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Podcast NAB Morning Call

NAB Morning Call

Phil Dobbie

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Business & Entrepreneuriat

Fréquence : 1 épisode/1j. Total Éps: 1556

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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.

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ECB and US inflation leading to rate cuts. Australia waits.

Saison 8 · Épisode 197

dimanche 1 septembre 2024 • Durée 17:39

Monday 2nd September 2024


NAB Markets Research Disclaimer 

Financial Services Guide | Information on our services - NAB


European inflation is now at its lowest level in three years, whilst shares hit an all-time high. That’s cemented in the probability of a cut by the ECB this month. Expectations for cuts by the Fed haven’t moved any higher, as the Core PCE inflation read on Friday was in-line with expectations. But the fact that other central banks are cutting doesn’t mean the RBA will. NAB’s Taylor Nugent talks about what the RBA’s Andrew Hauser had to say on this during a podcast from Friday. Today is a quiet start to a busy week, with the US on holiday today, leading to non-farm payrolls on Friday.

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Weekend Edition: Australian Equities Doing Nicely Thankyou

Saison 8 · Épisode 196

vendredi 30 août 2024 • Durée 21:37

Friday 16th August 2024


Please note this communication is not a research report and has not been prepared by NAB Research analysts. Read the full disclaimer here.


Despite all the fears of a major slowdown, Australian shares have continued to rise and the latest results season has provided stronger than expected earnings. nabtrade’s Gemma Dale says the underlying strength in the economy, which is providing the RBA with no motive to drop rates in a hurry, is being reflected in healthy sales revenue and profits. The historic safe choices (ie mining and financials), continue to perform, even though the questions are always asked – have we reached peak iron ore, have we reached peak bank? And what of the growth in ETFs. Are they becoming more dominant and are they being used primarily as a vehicle to invest in overseas assets?

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Holding Pattern

Saison 8 · Épisode 187

mardi 20 août 2024 • Durée 15:10

Wednesday 21st August 2024


NAB Markets Research Disclaimer 

Financial Services Guide | Information on our services - NAB


It’s been another quiet session, with stocks taking a breather after an 8-day rally, with volumes for the S&P 25% below its 20-day average. Bond yields have pushed lower, which NAB’s Ken Crompton says is largely a response to Canada’s CPI numbers, which presented the evidence needed for the Bank of Canada to continue with its rate cuts. The US dollar ticked lower again, thanks to a sharp rise in the Yen, which was a response to a Bank of Japan report suggesting inflation was rising from wage pressures and corporate behaviour (presumably, claiming bigger margins). That seems to have been taken as the case for further rate hikes by the bank, and Friday’s inflation number might seal the deal. 

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RBA gives it all, but is any of it new?

Saison 8 · Épisode 97

lundi 6 mai 2024 • Durée 15:34

Tuesday 7th May 2024


NAB Markets Research Disclaimer 

Financial Services Guide | Information on our services - NAB


The RBA meets today and is expected to keep rates on hold. They also release their revised inflation forecasts in the latest Statement of Monetary Policy. NAB’s Taylor Nugent says there will be some market sensitivity around these numbers, as well as the press conference, although there’s a firm expectation that rates won’t budge today. There is one central bank that might cut rates this week though. Listen in for more on that, plus the hopes of a peace deal in the Middle East and a sprinkling of second tier Euro data.

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Taxing issues don’t hold back risk sentiment

lundi 28 septembre 2020 • Durée 10:57

Tuesday 29th September 2020US and European equities rose sharply, with rising confidence seeing a fall in the US dollar and a rise in the Aussie. The reports that the US President has paid very little in tax might provide some fodder for Joe Biden in the TV debate and NAB’s Tapas Strickland says it could influence undecided voters. Whichever way you look at it, it’s going to be a messy election. Meanwhile, the pound has gained in hopes of a Brexit deal, which has offset any concerns about further lockdowns in the UK. The gains in the Aussie dollar will be partially influenced by an expectation that the RBA won’t cut rates next week, waiting instead till November.

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Courting support ahead of election debates

dimanche 27 septembre 2020 • Durée 13:03

Monday 28th September 2020COVID19 cases continue to rise in Europe, with numbers in the UK and France now well above the first wave. Yet, whilst there’s very little in the way of new data to influence the markets this week, there’s plenty of non-COVID politics; the President’s nomination of Amy Comey Barrett for the Supreme Court, the first Presidential election debate mid-week, and the start of another round of Brexit talks, with hopes increasing that a deal will be struck. NAB’s Ray Attrill talks through a week which will be less about economic data and more about geopolitics – and virus numbers of course.

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Are bailouts bygones?

jeudi 24 septembre 2020 • Durée 12:39

Friday 25th September 2020Equities were rising again in the US overnight on the hopes that a stimulus deal would be struck between the GOP and Democrats, but as optimism turned to reality, prices fell, the US dollar regained some of its strength and bond yields weakened. NAB’s Gavin Friend says it demonstrates how markets are clinging to any good news in amongst what’s a pretty bleak picture right now. The pound gained a little ground as the Chancellor Rishi Sunak unveiled the follow-up to the furlough scheme, but its clear many workers will not be covered and unemployment will rise. Have we reached the end of the road for sizeable bailouts from governments?

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Aussie dollar dips lower as risk sentiment rises

mercredi 23 septembre 2020 • Durée 13:07

Thursday 24th September 2020NAB had forecast that the Aussie dollar would reach 74 US cents by the end of the year. It did earlier this month but, as global risk sentiment rises, it is rapidly losing ground. On his first day back from holidays, NAB’s Ray Attrill is asked whether he still thinks the Aussie will regain strength, given the hit it has been taking this week? How much of it is down to the easing expectations for the RBA? The risk-off mood is being driven by rising virus concerns and louder voices from the Fed on the need for a fiscal stimulus which looks less likely by the day. To add to global concerns, flash PMI numbers for Europe show a service sector in contraction, putting the kibosh on rapid recovery hopes.

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Powell asks for support, Debelle hints at easing, NAB revises rates forecasts

mardi 22 septembre 2020 • Durée 13:57

Wednesday 23rd September 2020In the US Jerome Powell spelt out very clearly in his testimony before Congress that more fiscal stimulus was needed and had been assumed by many board members in their policy predictions. Meanwhile, in Australia Guy Debelle has hinted that more monetary easing might be round the corner. Tapas Strickland says NAB has revised its rates forecast and explains some of the reasoning behind it. It’s been a bad day for the pound, as infections rise further and more restrictions are imposed on the public. A swag of PMIs are out today for Europe and the US, which will give a clearer idea of how each economy is traversing the economic impacts of the pandemic.

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Equities fall, bond yields weaken, virus concerns rise

lundi 21 septembre 2020 • Durée 13:11

Tuesday 22nd September 2020Concerns over the impact if a second wave in the US and Europe seem to be gathering momentum, driving investors to government bonds and safe-haven currencies. NAB’s Gavin Friend says banking stocks have added to the slide today following an investigation into how some big banks failed to stop money laundering up to three years ago. The US election is adding to uncertainty. But it’s the rising virus numbers that are the real concern and what else, if anything, central banks can do about it. All eyes will be on Jerome Powell’s testimony on the Fed and on Guy Debelle’s speech today, to see the direction the RBA is planning to head.

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