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.
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Latest episode
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Weekend Edition: CRE – Why Everyone Needs Good NABERS
This week Natasha Mulcahy and Paul Lennard join Phil to discuss the commercial real estate market and the environmental standards that are defining its future. -
A deal, a cut and another Trump trade tip
Markets are getting ahead of themselves suggests NAB's Ken Crompton over a trade framework that doesn't reduce tariffs on most UK exports. -
Patient Powell wants to wait and see
The Fed kept rate son hold and Jerome Powell said the impact of tariffs is unclear. Hence, they will wait and see. Whilst China cuts rates ahead of Friday’s trade data. -
Trump will make the call on tariffs, but not interest rates
Trump’s statement about less negotiation on tariffs has spooked markets today. NAB’s Sally Auld talks through the reaction and looks ahead to the Fed tomorrow. -
Markets uncertain despite strong Services ISM
A stronger than expected services ISM did nothing to help US equities, which ended their 9-day winning streak today. -
Will US jobs survive the tariff war?
Markets were buoyed by tariff talk hopes says NAB’s Tapas Strickland along with the resilience, so far, in the US labour market. But is it still too early to tell? -
Weekend Edition: Dwelling prices on the rise. Where next?
Will house pries keep rising? If so, where? The eternal property questions, with Core Logic’s Elia Owen. -
Strong earnings, future concerns
Markets have responded positively to strong earnings yesterday and a less than expected fall in the US Manufacturing ISM. But NAB’s Rodrigo Catril wonders whether its too early to draw positive conclusions. -
US economy shrinks, but is it temporary?
Markets responded to a fall in US GDP, but not for long. High imports were largely responsible says NAB’s Skye Masters, which shows consumers are still consuming! -
Hopes remain as real data starts to flow in
NAB's Taylor Nugent says data continues to be soft, but the S&P has just enjoyed its biggest 6 day rise in three years.
