NAB Morning Call podcast

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A tartalmat a NAB - The Morning Call and Phil Dobbie biztosítja. Az összes podcast-tartalmat, beleértve az epizódokat, grafikákat és podcast-leírásokat, közvetlenül a NAB - The Morning Call and Phil Dobbie vagy a podcast platform partnere tölti fel és biztosítja. Ha úgy gondolja, hogy valaki az Ön engedélye nélkül használja fel a szerzői joggal védett művét, kövesse az itt leírt folyamatot https://hu.player.fm/legal.

Threshold

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Hark | 8 | The Queen's English 29:53

7 napja29:53

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29:53

Living together in a group is a strategy many animals use to survive and thrive. And a big part of what makes that living situation successful is listening. In this episode, we explore the collaborative world of the naked mole rat. Threshold is nonprofit, listener-supported, and independently produced. You can support Threshold by donating today . To stay connected, sign up for our newsletter . Operation frog sound! Send us your frog sounds for an upcoming episode. We want you to go out, listen for frogs and toads, and record them. Just find someone croaking, and hit record on your phone. It doesn’t matter if there’s background noise. It doesn’t even matter if you’re not sure whether or not you’re hearing an amphibian—if you think you are, we would love to get a recording from you. Please also say your name and where you are in the world, and then email the recording to us at outreach@thresholdpodcast.org…

NAB Morning Call

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Start your day with the NAB Morning Call for the latest overnight key economic and market information straight from our team of expert market economists and strategists. This includes perspective on overnight news and market price action and the forces shaping movements in Australian and global markets in the days ahead.

Hosted on Acast. See acast.com/privacy for more information.

1370 epizódok

#Phil Dobbie #Economics #Business #Business Disciplines #Business News #News #Finance #Australia #Commodities #Trading #NAB Morning #Marketing #Bond #Share

NAB Morning Call

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updated körülbelül 15 órája

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Hosted on Acast. See acast.com/privacy for more information.

1370 epizódok

#Phil Dobbie #Economics #Business #Business Disciplines #Business News #News #Finance #Australia #Commodities #Trading #NAB Morning #Marketing #Bond #Share

Minden epizód

NAB Morning Call

1
Fools Gold 12:35

15 hours12:35

12:35

Tuesday 1st April 2025 NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NAB Gold hit another new high overnight on the back of the continued uncertainty about the shape and extent of President Trump’s Liberation Day tariffs tomorrow. He has suggested that it will include all countries, in some form or other. NAB’s Skye Masters says US shares did regain some ground during the session, having fallen sharply after Friday’s weaker than expected US data. Oil is also higher, with the US President threatening secondary tariffs on any country buying oil from Russia. The RBA will keep rates on hold today, and Skye says it’ll be interesting to see if the governor pushes back on current market pricing for another 70bp of cuts this year. Hosted on Acast. See acast.com/privacy for more information.…

NAB Morning Call

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Friday’s stagflation fears 14:21

1 day14:21

14:21

Monday 31st March 2025 NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NAB This week will almost certainly be dominated by the implementation of auto tariffs into the US and the announcement of further tariffs on ‘Liberation Day’ on Wednesday. Whether it’s the impact of tariffs or not, consumer spending has slowed and inflation expectations rising in data that was out for the US on Friday. Yet labour data has been holding up so far - not what you would see in a stagflation economy. NAB’s Ray Attrill says we could see a delay in cuts from the Fed. Certainly Mary Daly from the San Francisco Fed was saying on Friday that she’s not comfortable starting any kind of rate path declines right now. The RBA will also stay on hold on Tuesday as they wait for signs that inflation is contained in an increasingly uncertain global economy. Hosted on Acast. See acast.com/privacy for more information.…

NAB Morning Call

1
Weekend Edition: Age Care Crisis Only Partially Fixed 21:28

4 napja21:28

21:28

Friday 28th March 2025 Please note this communication is not a research report and has not been prepared by NAB Research analysts. Read the full disclaimer here . New aged care legislation, which becomes law on July 1st, goes somewhere to fixing the funding crisis that has plagued the aged care industry over recent decades. Residents will need to pay more from their assets and super funds. Russell Bricknell is CEO of Juniper Aged Care in Western Australia and says it provides a path for future investment, but there’s a large amount of catching up to do. Many facilities have fallen into states of disrepair as operators struggled to remain solvent. But the bigger issue, says Russell, is how future aged care homes win planning consent, and how a workforce is found to staff these new in-demand facilities: two issues that weren’t addressed in the Aged Care Taskforce. Hosted on Acast. See acast.com/privacy for more information.…

NAB Morning Call

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Not tariffic for US auto makers 13:53

