NAB Morning Call

China’s tariff hopes. A less worse scenario.

23 Apr 2025

Contributed by Lukas

Thursday 24th April 2025NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABUS equities rose again t...

Peak Trump? Bouncing back on hope of deals

22 Apr 2025

Contributed by Lukas

Wednesday 23rd April 2025NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABMarkets are behaving ve...

Battle for the Fed Control

21 Apr 2025

Contributed by Lukas

Tuesday 22nd April 2025NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABThe 'sell America' trade ...

Weekend Edition: Flying on Thin Margins

17 Apr 2025

Contributed by Lukas

Thursday 17th April 2025Please note this communication is not a research report and has not been prepared by NAB Research analysts. Read the full disc...

NVIDIA AI chip ban as trade war with China escalates

16 Apr 2025

Contributed by Lukas

Thursday 17th April 2025NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABThings are getting uglie...

Boeing banned, bearish bank survey, royal win for Britain?

15 Apr 2025

Contributed by Lukas

Wednesday 16th April 2025NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABTariff and trade news c...

More tariff exemptions, but equities lose their early gains

14 Apr 2025

Contributed by Lukas

Tuesday 15th April 2025NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABUS equities kicked off Mo...

CEOs force exemptions. Is Trump ready to deal?

13 Apr 2025

Contributed by Lukas

Monday 14th April 2025NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABThere was very little mark...

Weekend Edition: Does money supply determine economic health?

11 Apr 2025

Contributed by Lukas

Friday 11th April 2025Please note this communication is not a research report and has not been prepared by NAB Research analysts. Read the full discla...

Short lived optimism

10 Apr 2025

Contributed by Lukas

Friday 11th April 2025NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABYesterday’s rebound in U...

Trump Caves, Stocks Soar

09 Apr 2025

Contributed by Lukas

Thursday 10th April 2025NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABA roller coaster session...

Five Minutes to Midnight

08 Apr 2025

Contributed by Lukas

Wednesday 9th April 2025NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABThe full set of US tarif...

Bad Medicine and Lots of Hope Priced In

07 Apr 2025

Contributed by Lukas

Tuesday 8th April 2025NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABMarkets were momentarily e...

China hits back. EU makes plans.

06 Apr 2025

Contributed by Lukas

Monday 7th April 2025NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABIn a world gone a little b...

Weekend Edition: Australia’s happy place in the geopolitical landscape

04 Apr 2025

Contributed by Lukas

Friday 4th April 2025Please note this communication is not a research report and has not been prepared by NAB Research analysts. Read the full disclai...

Horror session after the gory details

03 Apr 2025

Contributed by Lukas

Friday 4th April 2025NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABYou’ll know by now that P...

Lousy Timing

02 Apr 2025

Contributed by Lukas

Thursday 3rd April 2025NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABPresident Trump’s annou...

RBA on hold, Trump ready to go

01 Apr 2025

Contributed by Lukas

Wednesday 2nd April 2025NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABMarkets continue to danc...

Fools Gold

31 Mar 2025

Contributed by Lukas

Tuesday 1st April 2025NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABGold hit another new high ...

Friday’s stagflation fears

30 Mar 2025

Contributed by Lukas

Monday 31st March 2025NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABThis week will almost cert...

Weekend Edition: Age Care Crisis Only Partially Fixed

28 Mar 2025

Contributed by Lukas

Friday 28th March 2025Please note this communication is not a research report and has not been prepared by NAB Research analysts. Read the full discla...

Not tariffic for US auto makers

27 Mar 2025

Contributed by Lukas

Friday 28th March 2025NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABThe US share market fell o...

Cars and Copper – next for the Trump Treatment

26 Mar 2025

Contributed by Lukas

Thursday 27th March 2025NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABMarkets are clearly not ...

Less confidence, less missiles

25 Mar 2025

Contributed by Lukas

Wednesday 26th March 2025NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABUS markets lost their m...

The brief return of exceptionalism

24 Mar 2025

Contributed by Lukas

Tuesday 25th March 2025NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABThe US dollar climbed a l...

