Shows / NAB Morning Call
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.
Episodes
- NAB Morning Call
Powell knocks mega-rise prospects on the head
Thursday 5th May 2022The FOMC announced a 50 basis point rate rise for the US. As NAB’s Skye Masters notes in today’s podcast, the market response was fairly…
- NAB Morning Call
RBA loses a little patience
Wednesday 4th May 2022On today’s podcast NAB’s Ivan Colhoun talks through the RBA’s higher-than-expected rate hike yesterday. Taylor Nugent adds that it was…
- NAB Morning Call
Breaking the Three Percent Barrier
Tuesday 3rd May 2022US 10-year Treasury yields snuck over three percent overnight, albeit briefly. But NAB’s Ray Attrill says this could be the psychological…
- NAB Morning Call
The week central banks get serious
Monday 2nd May 2022Last week finished with stocks well down in the US, particularly amongst high-growth tech-stocks. The reason, growing inflation concerns…
- NAB Morning Call
A fall in US GDP doesn’t signify recession, yet
Friday 29th April 2022The US delivered a sharp fall in GDP in the first quarter. It wasn’t expected and could naturally spark fears that recession could be…
- NAB Morning Call
RBA will hike next week
Thursday 28th April 2022Australian inflation rose more than expected yesterday. NAB’s Ivan Colhoun said it didn’t come as a complete surprise. NAB’s Business…
- NAB Morning Call
Russia turns off gas for Poland and Bulgaria
Wednesday 27th April 2022Big market moves today, with US shares plummeting, bond yields also falling, and commodity prices rising sharply. European gas prices…
- NAB Morning Call
Front end Fed and China’s quest for the impossible
Tuesday 26th April 2022There’s been a strong risk-off sentiment to the start of the week. NAB’s Taylor Nugent says equity investors belatedly “got the memo” on…
- NAB Morning Call
European bonds rise sharply as some ECB members talk up rate schedule
Friday 22nd April 2022Markets are a little easier to understand today. Bond yields are back on the rise, given inflation expectations and more hawkish rhetoric…
- NAB Morning Call
A Temporary Change in Direction
Thursday 21st April 2022Bond yields have fallen sharply overnight, but that doesn’t mean inflation expectations are going away, or does it? NAB’s Taylor Nugent…
- NAB Morning Call
Bond yields and equities both rise sharply. Please explain.
Wednesday 20th April 2022It’s not something that will continue for long, but US bind yields have risen sharply today, and so have equities. Which one will give…
- NAB Morning Call
A whiff of moderation as Fed hurtles to 50 point hike
Tuesday 19th April 2022There’s a fundamental difference in the approach of the ECB and the Fed, as NAB’s Tapas Strickland explains on today’s podcast. Whereas…
- NAB Morning Call
Big hikes, more inflation, but bonds settle down
Thursday 14th April 2022Despite 50 basis point hikes by the Bank of Canada and the RBNZ over the last 24 hours, bond yields haven’t moved a great deal. NAB’s…
- NAB Morning Call
A very slight glimmer of hope on inflation
Wednesday 13th April 2022US inflation rose as expected, but there’s still been a reaction in the bond markets. NAB’s Taylor Nugent says investors latched onto…
- NAB Morning Call
Stocks hit as yields rise higher still
Tuesday 12th April 2022US bond yields continue to career higher. ‘IT was another blistering night’ says NAB’s Tapas Strickland, with 10-year Treasury yields…
- NAB Morning Call
Rates push ever higher as food prices soar
Monday 11th April 2022Although there’s clearly volatility in markets, NAB’s Ray Attrill says the common thread is that yields are still rising. Even if the…
- NAB Morning Call
Consumers still spending despite all the hike talk
Friday 8th April 2022As bond yields continue to rise, particularly in the US, it seems there’s not much impact from all the hike talk on consumer spending just…
- NAB Morning Call
Fed to slash balance sheet sooner rather than later
Thursday 7th April 2022Bond markets have reacted sharply and briefly to the FOMC minutes this morning, which suggested the Fed might start slashing its balance…
- NAB Morning Call
No patience left at RBA
Wednesday 6th April 2022The RBA has lost its patience and wants to move fast, but how fast and how far? On today’s podcast NAB’s Ivan Colhoun says it’s…
- NAB Morning Call
Crimes, curves and patience
