Double Disruption
Monday 20th July 2026
NAB Markets Research Disclaimer
Financial Services Guide | Information on our services - NAB
Oil prices were pushed higher as tensions in the Gulf escalate, and with more happening over the weekend there’s every chance oil prices will push higher still. Tech stocks took a hit on Friday with news of the imminent release of Kimi K3, China’s latest agentic open-source AI offering that challenges the supposed superiority of US solutions. NAB’s Ray Attrill joins Phil to discuss both developments, and to look ahead to a week dominated by CPI numbers (NZ, UK, Japan, and Canada)…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.