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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

18:25

Revising history

NAB Morning Call ·

2025/08/03

Monday 4th August July 2025NAB Markets Research DisclaimerFinancial Services Guide | Information on our services -NABThere were sharp market moves on Friday after all the shenanigans in the US.NAB’s Ray Attrill tells us how markets responded to a far weaker than expected non-farm payrolls report, that included two substantial reductions in the numbers for the prior two months.Market repriced expectations for a cut next month. That would seem to give the President what he wanted, but nonetheless he

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26:56

Weekend Edition: NZ Super Fund – time on their side

NAB Morning Call ·

2025/08/01

Friday 2nd August 2025Please note this communication is not a research report and has not been prepared by NAB Research analysts. Read the full disclaimer here.NZSuperFund is New Zealand’s sovereign wealth fund (SWF), that has earned a reputation for delivering the strongest returns of any SWF globally. So what’s their secret and how do they perform against private funds?Brad Dunstan, their Chief Investment Officer, says the advantage of time on their side. They don’t have to meet demands for

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18:23

Tariff delays already, ahead of today's deadline.

NAB Morning Call ·

2025/07/31

Friday 1st August July 2025NAB Markets Research DisclaimerFinancial Services Guide | Information on our services -NABYesterday the US President warned there will be no delays on tariffs ahead of the August 1 deadline. Hours later he announced a 90-day delay for Mexico but warned that Canada’s support for Palestine would make a deal difficult. NABs Ken Crompton talks about how non—trade criteria are creeping into the US tariff regime, and it remains uncertain who will get hit with what today. The

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17:51

‘No preset course’ says Powell, as Fed waits longer

NAB Morning Call ·

2025/07/30

Thursday31st July 2025NAB Markets Research DisclaimerFinancial Services Guide | Information on our services -NABIf anything, the Fed was sounding slightly hawkish at today’s meeting, says NAB’s Tapas Strickland, erven though two dissenters voted for a rate cut. The fear and uncertainty around the inflationary impacts of tariffs is part of the problem, and markets are now seeing a September cut as more or less each way bet. A cut in the range of copper products that will be tariffed from tomorrow

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16:33

Oil worries, job slowdown and mega MAGA borrowing...

NAB Morning Call ·

2025/07/29

Wednesday 30th July 2025NAB Markets Research DisclaimerFinancial Services Guide | Information on our services -NABOil is the big mover overnight as President Trump confirms Russia has just 10 days to end the war before he imposes secondary tariffs. US equities have fallen. Meanwhile, it seems likely that China will have longer to reach an agreement. Meanwhile, US consumer confidence is rising, although, as NAB’s Sally Auld points out, the Conference Board report also highlighted growing concerns

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12:23

EU a little less excited one day on

NAB Morning Call ·

2025/07/28

Tuesday 29th July 2025NAB Markets Research DisclaimerFinancial Services Guide | Information on our services -NABThe euphoria over a US—EU trade deal didn’t last long. It has helped catapult the US dollar higher, but at the expense of a big fall in the Euro, with European equities also well down.NAB’s Ray Attrill joins Phil to talk through the about turn, with the realisation that 15% tariffs will slow the European economy.As a result, copper and iron ore prices are well down. Oil, though, is much

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19:24

Europe scores a deal

NAB Morning Call ·

2025/07/27

Monday 28th July 2025NAB Markets Research DisclaimerFinancial Services Guide | Information on our services -NABPresident Trump announced a trade deal with the EU on Sunday, that sees a 15% tariff on most goods, cars included. Aluminium and steel remain at 50%. In exchange, according to Bloomberg, Europe will not levy any tariffs and will invest an extra $600bn in the US and spend $750bn on US energy. The deadline for a China deal also seems to have been pushed back 90 days.NAB’s Rodrigo Catril talks

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28:33

Weekend Edition: Can Australian exports iron out...

NAB Morning Call ·

2025/07/25

Friday 25th July 2025Please note this communication is not a research report and has not been prepared by NAB Research analysts. Read the full disclaimer here.This week Rod Sims, chair of the think tank The Super Power Institute, joins Phil to talk about Australia’s green iron opportunity. He says we have all the ingredients – the raw materials and the environment – to produce green iron, rather than shipping iron ore and coking coal overseas for carbon-intensive processing. But he admits in the

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18:37

Trump drops by the Fed

NAB Morning Call ·

2025/07/24

Friday 25th July 2025NAB Markets Research DisclaimerFinancial Services Guide | Information on our services -NABPresident Trump is stepping up the pressure on Jerome Powell as he ‘drops by’ the Fed, before heading off to the UK for the weekend. Markets have been a little more concerned about PMIs and central banks, though.The ECB kept rates on hold but, as NAB’s Ray Attrill point out, Christine Lagarde was hawkish in the press conference. Phil asks if he could have seen the last rate cut in this

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19:14

Japan deal helps auto sector, but Trump still in the...

