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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
  • Fed Minutes, Gold’s New High and the RBNZ’s big cut

    Fed Minutes, Gold’s New High and the RBNZ’s big cut
    Oct 8 2025

    Thursday 9th October 2025


    NAB Markets Research Disclaimer

    Financial Services Guide | Information on our services - NAB


    The Fed minutes are out, and NAB’s Ray Attrill joins Phil to peruse the 40 pages to see what prompted the decision to cut rates, even though there were concerns over rising inflation. They also discuss RBNZ’s big cut yesterday, with more to come. And they look at gold, which pushed higher, even against a stronger US dollar. Ray puts it down to a lack of choices when it comes to stable currency investments. The Yen, for example, is getting weaker and Europe is being hit with more weak economic data.

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    17 mins
  • US shut for a week, gold over $4k, NZ ready to cut

    US shut for a week, gold over $4k, NZ ready to cut
    Oct 7 2025

    Wednesday 8th October 2025


    NAB Markets Research Disclaimer

    Financial Services Guide | Information on our services - NAB


    The US shutdown continues with no end in sight, just a threat from the President not to pay back salary to some furloughed workers, and the prospect of layoffs just days away. NAB’s Taylor Nugent joins Phil to talk through the latest news and data, including the NY Fed survey that shows consumer inflation expectations have lifted. At home, consumer sentiment fell for the second time in a row yesterday, and the NZ quarterly survey of business optimism didn’t help determine whether the RBNZ will lean to a 25bp or 50bp cut today. It’s still too close to call.

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    17 mins
  • Konnichiwa and Au Revoir

    Konnichiwa and Au Revoir
    Oct 6 2025

    Tuesday 7th October 2025


    NAB Markets Research Disclaimer

    Financial Services Guide | Information on our services - NAB


    It’s been a session light on data but heavy on geopolitics. Markets reacted firmly as expected, to the surprise win for Sane Takaichi as leader of Japan’s LDP. The resignation of the French Prime Minister yesterday was also a surprise, sending yields higher and a big fall in equities. US equities, meanwhile, continue to rise, including a surge in the price of OpenAI after a data-centre deal with AMD. It added $80 billion to the value of OpenAI and raised flags for those worried about the potential for a tech-bubble. And the US government shutdown moves into day seven. NAB’s Gavin Friend joins Phil to talk through a session light on data and heavy on news.

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    17 mins
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