Tuesday 5th April 2022The hope of peace in Ukraine is slipping away as more evidence of war crimes emerges, suggesting diplomacy could take some time. The Euro…
- NAB Morning Call
Fed ready for a big move, ECB staring inflation in the face
Monday 4th April 2022Non-farm payrolls gave the hawks at the Fed the ammunition they wanted, and bond yields have responded. NAB’s Rodrigo Catril says the data…
- NAB Morning Call
Biden dips into reserves, Putin demands Roubles from today
Friday 1st April 2022There’s a hefty emphasis on oil and gas this morning. Putin is demanding payment in Roubles from today, but there seems to be some caveats…
- NAB Morning Call
Peace hopes fade, European inflation soars
Thursday 31st March 2022There was hope in market pricing earlier in the week that some sort of resolution over Ukraine could be sought soon. But those hopes…
- NAB Morning Call
Europe boosted by peace hopes
Wednesday 30th March 2022Markets have responded perhaps a little too favourably to peace negotiations between Russia and Ukraine in Turkey overnight. There…
- NAB Morning Call
The divided story of rate expectations
Tuesday 29th March 2022View our disclaimer and terms of use: nab.co/3shJyypView our NAB Financial Services Guide: nab.co/3rvJtI9There’s continued volatility in…
- NAB Morning Call
Ditching bonds like they are going out of fashion
Monday 28th March 2022The sell-off of bonds continues, with a further spike in yields at the end of last week. NAB’s Tapas Strickland says it’s because there…
- NAB Morning Call
American markets doing well because they are not Europe
Friday 25th March 2022View our disclaimer and terms of use: nab.co/3shJyypView our NAB Financial Services Guide: nab.co/3rvJtI9It's a very mixed and confusing…
- NAB Morning Call
Getting ready to Ruble
Thursday 24th March 2022Bond yields have come back a fair bit today. NAB’s Gavin Friend says it’s just a recalibration after the massive hikes we’ve seen over…
- NAB Morning Call
Markets support the Fed’s balancing act
Wednesday 23rd March 2022Just three weeks into March and US two-year bond yields are up 74 basis points, says NAB’s Tapas Strickland, on today’s Morning Call…
- NAB Morning Call
Powell talking faster than fast
Tuesday 22nd March 2022Bond yields have moved sharply higher as markets expect the Fed to move faster on rate rises and, potentially, drawdowns on the balance…
- NAB Morning Call
Peace hopes and understanding
Monday 21st March 2022Nobody really knows how the war in Ukraine will play out, but we kick off the week with reports from Turkey that an understanding between…
- NAB Morning Call
BoE far more cautious than the Fed
Friday 18th March 2022After a very hawkish Fed yesterday, the Bank of England has presented a much more guarded approach for the rest of the year, whilst…
- NAB Morning Call
A far from transitory Fed
Thursday 17th March 2022The Fed has met, they’ve lifted rates in the US, and given a hawkish outlook for rate increases this year and next, with a terminal…
- NAB Morning Call
China hit by COVID and Russian relationship
Wednesday 16th March 2022View our disclaimer and terms of use: nab.co/3shJyypView our NAB Financial Services Guide: nab.co/3rvJtI9Chinese equities have been…
- NAB Morning Call
Will China pick a side?
Tuesday 15th March 2022China and the US have been meeting, with the hope that talks can resolve the war in Ukraine. But China is showing little sign of…
- NAB Morning Call
Getting close to the edge
Monday 14th March 2022Fighting got very close to the Polish border over the weekend, with Russian attacks on a training base. NAB’s Rodrigo Catril says it’s…
- NAB Morning Call
ECB taper talk, while Lavrov tells-tales
Friday 11th March 2022View our disclaimer and terms of use: nab.co/3shJyypView our NAB Financial Services Guide: nab.co/3rvJtI9The war isn’t going to end…
- NAB Morning Call
Risk on, but war still on too
Thursday 10th March 2021Looking at the markets this morning you might be mistaken for thinking Vladmir Putin had resigned, but sadly not. The war is still on…
- NAB Morning Call
A glimmer of hope
Wednesday 9th March 2022View our disclaimer and terms of use: nab.co/3shJyypView our NAB Financial Services Guide: nab.co/3rvJtI9Markets have been encouraged…
- NAB Morning Call
Day 12 brought more volatility, the search for safety
Tuesday 8th March 2022View our disclaimer and terms of use: nab.co/3shJyypView our NAB Financial Services Guide: nab.co/3rvJtI9Day 12 of the war in the Ukraine…
