NAB Morning Call
Phil Dobbie
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.
Categories: News & Politics
Listen to the last episode:
Friday 17th May 2024
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It’s a quiet start today after a week that finished slowly. Skye Masters discusses how bond yields have been slowly rising, unwinding the moves after the surprise CPI growth earlier in the month. Central banks still seem to be doing their best to warn markets not to expect rate cuts too soon. Isabel Schnabel from the ECB did just that on Friday, warning that, although a June cut was appropriate, a ‘cautious approach is needed beyond that’. If Friday was quiet, expect more of the same today, although data picks up later in the week, including CPI for UK, Canada and Japan, and the latest RBNZ meeting, plus NVIDIA earnings.
Hosted on Acast. See acast.com/privacy for more information.
Previous episodes
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2379 - Slow movesSun, 19 May 2024 - 0h
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2378 - Weekend edition: A budget that sets fiscal policy against monetary policyFri, 17 May 2024 - 0h
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2377 - Exuberance sees Dow pass 40k markThu, 16 May 2024 - 0h
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2376 - Do the inflation and retail numbers cement in two cuts for the Fed?Wed, 15 May 2024 - 0h
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2375 - Holding out for the hero statTue, 14 May 2024 - 0h
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2374 - Budget day: Helping or hindering the inflation battle?Mon, 13 May 2024 - 0h
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2373 - Warning signs on inflation persistence?Sun, 12 May 2024 - 0h
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2372 - Weekend Edition: Fixing Australia’s productivity problemFri, 10 May 2024 - 0h
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2371 - BoE talks cuts, soonish. Market unphased.Thu, 09 May 2024 - 0h
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2370 - Data drought with no clear direction, ahead of BoEWed, 08 May 2024 - 0h
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2369 - Is an RBA hike an emerging possibility?Tue, 07 May 2024 - 0h
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2368 - RBA gives it all, but is any of it new?Mon, 06 May 2024 - 0h
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2367 - US jobs cool and services softenSun, 05 May 2024 - 0h
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2366 - The Weekend Edition - The fundamentals of the Magnificent SevenFri, 03 May 2024 - 0h
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2365 - US productivity slips adding to labour costsThu, 02 May 2024 - 0h
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2364 - Fed’s lack of progressWed, 01 May 2024 - 0h
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2363 - Bond yields push higher, heavy losses in equities a day out from the FedTue, 30 Apr 2024 - 0h
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2362 - A sticky last mile for EuropeMon, 29 Apr 2024 - 0h
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2361 - Waiting longer as inflation persistsSun, 28 Apr 2024 - 0h
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2360 - Weekend Edition: Moving up the renewables value chainFri, 26 Apr 2024 - 0h
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2359 - Stagflation anyone?Thu, 25 Apr 2024 - 0h
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2358 - PMIs show narrowing US-Europe gap, Inflation Day for AustraliaTue, 23 Apr 2024 - 0h
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2357 - The Equities Strike Back (for now)Mon, 22 Apr 2024 - 0h
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2356 - Is there a tech correction going on?Sun, 21 Apr 2024 - 0h
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2355 - The Weekend Edition: Europe needs a confidence boostFri, 19 Apr 2024 - 0h
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2354 - Next Fed move, backend of the year, unless it’s up!Thu, 18 Apr 2024 - 0h
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2353 - UK inflation slows, but not enough. Aussie employment numbers today.Wed, 17 Apr 2024 - 0h
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2352 - It’s taking longer, says PowellTue, 16 Apr 2024 - 0h
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2351 - US retail moves markets, not the Middle EastMon, 15 Apr 2024 - 0h
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2350 - Drone attack. Will Israel retaliate?Sun, 14 Apr 2024 - 0h
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2349 - Weekend Edition: The "women with money" opportunityFri, 12 Apr 2024 - 0h
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2348 - Europe is getting ready, without being triumphantThu, 11 Apr 2024 - 0h
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2347 - US CPI surprise. The last mile just got longerWed, 10 Apr 2024 - 0h
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2346 - Two central banks and lots of unhappy small businessesTue, 09 Apr 2024 - 0h
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2345 - Treasury yields hit year highs on creeping doubts about Fed easingMon, 08 Apr 2024 - 0h
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2344 - US payrolls too hot for the Fed?Sun, 07 Apr 2024 - 0h
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2343 - Weekend Edition: China’s future – on its termsFri, 05 Apr 2024 - 0h
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2342 - Australia’s housing problem, US markets choppy ahead of jobs numbersThu, 04 Apr 2024 - 0h
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2341 - Powell waits whilst service sector softensWed, 03 Apr 2024 - 0h
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2340 - Yields rise over expected Fed delaysTue, 02 Apr 2024 - 0h
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2339 - Hopeful data suggests US is heading for ‘no landing’Mon, 01 Apr 2024 - 0h
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2338 - Weekend Edition: Bronwyn Curtis on central banks and growthThu, 28 Mar 2024 - 0h
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2337 - A scramble to the quarter endWed, 27 Mar 2024 - 0h
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2336 - Break the glass and get ready for inflation numbersTue, 26 Mar 2024 - 0h
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2335 - Controlling the Yuan and the YenMon, 25 Mar 2024 - 0h
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2334 - Easing hopes and a falling YuanSun, 24 Mar 2024 - 0h
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2333 - Weekend Edition: The Great Education Bounce BackFri, 22 Mar 2024 - 0h
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2332 - Bad Apple, Swiss Surprise, English Hawks flyThu, 21 Mar 2024 - 0h
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2331 - Fed feels its way slowlyWed, 20 Mar 2024 - 0h
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2330 - In the thick of itTue, 19 Mar 2024 - 0h
