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 risk off, rate cut talk and downward revisions

It’s not a rosy picture that NAB’s Tapas Strickland paints of the global economy on today’s Morning Call, but it explains the continued risk-off mood on markets this week.

Misplaced confidence, a housing bounce and a big day for the RBNZ

I talk to NAB’s Ray Attrill about the contrast in the US between high consumer confidence and falling manufacturing numbers and the shift to Treasuries. Plus a big day for the RBNZ today – what to expect.

The EU election aftermath

There hasn’t been a sharp shift to the right, but there are repercussions from the EU elections, as NAB’s Rodrigo Catril explains on today’s Morning Call podcast.

EU votes, Tories squabble, Trump golfs

No sharp shift to the right in the EU elections, it seems. Phil Dobbie talks to NAB’s Ray Attril about the early results and other factors influencing the markets today.

Markets act as though the trade row is here for the long term

Markets have shown sharp moves – NAB’s Gavin Friend says it’s a growing realisation that the US-China trade war is not going to end soon, and that low inflation growth isn’t as transitory as Jerome Powell would have you believe.

FOMC patient, May stubborn, Trump determined

More trade concerns, more Brexit pantomine, more patience from the Fed. I go through what’s driving markets today with NAB’s Gavin Friend.

Huawei On Hold, Lowe Goes Lower and Pound Fails to Fly on May’s DoDo Deal

Aussie dollar falls on rate cut clue, pound dismayed by false hope of second referendum and equities boosted by Huawei trade restrictions put on hold. I talk through it all with NAB’s Ray Attril on today’s Morning Call podcast.

Powell and Lowe – will they both hint at rate cuts today?

Will the Fed’s Jerome Powell and RBA’s Philip Lowe both hint today at rate cuts next month? I ask NAB’s Rodrigo Catril. Plus the latest on the impact of Huawei on the US-China trade dispute.

Strong data shows it’s (the) US against the rest

Strong US data overnight helps stock prices, even though a Huawei ban escalates trade tensions with China. Unemployment numbers weigh on the Aussie dollar, whilst May’s imminent departure pulls the pound down. NAB’s Rodrigo Catril talks through what you need to know today.

Markets buoyed by reports of auto tariff delay

The markets are buoyed on reports that US auto tariffs due to kick in at the weekend will be delayed six months. NAB’s David de Garis suggests the President wants to take on one trade war at a time.

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