NAB Morning Call

Crises ignored

03 Dec 2024

Contributed by Lukas

Wednesday 4th December 2024NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABIt was a hectic sessi...

Vive la révolution (of sorts)

02 Dec 2024

Contributed by Lukas

Tuesday 3rd December 2024NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABWill Marine Le Penne pu...

Back to work, waiting for jobs numbers

01 Dec 2024

Contributed by Lukas

Monday 2nd December 2024NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABThe US is back at work a...

Weekend Edition: Return of the Japanese Carry Trade

29 Nov 2024

Contributed by Lukas

Friday 29th November 2024Please note this communication is not a research report and has not been prepared by NAB Research analysts. Read the full dis...

Slow down and split in two

28 Nov 2024

Contributed by Lukas

Friday 29th November 2024NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABThe message from the RB...

Talking Turkey

27 Nov 2024

Contributed by Lukas

Thursday 28th November 2024NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABA weaker dollar, fall...

Minutes, Tariffs and a Ceasefire

26 Nov 2024

Contributed by Lukas

Wednesday 27th November 2024NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABNo big surprises in ...

The Bessent ‘Safe Hands’ Bonanza

25 Nov 2024

Contributed by Lukas

Tuesday 26th November 2024NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABMarkets have reversed ...

More US exceptionalism

24 Nov 2024

Contributed by Lukas

Monday 25th November 2024NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABFriday highlighted the ...

Weekend Edition: Going Private

22 Nov 2024

Contributed by Lukas

Friday 22nd November 2024Please note this communication is not a research report and has not been prepared by NAB Research analysts. Read the full dis...

We want more

21 Nov 2024

Contributed by Lukas

Friday 22nd November 2024NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABAre NVIDIA investors a ...

Spitting chips

20 Nov 2024

Contributed by Lukas

Thursday 21st November 2024NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABThere’s no been muc...

Markets nervous as Russia drops the N word (again)

19 Nov 2024

Contributed by Lukas

Wednesday 20th November 2024NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABThere as a certain a...

Firing over the line

18 Nov 2024

Contributed by Lukas

Tuesday 19th November 2024NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABOil increased in price...

Powell the Grinch?

17 Nov 2024

Contributed by Lukas

Monday 18th November 2024NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABJust after Friday’s p...

Weekend Edition: A new world reorder, with FT’s Martin Wolf

15 Nov 2024

Contributed by Lukas

Friday 15th November 2024Please note this communication is not a research report and has not been prepared by NAB Research analysts. Read the full dis...

Wait a little longer

14 Nov 2024

Contributed by Lukas

Friday 15th November 2024NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABAustralian unemployment...

Inflation in no hurry to come down, and neither is the US dollar

13 Nov 2024

Contributed by Lukas

Thursday 14th November 2024NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABThe US dollar continu...

A brighter future for optimists

12 Nov 2024

Contributed by Lukas

Wednesday 13th November 2024NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABUS markets continue ...

Pricing for Trump. But is it rational?

11 Nov 2024

Contributed by Lukas

Tuesday 12th November 2024NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABThe US dollar continue...

The Morning After the Week Before

10 Nov 2024

Contributed by Lukas

Monday11th November 2024NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABMarkets might be waiting...

Weekend Edition: Are we moving fast enough to tackle Australia’s housing crisis?

08 Nov 2024

Contributed by Lukas

Friday 8th November 2024Please note this communication is not a research report and has not been prepared by NAB Research analysts. Read the full disc...

Too slow for Trump?

07 Nov 2024

Contributed by Lukas

Friday 8th November 2024NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABThe Fed cut rates as ex...

Them and the rest of us

06 Nov 2024

Contributed by Lukas

Thursday 7th November 2024NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABThere is a Trump trade...

Long time coming

05 Nov 2024

Contributed by Lukas

Wednesday 6th November 2024NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABPolls start closing ...

