Cele mai bune NAB Morning podcast-uri (2025)

1
US & Europe: Divided they stand 16:50

24h ago16:50

16:50

Tuesday 18th February 2025 NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NAB The whole European defence issue is becoming very complicated. Phil makes sense of it all with NAB’s Tapas Strickland on the day that US and Russian delegations meet in Saudi Arabia to discuss a cease fire deal, without Ukraine pr…

1
Have markets stopped believing? 17:06

2d ago17:06

17:06

Monday 17th February 2025 NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NAB You’d have thought, perhaps, that the threat of tariffs on any country charging GST on US imports (most OECD countries) would have had a string market reaction at the end of the week, but it didn’t. Phil asks NAB’s Ray Attrill whet…

1
Weekend Edition: The Irvine Fix: Simplicity, Productivity and Confidence 17:43

5d ago17:43

17:43

Please note this communication is not a research report and has not been prepared by NAB Research analysts. Read the full disclaimer here. This week Phil talks with NAB's CEO, Andrew Irvine, discussing the uncertainty of international trade and the slow road to lower inflation. What impact does he think a global trade war (if it gets to that) could…

1
Trump’s Big Day includes VAT 18:41

5d ago18:41

18:41

Friday 14th February 2025 NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NAB President Trump has announced that his reciprocal tariffs could start as soon as April. The surprise has been that he is not just looking at the topline balance of trade. He considers a VAT imposed on American goods as an impost th…

1
Weaker dollar, rising inflation, falling US shares. Not so rock n’ roll America. 16:22

6d ago16:22

16:22

Thursday 13th February 2025 NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NAB Donald Trump posted on Truth Social that the Fed should lower interest rates to go hand in hand with tariffs, adding, “lets Rock and Roll, America!!!” It hasn’t unnerved Jerome Powell who was giving his testimony the House Econom…

1
EU says ‘Back atcha!’ Is Australia exempt? 18:16

7d ago18:16

18:16

Wednesday 12th February 2025 NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NAB The Trump administration is pushing ahead with 25% tariffs on all steel and aluminium. Australia still hopes it will be exempt, but there are no guarantees and, in any case, NAB’s Taylor Nugent argues there will be second-order …

1
Trump - a man of steel (and aluminium) 17:03

8d ago17:03

17:03

Tuesday 11th February 2025 NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NAB Tariffs could be back, with Donald Trump warning of 25% tariffs on all steel and aluminium imports into the US. That would hit Mexico and Canada particularly hard, just as they thought they were off the hook (for now at least). Bu…

1
The Empire Strikes Back 15:15

9d ago15:15

15:15

Monday 10th February 2025 NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NAB Today China’s retaliatory measures against the US take effect and it seems unlikely that the event will pass without comment and threats from the US President. NAB’s Taylor Nugent says Trump might also elaborate on his plans for ot…

1
Weekend Edition: 2025: Less growth, but still lots of opportunity 28:07

12d ago28:07

28:07

Friday 31st Janaury 2025 Please note this communication is not a research report and has not been prepared by NAB Research analysts. Read the full disclaimer here. Last year was a stellar year for growth. Kylie Willment, chief investment officer at Mercer, says they provided a 14 percent return for their superfunds in2024. She highlights a number o…

1
US Jobs Day, Bad News Day for Britain 13:26

12d ago13:26

13:26

Friday 7th February 2025 NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NAB Non-farms payrolls data is released later today in the US. NAB’s Taylor Nugent talks through some of this week’s other jobs-related data ahead of this key release. Meanwhile, good and bad news from the UK. The Bank of England cut ra…

1
Trade, gold, jobs and a rate cut 16:48

13d ago16:48

16:48

Thursday 6th February 2025 NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NAB The US President veered away from talking about trade today and there seems to have been little market response to his thoughts on the Middle East. Instead, the focus is on the Fed and the labour market. The ADP Employment Report …

1
Tariffs. Here yesterday, gone today. What about tomorrow? 15:34

14d ago15:34

15:34

Wednesday 6th February 2025 NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NAB Markets have responded favourably to the news that tariffs have not gone ahead against Mexico and Canada although there is still a chance that there will be measures taken in relation to both countries strong balance of trade. It…

