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.

Courting support ahead of election debates

This week will be more about geopolitics than economic data says NAB’s Ray Attrill, with USA election debates and Brexit talks (again).

Are bailouts bygones?

Shares have been up and down on the forlorn hopes of a stimulus deal. NAB’s Gavin Friend says as the mood darkens, minds are focused on Capitol Hill for any signs of hope.

Aussie dollar dips lower as risk sentiment rises

The Aussie dollar has been hit hard by global uncertainty? NAB’s Ray Attrill is asked whether the prediction of 74 US cents by the year end still stands.

Powell asks for support, Debelle hints at easing, NAB revises rates forecasts

Jerome Powell has reiterated the need for more fiscal stimulus in the US, whilst Guy Debelle hinted that more monetary easing was just round the corner for the RBA. Tapas Strickland says NAB has revised its rate forecast.

Equities fall, bond yields weaken, virus concerns rise

Money laundering, US election worries, rising virus cases, lockdowns, Brexit – Gavin Friend says the rest of the world has a lot to worry about, so what stance will Guy Debelle take today, given Australia has less concerns.

Now, a word from your central bank

US equity markets continue to slide. NAB’s Rodrigo wonders whether it is uncertainty over the Fed’s ability to stimulate the economy. Jerome Powell has a chance to do a sell-job when he faces two days of grilling by the US Senate and Congress this week.

Equites fall again, BoE talks negative rates

Markets chose to take a negative view on the extended period of near zero interest rates signalled by the Fed, says NAB’s Gavin Friend. It’s a reminder that it’s the virus that determines the extent of the recovery, everywhere.

Fed says three years near zero

The Fed is going nowhere till 2023, “and arguably much longer than that” says NAB’s Rodrigo Catril. So what are the implications of three years of near zero interest rates?

China shops, RBA waits, FOMC meets

Positive numbers from China helped boost markets but NAB’s Gavin Friend says we should still expect dovish forecasts from the FOMC tomorrow morning.

Pfizer vaccine by year end and more easing by the RBA?

Yet more vaccine hopes, more TikTok jiggery pokery, more Brexit uncertainty and possibly more easing from the RBA. Rodrigo Catril talks us through it all on today’s Morning Call podcast.

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