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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US dollar stalls, the Tariff drip feed, markets await CPI
The US dollar has fallen, ahead of today’s US CPI release. JBWere’s Sally Auld talks through the days market news. -
Dollar up again, yields rising - but why?
The US dollar is higher again, bond yields keep rising. Phil asks NAB’s Rodrigo Catril if this is all to do with inflation concerns. Surely there’s a Trump factor priced in? -
Year kicks off with rising inflation concerns
NAB’s Ray Attrill talks through the shifting expectations for Fed rate cuts and the global ramifications. -
Weekend Edition: The Year That Was, and the Year That Will Be
The entire Morning Call team describe 2025 as they see it. -
The Fed Flow-Through and the Banks since.
NAB’s Taylor Nugent talks through the markets 24 hours after the Fed decision, and the influence of other central banks since. -
Hawkish cut, on the slow road to 3 percent
The Fed cut rates, as expected, and the dot plot now shows 2 cuts next year (down from 4) -
UK wages push Gilts-Bund spread to historic levels
NAB's Skye Masters talks about the surprise rise in UK wages and looks ahead to the Fed tomorrow. -
Better European service numbers, but US more so
NAB’s Taylor Nugent talks through the latest batch of PMIs, which showed strength in services, particularly in the US. -
Five central banks in the last gasp before Christmas
NAB's Ray Attrill tells us who will cut and who will stay put this week. -
Weekend Edition: Rate cuts will boost the Australian psyche, says NAB Chief
NAB’s Andrew Irvine talks to Phil about economic recovery, housing affordability, productivity and the bank’s own growth potential.
