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
Taxing issues don’t hold back risk sentiment
Tuesday 29th September 2020US and European equities rose sharply, with rising confidence seeing a fall in the US dollar and a rise in the Aussie. The reports that the US President has paid very littl…
00:10:57 |
Mon 28 Sep 2020
Courting support ahead of election debates
Monday 28th September 2020COVID19 cases continue to rise in Europe, with numbers in the UK and France now well above the first wave. Yet, whilst there’s very little in the way of new data to influenc…
00:13:03 |
Sun 27 Sep 2020
Are bailouts bygones?
Friday 25th September 2020Equities were rising again in the US overnight on the hopes that a stimulus deal would be struck between the GOP and Democrats, but as optimism turned to reality, prices fel…
00:12:39 |
Thu 24 Sep 2020
Aussie dollar dips lower as risk sentiment rises
Thursday 24th September 2020NAB had forecast that the Aussie dollar would reach 74 US cents by the end of the year. It did earlier this month but, as global risk sentiment rises, it is rapidly losing…
00:13:07 |
Wed 23 Sep 2020
Powell asks for support, Debelle hints at easing, NAB revises rates forecasts
Wednesday 23rd September 2020In the US Jerome Powell spelt out very clearly in his testimony before Congress that more fiscal stimulus was needed and had been assumed by many board members in their p…
00:13:57 |
Tue 22 Sep 2020
Equities fall, bond yields weaken, virus concerns rise
Tuesday 22nd September 2020Concerns over the impact if a second wave in the US and Europe seem to be gathering momentum, driving investors to government bonds and safe-haven currencies. NAB’s Gavin F…
00:13:11 |
Mon 21 Sep 2020
Now, a word from your central bank
Monday 21st September 2020As COVID-19 cases rise in many parts of the world, and more restrictive measures likely in the UK and Europe, there’s the question of what more central banks can do to help …
00:12:57 |
Sun 20 Sep 2020
Equites fall again, BoE talks negative rates
Friday 18th September 2020It’s been a topsy turvy session overnight, that’s seen equities slide even though a day ago the FOMC was signalling years of near zero interest rates. NAB’s Gavin Friend say…
00:13:45 |
Thu 17 Sep 2020
Fed says three years near zero
Thursday 17th September 2020US interest rates will be lower for longer – that’s the takeout from today’s FOMC meeting. So, what are the implications of three, perhaps four years, of near zero rates? …
00:15:04 |
Wed 16 Sep 2020
China shops, RBA waits, FOMC meets
Wednesday 16th September 2020Equities are on the rise again in the US. NAB’s Gavin Friend says it has been driven by a flurry of M&A activity, alongside vaccine hopes and reasonable activity numbers …
00:13:53 |
Tue 15 Sep 2020
Pfizer vaccine by year end and more easing by the RBA?
Tuesday 15th September 2020Shares climbed in the US today on the hope that Pfizer will have a vaccine ready by the end of the year. It’s a promise made by their CEO at the weekend and touted by the U…
00:13:34 |
Mon 14 Sep 2020
Six months on, a still uncertain future
Monday 14th September 2020It’s just over six months since the COVID-19 pandemic was declared and we’re all still unsure about how it will all end. NAB’s Tapas Strickland said we can expect some optim…
00:12:27 |
Sun 13 Sep 2020
Pound pummelled as UK EU relationship turns sour
Friday 11th September 2020The pound lost further ground today as the EU objected to a new government bill that would unilaterally overturn the Withdrawal Agreement. NAB’s Gavin Friend says observers …
00:13:45 |
Thu 10 Sep 2020
Equities bounce back ahead of ECB meeting
Thursday 10th September 2020There’s been a rebound in risk sentiment which NAB’s Tapas Strickland has been driven by a buy-the-dip mentality, with opinions still divided as to whether tech stocks rem…
00:12:18 |
Wed 09 Sep 2020
US equities hit again, Boris and Donald play tough guys
Wednesday 9th September 2020US equities have had a third session with substantial falls. NAB’s Gavin Friend says the damage is largely confined to the tech sector but there is evidence that it could …
00:12:38 |
Tue 08 Sep 2020
Brexit Brinkmanship and the Melbourne effect
Tuesday 8th September 2020A drop in the pound was the only significant market move today, driven by threats from Boris Johnson to walk away in mid-October if he doesn’t get the Brexit deal he wants. …
00:11:42 |
Mon 07 Sep 2020
US jobs coming back, but harder from here
Monday 7th September 2020US jobs data on Friday helped the equities market to regain a little composure as it fell for the second day. It also saw Treasury yields rise sharply, steepening the curve. …
00:13:30 |
Sun 06 Sep 2020
Sobering up; equities hit, Aussie dollar slides ahead of a slow recovery
Friday 4th September 2020There have been massive falls in US equities, particularly tech stocks. NAB’s David de Garis says thin trading in summer can always create sharper moves, but there’s little d…
00:13:36 |
Thu 03 Sep 2020
A slower recovery than hoped for? Yet equities still rise.
Thursday 3rd September 2020The US dollar managed a slight recovery in the overnight session, which has also seen continued growth in US equities, echoed across the Atlantic. On today’s podcast Phil D…
00:14:17 |
Wed 02 Sep 2020
Europe’s prices drop, US shares rise, Aussie GDP today
Wednesday 2nd September 2020Deflation in Europe comes as no surprise, just as the shift in the Fed’s monetary policy seems likeold news, but NAB’s Gavin Friend explains how the markets are still adju…
00:14:24 |
Tue 01 Sep 2020
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