NAB Morning Call
Episodes
Tech fears and a Fed firing?
20 Aug 2025
Contributed by Lukas
Thursday 21st August July 2025NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABTech stocks lost g...
RBNZ ready to cut. US tech stocks step back.
19 Aug 2025
Contributed by Lukas
Wednesday 20th August July 2025NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABNAB’s Ray Attri...
Trump tries for a trilateral
18 Aug 2025
Contributed by Lukas
Tuesday 19th August July 2025NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABHaving met with Zel...
US spends, China stumbles. Consumers worry
17 Aug 2025
Contributed by Lukas
Monday18th August July 2025NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABUS retail sales remai...
Weekend Edition: Japan works through its unwritten trade deal
15 Aug 2025
Contributed by Lukas
Friday 15th August 2025Please note this communication is not a research report and has not been prepared by NAB Research analysts. Read the full discl...
Tariff effects? US producer prices, UK trade and Europe’s industrial production
14 Aug 2025
Contributed by Lukas
Friday 15th August July 2025NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABNAB’s Rodrigo Cat...
Equities rise, bond yields falling. Bessent calls for bigger rate cut.
13 Aug 2025
Contributed by Lukas
Thursday 14th August July 2025NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABEquities are risin...
Swallowing the cost of tariffs
12 Aug 2025
Contributed by Lukas
Wednesday 13th August July 2025NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABMarkets have look...
Tariffing in, taxing out
11 Aug 2025
Contributed by Lukas
Tuesday 12th August July 2025NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABThere’s been very...
Trump’s man for the Fed
10 Aug 2025
Contributed by Lukas
Monday 11th August July 2025NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABThis will be a very ...
Weekend Edition: A Bold Take On Big Business
08 Aug 2025
Contributed by Lukas
Friday 8th August 2025Please note this communication is not a research report and has not been prepared by NAB Research analysts. Read the full discla...
Tariffs kick in & BoE’s Close Call
07 Aug 2025
Contributed by Lukas
Friday8th August July 2025NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABAs of yesterday, US im...
Equites up as Apple brings it home
06 Aug 2025
Contributed by Lukas
Thursday 7th August July 2025NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABUS equities are up ...
More tariffs and more stagflation fears
05 Aug 2025
Contributed by Lukas
Wednesday 6th August July 2025NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABThe S-word has bee...
Oil down as Trump threatens India and OPEC+ pushes supplies higher
04 Aug 2025
Contributed by Lukas
Tuesday 5th August July 2025NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABHas Friday’s jobs ...
Revising history
03 Aug 2025
Contributed by Lukas
Monday 4th August July 2025NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABThere were sharp mark...
Weekend Edition: NZ Super Fund – time on their side
01 Aug 2025
Contributed by Lukas
Friday 2nd August 2025Please note this communication is not a research report and has not been prepared by NAB Research analysts. Read the full discla...
Tariff delays already, ahead of today's deadline.
31 Jul 2025
Contributed by Lukas
Friday 1st August July 2025NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABYesterday the US Pres...
‘No preset course’ says Powell, as Fed waits longer
30 Jul 2025
Contributed by Lukas
Thursday31st July 2025NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABIf anything, the Fed was s...
Oil worries, job slowdown and mega MAGA borrowing requirement
29 Jul 2025
Contributed by Lukas
Wednesday 30th July 2025NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABOil is the big mover ove...
EU a little less excited one day on
28 Jul 2025
Contributed by Lukas
Tuesday 29th July 2025NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABThe euphoria over a US—E...
Europe scores a deal
27 Jul 2025
Contributed by Lukas
Monday 28th July 2025NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABPresident Trump announced a...
Weekend Edition: Can Australian exports iron out climate woes?
25 Jul 2025
Contributed by Lukas
Friday 25th July 2025Please note this communication is not a research report and has not been prepared by NAB Research analysts. Read the full disclai...
Trump drops by the Fed
24 Jul 2025
Contributed by Lukas
Friday 25th July 2025NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABPresident Trump is stepping...
Japan deal helps auto sector, but Trump still in the driving seat
23 Jul 2025
Contributed by Lukas
Thursday 24th July 2025NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABJapan has a deal, even if...