Nine More Sleeps

23 Mar 2025

Contributed by Lukas

Monday 24th March 2025NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABThe clock is ticking close...

Weekend Edition: Bank Hybrids.  Just too complex?

21 Mar 2025

Contributed by Lukas

Friday 21st March 2025Please note this communication is not a research report and has not been prepared by NAB Research analysts. Read the full discla...

Digesting the Fed’s Transitory Inflation Assumption

20 Mar 2025

Contributed by Lukas

Friday 21st March 2025NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABOne of the takeouts from y...

Fed focused on “signal to noise” ratio

19 Mar 2025

Contributed by Lukas

Thursday 20th March 2025NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABThe Fed kept rates on h...

Ceasefires – one ends as another opens up, perhaps

18 Mar 2025

Contributed by Lukas

Wednesday 19th March 2025NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABThere was more market u...

No news, good news

17 Mar 2025

Contributed by Lukas

Tuesday 18th March 2025NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABEquities had a good sessi...

Future plans

16 Mar 2025

Contributed by Lukas

Monday 17th March 2025NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABWe know a lot about Presid...

Weekend Edition: Does Australia need to spend big on defence?

14 Mar 2025

Contributed by Lukas

Friday 14th March 2025Please note this communication is not a research report and has not been prepared by NAB Research analysts. Read the full discla...

Booze battle brewing

13 Mar 2025

Contributed by Lukas

Friday 14th March 2025NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABMarkets behaved in a class...

Aluminium and steel tariffs, no exceptions. So far.

12 Mar 2025

Contributed by Lukas

Thursday 13th March 2025NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABThe Trump administration...

It was turnaround Tuesday

11 Mar 2025

Contributed by Lukas

Wednesday 12th March 2025NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABTwo bits of late breaki...

Is the US heading for a recession?

10 Mar 2025

Contributed by Lukas

Tuesday 11th March 2025NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABMarkets are clearly conce...

Working through the detox

09 Mar 2025

Contributed by Lukas

Monday 10th March 2025NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABThe downturn in shares, th...

Weekend Edition: How can women move faster up the corporate ladder?

07 Mar 2025

Contributed by Lukas

Friday 28th February 2025Please note this communication is not a research report and has not been prepared by NAB Research analysts. Read the full dis...

Europe - Cut Rates and Rearm

06 Mar 2025

Contributed by Lukas

Friday 7th March 2025NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABIt’s a difficult high wir...

Europe’s Bonds Dive

05 Mar 2025

Contributed by Lukas

Thursday 6th March 2025NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABGerman bund prices have s...

The trade war has begun, the battle over Ukraine defences continues.

04 Mar 2025

Contributed by Lukas

Wednesday 5th March 2025NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABIt has been an alarming ...

An ocean apart

03 Mar 2025

Contributed by Lukas

Tuesday 4th March 2025NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABUkraine is behind a world ...

Keeping the dream alive

02 Mar 2025

Contributed by Lukas

Monday 3rd March 2025NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABThere were two bits of news...

Weekend Edition - Where Australia sits in a Trumpian world

28 Feb 2025

Contributed by Lukas

Friday 28th February 2025Please note this communication is not a research report and has not been prepared by NAB Research analysts. Read the full dis...

Did I say April? I meant March.

27 Feb 2025

Contributed by Lukas

Friday 28th February 2025NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABPresident Trump has mad...

Tariffs: Mexico and Canada delayed, 25% coming Europe’s way

26 Feb 2025

Contributed by Lukas

Thursday 27th February 2025NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABPresident Trump has h...

Feeling Risky

25 Feb 2025

Contributed by Lukas

Wednesday 26th February 2025NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABThis morning the Aus...

Markets coast as politics turns to peace talks

24 Feb 2025

Contributed by Lukas

Tuesday 25th February 2025NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABThere’s a bit of buy...

A less confident US, a more divided Germany

23 Feb 2025

Contributed by Lukas

Monday 24th February 2025NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABFriedrich Merz is likel...

Weekend Edition: Germany: Not a great time to change government

21 Feb 2025

Contributed by Lukas

Friday 21st February 2025Please note this communication is not a research report and has not been prepared by NAB Research analysts. Read the full d...

