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.

Brexit Brinkmanship and the Melbourne effect

More brinkmanship on Brexit, Trump’s “Super V” recovery and the impact of the Melbourne lockdown on other states. NAB’s Tapas Strickland on today’s Morning Call.

US jobs coming back, but harder from here

Big falls again on Friday, but NAB’s Rodrigo Catril says equity markets are still supported by an ultra-easy policy from the Fed which could last years

Sobering up; equities hit, Aussie dollar slides ahead of a slow recovery

Big falls in tech stocks in the US. David de Garis says thin trading in the northern summer hasn’t helped contain prices. The other reality check is the pace of recovery. We have news on that too.

A slower recovery than hoped for, yet equities still rise

More irrational exuberance in equity markets says NAB’s Ray Attrill, on a day when data is soft and stimulus hopes in the US look further away than ever.

Europe’s prices drop, US shares rise, Aussie GDP today

NAB’s Gavin Friend is back, talking through data that suggests a continued recovery, but employment is slow to pick up and Europe is hit with deflation. So, what can we expect from Australia’s GDP number today?

Aussie dollar flying high, US equities stall

A further fall in the US dollar helped the Aussie and Kiwi dollars to reach a two year high. So how longer will the trend continue. NAB’s Rodrigo Catril also looks ahead to the RBA and answers a question – is the Phillips Curve dead?

US dollar falls as Fed’s policy sinks in

NAB’s Ray Attrill explains the response to Powell’s Jackson Hole speech and the implications from Shinzo Abe’s resignation last week.

Powell’s average address

Jerome Powell talked about the Fed’s new approach, aiming to keep inflation average two percent. NAB’s David de Garis says that means they will allow inflation to rise higher – very different to the approach of the ECB. But does it matter, when inflation has been so low for so long?

High winds, high hopes and higher equities

Equities hit new highs in the US again, on the back of positive data and despite rising tensions with China and the dangers posed by Hurricane Laura. NAB’s Rodrigo Catril also talks through expectations from the virtual Jackson Hole symposium.

Choppy waters, with a flash of hope for Germany

A bit of market confusion, with mixed data and anticipation ahead of Jackson Hole. NAB’s David de Garis talks through another day with rising equities and a falling US dollar.

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