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
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…
- NAB Morning Call
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…
- NAB Morning Call
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…
- NAB Morning Call
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…
- NAB Morning Call
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…
- NAB Morning Call
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…
- NAB Morning Call
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…
- NAB Morning Call
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…
- NAB Morning Call
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…
- NAB Morning Call
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…
- NAB Morning Call
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…
- NAB Morning Call
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…
- NAB Morning Call
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…
- NAB Morning Call
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…
- NAB Morning Call
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…
- NAB Morning Call
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…
- NAB Morning Call
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…
- NAB Morning Call
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…
- NAB Morning Call
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…
- NAB Morning Call
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…
- NAB Morning Call
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…
- NAB Morning Call
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…
- NAB Morning Call
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…
- NAB Morning Call
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…
- NAB Morning Call
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…
- NAB Morning Call
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…
- NAB Morning Call
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…
- NAB Morning Call
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…
- NAB Morning Call
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…
- NAB Morning Call
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…
- NAB Morning Call
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…
- NAB Morning Call
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…
- NAB Morning Call
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…
- NAB Morning Call
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…
- NAB Morning Call
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…
- NAB Morning Call
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…
- NAB Morning Call
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…
- NAB Morning Call
Aussie dollar flying high, US equities stall
Tuesday 1st September 2020The Australian and NZ dollars reached two-year highs in the overnight session, with the US dollar declining further. Phil Dobbie asks…
- NAB Morning Call
US dollar falls as Fed’s policy sinks in
Monday 31st August 2020NAB’s Ray Attrill says the US dollar bore the brunt of Friday’s reflective thinking on Jerome Powell’s Jackson Hole speech. He says, if…
- NAB Morning Call
Powell’s average address
Friday 28th August 2020Jerome Powell used his virtual address to the Jackson Hole Symposium to announcer the Fed’s strategy of targeting an ‘average’ 2%…
- NAB Morning Call
High winds, high hopes and higher equities
Thursday 27th August 2020There’s continued optimism in the markets, with equities reaching new highs again, helped on by better than expected durable goods…
- NAB Morning Call
Choppy waters, with a flash of hope for Germany
Wednesday 26th August 2020The US dollar is down again this morning, with equities up and touching new highs again. More significantly, we’ve seen sizeable…
- NAB Morning Call
Looking on the bright side of life
Tuesday 25th August 2020US equities reached new highs again, with big gains also in Europe. NAB’s Rodrigo Catril says investors are back to reacting to the…
- NAB Morning Call
Europe slows down, Trump’s vaccine plans speed up
Monday 24th August 2020Europe’s PMI’s disappointed markets on Friday, whereas the US numbers were better than expected, helping to lift equities to new highs…
- NAB Morning Call
Equity highs, then PMIs
Friday 21st August 2020US equities continue to rise, even though the jobless claims numbers rose last week. Phil Dobbie asks NAB’s Gavin Friend, at what point…
- NAB Morning Call
FOMC minutes fail to map out direction
Thursday 20th August 2020There’s no doubt about it, there was disappointment from investors after the minutes of the recent FOMC meeting were released. There…
- NAB Morning Call
Stocking up and moving up
Wednesday 19th August 2020US stocks continue to rise to record highs, helped today by strong housing starts and building permits. Phil Dobbie asks NAB’s Tapas…
- NAB Morning Call
Aussie flies higher, US equities higher still
Tuesday 18th August 2020The US dollar continues to fall, pushing the Aussie dollar higher this morning. The dovish tone set by the RBNZ – plus a delayed…
- NAB Morning Call
Longer lockdowns, no trade talks, Democrats swing into action
Monday 17th August 2020Lockdowns have been extended in Victoria and Auckland, even as COVID-19 cases ease. But, NAB’s Rodrigo Catril, says hotspots around the…
- NAB Morning Call
Jobs, stimulus and bond yields
Friday 14th August 2020Jobs data is confusing right now. How much is it influenced by government stimulus activity? Well, not much in the US right now because…