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
Friday 17th October 2025
Please note this communication is not a research report and has not been prepared by NAB Research analysts. Read the full disclaimer here.
Latest data from Cotality suggests that the value of Australian real estate could top $12 trillion by the end of the year. The growth isn’t uniform, of course and affordability is still a significant issue. And yet Sydney, the least affordable part of Australi...
Friday 17th October 2025
NAB Markets Research Disclaimer
Financial Services Guide | Information on our services - NAB
Australia’s unemployment rate was higher than expected yesterday. On the podcast today we drill down on the numbers and Phil asks Rodrigo Catril whether it changes NAB’s view on when the next rate cut will happen.
Normally today we’d be reporting on US CPI, but its been delayed because of the shut...
Thursday 16th October 2025
NAB Markets Research Disclaimer
Financial Services Guide | Information on our services - NAB
US equities bounced back, despite ongoing uncertainty in US China relations. President Trump has described China’s avoidance of US soybeans as an economic hostile account, but Scott Bessent talked up the likelihood of a truce if China plays its part. NAB’s Sally Auld joins phil to talk through the ...
Wednesday 15th October 2025
NAB Markets Research Disclaimer
Financial Services Guide | Information on our services - NAB
It’s been day 14 of the US shutdown, as both sides dig in. And are we being too optimistic about US China relations? NAB’s Gavin Friend says we shouldn’t assume the TACO trade will see the US backing down on such an important issue. He also discusses with Phil comments from Jerome Powell at the Na...
Tuesday 14th October 2025
NAB Markets Research Disclaimer
Financial Services Guide | Information on our services - NAB
The release of hostages and prisoners in Israel and Gaza is the good news story of the year, but markets are still more concerned about the outcome of trade negotiations between the US and China. Equities have bounced back, and the Aussie dollar has regained some ground, but both sides are waiting f...
Monday 13th October 2025
NAB Markets Research Disclaimer
Financial Services Guide | Information on our services - NAB
Markets threw a bit of a hissy fit on Friday over US threats of 100% tariffs on China, and the meeting between Xi and Trump supposedly cancelled. But how much of it is hot air? If you look at the latest gambling odds from Polymarket, there’s only an 11% chance of a 100% tariff on China by November 1s...
Friday 10th October 2025
Please note this communication is not a research report and has not been prepared by NAB Research analysts. Read the full disclaimer here.
Gold hit another watershed moment this week, moving beyond $4,000 an ounce. Investors seemingly can’t get enough of it. John Reade, senior market strategist for the World Gold Council, joins Phil to talk about why gold keeps rising in price, and whether $6,000 by t...
Friday 10th October 2025
NAB Markets Research Disclaimer
Financial Services Guide | Information on our services - NAB
The US shutdown continues and the data drought continues, hence, markets are a little more cautious and central bankers seem to be erring on the side of caution (RBNZ being the exception). NAB’s Skye Masters joins Phil to decipher some of the comments from central bank speakers and looks at a couple ...
Thursday 9th October 2025
NAB Markets Research Disclaimer
Financial Services Guide | Information on our services - NAB
The Fed minutes are out, and NAB’s Ray Attrill joins Phil to peruse the 40 pages to see what prompted the decision to cut rates, even though there were concerns over rising inflation. They also discuss RBNZ’s big cut yesterday, with more to come. And they look at gold, which pushed higher, even agai...
Wednesday 8th October 2025
NAB Markets Research Disclaimer
Financial Services Guide | Information on our services - NAB
The US shutdown continues with no end in sight, just a threat from the President not to pay back salary to some furloughed workers, and the prospect of layoffs just days away. NAB’s Taylor Nugent joins Phil to talk through the latest news and data, including the NY Fed survey that shows consumer in...
Tuesday 7th October 2025
NAB Markets Research Disclaimer
Financial Services Guide | Information on our services - NAB
It’s been a session light on data but heavy on geopolitics. Markets reacted firmly as expected, to the surprise win for Sane Takaichi as leader of Japan’s LDP. The resignation of the French Prime Minister yesterday was also a surprise, sending yields higher and a big fall in equities. US equities, me...
Monday 6th October 2025
NAB Markets Research Disclaimer
Financial Services Guide | Information on our services - NAB
Sanae Takaichi won the LDP leadership vote in Japan on Saturday, so is set to become Japan’s first female prime minister. She’s a known supporter of Abenomics, so could its resurgence mean a rate hike by the Bank of Japan is less likely. ‘Yes!’ is the quick answer from NAB’s Taylor Nugent. So wha...
Friday 3rd October 2025
Please note this communication is not a research report and has not been prepared by NAB Research analysts. Read the full disclaimer here.
