the safe haven currency of choice. The reasons are clear – COVID ca…
00:14:34 |
Mon 26 Oct 2020
Markets running scared at start of Halloween week
Monday 26th October 2020Last week finished with US stocks down, the US dollar down and the price of bonds down. Normally, if the sentiment is risk off and equities are down, you’d see the US dollar r…
00:13:43 |
Sun 25 Oct 2020
Trump’s Last Stand; PMI’s Galore Today
Friday 23rd October 2020In a few hours Joe Biden and Donald Trump go head to head in the last election debate. NAB's Gavin Friend says equities have picked up some momentum later in the session, poss…
00:13:24 |
Thu 22 Oct 2020
Look Who’s Talking (x2)
Monday 22nd October 2020Talks are back on. Safter setting a deadline of Tuesday, Nancy Pelosi is continuing talks with the Republicans with a view to getting a stimulus package agreed for the US by t…
00:13:31 |
Wed 21 Oct 2020
Still wishing and hoping on stimulus deal
Wednesday 21st October 2020Equities are higher in the US again today. NAB’s Tapas Strickland says it is largely on the back of continued hope that a stimulus deal will be struck. If not now, perhaps …
00:13:28 |
Tue 20 Oct 2020
Deal or No Deal, transatlantic edition
Tuesday 20th October 2020Markets are waiting to see the outcome of two on again off again decisions, both with sizeable economic consequences. Boris Johnson declared that Brexit talks were over, but …
00:12:06 |
Mon 19 Oct 2020
A calm Friday, but it could be a volatile week
Monday 19th October 2020After a fairly volatile week markets were calmer on Friday on the back of positive retail numbers from the US. NAB’s Rodrigo Catril says Republicans could use it as an excuse …
00:14:18 |
Sun 18 Oct 2020
Risk off mood as virus cases rise, Lowe’s dovishness hits bond yields
Friday 16th October 2020There’s a strong risk off mood in the air, which has pushed the US dollar higher and hit stocks. Phil Dobbie asks NAB’s Gavin Friend whether markets are now accepting that COV…
00:12:28 |
Thu 15 Oct 2020
Trump talks it up. Will Lowe talk it down?
Thursday 15th October 2020Philip Lowe, the Governor of the RBA, is talking this morning. NAB’s David de Garis tells us what to expect in terms of signalling for future stimulus measures. Stimulus is …
00:13:49 |
Wed 14 Oct 2020
The Aussie Coal Ban and Earnings Caution
Wednesday 14th October 2020The Aussie dollar has taken a hit twice in the last twenty-four hours. NAB’s Rodrigo Catril says the first hit came on reports that China was to stop importing Australian c…
00:13:09 |
Tue 13 Oct 2020
Barrett Trumps Stimulus on Columbus Day
Tuesday 13th October 2020The US senate is seemingly preoccupied with pushing through Amy Coney Barrett as Supreme Court nominee, casting aside any bandwidth for fiscal stimulus talks. Yet US equities…
00:14:20 |
Mon 12 Oct 2020
US dollar sinks along with Trumps hopes
Monday 12th October 2020The US dollar hit a two and a half year low on Friday, whilst the Chinese Yuan showed big gains. NAB’s Tapas Strickland said the dollar fell on expectations of a Biden victory…
00:11:51 |
Sun 11 Oct 2020
Markets cling on to stimulus hopes, but maybe after a Biden victory
Friday 9th October 2020Donald Trump continues to talk about a stimulus deal, even though he said it had been shelved. But NAB’s David de Garis reckons its highly unlikely anything will be done before…
00:13:48 |
Thu 08 Oct 2020
Markets bounce back on piecemeal stimulus hopes
Thursday 8th October 2020There’s been a market rebound on the hope that some sort of stimulus deal in the US is still possible before the election, but will it really happen? Phil Dobbie asks NAB’s T…
00:11:19 |
Wed 07 Oct 2020
Markets take a hit as Trump ditches stimulus talks
Wednesday 7th October 2020There’s been a strong reaction in the equity and currency markets to Donald Trump’s sudden decision to stop talks about a fiscal stimulus, even though he tweeted about the n…
00:13:14 |
Tue 06 Oct 2020
Don’t be Afraid of COVID
Tuesday 6th October 2020As the President prepares to leave for the White House there’s still hope that a deal will be reached to pass version 2 of the Heroes Act, adding more stimulus to the US econo…
00:13:41 |
Mon 05 Oct 2020
One big October surprise
Monday 5th October 2020Friday was certainly a gamechanger. The US President went into hospital without a clear picture of his condition. Now, it seems he could be returning to the White House as soon…
00:13:20 |
Sun 04 Oct 2020
Fiscal stalemate and long tunnel vision
Friday 2nd October 2020Equities in the US rose overnight despite a stalemate on the fiscal stimulus package. Optimists insist there is some hope that a deal will be reached but, as NAB’s David de Gar…
00:13:24 |
Thu 01 Oct 2020
Strong US data with no room for chicken lickens
Thursday 1st October 2020No sell off in equities after that yelling match that was apparently a presidential election debate. In fact, equities have been helped by some strong data from the US and co…
00:13:16 |
Wed 30 Sep 2020
No more heroes anymore
Wednesday 30th September 2020Despite a big jump in confidence in the Conference Board numbers for the US, there’s not much optimism in the markets today. NAB’s David de Garis says, as the virus refu…
00:13:17 |
Tue 29 Sep 2020
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