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
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Weekend Edition: Flying on Thin Margins
Airline analyst John Strickland downplays the prospects of a downturn in the airline industry, but says prospects are bleaker for Boeing and Airbus. -
NVIDIA AI chip ban as trade war with China escalates
US equities have taken a sharp hit and Jerome Powell warns that further cuts could be on hold. NAB's Gavin Friend talks through it all. -
Boeing banned, bearish bank survey, royal win for Britain?
Europe's trade deal is taking time, whereas the UK is hopeful. Meanwhile China is banning Boeing. NAB's Rodrigo Catril talks through another eventful day. -
More tariff exemptions, but equities lose their early gains
Markets are still responding to the latest proclamations from the President. NAB's Ray Attrill helps Phil pick through it all. -
CEOs force exemptions. Is Trump ready to deal?
President Trump has relented on tariffs for some electronics imports from China. Have we reached peak-tariff? -
Weekend Edition: Does money supply determine economic health?
Steve Hanke argues that the US money supply is not growing fast enough to avoid a US recession. He says economists ignore the quantity theory of money at their peril. -
Short lived optimism
UJS equities show sharp falls. There’s a reality check, says NAB’s Gavin Friend, that the tariff war is still on and the future far from certain. -
Trump Caves, Stocks Soar
After a massive bond selloff President Trump delays full imposition of tariffs and equity markets stage an enormous turnaround. NAB’s Ken Crompton talks through the action. -
Five Minutes to Midnight
Early optimism in US equities has completely disappeared as uncertainty remains. Phil asks Sally, where do you go from here? -
Bad Medicine and Lots of Hope Priced In
NAB’s Tapas Strickland says markets are still hoping the President will relent. If he doesn’t shares have further to fall.