NAB Morning Call
By Phil Dobbie
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.
Latest episode
-
PMIs show narrowing US-Europe gap, Inflation Day for Australia
PMIs were weak in the US but a bit stronger for Europe. Meanwhile NAB’s Taylor Nugent talks us through what to expect in Australian CPI numbers today. And Tesla results clearly not as bad as markets had priced in. -
The Equities Strike Back (for now)
Equities rising again n AI hopes, whilst bonds settle down as markets accept rate cuts will be US-later, Europe/UK earlier. JBWere’s Sally Auld talks through the overmgiht action and looks ahead to today’s PMIs. -
Is there a tech correction going on?
Geopolitics is taking back seat. NAB’s Ray Attrill talks about the focus on tech stocks early this week, after a strong reaction to Netflix forward guidance last week. -
The Weekend Edition: Europe needs a confidence boost
Things in Europe aren't as bad as you might think. Melanie de Bono highlights the opportunity for growth, but a lot rests on consumer and business confidence. -
Next Fed move, backend of the year, unless it’s up!
Markets are back to worrying about delays in US rate cuts. NAB’s Ken Crompton talks through the return of rising bond yields, with one Fed speaker even suggesting a rate rise could be entertained. Plus, Netflix earnings. A lot of new subscribers. -
UK inflation slows, but not enough. Aussie employment numbers today.
US inflation falls, but is it enough? Aussie employment today. And tough talk on China from Biden. All the detail with NAB’s Rodrigo Catril. -
It’s taking longer, says Powell
The Fed is suggesting rate cuts will come later, whereas the BoE seems to be angling to move earlier. NAB’s Rodrigo Catril talks through the latest shifting goal posts from central banks. -
US retail moves markets, not the Middle East
Markets were more surprised by resilience in US retail numbers than concerns about escalation in the Middle East, for today amyway, says NAB’s Ray Attrill. -
Drone attack. Will Israel retaliate?
Not much of a response to Iran’s weekend attack in early trade says NAB’s Taylor Nugent, but markets will be watching closely at Israel’s response. The prospect of broader escalation will be the big theme in markets. -
Weekend Edition: The "women with money" opportunity
More women are emerging as high net worth individuals. JBWere CEO Mari Lykouras says many are not getting the service they need from financial advisors.