Wafer thin difference

04 Nov 2024

Contributed by Lukas

Tuesday 5th November 2024NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABMarkets have responded ...

Jobs take back seat as election drives the markets

03 Nov 2024

Contributed by Lukas

Monday 4th November 2024NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABMid-morning Wednesday Au...

Weekend Edition: Has affordability finally hit home price growth?

01 Nov 2024

Contributed by Lukas

Friday 1st November 2024Please note this communication is not a research report and has not been prepared by NAB Research analysts. Read the full disc...

US shares weaker on tech forecasts. UK markets judge budget.

31 Oct 2024

Contributed by Lukas

Friday 1st November 2024NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABSome big market moves ov...

Happy Hawkish Halloween

30 Oct 2024

Contributed by Lukas

Thursday 31st October 2024NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABThere were a few reaso...

Jobs, growth, inflation and tech earnings.

29 Oct 2024

Contributed by Lukas

Wednesday 30th October 2024NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABSomething for everyon...

Meta Search, Oil Drops, Rising Yields and Kamala’s Last Stand

28 Oct 2024

Contributed by Lukas

Tuesday 29th October 2024NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABAs suggested yesterday ...

A big week for data and tech earnings

27 Oct 2024

Contributed by Lukas

Monday 28th October 2024NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABAfter that leap in margi...

Weekend Edition: Harris or Trump. Who wins. What changes?

25 Oct 2024

Contributed by Lukas

Friday 18th October 2024Please note this communication is not a research report and has not been prepared by NAB Research analysts. Read the full disc...

Life in the Slow Lane

24 Oct 2024

Contributed by Lukas

Friday 25th October 2024NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABThere have been small mo...

Canada cuts. ECB sends mixed messages.

23 Oct 2024

Contributed by Lukas

Thursday 24th October 2024NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABIt’s been another se...

All quiet, before the storm

22 Oct 2024

Contributed by Lukas

Wednesday 23rd October 2024NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABWhat do markets do wh...

Not sure where to go

21 Oct 2024

Contributed by Lukas

Tuesday 22nd October 2024NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABSome curious market mov...

Fine China. Handle with Care.

20 Oct 2024

Contributed by Lukas

Monday 21st October 2024NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABChina’s CSI300 rose sh...

Weekend Edition: The asymmetric battle

18 Oct 2024

Contributed by Lukas

Friday 18th October 2024Please note this communication is not a research report and has not been prepared by NAB Research analysts. Read the full disc...

ECB cuts rates, more to come soon?

17 Oct 2024

Contributed by Lukas

Friday18th October 2024NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABThe ECB has cut rates wit...

Sneaking in another before Christmas?

16 Oct 2024

Contributed by Lukas

Thursday 17th October 2024NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABInflation is slowing f...

Tariffs. The most beautiful word.

15 Oct 2024

Contributed by Lukas

Wednesday 16th October 2024NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABThere were sizeable m...

Stuck in a rut over the ditch

14 Oct 2024

Contributed by Lukas

Tuesday 15th October 2024NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABNew Zealand’s Perform...

Hold on, it’s coming

13 Oct 2024

Contributed by Lukas

Monday 14th October 2024NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABAs predicted by Tapas on...

Weekend Edition: A Suttle World Tour

11 Oct 2024

Contributed by Lukas

Friday 11th October 2024Please note this communication is not a research report and has not been prepared by NAB Research analysts. Read the full disc...

Coming down slowly

10 Oct 2024

Contributed by Lukas

Friday 11th October 2024NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABAfter stronger than expe...

Heavy Weather

09 Oct 2024

Contributed by Lukas

Thursday 10th October 2024NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABStorm Milton hit the F...

Brassed off after a Golden Week

08 Oct 2024

Contributed by Lukas

Wednesday 9th October 2024NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABMarkets with any China...

Global markets adjust to Fed expectations

07 Oct 2024

Contributed by Lukas

Tuesday 8th October 2024NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABToday markets are respon...