NAB Morning Call ·

2025/07/23

Thursday 24th July 2025NAB Markets Research DisclaimerFinancial Services Guide | Information on our services -NABJapan has a deal, even if the details right now seem a little sketchy. NAB’s Gavin Friend joins Phil to talk through an arrangement that sees Japan’s exports taxed at 15%, a welcome reduction for the country’s automakers. There are murmurs that the EU will reach a similar deal. Ironically the speed at which the deal was reached in Japan could see pressure mounting on PM Shigeru Ishiba to

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15:00

24 hours from Tesla (and Alphabet)

NAB Morning Call ·

2025/07/22

Wednesday 23rd July 2025NAB Markets Research DisclaimerFinancial Services Guide | Information on our services -NABTech earnings will be a focus of the week, with Tesla, IBM and Alphabet a day away now. But markets have responded favourably to earnings results so far, including a strong result from Coca Cola. But, as NAB’s Tapas Strickland points out in today’s podcast, it was a different story for GM, who took a hit on their income to absorb the cost of tariffs on imported cars and parts. Meanwhile

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15:27

Markets pulled between earnings and tariffs

NAB Morning Call ·

2025/07/21

Tuesday 22nd July 2025NAB Markets Research DisclaimerFinancial Services Guide | Information on our services -NABUS equities rose to new highs in this session, buoyed by positive earnings results, but pulled back, perhaps on the reality check that Liberation Day Mark 2 is a little over a week away, The European Commission has said they will be meeting early next week to discuss counter measures if a deal isn’t reached with the US. Scott Bessent has also suggested secondary tariffs will be more

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17:32

Not so big in Japan.

NAB Morning Call ·

2025/07/20

Monday 21st July 2025NAB Markets Research DisclaimerFinancial Services Guide | Information on our services -NABIt looks like Japan’s Prime Minister Ishiba has lost his majority, according to exit polls on Sunday. NAB’s Skye Masters says it was already priced into markets, with 30-year bond yields reaching record highs last week, but it comes at a bad time as Japan tries to negotiate a trade deal with the US, with the 1st August deadline looming. A deal might be reached with the EU this week or next,

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32:06

Weekend Edition: Trump’s Winners and Losers

NAB Morning Call ·

2025/07/18

Friday 18th July 2025Please note this communication is not a research report and has not been prepared by NAB Research analysts. Read the full disclaimer here.Who is going to ultimately benefit from Donald Trump’s policies – the tariffs and the bIg Beautiful Bill. Phil Dobbie talks to economist Phil Suttle, in Washington DC, about the future for the US economy and the impact on tariffs om the global economy. The uncertainty will almost certainly slow down US investment, the exception being the tech

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15:10

Accentuating the positive – S&P hits new high

NAB Morning Call ·

2025/07/17

Friday 18th July 2025NAB Markets Research DisclaimerFinancial Services Guide | Information on our services -NABThe S&P hit a new high today, passing 65,300for the first time.Why? Well, the economic data out over night was largely good news.Retail sales were stronger than expected in June, the Philly Fed Manufacturing Index perked up, initial jobless claims fell. As Phil suggests to NAB’s Gavin Friend, there was a lot to like. The threat of looming tariffs seems to be largely ignored, as though

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13:17

You’re Not Fired (Yet)!

NAB Morning Call ·

2025/07/16

Thursday17th July 2025NAB Markets Research DisclaimerFinancial Services Guide | Information on our services -NABDonald Trump made a TV career from firing people and there has been increasing speculation lately that he is ready to dump the Fed chair. That speculation was heightened on Wednesday when lawmakers claimed he had pointed to a letter asking Jerome Powell to leave. But he denied that when quizzed by the press, saying he’ll only go if he had to because of fraud. As NAB’s Taylor Nugent

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17:24

Are tariff impacts beginning to show?

NAB Morning Call ·

2025/07/15

Wedesday 16th July 2025NAB Markets Research DisclaimerFinancial Services Guide | Information on our services -NABPresident Trump suggested that the latest US inflation numbers are weak and that the Fed should cut by3 points - presumably 300bp. But, as NAB’s ken Crompton outlines, the data is more likely to delay the Fed. Why? Because markets responded positively to the data initially, on further examination it’s clear that inflation is picking up in areas most impacted by tariffs. A cut at the end

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18:22

Tepid Trump , Ruthless Rachel and Inflation Insights

NAB Morning Call ·

2025/07/14

Tuesday 15th July 2025NAB Markets Research DisclaimerFinancial Services Guide | Information on our services -NABOnce again, US markets seem unphased by the log list of tariffs from the US president, perhaps because he has indicated he is willing to negotiate, and it’s just seen as a negotiating tactic. Phil talks to NAB’s Rodrigo Catril about whether we’ll see signs of the impact in US inflation data today. Yesterday’s data from China showed the resilience of their export markets, and where trade is

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16:45

Another TACO moment?

NAB Morning Call ·

2025/07/13

Monday 14th July 2025NAB Markets Research DisclaimerFinancial Services Guide | Information on our services -NABOver the weekend President Trump announced 30% tariffs on the EU and Mexico starting from August 1st. As NAB’s Taylor Nugent suggests, it’s another delay in the implementation of tariffs and it has stopped the EU from enforcing retaliatory measures planned for this week whilst negotiations continue. More concerning for markets might be the Trump administration’s moves to oust Jerome Powell

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25:48

Weekend Edition: Delving deep into household spending

NAB Morning Call ·

2025/07/11

Friday 11h July 2025Please note this communication is not a research report and has not been prepared by NAB Research analysts. Read the full disclaimer here.The ABS is abandoning its monthly retail trade numbers, in favour of a more in-depth analysis of consumption in the revamped monthly Household Spending report. There’s a fundamental difference between the two. The Retail Trade data was based on a time consuming survey of retailers, the Household Spending report uses real data from banks,

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1,358 results

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