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About this listen
Thursday 12th February 2026
NAB Markets Research Disclaimer
Financial Services Guide | Information on our services - NAB
A surprise surge in Australian home loans has everyone asking whether it’s a one off policy quirk or fresh fuel for another RBA hike, while a headline grabbing jump in US payrolls looks far less convincing once you see where the jobs actually are. Add in firmer oil on Iran worries, a flat US dollar, a stronger Aussie, and the UK bracing for GDP growth that’s technically positive but barely, and you’ve got plenty for NAB’s Taylor Nugent to unpack on today’s podcast.
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