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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AI Masterplan and earnings boosts tech
The AI Masterplan and strong earnings helped tech equities, but currencies and bonds are largely range bound says NAB’s Skye Masters, with little data or concrete news on tariffs. -
The Day After, Tariff Doubts
Markets are seeing tariffs as more a bargaining chip than a full gone certainty says NAB's Gavin Friend. -
Liberation Day
Phil and NAB’s Taylor Nugent talk through the proclamations at Trump’s inauguration speech. The dollar is weaker on the hope that tariffs might not kick in straight away. -
All Change
NAB’s Ray Attrill joins Phil to talk through a week that is likely to be dominated by the new president’s executive orders. -
Weekend Edition: The Lowdown on High Employment
This week’s Labour Market data showed a surprise rise in employment. Phil gets the ABS’s Bjorn Jarvis to drill down on the data. -
Waller Dovish, Bessent Reassuring.
Surprises from Aussie employment numbers yesterday and calming words from a Fed speaker and the expected Treasury Secretary. NAB’s Rodrigo Catril talks us through it all. -
Inflation eases and fears subside
NAB’s Ken Crompton says softer than expected CPI numbers on both sides of the Atlantic has markets assuming faster cuts from the Fed and the BoE. -
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.