NAB Morning Call

By Phil DobbieBusiness News Business News

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NAB Morning Call episodes

February 03, 2019 Goldilocks is on her own
Monday 4th February 2019
On the face of it, the US is enjoying a Goldilocks economy right now: there’s growth, employment is strong, earnings are strong, inflation is low. Phil Dobbie asks NAB’s Ray Attrill whether you can really expect those conditions to continue when the rest of the world is struggling to keep up, with further evidence of weakening growth in China? They also look at the week ahead for Australia, with an RBA meeting tomorrow and housing data today.
15 min
January 31, 2019 After the Fed – stronger equities, weaker bond yields
Friday 1st February 2019
The dovish tone set by the Fed yesterday has seen renewed vigour in the US equity markets, helped by further strong earnings. But, as Phil Dobbie discusses with NAB’s David de Garis, the enthusiasm doesn’t entirely square with the latest economic data, or progress on the trade talks. The data continues to worsen for Europe too, particularly in Germany. And the markets will pay particular attention to the US non-farm payrolls tonight.
10 min
January 31, 2019 After the Fed – stronger equities, weaker bond yields
Friday 1st February 2019
The dovish tone set by the Fed yesterday has seen renewed vigour in the US equity markets, helped by further strong earnings. But, as Phil Dobbie discusses with NAB’s David de Garis, the enthusiasm doesn’t entirely square with the latest economic data, or progress on the trade talks. The data continues to worsen for Europe too, particularly in Germany. And the markets will pay particular attention to the US non-farm payrolls tonight.
10 min
January 31, 2019 After the Fed – stronger equities, weaker bond yields
Friday 1st February 2019
The dovish tone set by the Fed yesterday has seen renewed vigour in the US equity markets, helped by further strong earnings. But, as Phil Dobbie discusses with NAB’s David de Garis, the enthusiasm doesn’t entirely square with the latest economic data, or progress on the trade talks. The data continues to worsen for Europe too, particularly in Germany. And the markets will pay particular attention to the US non-farm payrolls tonight.
10 min
January 30, 2019 Fed more patient, UK parliament more unicorn
Thursday 31st January 2019
As expected, the Fed has held interest rates and promised a patient approach to future rate rises and a more flexible approach to the size and nature of its balance sheet. But their stance has had a strong impact on markets in the immediate aftermath. Meanwhile Brexit appears to have moved into the realms of fantasy negotiations, but as NAB’s Gavin Friend explains to Phil Dobbie, politicians have another bite at the cherry in a couple of weeks having demonstrated their lack of support for a hard Brexit. They also discuss the impact for Australia of rising iron ore prices and the latest CPI numbers. And data providing further evidence of a slowdown in Europe.
14 min
January 30, 2019 Fed more patient, UK parliament more unicorn
Thursday 31st January 2019
As expected, the Fed has held interest rates and promised a patient approach to future rate rises and a more flexible approach to the size and nature of its balance sheet. But their stance has had a strong impact on markets in the immediate aftermath. Meanwhile Brexit appears to have moved into the realms of fantasy negotiations, but as NAB’s Gavin Friend explains to Phil Dobbie, politicians have another bite at the cherry in a couple of weeks having demonstrated their lack of support for a hard Brexit. They also discuss the impact for Australia of rising iron ore prices and the latest CPI numbers. And data providing further evidence of a slowdown in Europe.
14 min
January 30, 2019 Fed more patient, UK parliament more unicorn
Thursday 31st January 2019
As expected, the Fed has held interest rates and promised a patient approach to future rate rises and a more flexible approach to the size and nature of its balance sheet. But their stance has had a strong impact on markets in the immediate aftermath. Meanwhile Brexit appears to have moved into the realms of fantasy negotiations, but as NAB’s Gavin Friend explains to Phil Dobbie, politicians have another bite at the cherry in a couple of weeks having demonstrated their lack of support for a hard Brexit. They also discuss the impact for Australia of rising iron ore prices and the latest CPI numbers. And data providing further evidence of a slowdown in Europe.
14 min
January 29, 2019 Apple, Brexit, Fed and Huawei Latest
Wednesday 30th January 2019
The US equity markets are mixed ahead of the Apple earnings after the market close, soon. So what will the day bring us? The UK government is voting on Brexit amendments; Jerome Powell gives a press conference where the Fed’s balance sheet will be front and centre; and trade talks are underway between the US and China (not helped by news of criminal charges against Huawei). Phil Dobbie talks to NAB’s Rodrigo Catril about another busy 24 hours, as well as discussing the Aussie slowdown highlighted in the latest NAB Business Survey.
14 min
January 29, 2019 Apple, Brexit, Fed and Huawei Latest
Wednesday 30th January 2019
The US equity markets are mixed ahead of the Apple earnings after the market close, soon. So what will the day bring us? The UK government is voting on Brexit amendments; Jerome Powell gives a press conference where the Fed’s balance sheet will be front and centre; and trade talks are underway between the US and China (not helped by news of criminal charges against Huawei). Phil Dobbie talks to NAB’s Rodrigo Catril about another busy 24 hours, as well as discussing the Aussie slowdown highlighted in the latest NAB Business Survey.
14 min
January 29, 2019 Apple, Brexit, Fed and Huawei Latest
Wednesday 30th January 2019
The US equity markets are mixed ahead of the Apple earnings after the market close, soon. So what will the day bring us? The UK government is voting on Brexit amendments; Jerome Powell gives a press conference where the Fed’s balance sheet will be front and centre; and trade talks are underway between the US and China (not helped by news of criminal charges against Huawei). Phil Dobbie talks to NAB’s Rodrigo Catril about another busy 24 hours, as well as discussing the Aussie slowdown highlighted in the latest NAB Business Survey.
14 min

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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…