Walmart worried, Trump mentions China deal

20 Feb 2025

Contributed by Lukas

Friday 20th February 2025NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABIt’s not all good new...

Is ECB rate still restrictive? Aussie employment today’s focus.

19 Feb 2025

Contributed by Lukas

Thursday 20th February 2025NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABMarkets reacted stron...

RBA easing slowly. More cuts “no lay-down misère”

18 Feb 2025

Contributed by Lukas

Wednesday 19th February 2025NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABThe RBA cut rates ye...

US & Europe: Divided they stand

17 Feb 2025

Contributed by Lukas

Tuesday 18th February 2025NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABThe whole European def...

Have markets stopped believing?

16 Feb 2025

Contributed by Lukas

Monday 17th February 2025NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABYou’d have thought, p...

Weekend Edition: The Irvine Fix: Simplicity, Productivity and Confidence

14 Feb 2025

Contributed by Lukas

Please note this communication is not a research report and has not been prepared by NAB Research analysts. Read the full disclaimer here.This week Ph...

Trump’s Big Day includes VAT

13 Feb 2025

Contributed by Lukas

Friday 14th February 2025NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABPresident Trump has ann...

Weaker dollar, rising inflation, falling US shares. Not so rock n’ roll America.

12 Feb 2025

Contributed by Lukas

Thursday 13th February 2025NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABDonald Trump posted o...

EU says ‘Back atcha!’ Is Australia exempt?

11 Feb 2025

Contributed by Lukas

Wednesday 12th February 2025NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABThe Trump administra...

Trump - a man of steel (and aluminium)

10 Feb 2025

Contributed by Lukas

Tuesday 11th February 2025NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABTariffs could be back,...

The Empire Strikes Back

09 Feb 2025

Contributed by Lukas

Monday 10th February 2025NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABToday China’s retalia...

Weekend Edition: 2025:  Less growth, but still lots of opportunity

07 Feb 2025

Contributed by Lukas

Friday 31st Janaury 2025Please note this communication is not a research report and has not been prepared by NAB Research analysts. Read the full disc...

US Jobs Day, Bad News Day for Britain

06 Feb 2025

Contributed by Lukas

Friday 7th February 2025NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABNon-farms payrolls data ...

Trade, gold, jobs and a rate cut

05 Feb 2025

Contributed by Lukas

Thursday 6th February 2025NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABThe US President veere...

Tariffs. Here yesterday, gone today. What about tomorrow?

04 Feb 2025

Contributed by Lukas

Wednesday 6th February 2025NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABMarkets have responde...

Bark v bite : Mexico tariffs on hold

03 Feb 2025

Contributed by Lukas

Tuesday 5th February 2025NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABIs Donald Trump’s bar...

Not so Tariffic

02 Feb 2025

Contributed by Lukas

Monday 4th February 2025NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABNow tariffs are real, we...

Weekend Edition: Housing costs - it’s all a question of supply

31 Jan 2025

Contributed by Lukas

Friday 31st Janaury 2025Please note this communication is not a research report and has not been prepared by NAB Research analysts. Read the full disc...

The ECB, the Fed one day on and the new path for the RBA

30 Jan 2025

Contributed by Lukas

Friday 31st January 2025NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABThe ECB cut rates as exp...

Fed and others less prepared to commit

29 Jan 2025

Contributed by Lukas

Thursday 30th January 2025NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABWhat do the Fed, the R...

Taking stock of AI, central banks, tariffs and Aussie inflation

28 Jan 2025

Contributed by Lukas

Wednesday 29th January 2025NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABUS tech stocks regain...

China’s AI success spooks US investors

27 Jan 2025

Contributed by Lukas

Tuesday 28th January 2025NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABUS investors are reasse...

Weekend Edition: The future for telcos

24 Jan 2025

Contributed by Lukas

Friday 24th January 2025Please note this communication is not a research report and has not been prepared by NAB Research analysts. Read the full disc...

Donald at Davos – lower oil prices and interest rates please

23 Jan 2025

Contributed by Lukas

Friday 24th January 2025NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABStrickland says he was m...

