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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A sticky last mile for Europe
Tuesday 30th April 2024NAB Markets Research Disclaimer -
Waiting longer as inflation persists
The PCE deflator for March wasn’t a surprise, but NAB’s Tapas Strickland says January and February were revied upwards, showing more persistent inflation. Could we see even more of a push back from the Fed this week? -
Weekend Edition: Moving up the renewables value chain
Australia is well placed to make more out of the minerals it extracts to service the renewables industry, but we should be weary of moving too far up the value chain says the Grattan institute’s Alison Reeve. -
Stagflation anyone?
Slowing growth and prices taking longer to slow. Phil asks NAB’s Rodrigo Catril if there is a looming stagflation danger for the US? -
PMIs show narrowing US-Europe gap, Inflation Day for Australia
PMIs were weak in the US but a bit stronger for Europe. Meanwhile NAB’s Taylor Nugent talks us through what to expect in Australian CPI numbers today. And Tesla results clearly not as bad as markets had priced in. -
The Equities Strike Back (for now)
Equities rising again n AI hopes, whilst bonds settle down as markets accept rate cuts will be US-later, Europe/UK earlier. JBWere’s Sally Auld talks through the overmgiht action and looks ahead to today’s PMIs. -
Is there a tech correction going on?
Geopolitics is taking back seat. NAB’s Ray Attrill talks about the focus on tech stocks early this week, after a strong reaction to Netflix forward guidance last week. -
The Weekend Edition: Europe needs a confidence boost
Things in Europe aren't as bad as you might think. Melanie de Bono highlights the opportunity for growth, but a lot rests on consumer and business confidence. -
Next Fed move, backend of the year, unless it’s up!
Markets are back to worrying about delays in US rate cuts. NAB’s Ken Crompton talks through the return of rising bond yields, with one Fed speaker even suggesting a rate rise could be entertained. Plus, Netflix earnings. A lot of new subscribers. -
UK inflation slows, but not enough. Aussie employment numbers today.
US inflation falls, but is it enough? Aussie employment today. And tough talk on China from Biden. All the detail with NAB’s Rodrigo Catril.