1
Bark v bite : Mexico tariffs on hold 20:30

15d ago20:30

20:30

Tuesday 5th February 2025 NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NAB Is Donald Trump’s bark worse than his bite? At the last moment President Trump has stalled tariffs on Mexico for a month to give them time to negotiate a deal. As yet, no similar reprieve for Canada but, as NAB’s Ray Attrill points…

1
Not so Tariffic 18:01

16d ago18:01

18:01

Monday 4th February 2025 NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NAB Now tariffs are real, well, they will be tomorrow, with 25% imposed by the US on imports from Mexico and Canada, and 10% on those from China, do we need to rethink expectations for global growth, inflation and monetary policy? Phil …

1
Weekend Edition: Housing costs - it’s all a question of supply 30:31

19d ago30:31

30:31

Friday 31st Janaury 2025 Please note this communication is not a research report and has not been prepared by NAB Research analysts. Read the full disclaimer here. It doesn’t take a genius to work out that the high price of housing is a function of supply and demand. Supply just isn’t keeping up with the growth in the population. But is that the on…

1
The ECB, the Fed one day on and the new path for the RBA 17:40

19d ago17:40

17:40

Friday 31st January 2025 NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NAB The ECB cut rates as expected but, in line with other central banks lately, prefers not to map out their expectations for further cuts. NAB’s Ken Crompton says the market is fairly certain that more cuts will follow. Meanwhile, NAB …

1
Fed and others less prepared to commit 14:51

20d ago14:51

14:51

Thursday 30th January 2025 NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NAB What do the Fed, the Riksbank and the Bank of Canada all have in common? Well, they all just made rate policy announcements, but they have all refused to provide forward guidance, or even determine where inflation is heading. JB W…

1
Taking stock of AI, central banks, tariffs and Aussie inflation 15:15

21d ago15:15

15:15

Wednesday 29th January 2025 NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NAB US tech stocks regained some of their losses yesterday, and bond yields are back up today. Why? Phil asks NAB’s Taylor Nugent whether the Deepseek fears were overblown. Taylor doesn’t think so, and tech bosses will have to have a…

1
China’s AI success spooks US investors 17:20

22d ago17:20

17:20

Tuesday 28th January 2025 NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NAB US investors are reassessing the value of US AI related stocks on the realisation that China might have found a solution that can learn faster, at a lower cost, with less energy needs-and is available for all to share and use. If i…

1
Weekend Edition: The future for telcos 27:17

26d ago27:17

27:17

Friday 24th January 2025 Please note this communication is not a research report and has not been prepared by NAB Research analysts. Read the full disclaimer here. Telcos, like Telstra and Optus, have been forced to change a lot over recent years. Their traditional revenues – providing phone calls and text messages – are disappearing, replaced by d…

1
Donald at Davos – lower oil prices and interest rates please 14:29

26d ago14:29

14:29

Friday 24th January 2025 NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NAB Strickland says he was much more conciliatory concerning his relationship with China, whilst reiterating that companies the world over have a choice to produce goods in America, at the world’s lowest tax rates, or face tariffs on ex…

1
AI Masterplan and earnings boosts tech 11:38

27d ago11:38

11:38

Thursday 23rd January 2025 NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NAB There weren’t massive moves in any asset classes overnight. NAB’s Skye Masters says bonds were range bound with very little in the way of data, and nothing concrete from any of President Trump’s more contentious plans, particularl…

1
The Day After, Tariff Doubts 17:15

28d ago17:15

17:15

Wednesday 22nd January 2025 NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NAB It’s the first full day for Donald Trump in the White House and markets are already assuming tariffs will take a bit of time and perhaps won’t be as pervasive as he was initially letting on. NAB’s Gavin Friend talks through the m…

1
Liberation Day 12:55

29d ago12:55

12:55

Tuesday 21st January 2025 NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NAB Donald Trump is now the US President again. At his inauguration speech, on what he called Liberation Day, he outlined a slew of Executive Orders that he will sign in the next few hours. NAB’s Taylor Nugent says hours ahead of the i…

1
All Change 13:49

1M ago13:49

13:49

Monday 20th January 2025 NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NAB US markets are closed today, so a quiet start to a potentially very volatile week, depending on what executive orders the new President issues in his first week in The White House. NAB’s Ray Attrill says there was a reaction in the …

