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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. Hosted on Acast. See acast.com/privacy for more information.
 
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Friday 27th January 2023 NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NAB A strong GDP read from the US, together with with falling prices, provided grounds for optimism in markets overnight, particularly equities that were buoyed also by a strong earnings result from Tesla. But NAB’s David de Garis says …
 
Wednesday 25th January 2023 NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NAB US shares have been shaky overnight, in the runup to earnings results and on the back of mixed economic data. JB Were’s Sally Auld discusses the latest PMI data, which again shows a recession risk for the US, more hope for Europe…
 
Tuesday 24th January 2023 NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NAB There was lighter trade overnight, with little in the way of news and China on holiday. The Aussie dollar was the standout performer in currencies, with NAB’s David de Garis suggesting this reflects the optimistic tone, reflected i…
 
Monday 23rd January 2023 NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NAB As we enter the Year of the Rabbit the big question is, how big will the bounce back be in China? Could it push commodity prices higher and delay the slowdown in global inflation, as suggested by EBC’S Christine Lagarde on Friday? A…
 
Friday January 20th 2023 NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NAB There was a strong response to the lower-than-expected employment numbers yesterday, with 10 year bond yields falling more than 20 basis points. NAB’s Ken Crompton says this was an overreaction, because unemployment remains low and …
 
Thursday 19th January 2022 NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NAB Bond yields pushed sharply lower overnight, despite weaker data that some could argue would support a pause in Fed rate hikes. But, as NAB’s Gavin Friend points out, central bank speakers are arguing that there will be no deviatio…
 
Wednesday 18th January 2023 NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NAB European equities rose overnight with the ZEW survey of analysts suggesting a more positive outlook and reports that the ECB might slow down its path of hikes. That’s in contrast to the US where the NY Empire State Manufacturing …
 
Tuersday 17th January 2022 NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NAB The Bank of Japan meets tomorrow with a question mark over the action they’ll take, if any. NAB’s Ray Attrill says there will be some changes as the bank faces the potential risk of increasing inflation. The Bank of England will b…
 
Monday 16th January 2023 NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NAB It’s a quiet start to the week, but markets in the US finished last week assuming that inflation has peaked and the Fed will go no further than a couple of 25 basis point hikes. The increasing expectation is that the US will weather…
 
Friday 13th January 2023 NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NAB As expected, US inflation numbers have lowered, but Fed speakers have been quick to point out that there’s still more work to be done, with further hikes, even if 50 or 75 basis point rises are not on the cards. NAB’s Tapas Strickla…
 
Thursday 12th January 2023 NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NAB US inflation numbers are out today and the expectation is that they will fall. The markets, it seems, have already decided that inflation has peaked. Today on the podcast we ask, are we over the worst of it? In Australia hard time…
 
Wednesday 11th January 2022 NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NAB The year has started on a fairly optimistic tone, with US bond yields falling on expectations that the Fed might have to do less, leading to a fall in the US dollar. As NAB’s Ray Attrill explains, the major beneficiary of all thi…
 
Wednesday 21st December 2022 NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NAB The Bank of Japan has broadened the tolerance for its yield control curve target. NAB’s Ray Attrill says it surprised markets because Governor Kuroda had previously stated they wouldn’t be doing that. So, why the change and why …
 
Tuesday 20th December 2022 NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NAB There are only five sleeps to Christmas, but central banks are still cramming in what they can to position markets for the start of 2023. The ECB is ramping up its hawkish messaging, whilst the Fed continues to deny that they will…
 
Monday 19th December 2022 NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NAB There wasn’t much risk appetite at the end of the week, after a hawkish Fed and the same from the ECB. It still seems markets doubt the Fed will go all the way to 5.1% and are looking for reasons to assume they will relent earlier.…
 
Friday 16th December 2022 NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NAB As the UK and Europe weather a cold snap, central banks are heating up their rhetoric as the fight to cool inflation. On today’s podcast JBWere’s Sally Auld discusses the unexpectedly hawkish stance taken by the ECB, suggesting it …
 
Thursday 15th December 2022 NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NAB Markets weren’t surprised by the FOMC raising rates by 50 basis points this morning – a unanimous decision by the board. But members are more divided on where to go next, with the Fed now predicting a median rate of 5.1 percent b…
 
