NAB Morning Call
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.
Episodes
Wednesday 3rd September 2025
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NAB’s Skye Masters says rising government debt is a global issue, but it’s being felt particularly in the UK, where falling confidence in the government is souring sentiment further. As a consequence, 30 year yields rose to the highest level since 1998. As Phil points out, that’s the year Google ...
Tuesday 2nd September 2025
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It was a quiet session overnight with the US on holiday. Instead, there was a focus on Tianjin in China, where Putin, Xi and Modi all got together to talk about the new world order. Phil points out on today’s podcast that collectively these leaders oversee a third of the world’s population. NA...
Monday 1st September 2025
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This could shape up to be quite a busy week, with an expected mix of political and data-driven headlines. But it gets off to a slow start with equity and bond markets closed in the US on Monday for Labour Day. The week ramps up towards the latest non-farm payrolls on Friday, taking in Australia’s Q2...
Friday 29th August 2025
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Ten years ago Robin Khuda had a vision that data centres needed to be much bigger. Hyper-scaling, as they call it. Back then there was about 400 megawatts of capacity in Australian data centres, and three or four gigawatts across Asia-Pacific & Japan. Today, Air...
Friday 29th August 2025
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The Fed is expected to cut even though the latest GDP numbers show an economy growing – and maybe the PCE numbers today will show inflation is rising. So, is a cut the right thing to do? It’s a question Phil puts to NAB’s Ken Crompton who says, even though September seems bolted on, markets are steppi...
Thursday 28th August July 2025
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Today’s big news is the 50% tariff slapped on India. Sally Auld says it presents a challenge for India. The tariff is high enough for US importers to look elsewhere for substitute goods. It’ll be welcome news in Europe, though, because the tariff is to stop India buying Russian oil. Europe is, ...
Wednesday 27th August July 2025
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President Trump posted an open letter to the Fed’s Lisa Cook saying she was removed from her position, effectively immediately. Legal proceedings will almost certainly follow, particularly ss she has not yet been charged with any crime, but, as NAB’s Taylor Nugent discusses on today’s podcast,...
Tuesday 26th August July 2025
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The initial excitement over a seemingly dovish Jerome Powell on Friday has subsided at the start of the week. Bond yields are rising, and equities are falling. NAB’s Rodrigo Catril says Powel was really quite hawkish in his tone, with a weak jobs report or higher inflation (or both) likely to da...
Monday 25th August July 2025
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Fed chair Jerome Powell surprise markets on Friday when his speech at Jackson Hole had a decided dovish tilt to it. Bond markets reacted but, as NAB’s ray Attrill explains, it didn’t move pricing too much for a September cut. The question is whether more will follow, particularly if the US Presid...
Friday 22nd August 2025
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UIS trade policy has been turbulent, to put it mildly, since Liberation Day in April. Tariffs have moved up and down, some geographic, others sectoral. The reasons have fluctuated, from stopping fentanyl, to trade imbalance, to political concerns. Th...
Friday 22nd August July 2025
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US equities closed in the red again today, with losses more broad-based than earlier in the week. In part it’s a response to Walmart’s results, which showed increased revenue but a cut in earnings, suggesting they were losing margin, perhaps because of tariff impacts.
NAB’s Taylor Nugent retu...
Thursday 21st August July 2025
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Tech stocks lost ground again overnight, for no immediately apparent reason, unless it’s still down to comments earlier in the week from OpenAI’s Sam Altman that some people are going to get their fingers burned. NAB’s Rodrigo Catril is back with Phil to talk through that, and all the other mar...
Wednesday 20th August July 2025
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NAB’s Ray Attrill says the RBNZ is expected to cut rates today, even as an upswing inflation is expected in their revised forecasts. One central bank that might not cut at all for the remainder of the year is the Bank of England, with fresh CPI data out later expected to support that case. US ...
Tuesday 19th August July 2025
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Having met with Zelensky and Putin separately, President Trump is now aiming for a three-way meeting to try and reach peace in Eastern Europe. The odds are still quite low, though, because it is unlikely Ukraine and Europe will want to surrender territory as part of the process. NAB’s Tapas Str...
Monday18th August July 2025
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US retail sales remain resilient, but the same can’t be said for China. But the worry from Friday in the US is that inflation expectations are ticking higher. Meanwhile Japan’s GDP was firmer than anticipated, supporting the case for a BoJ hike, but when? NAB’s Rodrigo Catril is back with Phi...
Friday 15th August 2025
Please note this communication is not a research report and has not been prepared by NAB Research analysts. Read the full disclaimer here.
The Japanese economy woke from years of stagnation to an inflationary environment that gave businesses the opportunity to raise prices and for workers to demand more money. It provided a growth opportunity that had been missing from the economy, now reflected in the...
Friday 15th August July 2025
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NAB’s Rodrigo Catril joins Phil on this morning’s podcast. Phil suggests there are three signs that tariffs are having an impact. First, producer prices were up more sharply than expected in the US. Second, the UK trade deficit fell sharply. And European industrial production fell too. They...
Thursday 14th August July 2025
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Equities are rising, and not just in the US. In fact, the MSCI World Equities Index hit a record high overnight. But bonds are the story today, says NAB’ s Gavin Friend, with 10year Treasury yields down 5 basis points. Markets have got a cut from the Fed fully priced in for September...
Wednesday 13th August July 2025
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Markets have looked at the latest inflation data from the US, assumed companies are largely swallowing the cost of import tariffs, which removes the excuse for the Fed to hold off cutting rates in September. NAB’s Ken Crompton says markets are close to fully pricing a cut. The US dollar is wea...
Tuesday 12th August July 2025
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There’s been very little market movement despite some surprising news. First, President Trump announced a 15% tariff on exports from NVIDIA and AMD for AI chips headed to China. NAB’s Sally Auld says it’s a surprising move that a restriction supposedly on national security grounds has been foreg...
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