1
Weekend Edition: The Lowdown on High Employment 30:28

1M ago30:28

30:28

Friday 17th January 2025 Please note this communication is not a research report and has not been prepared by NAB Research analysts. Read the full disclaimer here. The ABS Labour Market data showed a strong rise in the number of people employed in Australia. The unemployment rate at 4 percent is where it was a year ago, but more people have joined …

1
Waller Dovish, Bessent Reassuring. 20:49

1M ago20:49

20:49

Friday 17th January 2025 NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NAB Markets responded to a more dovish stance taken by the Fed’s Chrsitopher Waller, interviewed on CNBC. There was also some reassurance from the confirmation hearing into the intended Treasury Secretary Scott Bessent. NAB’s Rodrigo Ca…

1
Inflation eases and fears subside 16:01

1M ago16:01

16:01

Thursday 16th January 2025 NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NAB The biggest news this morning, the ceasefire in the Middle East, has had virtually no market response. Instead, bonds and equities have rallied on the positive CPI news from the US overnight. NAB’s Ken Crompton says the softer num…

1
US dollar stalls, the Tariff drip feed, markets await CPI 19:24

1M ago19:24

19:24

Wednesday 15th January 2025 NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NAB Markets are holding out for today’s US CPI print, but JBWere’s Sally Auld says its unlikely to move the dial much on the timing of Fed rate moves. The US dollar is weaker, for once, perhaps because of reports that Donald Trump wi…

1
Dollar up again, yields rising - but why? 16:19

1M ago16:19

16:19

Tuesday 14th January 2025 NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NAB The US dollar continues to rise. Bond yields are also pushing higher. How long can this continue for? How much is because of rising concerns about persistent inflation, and how much is priced in for Trump uncertainty? If it’s the l…

1
Year kicks off with rising inflation concerns 16:57

1M ago16:57

16:57

Monday 13th January 2025 NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NAB NAB’s Ray Attrill joins Phil on the podcast this morning, where the inflation outlook is very different to where we were before Christmas. Ray says Fed-speak last week was already pushing back expectations for a rate cut in the US, …

1
Weekend Edition: The Year That Was, and the Year That Will Be 40:50

2M ago40:50

40:50

Friday 20th December 2024 NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NAB It’s been a year of surprises. US exceptionalism has long been talked about, but this year it particularly exceptional, particularly in relation to the rest of the world. Growth has picked up, the dollar has strengthened, and the s…

1
The Fed Flow-Through and the Banks since. 15:44

2M ago15:44

15:44

Friday 20th December 2024 NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NAB As we recovered in the later editions of the Morning Call yesterday there was a strong market response to the Fed yesterday -from the statement and the press conference. As NAB’s Taylor Nugent explains, there’s been a slight revers…

1
Hawkish cut, on the slow road to 3 percent 18:34

2M ago18:34

18:34

Thursday 19th December 2024 NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NAB The Fed has cut interest rates as expected, and they have halved the number of cuts they expect next year. As NAB’s Gavin Friend points out, there was only one dissenter, wanting to keep rates on hold. That seems highly likely ne…

1
UK wages push Gilts-Bund spread to historic levels 14:33

2M ago14:33

14:33

Wednesday 17th December 2024 NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NAB Markets were surprised overnight by the increased in UK wages. Alongside the weakness in European data lately, the yield spread between the UK and Germany is now at its highest level since the reunification of Germany in 1990. O…

1
Better European service numbers, but US more so 17:55

2M ago17:55

17:55

Monday 16th December 2024 NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NAB US growth continues to lead the way. The latest PMIs showed services growth for Europe and the UK, but not as much as the US. In all cases, though, there’s a fall in the manufacturing PMI. The US strength helped push equities highe…

1
Five central banks in the last gasp before Christmas 16:47

2M ago16:47

16:47

Monday 16th December 2024 NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NAB The Fed and four other central banks meet this week. NAB’s Ray Attrill says the Fed and the Riksbank will cut rates, whilst the Bank of England, the Bank of Japan and the Norges Bank will all keep rates on hold. Today PMIs are rele…

1
Weekend Edition: Rate cuts will boost the Australian psyche, says NAB Chief 26:57

2M ago26:57

26:57

Friday 6th December 2024 Please note this communication is not a research report and has not been prepared by NAB Research analysts. Read the full disclaimer here. Next year the Australian economy will see slow and measured improvement, according to NAB's CEO Andrew Irvine. It’ll be boosted, though, by the first rate cut, which Andrew says will hav…