5 napja13:53

13:53

Friday 28th March 2025 NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NAB The US share market fell only slight today after yesterday’s announcement that cars and car parts will have a 25% import tariff imposed on them, irrespective of where they come from. Interestingly, US manufacturers seem to have been hit hardest on the share market. Generally, though, markets took the news in their stride. There are several Fed speakers talking today. NNAB’s Taylor Nugent says they’ll remain focussed on inflation expectations, but longer-run market measures haven’t followed survey measures higher for now. UK Gilt yields rose as investors got to grips with yesterday’s budget, and whether the numbers stack up. Is a tax rise the likely next step? Today the US PCE read for February, Fed’s preferred measure of inflation, along with consumer spending and saving data. Hosted on Acast. See acast.com/privacy for more information.…

NAB Morning Call

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Cars and Copper – next for the Trump Treatment 13:36

6 napja13:36

13:36

Thursday 27th March 2025 NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NAB Markets are clearly not excited about President Trump’s trade agenda. Equities took a hit in this session on news that an announcement on auto tariffs could happen within hours. There have also been rumours about copper could also be targeted, pushing copper prices to fresh highs. NAB’s Ray Attrill says there’s a shift in sentiment emerging from the Fed, with Austin Goolsbee warning of the danger of consumer inflation expectations being mirrored in bond yields, with the potential for interest rates to rise again. Locally, Australia’s February CPI print came in just as NAB had predicted, which could pave the way for a cut at the next RBA meeting. Labour market data today will provide more detail on the February print. And the UK economy is slowing more, creating no end of challenges for the Chancellor Rachel Reeve. Hosted on Acast. See acast.com/privacy for more information.…

NAB Morning Call

1
Less confidence, less missiles 17:43

7 napja17:43

17:43

Wednesday 26th March 2025 NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NAB US markets lost their mojo a little in this session. NAB’s Gavin friend says this was in part due to a weaker than expected consumer confidence report from the Conference Board. It showed the lowest number for forward expectations in 12 years. The enthusiasm early in the week for more caveats in the April II tariffs diminished somewhat today as president trump indicated that car tariffs would start almost immediately and that his administration was tapping existing laws to impose broader tariffs. There's more enthusiasm in Europe however where Germany's Ifo business expectations rose and there was renewed hope that Ukraine and Russia will agree to a deal to enable merchant shipping in the Black Sea to operate without being shot at. There's also discussion about yesterday's budget, today's CPI numbers and what could be a very tricky day for the UK chancellor. Hosted on Acast. See acast.com/privacy for more information.…

NAB Morning Call

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The brief return of exceptionalism 14:22

8 napja14:22

14:22

Tuesday 25th March 2025 NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NAB The US dollar climbed a little today as US equities rallied, led by the Magnificent Seven. It’s like the good old days of American exceptionalism, but will it last or is it a brief stint of buying the dip? That’s a question Phil puts to NAB’s Sally Auld. Some of the ‘hope’ might be driven by confusion over tariffs. At a cabinet meeting today President Trump talked about auto and pharma tariffs being imposed soon, without mentioning the broader tariffs expected on April 2nd. Oil prices pushed higher as he announced tariffs on any country buying oil from Venezuela. Also, why has the Yen fallen so far today? Hosted on Acast. See acast.com/privacy for more information.…

NAB Morning Call

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Nine More Sleeps 18:11

9 napja18:11

18:11

Monday 24th March 2025 NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NAB The clock is ticking close to April 2nd when the Trump administration unleashes its comprehensive tariff program. As Liberation Day nears, NAB’s Rodrigo Catril wonders whether claims of the end to American exceptionalism were premature, with the US dollar manages to climb a little and equities seeing a few positive sessions. Today’s PMIs will be telling – do European purchasing managers have a more positive outlook than their American counterparts? As expected, Mark Carney announced a Canadian election over the weekend and used his speech to deliver a few harsh words against the US President, also as expected. And UK Gilt yields rose on Friday as rising government debt added to the country’s economic woes. Hosted on Acast. See acast.com/privacy for more information.…

NAB Morning Call

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Weekend Edition: Bank Hybrids. Just too complex? 26:31

11 napja26:31

26:31

Friday 21st March 2025 Please note this communication is not a research report and has not been prepared by NAB Research analysts. Read the full disclaimer here . APRA plans to phase out bank hybrids (AT1s) by January 2027. So, what exactly are AT1s and why is the regulator so concerned? In short, they are CoCos, contingent convertibles that transfer to equities when a bank capital’s capital falls below a tipping point. But do mum and dad investors understand the complexity of the offering and do the instruments adequately provide for their intended purpose? That’s APRA’s big concern, pointing to the Credit Suisse example where AT1 investors lost a lot of money. Chris Joye from Coolabah Capital has been critical of the APRA decision. While initially he thought AT1s were too complex an instrument and there was an elegant simplicity in choosing between stocks and bonds, his position has changed. He now worries that some of the mum and dad investors could be driven to even riskier assets. Chris is not one to hold back his opinions, which you’ll hear this week, but he also does a great job of explaining how this asset class works. Something you won’t be able to buy after next year. Hosted on Acast. See acast.com/privacy for more information.…

