أفضل بودكاسات NAB Morning (2025)

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Dollar up again, yields rising - but why? 16:10

21h ago16:10

16:10

Tuesday 14th January 2024 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 l…

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Year kicks off with rising inflation concerns 16:57

2d ago16:57

16:57

Monday 13th January 2024 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, …

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Weekend Edition: The Year That Was, and the Year That Will Be 40:50

26d ago40:50

40:50

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 s…

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The Fed Flow-Through and the Banks since. 15:44

26d ago15:44

15:44

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 revers…

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Hawkish cut, on the slow road to 3 percent 18:34

27d ago18:34

18:34

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 ne…

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UK wages push Gilts-Bund spread to historic levels 14:33

28d ago14:33

14:33

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. O…

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Better European service numbers, but US more so 17:55

29d ago17:55

17:55

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 highe…

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Five central banks in the last gasp before Christmas 16:47

30d ago16:47

16:47

Monday 16th December 2024 NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NAB The Fed and four other central banks meet this week. NAB’s Ray Attrill says the Fed and the Riksbank will cut rates, whilst the Bank of England, the Bank of Japan and the Norges Bank will all keep rates on hold. Today PMIs are rele…

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Weekend Edition: Rate cuts will boost the Australian psyche, says NAB Chief 26:57

1M ago26:57

26:57

Friday 6th December 2024 Please note this communication is not a research report and has not been prepared by NAB Research analysts. Read the full disclaimer here. Next year the Australian economy will see slow and measured improvement, according to NAB's CEO Andrew Irvine. It’ll be boosted, though, by the first rate cut, which Andrew says will hav…

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ECB cuts, SNB more so. And Australia’s unexpected unemployment fall. 17:55

1M ago17:55

17:55

Friday 13th December 2024 NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NAB Today, NAB’s Taylor Nugent talks through the market response to the unexpected fall in Australian unemployment numbers yesterday, with the drop most significant in Victoria. The Swiss National Bank provided another surprise, with a…

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All systems go for a Fed cut next week 15:11

1M ago15:11

15:11

Thursday 12th December 2024 NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NAB US equities pushed higher today as US CPI provided no surprises, or any reason for the fed to deviate from their expected rate cut next week. The Bank of Canada managed a 50bp rate cut yesterday, but it’s likely that cuts will be…

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RBA. The first dove of Christmas. 14:45

1M ago14:45

14:45

Wednesday 11th December 2024 NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NAB Markets have responded to what some have seen as a dovish pivot by the RBA, in the wording of their statement yesterday and the post-meeting press conference. But JBWere’s Sally Auld says there are still inflation concerns, henc…

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Another China Rescue Plan 13:43

1M ago13:43

13:43

Tuesday 10th December 2024 NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NAB Beijing has announced more in the way of fiscal and monetary stimulus to get the Chinese economy back on its feet. NAB’s Ken Crompton says it’s still light on the detail, but it caught markets a little off-guard, with nothing expe…

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A week of cuts and uncertainty 17:20

1M ago17:20

17:20

Monday 9th December 2024 NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NAB We can expect three central banks to cut rates this week, and one to hold steady. No surprises that the RBA is the one firmly expect to stand pat, but NAB’s Taylor Nugent says a higher-than-expected unemployment rate in Canada saw p…

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Weekend Edition: With equities, is it a year for playing it safe at home? 29:16

1M ago29:16

29:16

Friday 6th December 2024 Please note this communication is not a research report and has not been prepared by NAB Research analysts. Read the full disclaimer here. Have Australians who ignored the rise of the Magnificent Seven lost out? NAB’s Gemma Dale says they will have still done pretty well with Australian equities, which have performed better…

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Payrolls, Paris and OPEC+ 16:14

1M ago16:14

16:14

Friday 6th December 2024 NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NAB The US releases non-farm payrolls data later today, but NAB’s Rodrigo Catril says if anything is going to shift expectations for a cut by the Fed this month it will be the upcoming CPI data. Meanwhile words from Jerome Powell, that …

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Australia’s slow growth, weaker dollar 19:53

1M ago19:53

19:53

Thursday 5th December 2024 NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NAB Australia’s growth numbers yesterday were a bit slower than most had expected, although in-line with NAB’s expectations. Nonetheless it was below consensus and NAB’s Gavin Friend says that was brought forward expectations for a ra…

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Crises ignored 14:27

1M ago14:27

14:27

Wednesday 4th December 2024 NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NAB It was a hectic session for geopolitics but, as NAB’s Skye Masters discusses, it hasn’t had much impact on markets. There wasn’t much of a reaction to the imposition of martial law in Korea, which was shortly afterwards overturne…

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Vive la révolution (of sorts) 15:36

1M ago15:36

15:36

Tuesday 3rd December 2024 NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NAB Will Marine Le Penne push all the way to bring down the Barnier government in France? She said on Monday she would support a n confidence vote in the government but, as NAB’s Rodrigo Catril points out, that would force a more const…

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Back to work, waiting for jobs numbers 16:45

