NAB Morning Call
Episodes
US dollar falls as Fed’s policy sinks in
30 Aug 2020
Contributed by Lukas
Monday 31st August 2020NAB’s Ray Attrill says the US dollar bore the brunt of Friday’s reflective thinking on Jerome Powell’s Jackson Hole speec...
Powell’s average address
27 Aug 2020
Contributed by Lukas
Friday 28th August 2020Jerome Powell used his virtual address to the Jackson Hole Symposium to announcer the Fed’s strategy of targeting an ‘avera...
High winds, high hopes and higher equities
26 Aug 2020
Contributed by Lukas
Thursday 27th August 2020There’s continued optimism in the markets, with equities reaching new highs again, helped on by better than expected durabl...
Choppy waters, with a flash of hope for Germany
25 Aug 2020
Contributed by Lukas
Wednesday 26th August 2020The US dollar is down again this morning, with equities up and touching new highs again. More significantly, we’ve seen si...
Looking on the bright side of life
24 Aug 2020
Contributed by Lukas
Tuesday 25th August 2020US equities reached new highs again, with big gains also in Europe. NAB’s Rodrigo Catril says investors are back to reacting...
Europe slows down, Trump’s vaccine plans speed up
23 Aug 2020
Contributed by Lukas
Monday 24th August 2020Europe’s PMI’s disappointed markets on Friday, whereas the US numbers were better than expected, helping to lift equities t...
Equity highs, then PMIs
20 Aug 2020
Contributed by Lukas
Friday 21st August 2020US equities continue to rise, even though the jobless claims numbers rose last week. Phil Dobbie asks NAB’s Gavin Friend, at ...
FOMC minutes fail to map out direction
19 Aug 2020
Contributed by Lukas
Thursday 20th August 2020There’s no doubt about it, there was disappointment from investors after the minutes of the recent FOMC meeting were releas...
Stocking up and moving up
18 Aug 2020
Contributed by Lukas
Wednesday 19th August 2020US stocks continue to rise to record highs, helped today by strong housing starts and building permits. Phil Dobbie asks NAB...
Aussie flies higher, US equities higher still
17 Aug 2020
Contributed by Lukas
Tuesday 18th August 2020The US dollar continues to fall, pushing the Aussie dollar higher this morning. The dovish tone set by the RBNZ – plus a del...
Longer lockdowns, no trade talks, Democrats swing into action
16 Aug 2020
Contributed by Lukas
Monday 17th August 2020Lockdowns have been extended in Victoria and Auckland, even as COVID-19 cases ease. But, NAB’s Rodrigo Catril, says hotspots ...
Jobs, stimulus and bond yields
13 Aug 2020
Contributed by Lukas
Friday 14th August 2020Jobs data is confusing right now. How much is it influenced by government stimulus activity? Well, not much in the US right now...