NAB Morning Call

The markets are prepared for another day of volatility, but there were signs on Friday that things might be returning to normal. The question is, what does normal look like now? Phil Dobbie talks to NAB’s Ray Attrill about the lasting impact of the last week on equity prices and bond yields, and how the Australia dollar will fare. It’s a quiet couple of days data wise, but we can expect some reaction to US CPI figures this week – after all, it was the inflation story that kicked the whole thing off in the first place.

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The markets are prepared for another day of volatility, but there were signs on Friday that things might be returning to normal. The question is, what does normal look like now? Phil Dobbie talks to NAB’s Ray Attrill about the lasting impact of the last week on equity prices and bond yields, and how the Australia dollar will fare. It’s a quiet couple of days data wise, but we can expect some reaction to US CPI figures this week – after all, it was the inflation story that kicked the whole thing off in the first place.

Subscribe on iTunes: itunes.apple.com/au/podcast/id1148500935

Use this RSS feed on your favourite podcast app: feeds.soundcloud.com/users/soundclo…033/sounds.rss

Friday 9th February 2018

Stocks fell across Europe and the US overnight. Phil Dobbie talks through a night that’s also seen fluctuations in treasury yields and currencies, with NAB’s David de Garis. They also contrast the views of various central bankers – William Dudley from the US Fed is talking up four hikes for 2018, whilst the RBA’s Philip Lowe says he won’t be pushed on rates, and the Bank of England’s Mark Carney is hinting strongly at a rise in May.

Subscribe on iTunes: itunes.apple.com/au/podcast/id1148500935

Use this RSS feed on your favourite podcast app: feeds.soundcloud.com/users/soundclo…033/sounds.rss

Friday 9th February 2018

Stocks fell across Europe and the US overnight. Phil Dobbie talks through a night that’s also seen fluctuations in treasury yields and currencies, with NAB’s David de Garis. They also contrast the views of various central bankers – William Dudley from the US Fed is talking up four hikes for 2018, whilst the RBA’s Philip Lowe says he won’t be pushed on rates, and the Bank of England’s Mark Carney is hinting strongly at a rise in May.

Subscribe on iTunes: itunes.apple.com/au/podcast/id1148500935

Use this RSS feed on your favourite podcast app: feeds.soundcloud.com/users/soundclo…033/sounds.rss

Thursday 8th February 2018

It was a strong day on European stock markets and the day started well in the US, although the early bounce has lost a little ground since. Phil Dobbie talks to NAB’s Gavin Friend in London about the direction of equities, bonds and currencies – including the one percent hit taken by the Aussie Dollar. They also look ahead to the Bank of England rate decision, minutes and inflation forecasts – all released tonight. And the attitudes expressed by a string of Fed speakers in the US.

Thursday 8th February 2018

It was a strong day on European stock markets and the day started well in the US, although the early bounce has lost a little ground since. Phil Dobbie talks to NAB’s Gavin Friend in London about the direction of equities, bonds and currencies – including the one percent hit taken by the Aussie Dollar. They also look ahead to the Bank of England rate decision, minutes and inflation forecasts – all released tonight. And the attitudes expressed by a string of Fed speakers in the US.

7th February 2018

Roller-coasters take you on an exhilarating ride, but they tend to be over quickly. So has the excitement on equity markets run its course? Phil Dobbie puts the billion dollar question to NAB’s Rodrigo Catril. They also look at yesterday’s trade and retail figures in Australia – worse than expected, but perhaps lost in the global turmoil. Still, are there implications for growth in our part of the world?

Subscribe on iTunes: https://itunes.apple.com/au/podcast/id1148500935

Use this RSS feed on your favourite podcast app: http://feeds.soundcloud.com/users/soundcloud:users:249758033/sounds.rss

7th February 2018

Roller-coasters take you on an exhilarating ride, but they tend to be over quickly. So has the excitement on equity markets run its course? Phil Dobbie puts the billion dollar question to NAB’s Rodrigo Catril. They also look at yesterday’s trade and retail figures in Australia – worse than expected, but perhaps lost in the global turmoil. Still, are there implications for growth in our part of the world?

Subscribe on iTunes: https://itunes.apple.com/au/podcast/id1148500935

Use this RSS feed on your favourite podcast app: http://feeds.soundcloud.com/users/soundcloud:users:249758033/sounds.rss

Tuesday February 6th 2017

US equities continued to fall overnight, having pulled down prices in many parts of the world. Phil Dobbie asks NAB’s David de Garis if the market has over-reacted to Friday’s US wage data. They also discuss Mario Draghi’s appearance in the European parliament, today’s rate announcement from the RBA, and trade and retail sales data for Australia.

Tuesday February 6th 2017

US equities continued to fall overnight, having pulled down prices in many parts of the world. Phil Dobbie asks NAB’s David de Garis if the market has over-reacted to Friday’s US wage data. They also discuss Mario Draghi’s appearance in the European parliament, today’s rate announcement from the RBA, and trade and retail sales data for Australia.