The Morning Call

Start your day with the Morning Call for the latest overnight key economic and market information straight from NAB’s team of expert market economists and strategists.

More rate cut talk, except in NZ; Risk adversity drives yields to record lows in Europe

Words of caution from Bullard and Powell. NAB’s Rodrigo Catril talks to me about the market reaction on today’s Morning Call podcast, plus the risk-off mood that has driven new lows in European bond yields.

Trump warns Iran, Lowe warns against global monetary easing

Quiet day on the markets ahead of the G20. As NAB’s Tapas Strickland suggests, even Trump’s introduction of further sanctions against Iran has had no influence. There’s not been a lot of data, but what there was wasn’t good.

A glimmer of hope for Europe; more rhetoric ahead of trade talks

Mildly better than expected economic data lifted the Euro at the end of last week, but NAB’s Ray Attrill says its not enough to change the ECB’s dovish tone. Plus the US and China turn up the rhetoric ahead of the G20 meeting at the end of this week.

After the Fed: Bond yields down, dollar down, equities up

On The morning Call podcast NAB’s Alex Stanley talks through the strong reaction to yesterday’s Dovish Fed, with bond yields continuing to call, the US dollar down and equities continuing to rise.

The Fed, Lowe, BoJ and Bojo

The lowdown from the Fed meeting and Powell’s press conference, from NAB’s David de Garis. That’s the first of three central bank meetings today. Plus, an important speech from the RBA’s Philip Lowe. And could Boris delay Brexit?

Draghi turns dovish, China talks hopeful

Big moves in European bonds as Mario Draghi finally talks about ECB stimulus, upsetting President Trump in the process. Phil Dobbie talks to NAB’s Gavin Friend about this sudden turn, the FOMC meeting tomorrow and rising equities on thawing of relations between the US and China.

All eyes on Portugal, the Gulf and US manufacturing

All eyes are on Portugal today to see what Mario Draghi says at the ECB Forum. NAB’s Ray Attrill talks about that on today’s podcast, plus the surprise fall in US manufacturing numbers.

Lower inflation, lower yields and lower rates – a busy week for central banks

Lower bond yields and slower inflation expectations. Phil Dobbie talks to NAB’s Rodrigo Catril about rate cuts from the central banks.

Expectations of rate cuts rise, unrest in the Gulf grows

More evidence of rising rate cut expectations in Australia and the US. NAB’s Alex Stanley talks through the indicators, plus discusses the implications of unrest following attacks in the Strait of Hormuz.

Pipeline sanctions threat as Trump turns focus to Europe

Trump not happy about new Russia German pipeline – a sign that he will go heavy on other European trade sanctions? NAB’s Gavin Friend on todays Morning Call podcast.

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