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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Bronwyn Curtis on central banks and growth
The ECB might cut sooner than expected whilst the FOMC might take longer. That’s amongst the insights from Bronwyn Curtis on the Weekend Ediiton. -
A scramble to the quarter end
It could be a volatile end to the quarter, as markets anticipate US inflation, and the Yen hits the lowest level since 1990. JBWere’s Sally Auld talks us through it. -
Break the glass and get ready for inflation numbers
Equities are up. Ken Crompton says the S&P might be on track for 5 months of straight gains. Plus, why Australia’s CPI data is a bit more useful this time round. -
Controlling the Yuan and the Yen
A rise in the CNY today. NAB’s Rodrigo Catril talks through China’s response to falls on Friday. Meanwhile bond yields in the US lifting ahead of inflation data at the back end of the week. -
Easing hopes and a falling Yuan
A surprise fall in the CNY was the main event on Friday says NAB's Taylor Nugent as markets take stock of a week o central bank news. -
Weekend Edition: The Great Education Bounce Back
Higher education is a significant Australian export and rising. But there’s less appetite domestically. AFR’s Julie Hare and NAB’s Taylor Nugent discuss the changing dynamic in Australia’s university sector. -
Bad Apple, Swiss Surprise, English Hawks fly
Markets have rising expectations for a June cut by the BoE but NAB’s Gavin Friend says services inflation is too high for that. But the Swiss National Bank has just moved rates down. -
Fed feels its way slowly
NAB's Taylor Nugent talks through the latest rate announcement from the Fed, and looks ahead to the BoE later. -
In the thick of it
The BoJ and RBA yesterday. The FOMC tomorrow. UK inflation today. It’s all going on. NAB’s Ken Crompton helps to decipher what it all means. -
Aiming for zero
BoJ and RBA today, whilst yields are pushing higher in the US. Phil asks NAB’s Skye Masters whether we could see 2 year yields reaching 5% again.