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: The Invisible Hand Behind Your Super Fund
Jana’s John Coombe joins Phil for a whistle stop tour around the globe, through various asset classes and the influence of everything from central banks, to governments, to how companies treat investors -
Markets buoyant from Fed hikes. BoE plays it cool.
Steepening yield curves and jubilant share markets. NAB’s Rodrigo Catril talks through the market reaction one day on from the Fed’s big cut. -
Fed cuts, revises dot plot, markets still want more
The Fed cut interest rates by 50bp and oved the dot plot lower. But do the markets still expect more. NAB’s Gavin Friend talks through the FOMC meeting ad looks ahead to the BoE later. -
The widening Atlantic drift
Less than a day away from the Fed and no surprises in US economic data this morning. Phil asks NAB’s Ken Crompton, if the US is heading or a soft landing, why not the big cut? -
Is the Fed spending too long in the shower?
The Fed is likely to walk through the door markets have opened, expecting a 50bp cut this week, says JBWere’s Sally Auld. -
Big or small?
Will the Fed cut rates by 25 or 50bp this week? NAB’s Ray Attrill says markets are still undecided, but equities are priced as though there’s a bigger cut coming. -
Weekend Edition: Getting to know labour market data
How does the ABS collect and analyse Labour Market data? Bjorn Jarvis explains. -
ECB cuts rates and downgrades growth
After cutting rates yesterday, the ECB still thinks inflation is heading the right way, but there are still concerns, says NAB’s Rodrigo Catril. -
A Swift win for Kamala, and a rogue CPI print
The core CPI rate in the US ticked slightly higher overnight. NAB’s Gavin Friend says part of this is down to shelter prices which, arguably, are influenced by interest rates! -
Market responds to OPEC+ downgrade. US CPI and THAT debate to come.
Oil prices are down today. NAB’s Skye Masters says the outlook for global growth is weighing on the market, including a further rally in bonds overnight, led by Treasuries.