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.

Is Biden’s Honeymoon Over Already?

NAB’s Rodrigo Catril says Biden’s pledge to make sure everyone pays their share has hit equities in the US, whilst demand for bonds has risen as investor chase yield.

Bond yields rise as Powell puts paid to tapering

Jerome Powell has helped push Treasury yields higher. NAB’s Gavin Friend says the Fed Chair indicated they would look through any short-term rise in inflation as a reason to cut their bond buying.

Bond yields fall on less taper talk; Biden ready to spend big

Treasury yields continue to fall as Fed speakers downplay the prospect of tapering Fed purchases any time soon. NAB’s Tapas Strickland on today’s Morning Call.

Treasury appetite is still strong

A decline in Treasury yields following auctions in the US shows the appetite to hold them is still strong says NAB’s Rodrigo Catril on today’s Morning Call.

How much stimulus is too much?

NAB’s Gavin Friend talks through the impact the blue wave is having on bond markets, with yields rising higher. But we’re also seeing a stronger US dollar today, what’s driving that?

A Blue Wave into 2021

Trillions in stimulus thanks to a blue wave? NAB’s Ray Attrill talks about the impact on bond yields and equity markets. The first Morning Call of the year with a catch-up on what’s been going on.

US pays out whilst UK digs in

In our last Morning Call of the year NAB’s Ray Attrill talks about how the positive news of a US fiscal stimulus deal has been completely overshadowed by the new COVID-19 strain in the UK.

US deal imminent. UK marooned. Brexit all at sea

The pound will take a hit from the latest lockdowns says NAB’s Rodrigo Catril, but a Brexit deal is still possible. Risk assets are likely to gain on the imminent signing of a US fiscal stimulus.

One minute to midnight on US and UK-EU deals

It’s right to the wire for the US fiscal stimulus and the UK-EU trade deal. NAB’s Gavin Friend says both will get across the line – at least the markets are priced that way, but the clock has got much further to tick.

Imminent fiscal deal, a narrow path to Brexit and a Fed waiting

News of an imminent fiscal stimulus deal in the US has offset the market downturn from grim retail numbers in the US, says NAB’s Gavin Friend. He also talks to Phil Dobbie about this morning’s Fed meeting.

Scroll to top