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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.

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All Episodes

17:35

BLS rewrites US jobs history

NAB Morning Call ·

2025/09/09

Wednesday 10th September 2025NAB Markets Research DisclaimerFinancial Services Guide | Information on our services -NABAlthough we said yesterday that revisions to the BLS jobs data for the year to March are a piece of history, the size of the downward revision does flag the issue about just how accurate these numbers are. The revision basically wipes out half the jobs growth for the year to March, following a big revision down the year before. The markets didn’t respond too much to the data, but it

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16:18

Will US jobs numbers be revised down today?

NAB Morning Call ·

2025/09/08

Tuesday 9th September 2025NAB Markets Research DisclaimerFinancial Services Guide | Information on our services -NABAre we about to see a big downward revision in US jobs data? Today a recalibrated set of results for the year to March will be released. Last time it showed a downward revision of 818,000 jobs. NAB’s Taylor Nugent says its ancient history and he doesn’t expect the markets, or the Fed to pay toomuch attention. He also talks to Phil about the collapse of the French government – again -

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17:09

US jobs shock. The focus is now on inflation.

NAB Morning Call ·

2025/09/07

Monday 8th September 2025NAB Markets Research DisclaimerFinancial Services Guide | Information on our services -NABThe building evidence in jobs-related data pointed to a disappointing non-farm payrolls number for the US, and on Friday we got it, with a small increase in jobs and a rise in the unemployment rate to 4.3%. NAB’s Skye Masters says it pushed bond yields lower, but highlights that although unemployment is rising, the rate is edging up very slowly. Still, if we see inflation rising this

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31:34

The fragile hopes of Stablecoin

NAB Morning Call ·

2025/09/05

Friday 5th September 2025Please note this communication is not a research report and has not been prepared by NAB Research analysts. Read the full disclaimer here.The US recently passed The Genius Act, which entrenches the role of Stablecoin in the US economy. Scott Bessent thinks the requirement for Stablecoin operators to back their issuance 1:1 with US currency safe assets, like government securities, will increase demand for US Treasuries and lower borrowing costs. Is it a genius plan or just

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16:31

Get ready for the (soft?) US jobs number

NAB Morning Call ·

2025/09/04

Friday 5th September 2025NAB Markets Research DisclaimerFinancial Services Guide | Information on our services -NABIt would be a big surprise if we saw strong growth in the US non-farm payrolls numbers out tonight (Australia time). As NAB’s Ken Crompton describes, the Challenger Jobs Survey showed sharp rise sin layoffs, the weekly jobless claims continue to rise, and the number of new jobs halved in the latest ADP report. He tells Phul that the report is unlikely to have any impact on the chance of

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17:28

Jobs openings data shows US on go slow

NAB Morning Call ·

2025/09/03

Thursday 4th September 2025NAB Markets Research DisclaimerFinancial Services Guide | Information on our services -NABThe US job openings (JOLTs) data showed a fall in July (7.2 million down from 7.4 million in June, a number which was also revised down). This has adding to the belief that the US jobs market is getting weaker. NAB’s Ray Attrill joins Phil to talk through the findings and how it has moved tech stocks higher and driven bond yields lower. He also responds to yesterday’s Australian GDP,

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15:46

Soured sentiment sends yields soaring in the US and UK

NAB Morning Call ·

2025/09/02

Wednesday 3rd September 2025NAB Markets Research DisclaimerFinancial Services Guide | Information on our services -NABNAB’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 was founded, and Apple came out with the iMac. US yields are also higher, in part because

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14:19

Gold and the power triple

NAB Morning Call ·

2025/09/01

Tuesday 2nd September 2025NAB Markets Research DisclaimerFinancial Services Guide | Information on our services -NABIt 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. NAB’s Rodrigo Catril joins in to discuss the latest Aussie GDP partials (more to come today). We

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16:19

A week of politics, US jobs data and Aussie GDP.

NAB Morning Call ·

2025/08/31

Monday 1st September 2025NAB Markets Research DisclaimerFinancial Services Guide | Information on our services -NABThis 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 GDP along the way.NAB’s Taylor Nugent says it would take a lot for payrolls to divert

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23:19

Weekend Edition: The AI race. Build fast. Build big.

NAB Morning Call ·

2025/08/29

Friday 29th August 2025Please note this communication is not a research report and has not been prepared by NAB Research analysts. Read the full disclaimer here.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, AirTrunk has two gigawatts portfolio of hyperscale data centres, with big

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19:23

Does the growing US economy need a rate cut?

NAB Morning Call ·

2025/08/28

Friday 29th August July 2025NAB Markets Research DisclaimerFinancial Services Guide | Information on our services -NABThe 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 stepping back on the speed of cuts beyond that. Although that could be determined by how

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15:47

India slapped hard, Europe plays nice and NVIDIA...

NAB Morning Call ·

2025/08/27

Thursday 28th August July 2025NAB Markets Research DisclaimerFinancial Services Guide | Information on our services -NABToday’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, itself, considering secondary tariffs. It’s also fast-tracking an end to many tariffs on

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15:33

You’re Fired! Assuming it is legal.

NAB Morning Call ·

2025/08/26

Wednesday 27th August July 2025NAB Markets Research DisclaimerFinancial Services Guide | Information on our services -NABPresident 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, markets have taken it in their stride, apart from a mild steepening in the yield

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15:33

Doves wings clipped

NAB Morning Call ·

2025/08/25

Tuesday 26th August July 2025NAB Markets Research DisclaimerFinancial Services Guide | Information on our services -NABThe 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 dampen expectations around the number of cuts this year. Meanwhile, Elon Musk is suing

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17:09

Who Let the Doves Out?

NAB Morning Call ·

2025/08/24

Monday 25th August July 2025NAB Markets Research DisclaimerFinancial Services Guide | Information on our services -NABFed 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 President manages to oust Lisa Cook and get one of his sympathisers in there. If that forces a

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32:40

Weekend Edition: Dealing with the US. The tactics of...

NAB Morning Call ·

2025/08/22

Friday 22nd August 2025Please note this communication is not a research report and has not been prepared by NAB Research analysts. Read the full disclaimer here.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, fromstopping fentanyl, to trade imbalance, to political concerns.The benefits have been argued as protecting jobs, brining industries back home to raising

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14:20

Walmart drags equities down, yields rise ahead of...

NAB Morning Call ·

2025/08/21

Friday 22nd August July 2025NAB Markets Research DisclaimerFinancial Services Guide | Information on our services -NABUS 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 returns to the Morning Call to give his take on overnight market moves and the latest PMI numbers

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16:42

Tech fears and a Fed firing?

NAB Morning Call ·

2025/08/20

Thursday 21st August July 2025NAB Markets Research DisclaimerFinancial Services Guide | Information on our services -NABTech 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 market moves and overnight news, including the Fed’s hawkish minutes and the RBNZ’s dovish

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17:06

RBNZ ready to cut. US tech stocks step back.

NAB Morning Call ·

2025/08/19

Wednesday 20th August July 2025NAB Markets Research DisclaimerFinancial Services Guide | Information on our services -NABNAB’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 equities took a hit, driven by tech stocks. NVIIDA lost ground, in part because their

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14:45

Trump tries for a trilateral

NAB Morning Call ·

2025/08/18

Tuesday 19th August July 2025NAB Markets Research DisclaimerFinancial Services Guide | Information on our services -NABHaving 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 Strickland says market moves have been somewhat constrained, as we wait for the start of

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1,350 results

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