24 hours from Tesla (and Alphabet)
22 Jul 2025
Contributed by Lukas
Wednesday 23rd July 2025NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABTech earnings will be a ...
Markets pulled between earnings and tariffs
21 Jul 2025
Contributed by Lukas
Tuesday 22nd July 2025NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABUS equities rose to new hi...
Not so big in Japan.
20 Jul 2025
Contributed by Lukas
Monday 21st July 2025NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABIt looks like Japan’s Pri...
Weekend Edition: Trump’s Winners and Losers
18 Jul 2025
Contributed by Lukas
Friday 18th July 2025Please note this communication is not a research report and has not been prepared by NAB Research analysts. Read the full disclai...
Accentuating the positive – S&P hits new high
17 Jul 2025
Contributed by Lukas
Friday 18th July 2025NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABThe S&P hit a new high ...
You’re Not Fired (Yet)!
16 Jul 2025
Contributed by Lukas
Thursday17th July 2025NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABDonald Trump made a TV car...
Are tariff impacts beginning to show?
15 Jul 2025
Contributed by Lukas
Wednesday 16th July 2025NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABPresident Trump suggeste...
Tepid Trump , Ruthless Rachel and Inflation Insights
14 Jul 2025
Contributed by Lukas
Tuesday 15th July 2025NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABOnce again, US markets see...
Another TACO moment?
13 Jul 2025
Contributed by Lukas
Monday 14th July 2025NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABOver the weekend President ...
Weekend Edition: Delving deep into household spending
11 Jul 2025
Contributed by Lukas
Friday 11h July 2025Please note this communication is not a research report and has not been prepared by NAB Research analysts. Read the full disclaim...
Markets ignore a 50% hit on Brazil
10 Jul 2025
Contributed by Lukas
Friday 11th July 2025NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABOnce again markets have shr...
As quiet as it gets
09 Jul 2025
Contributed by Lukas
Thursday 10th July 2025NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABThis has to be one of the...
Trump strikes a blow with copper
08 Jul 2025
Contributed by Lukas
Wednesday 9th July 2025NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABPresident Trump has made ...
Zen and the Art of Trade Realignment
07 Jul 2025
Contributed by Lukas
Tuesday 8th July 2025NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABPresident Trump has announc...
Tariffs are back. How hard will Trump go?
06 Jul 2025
Contributed by Lukas
Monday 7th July 2025NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABThe letters go in the post t...
Weekend Edition: Will the Republicans Sail Through the Mid-Terms?
04 Jul 2025
Contributed by Lukas
Friday 4th July 2025Please note this communication is not a research report and has not been prepared by NAB Research analysts. Read the full disclaim...
Beautiful Done Deal. Unemployment Down. Happy 4th July.
03 Jul 2025
Contributed by Lukas
Friday 4th July 2025NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABMarkets responded to what se...
Vietnam’s deal, UK tears and a deluge of jobs data
02 Jul 2025
Contributed by Lukas
Thursday 3rd July 2025NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABThe S&P hit a new high...
Big Bill, Low Dollar
01 Jul 2025
Contributed by Lukas
Wednesday 2nd July 2025NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABPresident Trump's big, be...
Canada caves, will others be forced to follow?
30 Jun 2025
Contributed by Lukas
Tuesday 1st July 2025NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABCanada has caved (the White...
The MAGA MegaBill and Big Trade Deals
29 Jun 2025
Contributed by Lukas
Monday 30th June 2025NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABThere’s a lot of focus on...
Weekend edition: Live long and prosper
27 Jun 2025
Contributed by Lukas
Friday 27th June 2025Please note this communication is not a research report and has not been prepared by NAB Research analysts. Read the full disclai...
Dedollarisation Day
26 Jun 2025
Contributed by Lukas
Friday 27th June 2025NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABThe US dollar has hit a new...
The 5% Club
25 Jun 2025
Contributed by Lukas
Thursday 26th June 2025NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABIt won’t come as a comp...
Highs and lows from Middle East peace hopes
24 Jun 2025
Contributed by Lukas
Wednesday 25th June 2025NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABOil prices are back down...
