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.

One Day After the Fed

The markets continue to respond to Fed Powell’s ‘transitory’ remark on low inflation yesterday. I ask NAB’s David de Garis whether that means we’ll see wages pick up in the non-farm payrolls?

Powell’s tightrope walk on inflation

Was Jerome Powell a little more hawkish than expected? NAB’s Gavin Friend talks about the market turnaround in the press conference that followed the FOMC decision.

Europe performs, Venezuela riots, the world waits for the Fed

Will the Fed still be patient? Is a China trade deal close? Is the fall in Aussie house prices slowing? I ask NAB’s Rodrigo Catril on today’s Morning Call podcast.

Fed’s quandary: US spending rises, inflation softer

Could the RBA beat the Fed to a rate cut? I ask NAB’s Tapas Strickland on today’s Morning Call podcast.

The soft underbelly of US growth

Friday’s strong GDP numbers in the US was clear evidence that you should never judge a book by its cover. NAB’s Ray Attrill explains why.

Is a RBA rate cut even more likely?

The flow-on from Australia’s weak CPI numbers, plus another round of dovishness from central banks. I talk to NAB’s David de Garis on today’s Morning Call podcast.

US equities ride high, pound dives on uncertainty

Fears of a hard-Brexiteering PM in the UK spook the pound and Euro, whilst US equities continue to surge on earnings results. Meanwhile, NAB’s Gavin Friend, suggests the Aussie dollar is vulnerable to today’s CPI numbers.

Trump’s blanket ban on Iranian oil

Oil spikes on Trump’s end to waivers for Iranian oil, plus continued weakness in Europe, and the fate of Aussie inflation. I talk to NAB’s Ray Attrill on the Morning Call today.

Credit where credit is due

On today’s Morning Call podcast NAB’s Tapas Strickland discusses with Phil Dobbie how much China’s stimulus is helping US stocks and Treasury yields, plus why the Aussie pound fell and rose so quickly yesterday.

US Bank Earnings Disappoint, But Mainly Quiet

A quiet session that saw the Aussie dollar go nowhere – but the Canadian dollar hit by poor business sentiment and US stocks hurt by bank earnings results. I talk through the day’s news with NAB’s Ray Attrill.

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