NAB Morning Call
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- Update frequency
- every day
- Average duration
- 16 minutes
- Episodes
- 1334
- Years Active
- 2020 - 2025
Europe - Cut Rates and Rearm
Friday 7th March 2025
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It’s a difficult high wire act for the ECB right now. They have cut rates as inflation…
Europe’s Bonds Dive
Thursday 6th March 2025
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German bund prices have seen the biggest single day fall since the collapse of the B…
The trade war has begun, the battle over Ukraine defences continues.
Wednesday 5th March 2025
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It has been an alarming 24 hours. The US has applied tariffs on Mexico and Canada, …
An ocean apart
Tuesday 4th March 2025
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Ukraine is behind a world of difference between US and European markets today. Europe…
Keeping the dream alive
Monday 3rd March 2025
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There were two bits of news to drive markets on Friday, First, that press conference t…
Weekend Edition - Where Australia sits in a Trumpian world
Friday 28th February 2025
Please note this communication is not a research report and has not been prepared by NAB Research analysts. Read the full disclaimer here.
The consequences of President Trump’…
Did I say April? I meant March.
Friday 28th February 2025
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President Trump has made some more sharp moves on tariffs. The date for Mexico and…
Tariffs: Mexico and Canada delayed, 25% coming Europe’s way
Thursday 27th February 2025
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President Trump has his first cabinet meeting and announced delays on the introd…
Feeling Risky
Wednesday 26th February 2025
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This morning the Aussie dollar is down whilst safe haven currencies have risen,…
Markets coast as politics turns to peace talks
Tuesday 25th February 2025
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There’s a bit of buying the dip, says Sally Auld, NAB’s Chief Economist in waitin…
A less confident US, a more divided Germany
Monday 24th February 2025
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Friedrich Merz is likely to be the new Chancellor in Germany, but the exit polls s…
Weekend Edition: Germany: Not a great time to change government
Friday 21st February 2025
Please note this communication is not a research report and has not been prepared by NAB Research analysts. Read the full disclaimer here.
Germans will head to the polls on …
Walmart worried, Trump mentions China deal
Friday 20th February 2025
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It’s not all good news from the US. Although Walmart reported strong profit growth…
Is ECB rate still restrictive? Aussie employment today’s focus.
Thursday 20th February 2025
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Markets reacted strongly to comments from the ECB’s Isabel Schnabel who question…
RBA easing slowly. More cuts “no lay-down misère”
Wednesday 19th February 2025
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The RBA cut rates yesterday, but is the first one in this cycle also the last o…
US & Europe: Divided they stand
Tuesday 18th February 2025
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The whole European defence issue is becoming very complicated. Phil makes sense o…
Have markets stopped believing?
Monday 17th February 2025
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You’d have thought, perhaps, that the threat of tariffs on any country charging GS…
Weekend Edition: The Irvine Fix: Simplicity, Productivity and Confidence
Please note this communication is not a research report and has not been prepared by NAB Research analysts. Read the full disclaimer here.
This week Phil talks with NAB's CEO, Andrew Irvine, discussin…
Trump’s Big Day includes VAT
Friday 14th February 2025
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President Trump has announced that his reciprocal tariffs could start as soon as A…
Weaker dollar, rising inflation, falling US shares. Not so rock n’ roll America.
Thursday 13th February 2025
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Donald Trump posted on Truth Social that the Fed should lower interest rates to …