Missiles don’t land, but Fed doves fly
23 Jun 2025
Contributed by Lukas
Tuesday 24th June 2025NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABAn Iranian attack on US ai...
Bunker down and pizza
22 Jun 2025
Contributed by Lukas
Monday 23rd June 2025NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABYou think it’d be a chopp...
Weekend Edition: Building bigger and better.
20 Jun 2025
Contributed by Lukas
Friday 20th June 2025Please note this communication is not a research report and has not been prepared by NAB Research analysts. Read the full disclai...
Kicking the can on Iran, dovish hold from the BoE
19 Jun 2025
Contributed by Lukas
Friday 20th June 2025NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABOil prices are still elevat...
Fed all agree to hold, but mixed view on dots as outlook weakens
18 Jun 2025
Contributed by Lukas
Thursday 19th June 2025NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABThe Fed agree unanimously...
More signs of US slowdown, as Middle East tensions escalate
17 Jun 2025
Contributed by Lukas
Wednesday 18th June 2025NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABMarkets are squeamish to...
Underpricing war? Pulling out of the dollar.
16 Jun 2025
Contributed by Lukas
Tuesday 17th June 2025NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABMarkets seem optimistic th...
Oil prices rise, gold hits new high, as Middle East war escalates
15 Jun 2025
Contributed by Lukas
Monday 16th June 2025NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABSince Israel fired bombs in...
Weekend Edition: Back from the brink. How to save a business in distress.
13 Jun 2025
Contributed by Lukas
Friday 13th June 2025Please note this communication is not a research report and has not been prepared by NAB Research analysts. Read the full disclai...
Dollar not so mighty, job claims rising, Trump has envelopes ready.
12 Jun 2025
Contributed by Lukas
Friday 13th June 2025NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABProducer prices in the US, ...
No big deal, but softer US CPI.
11 Jun 2025
Contributed by Lukas
Thursday 12th June 2025NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABTwo big bits of news over...
All quiet on tariff talks, but UK surprises with soft jobs data
10 Jun 2025
Contributed by Lukas
Wednesday 11th June 2025NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABThe UK has grabbed a bit...
All eyes on US China talks. Trump wants rocket fuel from the Fed.
09 Jun 2025
Contributed by Lukas
Tuesday 10th June 2025NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABMarkets had been preparing...
Weekend Edition: Trump is not the end of the world
06 Jun 2025
Contributed by Lukas
Friday 6th June 2025Please note this communication is not a research report and has not been prepared by NAB Research analysts. Read the full disclaim...
Talks with Xi, a Broken Bromance and Jobs Worries
05 Jun 2025
Contributed by Lukas
Friday 6th June 2025NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABThere hasn’t been a lot of...
Economy goes soft as Trump plays hardball
04 Jun 2025
Contributed by Lukas
Thursday 5th June 2025NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABMarkets have reacted to a ...
Job openings up, but growth forecasts down (globally and at home)
03 Jun 2025
Contributed by Lukas
Wednesday 4th June 2025NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABUS equity markets got off...
Doubling Down on Doubling Up
02 Jun 2025
Contributed by Lukas
Tuesday 3rd June 2025NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABPresident Trump clearly has...
Oil and steel kick off a week, that finishes with jobs
01 Jun 2025
Contributed by Lukas
Monday 2nd June 2025NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABAs NAB’s Taylor Nugent poi...
Weekend Edition: A pragmatic Trump and a determined China
30 May 2025
Contributed by Lukas
Friday 30th May 2025Please note this communication is not a research report and has not been prepared by NAB Research analysts. Read the full disclaim...
Courting Trump
29 May 2025
Contributed by Lukas
Friday 30th May 2025NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABThe US Appeals Cout has dete...
NVIDIA beats of revenue, but misses on margin
28 May 2025
Contributed by Lukas
Thursday 29th May 2025NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABNVIDIA results show the c...
US bounces back from a long weekend
27 May 2025
Contributed by Lukas
Wednesday 28th May 2025NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABIn the US investors left ...
Trump’s EU U-turn
26 May 2025
Contributed by Lukas
Tuesday 27th May 2025NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABEuropean equities rose on M...
