Bedste NAB Morning-podcasts (2024)

1
Weekend Edition: Return of the Japanese Carry Trade 24:34

1d 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 …

1
Slow down and split in two 17:16

1d 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…

1
Talking Turkey 16:53

3d 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…

1
Minutes, Tariffs and a Ceasefire 16:02

4d 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…

1
The Bessent ‘Safe Hands’ Bonanza 17:10

5d 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…

1
More US exceptionalism 16:13

6d 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…

1
Weekend Edition: Going Private 22:15

8d 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 …

1
We want more 16:41

9d 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 …

1
Spitting chips 16:38

10d 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…

1
Markets nervous as Russia drops the N word (again) 16:25

11d 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…

1
Firing over the line 16:41

12d 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 …

1
Powell the Grinch? 17:01

13d 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

15d 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…

1
Wait a little longer 15:22

16d 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…

1
Inflation in no hurry to come down, and neither is the US dollar 16:52

17d 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 …

1
A brighter future for optimists 16:34

18d 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…

1
Pricing for Trump. But is it rational? 18:23

19d 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…

1
The Morning After the Week Before 15:03

20d 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…

1
Weekend Edition: Are we moving fast enough to tackle Australia’s housing crisis? 27:30

22d 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…

1
Too slow for Trump? 17:30

23d 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…

1
Them and the rest of us 16:15

24d 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…

1
Long time coming 14:42

25d 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…

1
Wafer thin difference 16:51

26d 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…

1
Jobs take back seat as election drives the markets 13:40

27d 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…

1
Weekend Edition: Has affordability finally hit home price growth? 26:02

29d 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…

1
US shares weaker on tech forecasts. UK markets judge budget. 17:20

30d 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 …

1
Happy Hawkish Halloween 17:51

1M 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 …

1
Jobs, growth, inflation and tech earnings. 15:29

1M 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…

1
Meta Search, Oil Drops, Rising Yields and Kamala’s Last Stand 12:39

1M 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 …

1
A big week for data and tech earnings 15:18

1M 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…

1
Weekend Edition: Harris or Trump. Who wins. What changes? 37:49

1M ago37:49

37:49

Friday 18th October 2024 Please note this communication is not a research report and has not been prepared by NAB Research analysts. Read the full disclaimer here. They are neck and neck in the polls, so the US election could go either way, although markets are responding, to an extent, to betting odds which are showing Trump is the clear winner. T…

1
Life in the Slow Lane 15:02

1M ago15:02

15:02

Friday 25th October 2024 NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NAB There have been small moves up and down in the latest PMIs. Germany saw a slight rise in services and manufacturing, but the Europe wide services number fell slightly. And the UK’s star has dimmed a little, as its manufacturing fell…

1
Canada cuts. ECB sends mixed messages. 12:37

1M ago12:37

12:37

Thursday 24th October 2024 NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NAB It’s been another session of a rising US dollar, yields climbing a little and falling equities. Nab’S Ken Crompton says there have been some weak earnings results that are adding to cautions in the share market. The Bank of Canada…

1
All quiet, before the storm 13:09

1M ago13:09

13:09

Wednesday 23rd October 2024 NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NAB What do markets do when there’s no big data releases and a slump in earnings results of interest? Not much is the answer. Phil talks to JBWere’s Sally Auld about another quiet session, with markets clearly hesitant about the US e…

1
Not sure where to go 11:40

1M ago11:40

11:40

Tuesday 22nd October 2024 NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NAB Some curious market moves this season with very little around in terms of data. So, with no hard facts to drive he agenda, what’s going on? Phil asks whether, as the election in the US draws nearer, whether we are seeing more indic…

1
Fine China. Handle with Care. 14:31

1M ago14:31

14:31

Monday 21st October 2024 NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NAB China’s CSI300 rose sharply on Friday. There was some positive data released, although in general the picture shows an economy that is slowing, held back by falling house prices. NAB’s Rodrigo Catril says the interest in shares on F…

1
Weekend Edition: The asymmetric battle 26:23

1M ago26:23

26:23

Friday 18th October 2024 Please note this communication is not a research report and has not been prepared by NAB Research analysts. Read the full disclaimer here. NAB is in the thick of it, along with the rest of corporate Australia, and the government, fighting cyber-crime. This month is cyber-crime month and the message for consumers is clear - …