1M ago16:45

16:45

Monday 2nd December 2024 NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NAB The US is back at work after a long Thanksgiving weekend for many, back just in time for the week of non-farm payroll and other US jobs data, ahead of the Fed this month. Retail sales numbers will be highlight for Australian data to…

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Weekend Edition: Return of the Japanese Carry Trade 24:34

2M ago24:34

24:34

Friday 29th November 2024 Please note this communication is not a research report and has not been prepared by NAB Research analysts. Read the full disclaimer here. A weak Yen and low interest rates had been fuelling the Japanese Carry Trade, as retail investors – the Mrs Watanabes – prospered from higher returns overseas. They took a hit from the …

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Slow down and split in two 17:16

2M ago17:16

17:16

Friday 29th November 2024 NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NAB The message from the RBA continues to be that there is no rush to drop rates. NAB’s Tapas Strickland highlights a chart presented by Michelle Bullock last night, which showed Australia’s interest rate compared to other leading econ…

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Talking Turkey 16:53

2M ago16:53

16:53

Thursday 28th November 2024 NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NAB A weaker dollar, falling share prices and very light trade. It’s close to the end of the month and Thanksgiving today in the US. NAB’s Ken Crompton returns rto the Morning Call to give is take on the market moves overnight on the…

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Minutes, Tariffs and a Ceasefire 16:02

2M ago16:02

16:02

Wednesday 27th November 2024 NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NAB No big surprises in the FOMC minutes out this morning, with the Fed saying it continues to be data dependent, and that could mean a pause, or faster cuts. JBWere’s Sally Auld says markets are still split on whether a cut will ha…

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The Bessent ‘Safe Hands’ Bonanza 17:10

2M ago17:10

17:10

Tuesday 26th November 2024 NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NAB Markets have reversed their position a little for the first time since the US election results. NAB’s Rodrigo Catril says it reflects the response to Scott Benson as the likely new Treasury head, who is seen as a more moderate, sa…

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More US exceptionalism 16:13

2M ago16:13

16:13

Monday 25th November 2024 NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NAB Friday highlighted the difference between US exceptionalism and European pessimism. NAB's Ray Attrill explains how PMIs were higher than expected in America, lower than anticipated for the EU. Phil asks how much of the difference i…

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Weekend Edition: Going Private 22:15

2M ago22:15

22:15

Friday 22nd November 2024 Please note this communication is not a research report and has not been prepared by NAB Research analysts. Read the full disclaimer here. The private credit market is growing in volume with no signs of abating. Brad Calleja, Executive Corporate Finance at NAB, says its difficult to put a precise figure on the size of the …

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We want more 16:41

2M ago16:41

16:41

Friday 22nd November 2024 NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NAB Are NVIDIA investors a bit like Oliver Twist? They want more. That’s the take of NAB’s Skye Masters, who joins Phil on the Morning Call. The data was all second tier and none of it changed market expectations around the Fed’s path …

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Spitting chips 16:38

2M ago16:38

16:38

Thursday 21st November 2024 NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NAB There’s no been much in the way of data to give markets any direction. Ahead of the NVIDIA results equities were trading lower, with the US dollar up slightly, and no big moves in oil. Phil asks NAB’s Tapas Strickland why there w…

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Markets nervous as Russia drops the N word (again) 16:25

2M ago16:25

16:25

Wednesday 20th November 2024 NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NAB There as a certain amount of nervousness as Ukraine fired into Russian territory overnight and Russia revised its so-called Nuclear Doctrine, which lowers the requirements for a nuclear strike on a foreign power. But NAB’s Ray A…

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Firing over the line 16:41

2M ago16:41

16:41

Tuesday 19th November 2024 NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NAB Oil increased in price today. At first glance you might assume this was a response to the news that President Biden has authorised the use of US weapons to be fired by Ukraine into Russian territory. But NAB’s Rodrigo Catril says …

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Powell the Grinch? 17:01

2M ago17:01

17:01

Monday 18th November 2024 NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NAB Just after Friday’s podcast Jerome Powell said the Fed was in no hurry to cut rates, raising doubts as to whether a cut in December was going to happen. Market pricing fell, to the point where it’s now closer to a 50:50 chance. NAB…

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Weekend Edition: A new world reorder, with FT’s Martin Wolf 37:41

2M ago37:41

37:41

Friday 15th November 2024 Please note this communication is not a research report and has not been prepared by NAB Research analysts. Read the full disclaimer here. How different will the world be after another term of Trump as US President? Will he grow the size of the US economy, or will his policies simply add to domestic inflation, meaning high…

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Wait a little longer 15:22

2M ago15:22

15:22

Friday 15th November 2024 NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NAB Australian unemployment numbers just don’t want to move. JBWere’s Sally Auld explains why NAB now expects a cut from the RBA to be delayed beyond the first quarter of 2025 and might not even happen next year at all. It’ll be intere…

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Inflation in no hurry to come down, and neither is the US dollar 16:52

2M ago16:52

16:52

Thursday 14th November 2024 NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NAB The US dollar continues to push higher, with the AUD one of the main casualties. The PBoC is also clearly concerned about the weakness on the CNY. It’s not just the dollar that is staying high - US inflation is taking a while to …