Going round in circles
25 May 2025
Contributed by Lukas
Monday 26th May 2025NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABPresident Trump on Friday s...
Ask Andrew: On NAB Earnings, the RBA, AI and the Economy
23 May 2025
Contributed by Lukas
Friday 16th May 2025Please note this communication is not a research report and has not been prepared by NAB Research analysts. Read the full disclaim...
Bonds back from the brink
22 May 2025
Contributed by Lukas
Friday 23rd May 2025NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABUS bond yields rose higher s...
Should we be worried about US yields?
21 May 2025
Contributed by Lukas
Thursday 22nd May 2025NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABThere was another weak bon...
It could have been bigger
20 May 2025
Contributed by Lukas
Wednesday 21st May 2025NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABBond yields fell signific...
Deal and no deal
19 May 2025
Contributed by Lukas
Tuesday 20th May 2025NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABFairly tepid moves across e...
Talking in all directions
18 May 2025
Contributed by Lukas
Monday 19th May 2025NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABThere’s a lot of talk goin...
Weekend Edition: Thinking beyond the deal
16 May 2025
Contributed by Lukas
Friday 16th May 2025Please note this communication is not a research report and has not been prepared by NAB Research analysts. Read the full disclaim...
Bond yields sink as Fed bets rise
15 May 2025
Contributed by Lukas
Friday 16th May 2025NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABSofter retail sales and slow...
The bounce and the Beautiful Bill
14 May 2025
Contributed by Lukas
Thursday 15th May 2025NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABEquity markets were a litt...
Markets rally on hopes of more deals
13 May 2025
Contributed by Lukas
Wednesday 14th May 2025NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABThere’s no denying, Pre...
90-day reprieve on debilitating US China tariffs
12 May 2025
Contributed by Lukas
Tuesday 13th May 2025NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABMarkets were taken aback by...
Substantial progress. But who holds the cards?
11 May 2025
Contributed by Lukas
Monday 12th May 2025NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABUS Treasury Secretary Bessen...
Weekend Edition: CRE – Why Everyone Needs Good NABERS
09 May 2025
Contributed by Lukas
Friday 9th May 2025Please note this communication is not a research report and has not been prepared by NAB Research analysts. Read the full disclaime...
A deal, a cut and another Trump trade tip
08 May 2025
Contributed by Lukas
Friday 9th May 2025NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABMarkets have seen the positiv...
Patient Powell wants to wait and see
07 May 2025
Contributed by Lukas
Thursday 8th May 2025NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABUS equity markets took a hi...
Trump will make the call on tariffs, but not interest rates
06 May 2025
Contributed by Lukas
Wednesday 7th May 2025NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABThe US President has made ...
Markets uncertain despite strong Services ISM
05 May 2025
Contributed by Lukas
Tuesday 6th May 2025NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABThere’s much less enthusia...
Will US jobs survive the tariff war?
04 May 2025
Contributed by Lukas
Monday 5th May 2025NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABThere was a risk-on Friday, a...
Weekend Edition: Dwelling prices on the rise. Where next?
02 May 2025
Contributed by Lukas
Friday 2nd May 2025NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABAustralian house prices are b...
Strong earnings, future concerns
01 May 2025
Contributed by Lukas
Friday 2nd May 2025NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABIt’s been a session heavy o...
US economy shrinks, but is it temporary?
30 Apr 2025
Contributed by Lukas
Thursday 1st May 2025NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABMarkets responded to a larg...
Hopes remain as real data starts to flow in
29 Apr 2025
Contributed by Lukas
Wednesday 30th April 2025NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABWe are in the thick of ...
What’s in store for US shoppers?
28 Apr 2025
Contributed by Lukas
Tuesday 29th April 2025NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABMarkets were more subdued...
99 days of confusion
27 Apr 2025
Contributed by Lukas
Monday 28th April 2025NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABMarkets stayed positive th...
Weekend Edition: The Dollar Will Continue to Slide, Come What May
24 Apr 2025
Contributed by Lukas
Thursday 24th April 2025NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABThe US dollar will conti...