NAB Morning Call

Phil Dobbie
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NAB Morning Call Podcast

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.

  1. The Weekend Edition: The rise and rise of ETFs

    1 DAY AGO

    The Weekend Edition: The rise and rise of ETFs

    Friday 27th September 2024 Please note this communication is not a research report and has not been prepared by NAB Research analysts. Read the full disclaimer here. ETFs – exchange traded funds – are becoming increasingly popular. So who is buying them? What are they buying? Phil is joined by Chamath de Silva, Head of Fixed Income at Betashares, where he manages their fixed income ETFs portfolio. They talk about the growth in ETFs and what it’s doing to flows. For example, is it driving more investors in search of overseas assets? Also, the range of asset classes covered, and the growth of active funds. And what does it mean for the future of investment advisors and fund managers? Hosted on Acast. See acast.com/privacy for more information.

    23 min

  2. 1 DAY AGO

    The Bazooka, at long last?

    Friday 27th September 2024 NAB Markets Research Disclaimer  Financial Services Guide | Information on our services - NAB China is set to issue a lot of bonds to fire the long-awaited Bazooka. NAB’s Ray Attrill joins Phil to discuss the market reaction to the speculation that China is, at long last, ready to push ahead with a very sizeable fiscal stimulus. Oil behaved the opposite to what you’d expect from the news, driven by expectations of increased supply from Saudi Arabia and Libya. There’s a lot of European data to absorb today, which could paint a picture f what the ECB will do next. Their next meeting is an each way bet at the moment. Finally, Ray explains why the LDP leadership vote in Japan today could be market moving, Hosted on Acast. See acast.com/privacy for more information.

    18 min

  3. 2 DAYS AGO

    Risk on switched off, whilst Riksbank gets on with it

    Thursday 26th September 2024 NAB Markets Research Disclaimer  Financial Services Guide | Information on our services - NAB The slight risk-on mood we saw after news of potential further stimulus measures in China has ebbed away a little today, particularly in the share market, where indices are generally lower in the US and Europe overnight. NAB’s Ken Crompton says there’s a bit of a reassessment during a session low on data. Expectations for an outside cut by the Fed have fallen slightly on the back of one large individual trade. The Riksbank, though, is confidently cutting rates, suggesting they’ll keep going until they reach their neutral rate, once they’ve decided what that is. Given the focus lately is on watching jobs, Australia’s job vacancies and US jobless claims will prove interesting today. And a night when too many Fed speakers is barely enough. Hosted on Acast. See acast.com/privacy for more information.

    16 min

  4. 3 DAYS AGO

    Does China have a workable plan?

    Wednesday 25th September 2024 NAB Markets Research Disclaimer  Financial Services Guide | Information on our services - NAB There is still some uncertainty about the future direction of US policy, with the Fed’s Michelle Bowman still concerned about a potential return of inflation, whilst most other Fed members are worried about a downturn in employment having a broader impact on the economy. NAB’s Skye Masters says the diversity of opinion is being driven by mixed data, the sharp slowdown in the Conference Board’s Consumer Confidence Report being the latest example. But there is a slight risk-on mood today, driven by hopes that China will offer a comprehensive package to kick start their economy. Meanwhile, the RBA kept rates on hold as expected, and weakness in European PMIs yesterday has heightened expectations for two more cuts by the ECB this year. Hosted on Acast. See acast.com/privacy for more information.

    15 min

  5. 4 DAYS AGO

    Disappointing news

    Tuesday 24th September 2024 NAB Markets Research Disclaimer  Financial Services Guide | Information on our services - NAB  Monday’s global PMIs were universally disappointing, but the downward trajectory was most pronounced in Europe and, in particularly Germany. It’s created a mixed story in bond movements today, even though equities have fared well. NAB’s Tapas Strickland describes how markets are seeing the relative positions of the US and Europe right now. Today the RBA announces its rate decision, with widespread agreement that they will keep rates on hold. But how long for? And is China about to go for broke on their 5% growth target? Hosted on Acast. See acast.com/privacy for more information.

    16 min

  6. 5 DAYS AGO

    Making minor adjustments

    Monday 23rd September 2024 NAB Markets Research Disclaimer  Financial Services Guide | Information on our services - NAB There were surprisingly small moves in bond yields on Friday, whilst investors in shares seemed to be momentarily reassessing their optimism after the 50bp cut from the Fed. Nonetheless, two more cuts are assumed this year, with a rising expectation that there will be another big cut before Christmas, assisted by comments from the Fed’s Waller who suggested that inflation is falling faster than expected. The standout move in currencies was the Japanese Yen responding to push-back on the expected timing of the next rate rise by the BoJ’s Governor Ueda. Today, global PMIs are released, giving the latest snapshot on the relative strength of Germany versus the rest of Europe versus the US. Hosted on Acast. See acast.com/privacy for more information.

    15 min
  7. Weekend Edition: The Invisible Hand Behind Your Super Fund

    20 SEPT

    Weekend Edition: The Invisible Hand Behind Your Super Fund

    Friday 20th September 2024 Please note this communication is not a research report and has not been prepared by NAB Research analysts. Read the full disclaimer here. From Super funds to family trusts, John Coombe, Executive Director at JANA, has been providing investment advice for well over three decades. He is one of Australia’s most highly regarded asset managers. So, what’s the secret to his success? Part of the answer, he says, is listening to a client’s needs. The other element is to do with timing. What else? Phil teases out more from John as they take a whistle stop tour around the globe, through various asset classes and the influence of everything from central banks, to governments, to how companies treat investors. It’s an entertaining half an hour that will demonstrate the other reason for John’s success – his understanding of how the world is connected and constantly changing. Hosted on Acast. See acast.com/privacy for more information.

    30 min

  8. 19 SEPT

    Markets buoyant from Fed hikes. BoE plays it cool.

    Friday 20th September 2024 NAB Markets Research Disclaimer  Financial Services Guide | Information on our services - NAB Equity markets have responded positively to the mega-cut from the Fed yesterday, whist the Bank of England plays it cool, keeping rates on hold yesterday. Andrew Bailey said they should be able to reduce rates gradually over time, without giving any clear signal on how gradual or how much time. The Bank of Japan is expected to keep rates on hold, but with CPI expected to rise today NAB’s Rodrigo Catril wonders how long they’ve be able to maintain that policy position. He also discusses with Phil yesterday’s employment numbers from Australia and New Zealand’s GDP numbers which, although slightly better than expected, still show an economy in trouble. Hosted on Acast. See acast.com/privacy for more information.

    18 min
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Hosts & Guests

About

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.

Information

  • Creator
    Phil Dobbie
  • Years Active
    2016 - 2024
  • Episodes
    1.1K
  • Rating
    Clean
  • Copyright
    © All rights reserved
  • Show Website
    NAB Morning Call

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