Jobs a plenty

06 Oct 2024

Contributed by Lukas

Monday 7th October 2024NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABThe non-farm payrolls dat...

Weekend Edition: Going for Gold

04 Oct 2024

Contributed by Lukas

Friday 4th October 2024Please note this communication is not a research report and has not been prepared by NAB Research analysts. Read the full discl...

Oil surges on Biden’s unanswered question

03 Oct 2024

Contributed by Lukas

Friday 4th October 2024NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABOil has risen sharply thi...

When Hawks Fly

02 Oct 2024

Contributed by Lukas

Thursday 3rd October 2024NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABToday, Phil talks to NA...

Risk Off on Israel Iran War Fears

01 Oct 2024

Contributed by Lukas

Wednesday 2nd October 2024NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABMarkets moved swiftly ...

Powell resetting expectations?

30 Sep 2024

Contributed by Lukas

Tuesday 1st October 2024NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABSome of the biggest move...

War escalates, and Japan’s PM surprise

29 Sep 2024

Contributed by Lukas

Monday 30th September 2024NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABWhat impact will attac...

The Weekend Edition: The rise and rise of ETFs

27 Sep 2024

Contributed by Lukas

Friday 27th September 2024Please note this communication is not a research report and has not been prepared by NAB Research analysts. Read the full di...

The Bazooka, at long last?

26 Sep 2024

Contributed by Lukas

Friday 27th September 2024NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABChina is set to issue ...

Risk on switched off, whilst Riksbank gets on with it

25 Sep 2024

Contributed by Lukas

Thursday 26th September 2024NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABThe slight risk-on m...

Does China have a workable plan?

24 Sep 2024

Contributed by Lukas

Wednesday 25th September 2024NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABThere is still some...

Disappointing news

23 Sep 2024

Contributed by Lukas

Tuesday 24th September 2024NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NAB Monday’s glob...

Making minor adjustments

22 Sep 2024

Contributed by Lukas

Monday 23rd September 2024NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABThere were surprisingl...

Weekend Edition: The Invisible Hand Behind Your Super Fund

20 Sep 2024

Contributed by Lukas

Friday 20th September 2024Please note this communication is not a research report and has not been prepared by NAB Research analysts. Read the full di...

Markets buoyant from Fed hikes. BoE plays it cool.

19 Sep 2024

Contributed by Lukas

Friday 20th September 2024NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABEquity markets have re...

Fed cuts, revises dot plot, markets still want more

18 Sep 2024

Contributed by Lukas

Thursday 19th September 2024NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABPerhaps not surprisi...

The widening Atlantic drift

17 Sep 2024

Contributed by Lukas

Wednesday 18th September 2024NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABThere have been no ...

Is the Fed spending too long in the shower?

16 Sep 2024

Contributed by Lukas

Tuesday 17th September 2024NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABMarket pricing moved ...

Big or small?

15 Sep 2024

Contributed by Lukas

Monday 16th September 2024NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABBig or small, that’s...

Weekend Edition: Getting to know labour market data

13 Sep 2024

Contributed by Lukas

Friday 13th September 2024Please note this communication is not a research report and has not been prepared by NAB Research analysts. Read the full di...

ECB cuts rates and downgrades growth

12 Sep 2024

Contributed by Lukas

Friday13th September 2024NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABThe ECB cut interest ra...

A Swift win for Kamala, and a rogue CPI print

11 Sep 2024

Contributed by Lukas

Thursday 12th September 2024NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABKamala Harris “won...

Market responds to OPEC+ downgrade. US CPI and THAT debate to come.

10 Sep 2024

Contributed by Lukas

Wednesday 11th September 2024NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABThere’s been siza...

Bad Apple Not Stopping Bounce Back

09 Sep 2024

Contributed by Lukas

Tuesday 10th September 2024NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABUS equities rose shar...

