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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‘No preset course’ says Powell, as Fed waits longer
A hawkish Fed, says NAB's Tapas Strickland, with a September cut now an each way bet. -
Oil worries, job slowdown and mega MAGA borrowing requirement
NAB's Sally Auld talks through market action, including another sharp rise in oil prices and a $1 trillion Q3 borrowing requirement for the US Treasury.. -
EU a little less excited one day on
European equities fall with the realisation that the new US deal will mean less trade. -
Europe scores a deal
A 15% tariff on most EU imports. NAB's Rodrigo Catril talks through the new deal. -
Weekend Edition: Can Australian exports iron out climate woes?
Rod Sims says Australia has an opportunity to be a green energy export super power. -
Trump drops by the Fed
NAB's Ray Attrill on the latest from the RBA, ECB and PMI's for the USD and Europe. -
Japan deal helps auto sector, but Trump still in the driving seat
Japan has a 15% tariff deal. Phil asks NAB's Gavin Friend, can the EU match it? -
24 hours from Telsa (and Alphabet)
Earnings season is driving markets, even with evidence with GM on how tariffs can hurt. -
Markets pulled between earnings and tariffs
NAB's Taylor Nugent talks through a quiet session, with equities buoyed by earnings results. -
Not so big in Japan.
Political uncertainty in Japan couldn't come at a worse time as heightened tariffs loom.