NAB Morning Call

Phil Dobbie
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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.

  1. HACE 20 H

    US dollar stalls, the Tariff drip feed, markets await CPI

    Wednesday 15th January 2025 NAB Markets Research Disclaimer  Financial Services Guide | Information on our services - NAB Markets are holding out for today’s US CPI print, but JBWere’s Sally Auld says its unlikely to move the dial much on the timing of Fed rate moves. The US dollar is weaker, for once, perhaps because of reports that Donald Trump will drip-feed tariff increases to help contain inflationary impacts. He is, meanwhile, talking up his policy on energy dominance from day one. There’s also discussion on Australian consumer confidence, Chinas credit data, US and NZ business confidence – they couldn’t be further apart – and the plethora of Fed speakers getting their oar in today. Hosted on Acast. See acast.com/privacy for more information.

    19 min

  2. HACE 1 DÍA

    Dollar up again, yields rising - but why?

    Tuesday 14th January 2025 NAB Markets Research Disclaimer  Financial Services Guide | Information on our services - NAB The US dollar continues to rise. Bond yields are also pushing higher. How long can this continue for? How much is because of rising concerns about persistent inflation, and how much is priced in for Trump uncertainty? If it’s the latter, could some of these moves quickly unwind, particularly if the new president’s bark is worse than his bite? All questions Phil puts to NAB’s Rodrigo Catril on today’s podcast, plus the rising price of oil, trade data from China and the latest take-outs from speakers from the ECB, BoJ and the Fed. Hosted on Acast. See acast.com/privacy for more information.

    16 min

  3. HACE 2 DÍAS

    Year kicks off with rising inflation concerns

    Monday 13th January 2025 NAB Markets Research Disclaimer  Financial Services Guide | Information on our services - NAB NAB’s Ray Attrill joins Phil on the podcast this morning, where the inflation outlook is very different to where we were before Christmas. Ray says Fed-speak last week was already pushing back expectations for a rate cut in the US, then a much stronger than anticipated payrolls number of Friday reaffirmed those concerns. That’s pushed yields higher and weekend equities, whilst the US dollar continues to rise, at the expense of all other major currencies. With US inflation data this week, prepare for a choppy one. Hosted on Acast. See acast.com/privacy for more information.

    17 min
  4. Weekend Edition: The Year That Was, and the Year That Will Be

    20/12/2024

    Weekend Edition: The Year That Was, and the Year That Will Be

    Friday 20th December 2024 NAB Markets Research Disclaimer  Financial Services Guide | Information on our services - NAB It’s been a year of surprises. US exceptionalism has long been talked about, but this year it particularly exceptional, particularly in relation to the rest of the world. Growth has picked up, the dollar has strengthened, and the share market has repeatedly hit new highs, driven by Trump, tech and the AI revolution. So, what does 2025 have in store? The entire NAB Morning Call team - Sally, Skye, Ray, Rodrigo, Gavin, Tapas, Taylor and Ken - join Phil to crystal ball gaze on 2025. Will Trump push ahead with his tariff threat? What will that mean for international trade? Will China manage to find the ways and means to stimulate its domestic economy and, it not, what’s the impact on the CNY and the Aussie dollar? Could the Aussie fall below 60 US cents next year? They also discuss the path of central banks next year. Speculation has been rife this year about who will cut when and by how far. There’s no clear agreement on the neutral rate that each bank is striving for. Does that mean we’ll see smaller movement in bond market. A myriad of questions tackled in this special 40-minute episode, the final Morning Call of 2024. We’re back on January 13th, by the way. Usual time. Hosted on Acast. See acast.com/privacy for more information.

    41 min

  5. 19/12/2024

    The Fed Flow-Through and the Banks since.

    Friday 20th December 2024 NAB Markets Research Disclaimer  Financial Services Guide | Information on our services - NAB As we recovered in the later editions of the Morning Call yesterday there was a strong market response to the Fed yesterday -from the statement and the press conference. As NAB’s Taylor Nugent explains, there’s been a slight reversal in equity markets today, but nothing significant, and the US dollar continues to push higher. Since then, the Bank of Japan has done as expected, but still managed to weaken the Yen, perhaps because some are now wondering whether a rate rise won’t happen until March. The Bank of England kept on hold, but with a divided board. The Norges Bank and Riksbank did as expected. Meanwhile a s surprise in yesterday’s New Zealand GDP. Good news or bad?  Hosted on Acast. See acast.com/privacy for more information.

    16 min

  6. 18/12/2024

    Hawkish cut, on the slow road to 3 percent

    Thursday 19th December 2024 NAB Markets Research Disclaimer  Financial Services Guide | Information on our services - NAB The Fed has cut interest rates as expected, and they have halved the number of cuts they expect next year. As NAB’s Gavin Friend points out, there was only one dissenter, wanting to keep rates on hold. That seems highly likely next time, as the Fed dot plot sees just two cuts next year, eventually aiming for an expected neutral rate close to 3 percent. Also, UK CPI didn’t surprise, and the Bank of England isn’t expected to either, keeping rates on hold, as inflationary pressures, though falling, remain high. The Bank of Japan also meets today. Another case of hold, but an expectation of a small rise early next year. And New Zealand’s economy is expected to show a second quarterly decline this morning.   Hosted on Acast. See acast.com/privacy for more information.

    19 min

  7. 17/12/2024

    UK wages push Gilts-Bund spread to historic levels

    Wednesday 17th December 2024 NAB Markets Research Disclaimer  Financial Services Guide | Information on our services - NAB Markets were surprised overnight by the increased in UK wages. Alongside the weakness in European data lately, the yield spread between the UK and Germany is now at its highest level since the reunification of Germany in 1990. Other data was less surprising. US retail sales rose, but as much as many had anticipated. Canada’s inflation fell. Aussie consumer confidence was down a little, but not by much and after two months of solid growth. NAB’s Skye Masters talks through the day’s news and looks ahead to the Fed meeting. What could surprise the markets this time tomorrow? Hosted on Acast. See acast.com/privacy for more information.

    15 min

  8. 16/12/2024

    Better European service numbers, but US more so

    Monday 16th December 2024 NAB Markets Research Disclaimer  Financial Services Guide | Information on our services - NAB US growth continues to lead the way. The latest PMIs showed services growth for Europe and the UK, but not as much as the US. In all cases, though, there’s a fall in the manufacturing PMI. The US strength helped push equities higher - with new highs for the NASDAQ and S&P - and strengthened the US dollar and pushed Treasury yields higher. The data doesn’t stop flowing, even though it’s only a week till Christmas. UK employment data today might do little to influence the Bank of England this week, but if wages growth remains high it’ll support their reticence to cut too quickly. Australian consumer confidence is out today as well. NAB’s Taylor Nugent talks through the numbers. Hosted on Acast. See acast.com/privacy for more information.

    18 min
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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.

Información

  • Creador
    Phil Dobbie
  • Años de actividad
    2016 - 2025
  • Episodios
    1.2 k
  • Clasificación
    Apto
  • Copyright
    © All rights reserved
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    NAB Morning Call

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