Wednesday 14th December 2022 NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NAB US CPI numbers came in lower than anticipated, leading to the inevitable question about whether inflation has peaked, just in time for tomorrow’s FOMC meeting? The market response was swift fall in two-year Treasury yields and a…
 
Tuesday 13th December 2022 NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NAB US equities have bounced back, but the rise in the VIX index, which measures market volatility, is perhaps a better measure of where we are ahead of the FOMC meeting this week. It’s risen, highlighting uncertainty about how far th…
 
Monday 12th December 2022 NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NAB It’s a big week for central banks – the Fed, the BoE and the ECB amongst them. Plus US inflation numbers. There’s some hope that the US will head off a hard landing, with inflation expectations falling in the Michigan Consumer Sent…
 
Friday 9th December 2022 NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NAB There was a bit more of a risk-on attitude in the US overnight, with equities rising for the first time in five days. Part of the reason could be a rise in jobless claims. But NAB’s David de Garis says you’d be clutching at straws t…
 
Thursday 8th December 2022 NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NAB US bond yields fell further overnight as US wages data showed slower growth than anticipated, adding to hopes that the Fed won’t be as aggressive as they’ve been letting on when it comes to future hikes. NAB’s Gavin Friend says th…
 
Wednesday 7th December 2022 NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NAB US and European equities have taken another hit. NAB’s Ken Crompton says markets continue to respond to the strong jobs data from the US on Friday and what that means for terminal Fed rates. There were no surprises from the RBA y…
 
Tuesday 6th December 2022 NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NAB If you believe the ISM numbers this morning, the US services sector is growing faster than anticipated. Yet the PMI measure, supposedly monitoring exactly the same activity, showed the sector is slowing. So, who do you believe? NAB…
 
Monday 5th December 2022 NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NAB The US non-farms payrolls numbers on Friday were an upside surprise for the number of jobs created and the increase in wages – both factors the Fed has been trying to control. Is the policy working? NAB’s Taylor Nugent says markets …
 
Friday 2nd December 2022 NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NAB Markets have not significantly retraced their moves after Jerome Powell’s speech yesterday. Equities have rebounded only slightly and bond yields have continued to fall. On today’s podcast NAB’s Tapas Strickland outlines why his spe…
 
Thursday 1st December 2022 NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NAB It’s been a busy session, with NAB’s Taylor Nugent claiming Jerome Powell’s speech this morning was slightly less hawkish than markets were expecting. But the Fed chair still talked about there being a way to go to fight inflation…
 
Wednesday 30th November 2022 NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NAB The Aussie dollar has benefited from a reversal in concerns over China. NAB’s Ray Attrill says an announcement of a more intense vaccination program for older people has markets assuming a recovery in the Chinese economy early n…
 
Tuesday 29th November 2022 NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NAB China is losing out on two fronts. It can’t keep its COVID numbers down and now its facing protests in major cities, which could add to the slowdown in the Chinese economy and, as JBWere’s Sally Auld suggests, it could delay the s…
 
Monday 28th November 2022 NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NAB Unrest is growing in China over the zero COVID policy, with protests over the weekend in Shanghai following deaths from an apartment fire, supposedly locked down. NAB’s Rodrigo Catril says we’ve already seen a response to this news…
 
Friday 25th November 2022 NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NAB As you might expect, with Thanksgiving still going on in the US and everyone else watching the world cup it’s been a quiet session overnight. Still. NAB’s David de Garis joins in today to talk through the ECB minutes, Germany’s IFO…
 
Thursday 24th November 2022 NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NAB There’s a higher risk appetite again this morning, driven by the release of the FOMC minutes which NAB’s Gavin Friend says more or less confirmed that the Fed will lift rates by 50 bps at the December meeting. Before that, the re…
 
Wednesday 23rd November 2022 NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NAB America will be sitting down to a Turkey dinner tomorrow, but before that markets seem to be determined to spread hope of a pivot from the Fed – or at the very least a slowdown in rates. That’s helped equities overnight and whil…
 