1
ECB cuts, SNB more so. And Australia’s unexpected unemployment fall. 17:55

2M ago17:55

17:55

Friday 13th December 2024 NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NAB Today, NAB’s Taylor Nugent talks through the market response to the unexpected fall in Australian unemployment numbers yesterday, with the drop most significant in Victoria. The Swiss National Bank provided another surprise, with a…

1
All systems go for a Fed cut next week 15:11

2M ago15:11

15:11

Thursday 12th December 2024 NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NAB US equities pushed higher today as US CPI provided no surprises, or any reason for the fed to deviate from their expected rate cut next week. The Bank of Canada managed a 50bp rate cut yesterday, but it’s likely that cuts will be…

1
RBA. The first dove of Christmas. 14:45

2M ago14:45

14:45

Wednesday 11th December 2024 NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NAB Markets have responded to what some have seen as a dovish pivot by the RBA, in the wording of their statement yesterday and the post-meeting press conference. But JBWere’s Sally Auld says there are still inflation concerns, henc…

1
Another China Rescue Plan 13:43

2M ago13:43

13:43

Tuesday 10th December 2024 NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NAB Beijing has announced more in the way of fiscal and monetary stimulus to get the Chinese economy back on its feet. NAB’s Ken Crompton says it’s still light on the detail, but it caught markets a little off-guard, with nothing expe…

1
A week of cuts and uncertainty 17:20

2M ago17:20

17:20

Monday 9th December 2024 NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NAB We can expect three central banks to cut rates this week, and one to hold steady. No surprises that the RBA is the one firmly expect to stand pat, but NAB’s Taylor Nugent says a higher-than-expected unemployment rate in Canada saw p…

1
Weekend Edition: With equities, is it a year for playing it safe at home? 29:16

2M ago29:16

29:16

Friday 6th December 2024 Please note this communication is not a research report and has not been prepared by NAB Research analysts. Read the full disclaimer here. Have Australians who ignored the rise of the Magnificent Seven lost out? NAB’s Gemma Dale says they will have still done pretty well with Australian equities, which have performed better…

1
Payrolls, Paris and OPEC+ 16:14

3M ago16:14

16:14

Friday 6th December 2024 NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NAB The US releases non-farm payrolls data later today, but NAB’s Rodrigo Catril says if anything is going to shift expectations for a cut by the Fed this month it will be the upcoming CPI data. Meanwhile words from Jerome Powell, that …

1
Australia’s slow growth, weaker dollar 19:53

3M ago19:53

19:53

Thursday 5th December 2024 NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NAB Australia’s growth numbers yesterday were a bit slower than most had expected, although in-line with NAB’s expectations. Nonetheless it was below consensus and NAB’s Gavin Friend says that was brought forward expectations for a ra…

1
Crises ignored 14:27

3M ago14:27

14:27

Wednesday 4th December 2024 NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NAB It was a hectic session for geopolitics but, as NAB’s Skye Masters discusses, it hasn’t had much impact on markets. There wasn’t much of a reaction to the imposition of martial law in Korea, which was shortly afterwards overturne…

1
Vive la révolution (of sorts) 15:36

3M ago15:36

15:36

Tuesday 3rd December 2024 NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NAB Will Marine Le Penne push all the way to bring down the Barnier government in France? She said on Monday she would support a n confidence vote in the government but, as NAB’s Rodrigo Catril points out, that would force a more const…

1
Back to work, waiting for jobs numbers 16:45

3M ago16:45

16:45

Monday 2nd December 2024 NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NAB The US is back at work after a long Thanksgiving weekend for many, back just in time for the week of non-farm payroll and other US jobs data, ahead of the Fed this month. Retail sales numbers will be highlight for Australian data to…

1
Weekend Edition: Return of the Japanese Carry Trade 24:34

3M ago24:34

24:34

Friday 29th November 2024 Please note this communication is not a research report and has not been prepared by NAB Research analysts. Read the full disclaimer here. A weak Yen and low interest rates had been fuelling the Japanese Carry Trade, as retail investors – the Mrs Watanabes – prospered from higher returns overseas. They took a hit from the …

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