NAB CEO Andrew Irvine returns to the Morning Call to answer your questions. Hear his views on Australia’s investment opportunity from Asia and what he’s doing to make NAB stand out for customers. ‘We have no God-given right to be here’, he says.
Phil also relays ...
Friday 3rd October 2025
NAB Markets Research Disclaimer
Financial Services Guide | Information on our services - NAB
With no non-farm payrolls out in the US today, and no jobless claims numbers last night, attention turns to private data, of which the Challenger jobs survey is one of the more credible reports. NAB’s Ken Crompton says the overnight data supports the idea of a low hiring, low firing economy, although ...
Thursday 2nd October 2025
NAB Markets Research Disclaimer
Financial Services Guide | Information on our services - NAB
Markets will have to feel their way through the next few weeks, because the US shutdown means there’s an absence of key government data. No weekly jobless claims today, and no non-farms payrolls tomorrow. Betting suggests it will last longer than two weeks. NAB’s Gavin Friend joins Phil to talk...
Wednesday 1st October 2025
NAB Markets Research Disclaimer
Financial Services Guide | Information on our services - NAB
Not only is it school holidays for a lot of Australia right now, there’s also a week-long national holiday in China. And the US government seems likely to shutdown later today unless there’s a last-minute reprieve. That’s a lot of people not going to work. Phil talks to NAB’s Taylor Nugent about th...
Tuesday 30th September 2025
NAB Markets Research Disclaimer
Financial Services Guide | Information on our services - NAB
There has been no breakthrough yet in avoiding a US government shutdown from tomorrow. President Trump's focus has been on negotiating a peace deal for Gaza. NAB’s Ray Attrill says markets are concerned the shutdown means non-farm payrolls are not published on Friday, leaving everyone guessing abo...
Monday 29th September 2025
NAB Markets Research Disclaimer
Financial Services Guide | Information on our services - NAB
Friday was a day of positivity in the US, with shares bouncing back and a higher than expected read on US personal spending. But NAB’s Sally Auld says inflation is still higher than where the Fed would like it. But we know Jerome Powell is also concerned about a weakening labour market, so that mak...
Friday 26th September 2025
Please note this communication is not a research report and has not been prepared by NAB Research analysts. Read the full disclaimer here.
Donald Trump came out heavy on tariffs against China, supposedly to crack down on fentanyl trafficking, but mostly to offset America’s big trade deficit. Last year that deficit with China was close to $300 billion, more than a third of the US’s total negative tra...
Thursday 25th September 2025
NAB Markets Research Disclaimer
Financial Services Guide | Information on our services - NAB
Unexpectedly positive data out of the US, including an upward revision to GDP, has push ed equities lower, and adds to the question of when does the Fed need to cut. NAB’s Gavin Friend joins Phil to dissect the data and examine the (still very varied) views of Fed speakers. It depends on the infl...
Popular Podcasts
It’s 1996 in rural North Carolina, and an oddball crew makes history when they pull off America’s third largest cash heist. But it’s all downhill from there. Join host Johnny Knoxville as he unspools a wild and woolly tale about a group of regular ‘ol folks who risked it all for a chance at a better life. CrimeLess: Hillbilly Heist answers the question: what would you do with 17.3 million dollars? The answer includes diamond rings, mansions, velvet Elvis paintings, plus a run for the border, murder-for-hire-plots, and FBI busts.
Does hearing about a true crime case always leave you scouring the internet for the truth behind the story? Dive into your next mystery with Crime Junkie. Every Monday, join your host Ashley Flowers as she unravels all the details of infamous and underreported true crime cases with her best friend Brit Prawat. From cold cases to missing persons and heroes in our community who seek justice, Crime Junkie is your destination for theories and stories you won’t hear anywhere else. Whether you're a seasoned true crime enthusiast or new to the genre, you'll find yourself on the edge of your seat awaiting a new episode every Monday. If you can never get enough true crime... Congratulations, you’ve found your people. Follow to join a community of Crime Junkies! Crime Junkie is presented by audiochuck Media Company.
If you've ever wanted to know about champagne, satanism, the Stonewall Uprising, chaos theory, LSD, El Nino, true crime and Rosa Parks, then look no further. Josh and Chuck have you covered.
The Clay Travis and Buck Sexton Show. Clay Travis and Buck Sexton tackle the biggest stories in news, politics and current events with intelligence and humor. From the border crisis, to the madness of cancel culture and far-left missteps, Clay and Buck guide listeners through the latest headlines and hot topics with fun and entertaining conversations and opinions.
The official podcast of comedian Joe Rogan.