Markets are still concerned about lockdowns in China, evidenced by the fall in US equities and a 2% drop in Apple’s share price. Oil has also been falling, but NAB’s Ray Attrill says the prospect of an increase in production by OPEC+ next month pushed prices lower for a while before people started asking, ‘why would they do that?’. The argument was…
 
Monday 21st November 2022 NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NAB Friday was unusually quiet, with no big data releases and not much movement in markets. As NAB’s Tapas Strickland observes, the most significant move was the reversal in short-end yields, taking the 2-10 yield spread to minus 70bps…
 
Friday 18th November 2022 NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NAB Another 32 thousand Australians had a job in October, making the labour market the tightest it’s been in decades. NAB’s Ken Crompton says this cements in the expectation that the RBA will lift rates by at least 25 basis points in D…
 
Thursday 17th November 2022 NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NAB Thankfully, World War 3 wasn’t started by that missile strike on Poland. Now markets are back to betting on how far the Fed will go, rather than NATO. As NAB’S Gavin Friend discusses yesterday’s US retail numbers shows greater re…
 
Wednesday 16th November 2022 NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NAB Just as we pressed the record button on this morning’s podcast news broke that Russia had fired missiles into Poland, a NATO m ember. As JBWere’s Sally Auld explains, until that point market sentiment had been very positive, as …
 
Tuesday 15th November 2022 NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NAB After the ebullient mood at the end of last week markets retraced their steps a little today, with shares on the rise and the US dollar regaining territory. NAB’s Rodrigo says Fed speakers, in particular Waller, have reminded the …
 
Monday 14th November 2022 NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NAB There was a trifecta of good news at the end of last week that sent equities rising, bond yields falling, commodities looking up and a chance for other currencies to gain on the US dollar at last. But will it last? That’s a questio…
 
Friday 11th November 2022 NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NAB US core inflation dropped to 6.3% in October, below expectations and down from 6.6% in September. NAB’s David de Garis joins Phil to talk through the market reaction, which has seen stocks soar, bond yields fall and the US dollar t…
 
Thursday 10th November 2022 NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NAB It’s inflation day. The CPI print is out from the US late tonight Australia time. On today’s podcast NAB’s David de Garis talks about the impact if the number is a little higher than expected. The Fed’s John Williams said overnig…
 
Wednesday 9th November NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NAB US equity markets have switched from being upbeat about the prospect of an end to China’s zero COVID to being upbeat about the outcome from today’s mid-term elections. NAB’s Ray Attrill also talks about the differences between Austral…
 
Tuesday 8th November 2022 NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NAB We didn’t see the expected turnaround in markets on Monday. Yesterday on the Morning Call we talked about how Chinese officials had denounced speculation that they were heading away from the Zero COVID road soon, so we expected a r…
 
Monday 7th November 2022 NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NAB It seems likely we’ll see a reversal to some of the positive sentiment on Friday that saw equities and commodity prices rise, driven by the renewed hope that China was moving towards an end to their zero COVID approach. The official…
 
Friday 4th November 2022 NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NAB It could be the worst of times, or something even worse than that. The Bank of England painted two possible scenarios overnight, after raising rates by the expected 75 basis points. In scenario one, the bulk of their work is done an…
 
Thursday 3rd November 2022 NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NAB Who’d have thought that a fourth 75 basis point hike by the Fed would see equity markets rally and bond yields down? As NAB’s Gavin Friend explains, the bounce didn’t last long, and it was driven by the term ‘cumulative tightening…
 
Wednesday 2nd November 2022 NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NAB The RBA has taken a slow and steady approach to interest rate hikes, so we can expect many more to come. Sally Auld says Governor Lowe said last night that the risks are more two-sided than they were a few months ago, and the ban…
 
Tuesday 1st November 2022 NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NAB Today is the day of the race that stops the nation, but before the champagne flows there’s an RBA meeting to get through. NAB’s Tapas Strickland says the odds are on a 25bp hike today, but the board will be considering last week’s …
 
Monday 31st October 2022 NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NAB US equity markets rose sharply on Friday, even though there’s little evidence that inflation is easing or that the Fed will slow down their pace of hikes, despite all the pivot-talk of the last week. This morning NAB’s Rodrigo Catri…
 
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