1
ECB cuts rates, more to come soon? 15:32

1M ago15:32

15:32

Friday18th October 2024 NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NAB The ECB has cut rates with Christine Lagarde saying the disinflationary process is on track. NAB’s Gavin Friend says since the last meeting inflation has come down, and lower growth will be giving the bank confidence that it will con…

1
Sneaking in another before Christmas? 10:37

1M ago10:37

10:37

Thursday 17th October 2024 NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NAB Inflation is slowing faster than expected in the UK. Phil asks NAB’s Ken Crompton whether this means the Bank of England could cut twice before Christmas? Markets have fully priced a cut from the ECB later today, the question is, …

1
Tariffs. The most beautiful word. 18:51

2M ago18:51

18:51

Wednesday 16th October 2024 NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NAB There were sizeable moves in various asset classes over the last 24 hours, and that was before a revealing Trump interview with Bloomberg’s Editor in Chief. Phil talks to NAB’s Rodrigo Catril about a day that has seen oil lower o…

1
Stuck in a rut over the ditch 14:51

2M ago14:51

14:51

Tuesday 15th October 2024 NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NAB New Zealand’s Performance of Services Index stuck yesterday at 45.7 for September, marking the seventh month in contraction. NAB’s Rodrigo Catril says the only good news you can take for that is that it the downturn isn’t speeding …

1
Hold on, it’s coming 14:27

2M ago14:27

14:27

Monday 14th October 2024 NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NAB As predicted by Tapas on The Morning Call last week there was no definitive plan fiscal plan presented by China’s Ministry of Finance on Saturday. As suggested, it will need to be ratified by the standing committee of the National P…

1
Weekend Edition: A Suttle World Tour 35:28

2M ago35:28

35:28

Friday 11th October 2024 Please note this communication is not a research report and has not been prepared by NAB Research analysts. Read the full disclaimer here. Phil Suttle is an economist who has worked at JP Morgan, the Bank of England, the Fed, the World Bank, the IIF, Barclays Capital and Tudor Investments. These days he provides his own obs…

1
Coming down slowly 15:28

2M ago15:28

15:28

Friday 11th October 2024 NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NAB After stronger than expected jobs numbers last week, the CPI data overnight shows inflation isn’t coming down quite as quickly as expected. The combination might suggest there’s less of a rush for the Fed to cut rates but NAB’s Tapa…

1
Heavy Weather 15:30

2M ago15:30

15:30

Thursday 10th October 2024 NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NAB Storm Milton hit the Florida coast at 1am ET. Despite that, and the continued risk of an Israeli attack on Iranian oil facilities, oil prices fell overnight. Obviously China demand is part of the picture here, but another ‘announc…

1
Brassed off after a Golden Week 16:55

2M ago16:55

16:55

Wednesday 9th October 2024 NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NAB Markets with any China connection have responded negatively to news from the National Development Reform Commission. An announcement was expected, and most will have assumed it would include a large swag of spending from the three…

1
Global markets adjust to Fed expectations 15:50

2M ago15:50

15:50

Tuesday 8th October 2024 NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NAB Today markets are responding to a mix of adjustments to expectations for Fred rate cuts, alongside continued uncertainty about developments in the Middle East. Late in the day in the US a judge has added to downward moves in equitie…

1
Jobs a plenty 16:54

2M ago16:54

16:54

Monday 7th October 2024 NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NAB The non-farm payrolls data on Friday in the US was a big upside surprise. It means there’s less need for any large cuts by the Fed who will be hoping they will have controlled inflation whilst steering the economy into a soft landing…

1
Weekend Edition: Going for Gold 31:13

2M ago31:13

31:13

Friday 4th October 2024 Please note this communication is not a research report and has not been prepared by NAB Research analysts. Read the full disclaimer here. Gold has traditionally been seen as a hedge against inflation and geopolitical uncertainty. Yet, in the last few weeks we’ve seen gold repeatedly hitting new highs, even as inflation rece…

1
Oil surges on Biden’s unanswered question 15:30

2M ago15:30

15:30

Friday 4th October 2024 NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NAB Oil has risen sharply this morning after Joe Biden was asked about is support for an Israeli attack, if it was to target Iran’s oil facilities. NAB’s Taylor Nugent says the US President didn’t really answer the question, but it was e…

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