Worried about revisions

08 Sep 2024

Contributed by Lukas

Monday 9th September 2024NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABWhilst the US unemploym...

Weekend Edition: China’s Missed Opportunity

06 Sep 2024

Contributed by Lukas

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

Waiting on a knife edge

05 Sep 2024

Contributed by Lukas

Friday 6th September 2024NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABWe are less than a day ...

Less jobs, more uncertainty

04 Sep 2024

Contributed by Lukas

Thursday 5th September 2024NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABShares continue to pu...

Nervous Nellies

03 Sep 2024

Contributed by Lukas

Wednesday 4th September 2024NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABThere have been some...

America back in time for manufacturing numbers

02 Sep 2024

Contributed by Lukas

Tuesday 3rd September 2024NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABMarkets were subdued a...

ECB and US inflation leading to rate cuts. Australia waits.

01 Sep 2024

Contributed by Lukas

Monday 2nd September 2024NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABEuropean inflation is n...

Weekend Edition: Australian Equities Doing Nicely Thankyou

30 Aug 2024

Contributed by Lukas

Friday 16th August 2024Please note this communication is not a research report and has not been prepared by NAB Research analysts. Read the full discl...

AI caution, higher US spending and Aussie capex wanes

29 Aug 2024

Contributed by Lukas

Friday 30th August 2024NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABTwo surprises from the US...

NVIDIA fails to disappoint

28 Aug 2024

Contributed by Lukas

Thursday 29th August 2024NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABEquity markets were pre...

Aussie inflation and not much more

27 Aug 2024

Contributed by Lukas

Wednesday 28th August 2024NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABAustralia’s latest m...

Letting it all sink in

26 Aug 2024

Contributed by Lukas

Tuesday 27th August 2024NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABThere hasn’t been a lo...

The time has come

25 Aug 2024

Contributed by Lukas

Monday 26th August 2024NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABEven though Fed speakers ...

Weekend Edition: A world of difference - RBNZ v RBA

23 Aug 2024

Contributed by Lukas

Friday 16th August 2024Please note this communication is not a research report and has not been prepared by NAB Research analysts. Read the full discl...

Let’s get gradual

22 Aug 2024

Contributed by Lukas

Friday 23rd August 2024NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABBond yields are higher, t...

Not much carry on

21 Aug 2024

Contributed by Lukas

Thursday 22nd August 2024NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABToday as the US dollar ...

Holding Pattern

20 Aug 2024

Contributed by Lukas

Wednesday 21st August 2024NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABIt’s been another qu...

Shares Rally In Northern Hiatus

19 Aug 2024

Contributed by Lukas

Tuesday 20th August 2024NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABWe are in the thick of t...

All eyes on Jackson Hole

18 Aug 2024

Contributed by Lukas

Monday 19th August 2024NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABCentral bankers get toget...

Weekend Edition: Is there too much state debt?

16 Aug 2024

Contributed by Lukas

Friday 16th August 2024Please note this communication is not a research report and has not been prepared by NAB Research analysts. Read the full discl...

Too much of a good thing

15 Aug 2024

Contributed by Lukas

Friday 16th August 2024NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABUS retail sales numbers o...

No surprises!

14 Aug 2024

Contributed by Lukas

Thursday 15th August 2024NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABUS shares moved up slig...

Risk appetite back for a day

13 Aug 2024

Contributed by Lukas

Wednesday 14th August 2024NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABSofter than expected p...

Markets wait calmly for US inflation data

12 Aug 2024

Contributed by Lukas

Tuesday 13th August 2024NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABUS shares and bond marke...

The recession they didn’t have to have

11 Aug 2024

Contributed by Lukas

Monday 11th August 2024NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABRemember when Pauk Keatin...

Weekend Edition: A bright future for Indigenous businesses

09 Aug 2024

Contributed by Lukas

Friday 9th August 2024Please note this communication is not a research report and has not been prepared by NAB Research analysts. Read the full discla...