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NAB Morning Call

NAB Morning Call

By: Phil Dobbie
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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.

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Episodes
  • RBNZ cuts, BoE might, RBA won’t

    RBNZ cuts, BoE might, RBA won’t
    Nov 26 2025

    Thursday 27th November 2025


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    Financial Services Guide | Information on our services - NAB


    Three central banks close to the end of their easing cycle. A hawkish cut from the RBNZ yesterday could well be the last. The same could well apply to the RBA after yesterday’s monthly CPI came in higher than anticipated. But the Bank of England might well be ready to cut, as markets accepted more fiscal headroom and a reduction to the supply of 30-year gilts. The public response is less jubilant, particularly as the freeze on tax thresholds is not being extended to a 10-year run. NAB’s Gavin Friend talks through a busy day.

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    18 mins
  • US hope, UK fears, Aussie CPI

    US hope, UK fears, Aussie CPI
    Nov 25 2025
    US equities are on the rise, with AI behind a chunk of it, helped by enthusiasm for Alphabet’s new chip, which can do marvellous thing apparently. But in US consumer-land demand is slowing, if September’s retail sales are anything to go by. Of course that was a while ago now, so more up to date records, like the Fed’s Beige Book tonight, will be scrutinised more than normal perhaps. Markets also responded to further speculation that Kevin Hassett will become the Fed chair next year, which could see interest rates pushed lower. Today Australia’s first monthly CPI report is out, the RBNZ makes a decision, and the UK budget is bound to upset someone and create some market volatility, whatever they decide.

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    15 mins
  • Tech looks for Fed’s gift for Christmas

    Tech looks for Fed’s gift for Christmas
    Nov 24 2025

    Tuesday 25th November 2025


    NAB Markets Research Disclaimer

    Financial Services Guide | Information on our services - NAB


    It might be thanksgiving this week, but it seems tech investors have their eyes set closer to Christmas, with renewed hopes of a December rate cut. Words from Christopher Waller added to the hope. NAB’s Taylor Nugent says the moves in shares is quite a remarkable sensitivity, which has not been reflected in bonds or currencies. The Aussie hasn’t seen its usual bounce as US sentiment picks up. Delayed (and out of date) data today includes US retail sales and PPIs

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    12 mins
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