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A brighter future for optimists 16:34

2M ago16:34

16:34

Wednesday 13th November 2024 NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NAB US markets continue to embrace the optimism of a pro-growth Trump presidency, even as equities back off their highs a little in this session. The US dollar, meanwhile, continues to strengthen and the latest Bank of America Globa…

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Pricing for Trump. But is it rational? 18:23

2M ago18:23

18:23

Tuesday 12th November 2024 NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NAB The US dollar continues to rise, mid-cap equities are doing well, Bitcoin is pushing higher, so are Tesla shares. With little in the way of new data releases, and the US bond market closed for Veterans Day, most market moves relat…

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The Morning After the Week Before 15:03

2M ago15:03

15:03

Monday11th November 2024 NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NAB Markets might be waiting for signs of the speed and magnitude of Trump’s expected import tariffs, but NAB’s Tapas Strickland says businesses are already indicating their response - building up inventories in the US whilst they deter…

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Weekend Edition: Are we moving fast enough to tackle Australia’s housing crisis? 27:30

2M ago27:30

27:30

Friday 8th November 2024 Please note this communication is not a research report and has not been prepared by NAB Research analysts. Read the full disclaimer here. Australia faces a rising tide of homelessness as rents push higher, out of the reach of many lower income earners. According to Rebecca Pinkstone, chief executive of Homes NSW, in her st…

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Too slow for Trump? 17:30

2M ago17:30

17:30

Friday 8th November 2024 NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NAB The Fed cut rates as expected today by 25bp, after the big 50bp cut last time. But there’s one more meeting scheduled before Christmas and JBWere’s Sally Auld says markets are evenly split as to whether that’ll mean another cut this…

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Them and the rest of us 16:15

2M ago16:15

16:15

Thursday 7th November 2024 NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NAB There is a Trump trade after all, and we just saw it. The US dollar rising, bond yields in the US pushing higher, US equities higher at the expense of equity markets elsewhere. NAB’s Gavin Friend joins Phil to talk through the mar…

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Long time coming 14:42

2M ago14:42

14:42

Wednesday 6th November 2024 NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NAB Polls start closing in the next few hours. NAB’s Taylor Nugent says Virginia, which closes late morning Australia time, was called by Associated Press within 36 minutes last time. So, we could start to get a picture of how each c…

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Wafer thin difference 16:51

2M ago16:51

16:51

Tuesday 5th November 2024 NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NAB Markets have responded to a poll over the weekend which showed a swing in favour of Kamala Harris in Iowa. It was driven, apparently, by more older women expressing a preference. NAB’s Tapas Strickland says Iowa isn’t normally cons…

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Jobs take back seat as election drives the markets 13:40

2M ago13:40

13:40

Monday 4th November 2024 NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NAB Mid-morning Wednesday Australia time the polls close in the US and soon after, hopefully, the world will know the choice made from two very different political and economic agendas. NAB’s Ray Attrill says this uncertainty is showing…

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Weekend Edition: Has affordability finally hit home price growth? 26:02

2M ago26:02

26:02

Friday 1st November 2024 Please note this communication is not a research report and has not been prepared by NAB Research analysts. Read the full disclaimer here. Australian house prices have defied logic. Core Logic’s Eliza Owen says when interest rates rise you should see asset prices come down. In theory. Yet the last rate rise, in November las…

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US shares weaker on tech forecasts. UK markets judge budget. 17:20

2M ago17:20

17:20

Friday 1st November 2024 NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NAB Some big market moves overnight, with sharp falls in US equities. Markets are clearly not impressed with the forecasts that came with the strong earnings results this week. In the UK bond yields are markedly higher, particularly at …

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Happy Hawkish Halloween 17:51

3M ago17:51

17:51

Thursday 31st October 2024 NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NAB There were a few reasons for central banks to be cautious about the speed of the cuts to interest rates. Europe is growing a little faster than expected, whilst German inflation kicked back up a little. Whilst US GDP is weaker it …

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Jobs, growth, inflation and tech earnings. 15:29

3M ago15:29

15:29

Wednesday 30th October 2024 NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NAB Something for everyone today. On the jobs front US openings are down, whilst unemployment in Japan fell. On growth we have the US GDP number today, after the Atlanta Fed’s GDP Now forecast for Q3 was revised down. Europe’s GDP nu…

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Meta Search, Oil Drops, Rising Yields and Kamala’s Last Stand 12:39

3M ago12:39

12:39

Tuesday 29th October 2024 NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NAB As suggested yesterday oil prices fell sharply in this session as markets breathed a collective sigh of relief that the Middle East war didn’t escalate further after the Israeli attack on Iran. NAB’s Tapas Strickland joins Phil to …

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A big week for data and tech earnings 15:18

3M ago15:18

15:18

Monday 28th October 2024 NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NAB After that leap in margins for Tesla last week, all eyes will be on a plethora of big-tech earnings this week. NAB’s Rodrigo Catril says it could be a volatile week, with the VIX index pushing over 20 on Friday. It’s been a busy wee…

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