- NAB Morning Call
Oil keeps increasing, Aussie rises above the confusion
Monday 7th March 2022View our disclaimer and terms of use: nab.co/3shJyypView our NAB Financial Services Guide: nab.co/3rvJtI9For a while over the weekend it…
- NAB Morning Call
Powell, Putin and Prices
Friday4th March 2022The Aussie dollar was one of the winners today, even as the US dollar lurches to highs not seen since the early days of pandemic. It’s been…
- NAB Morning Call
Hiking away from the fighting
Thursday 3rd March 2022View our disclaimer and terms of use: nab.co/3shJyypView our NAB Financial Services Guide: nab.co/3rvJtI9It almost seemed like business…
- NAB Morning Call
Ukraine war ratchets up risk sentiment
Wednesday 2nd March 2022View our disclaimer and terms of use: nab.co/3shJyypView our NAB Financial Services Guide: nab.co/3rvJtI9'What a night for market…
- NAB Morning Call
Moderate contagion, so far
Tuesday 1st March 2022View our disclaimer and terms of use: nab.co/3shJyypView our NAB Financial Services Guide: nab.co/3rvJtI9The sanctions against Russia are…
- NAB Morning Call
A swift response to the Ukrainian crisis
Monday 28th February 2022View our disclaimer and terms of use: nab.co/3shJyypView our NAB Financial Services Guide: nab.co/3rvJtI9There will be a shift back…
- NAB Morning Call
Putting the Squeeze on Putin’s Squalid Venture
Friday 25th February 2022View our disclaimer and terms of use: nab.co/3shJyypView our NAB Financial Services Guide: nab.co/3rvJtI9The Russian President…
- NAB Morning Call
Don’t Panic!
Thursday 24th February 2022View our disclaimer and terms of use: nab.co/3shJyypView our NAB Financial Services Guide: nab.co/3rvJtI9The Hitchhikers Guide to…
- NAB Morning Call
Biden's sanctions first step against Putin’s ‘invasion’
Wednesday 23rd February 2022View our disclaimer and terms of use: nab.co/3shJyypView our NAB Financial Services Guide: nab.co/3rvJtI9The news over Ukraine…
- NAB Morning Call
Putin supports Donbass powder keg
Tuesday 22nd February 2022Will Putin’s declared support for separatists in the Donbass region be the false flag event the West has been concerned about? Does…
- NAB Morning Call
More war talk adds to a storm of uncertainty
Monday 21st February 2022View our disclaimer and terms of use: nab.co/3shJyypView our NAB Financial Services Guide: nab.co/3rvJtI9There’s more uncertainty in…
- NAB Morning Call
Ball of confusion as Biden and Putin fight war of words
Friday 18th February 2022View our disclaimer and terms of use: nab.co/3shJyypView our NAB Financial Services Guide: nab.co/3rvJtI9There are mixed signals in…
- NAB Morning Call
Oil rising whilst Putin sits tight
Thursday 17th February 2022View our disclaimer and terms of use: nab.co/3shJyypView our NAB Financial Services Guide: nab.co/3rvJtI9There are no signs of…
- NAB Morning Call
Risk-on as Putin backs-off (a bit)
Wednesday 16th February 2022View our disclaimer and terms of use: nab.co/3shJyypView our NAB Financial Services Guide: nab.co/3rvJtI9There’s a bit more…
- NAB Morning Call
Putin on the brink, Fed ‘out of sync’
Tuesday 15th February 2022View our disclaimer and terms of use: nab.co/3shJyypView our NAB Financial Services Guide: nab.co/3rvJtI9The rhetoric is still that…
- NAB Morning Call
War talk rocks markets, all eyes on the East
Monday 14th February 2022View our disclaimer and terms of use: nab.co/3shJyypView our NAB Financial Services Guide: nab.co/3rvJtI9There was a swift response on…
- NAB Morning Call
High stakes, higher prices, bigger hikes?
Friday 11th February 2022View our disclaimer and terms of use: nab.co/3shJyypView our NAB Financial Services Guide: nab.co/3rvJtI9Markets reacted swiftly to a…
- NAB Morning Call
Bond sell-off on hold ahead of US inflation numbers
Thursday 10th February 2022View our disclaimer and terms of use: nab.co/3shJyypView our NAB Financial Services Guide: nab.co/3rvJtI9Bond yields have fallen…
- NAB Morning Call
China pushes back green agenda, UK heading for recession?
Wednesday 9th February 2022View our disclaimer and terms of use: nab.co/3shJyypView our NAB Financial Services Guide: nab.co/3rvJtI9In the absence of any big…
- NAB Morning Call
Markets still guessing the path of inflation
View our disclaimer and terms of use: nab.co/3shJyypView our NAB Financial Services Guide: nab.co/3rvJtI9In the absence of any big statistical releases markets…