AI Masterplan and earnings boosts tech

22 Jan 2025

Contributed by Lukas

Thursday 23rd January 2025NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABThere weren’t massiv...

The Day After, Tariff Doubts

21 Jan 2025

Contributed by Lukas

Wednesday 22nd January 2025NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABIt’s the first full...

Liberation Day

20 Jan 2025

Contributed by Lukas

Tuesday 21st January 2025NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABDonald Trump is now the...

All Change

19 Jan 2025

Contributed by Lukas

Monday 20th January 2025NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABUS markets are closed to...

Weekend Edition: The Lowdown on High Employment

17 Jan 2025

Contributed by Lukas

Friday 17th January 2025Please note this communication is not a research report and has not been prepared by NAB Research analysts. Read the full dis...

Waller Dovish, Bessent Reassuring.

16 Jan 2025

Contributed by Lukas

Friday 17th January 2025NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABMarkets responded to a ...

Inflation eases and fears subside

15 Jan 2025

Contributed by Lukas

Thursday 16th January 2025NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABThe biggest news this ...

US dollar stalls, the Tariff drip feed, markets await CPI

14 Jan 2025

Contributed by Lukas

Wednesday 15th January 2025NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABMarkets are holding o...

Dollar up again, yields rising - but why?

13 Jan 2025

Contributed by Lukas

Tuesday 14th January 2025NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABThe US dollar continues...

Year kicks off with rising inflation concerns

12 Jan 2025

Contributed by Lukas

Monday 13th January 2025NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABNAB’s Ray Attrill join...

Weekend Edition: The Year That Was, and the Year That Will Be

20 Dec 2024

Contributed by Lukas

Friday 20th December 2024NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABIt’s been a year of s...

The Fed Flow-Through and the Banks since.

19 Dec 2024

Contributed by Lukas

Friday 20th December 2024NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABAs we recovered in the ...

Hawkish cut, on the slow road to 3 percent

18 Dec 2024

Contributed by Lukas

Thursday 19th December 2024NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABThe Fed has cut inter...

UK wages push Gilts-Bund spread to historic levels

17 Dec 2024

Contributed by Lukas

Wednesday 17th December 2024NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABMarkets were surpris...

Better European service numbers, but US more so

16 Dec 2024

Contributed by Lukas

Monday 16th December 2024NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABUS growth continues to ...

Five central banks in the last gasp before Christmas

15 Dec 2024

Contributed by Lukas

Monday 16th December 2024NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABThe Fed and four other ...

Weekend Edition: Rate cuts will boost the Australian psyche, says NAB Chief

13 Dec 2024

Contributed by Lukas

Friday 6th December 2024Please note this communication is not a research report and has not been prepared by NAB Research analysts. Read the full disc...

ECB cuts, SNB more so. And Australia’s unexpected unemployment fall.

12 Dec 2024

Contributed by Lukas

Friday 13th December 2024NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABToday, NAB’s Taylor N...

All systems go for a Fed cut next week

11 Dec 2024

Contributed by Lukas

Thursday 12th December 2024NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABUS equities pushed hi...

RBA. The first dove of Christmas.

10 Dec 2024

Contributed by Lukas

Wednesday 11th December 2024NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABMarkets have respond...

Another China Rescue Plan

09 Dec 2024

Contributed by Lukas

Tuesday 10th December 2024NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABBeijing has announced ...

A week of cuts and uncertainty

08 Dec 2024

Contributed by Lukas

Monday 9th December 2024NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABWe can expect three cent...

Weekend Edition: With equities, is it a year for playing it safe at home?

06 Dec 2024

Contributed by Lukas

Friday 6th December 2024Please note this communication is not a research report and has not been prepared by NAB Research analysts. Read the full disc...

Payrolls, Paris and OPEC+

05 Dec 2024

Contributed by Lukas

Friday 6th December 2024NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABThe US releases non-far...

Australia’s slow growth, weaker dollar

04 Dec 2024

Contributed by Lukas

Thursday 5th December 2024NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABAustralia’s growth n...