NAB Morning Call

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Digesting the Fed’s Transitory Inflation Assumption 17:29

12 napja17:29

17:29

Friday 21st March 2025 NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NAB One of the takeouts from yesterday's FOMC meeting was Jerome Powell's view that the impact of tariffs on inflation is likely to be transitory. NAB’s Rodrigo Catril says markets are still expecting two or more cuts this year as a result. Today he looks at the market reaction to the Fed meeting, what happened at the Bank of England, and why Australian employer numbers yesterday were such a big miss. Hosted on Acast. See acast.com/privacy for more information.…

NAB Morning Call

1
Fed focused on “signal to noise” ratio 14:26

13 napja14:26

14:26

Thursday 20th March 2025 NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NAB The Fed kept rates on hold as expected and, unsurprisingly, cut their growth projections, increased inflation and increased the unemployment forecast for this year. But the dot plot has changed very little. NAB’s Gavin Friend joins Phil to dissect the Fed’s statement and Jerome Powell’s press conference that followed. It’s clear that the FOMC is in a wait-and-see mode in light of Trump’s policies and the next meeting will be the one to watch for. The forecasts also suggest that they see the inflationary impacts of tariffs to be transitory - something that was reinforced during the press conference. The Bank of Japan also sat on their hands, citing trade policy concerns. Next, it’s the Bank of England’s turn to do nothing. With no press conference or forecasts it’s up to you whether you stay up late for it. Before any of those, Australia’s employment data is out today, with NAB expecting a slight fall in the unemployment rate. Hosted on Acast. See acast.com/privacy for more information.…

NAB Morning Call

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Ceasefires – one ends as another opens up, perhaps 17:22

14 napja17:22

17:22

Wednesday 19th March 2025 NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NAB There was more market uncertainty today driven largely by geopolitics. Trump and Putin have reached an outline agreement for a 30day ceasefire, but it really hasn’t moved markets. There was more of a concern over the end to the Israel-Hamas ceasefire. Oil is higher and gold has reached new highs again today. Phil talks to NAB’s Skye’s Masters above moves overnight, including the shift in share purchases from the USA to Europe. And Canada’s CPI rises again - a cause for concern for the Bank of Canada and one that could be echoed around the world? Hosted on Acast. See acast.com/privacy for more information.…

NAB Morning Call

1
No news, good news 14:29

15 napja14:29

14:29

Tuesday 18th March 2025 NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NAB Equities had a good session overnight on both sides of the Atlantic, perhaps because there wasn’t much in the way of bad news. The headline number of US retails sales was weaker than anticipated, but NAB’s Taylor Nugent says it wasn’t bad when you looked a little deeper. The Empire Sate Manufacturing index showed a big dip but is also considerably volatile. Markets weren’t too excited by the press conference in China where authorities announced their special initiatives to boost domestic consumption, but it continues to be a cautious approach, although it might have helped the Aussie dollar a little, which rose more than other major currencies. The news to look out for today relates to Ukraine – Trump and Putin are talking, will they reach a ceasefire deal that Ukraine will agree to? Hosted on Acast. See acast.com/privacy for more information.…

NAB Morning Call

1
Future plans 16:33

16 napja16:33

16:33

Monday 17th March 2025 NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NAB We know a lot about President Trump’s plan for America First. Today we get to hear China’s plans for growth. NAB’s tapas Strickland says the PBoC and the finance ministry will hold a press conference today about measures being introduced to boost consumption. That boosted Chinese stocks on Friday. In the US the government has passed their spending bill, so the Trump administration can move forward on their plans. And the NVIDIA GTC conference kicks off today, known by some as the Woodstock of AI, with their CEO Jensen Huang outlining his vision for the future. And the OECD plays out its forecasts for global growth today as well. Plus, we’ll no doubt learn something new about what President Trump has planned. A forward-looking start to the week, you might say. Hosted on Acast. See acast.com/privacy for more information.…

NAB Morning Call

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Weekend Edition: Does Australia need to spend big on defence? 31:20

18 napja31:20

31:20

Friday 14th March 2025 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 we discovered the extent of Australia’s close relationship with the US. Not that close, it seems with the Trump administration happy to apply a 25 percent tariff on our steel and aluminium exports. Next month, maybe our GST charge will be used as an excuse for a 10%tariff on everything we export. In Europe through, it’s not just trade that is testing the US relationship. It’s defence as well. Trump wants EU nations to stand on their own and not rely on the US to provide half the hardware and ammunition. Sam Roggeveen, Director of the Lowy Institute’s International Security Program, says we are entering a different global order. So, what’s Australia’s place in this new world? Do we, for example, need to spend up big, just as Europe is doing, to defend ourselves from China. Sam says not, but we should rethink AUKUS and question why we have the US Airforce operating from our territory. What’s more, he says we should listen to finance markets, which move on news of tariffs, but tend to ignore geopolitics. Hosted on Acast. See acast.com/privacy for more information.…

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