NAB Morning Call

Europe is getting ready, without being triumphant

11 Apr 2024

Contributed by Lukas

Friday 12th April 2024NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABChristine Lagarde said a f...

US CPI surprise. The last mile just got longer

10 Apr 2024

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Thursday 11th April 2024NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABUS inflation is not comi...

Two central banks and lots of unhappy small businesses

09 Apr 2024

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Wednesday 10th April 2024NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABUS CPI numbers are out ...

Treasury yields hit year highs on creeping doubts about Fed easing

08 Apr 2024

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Tuesday 9th April 2024NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NAB10 year Treasury yields hi...

US payrolls too hot for the Fed?

07 Apr 2024

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Monday 8th April 2024NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABUS non-farm payrolls showed...

Weekend Edition: China’s future – on its terms

05 Apr 2024

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Friday 5th April 2024Please note this communication is not a research report and has not been prepared by NAB Research analysts. Read the full disclai...

Australia’s housing problem, US markets choppy ahead of jobs numbers

04 Apr 2024

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Friday 5th April 2024NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABThe latest building approva...

Powell waits whilst service sector softens

03 Apr 2024

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Thursday 4th April 2024NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABJerome Powell spoke at th...

Yields rise over expected Fed delays

02 Apr 2024

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Wednesday 3rd April 2024NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABBond yields continued to...

Hopeful data suggests US is heading for ‘no landing’

01 Apr 2024

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Tueday 2nd April 2024NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABThe US manufacturing ISM th...

Weekend Edition: Bronwyn Curtis on central banks and growth

28 Mar 2024

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

A scramble to the quarter end

27 Mar 2024

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Thursday 28th March 2024NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABA early Easter this year...

Break the glass and get ready for inflation numbers

26 Mar 2024

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Wednesday 27th March 2024NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABIt’s been a session l...

Controlling the Yuan and the Yen

25 Mar 2024

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Tuesday 26th March 2024NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABThe CNY climbed higher to...

Easing hopes and a falling Yuan

24 Mar 2024

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Monday 25th March 2024NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABThe CNY fell sharply on Fr...

Weekend Edition: The Great Education Bounce Back

22 Mar 2024

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

Bad Apple, Swiss Surprise, English Hawks fly

21 Mar 2024

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Friday 22nd March 2024NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABEquity markets ushed highe...

Fed feels its way slowly

20 Mar 2024

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Thursday 21st March 2024NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABInflation has eased, but...

In the thick of it

19 Mar 2024

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Wednesday 20th March 2024NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABWith the RBA and bank o...

Aiming for zero

18 Mar 2024

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Tuesday 19th March 2024NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABTwo central banks meet to...

One move out of six this week?

17 Mar 2024

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Monday 18th March 2024NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABThis week we hear the inte...

Weekend Edition: Aussie agriculture, scaling up to thrive

15 Mar 2024

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

The lengthening last mile

14 Mar 2024

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Friday 15th March 2024NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABReality is starting to bit...

Hungry for US bonds, wage wins in Japan

13 Mar 2024

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Wednesday 13th March 2024NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABAnother big auction ove...

US inflation hotter than expected

12 Mar 2024

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Wednesday 13th March 2024NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABUS inflation came in ho...

Last minute nerves ahead of US inflation

11 Mar 2024

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Tuesday 12th March 2024NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABUS CPI is out today. A co...

The US jobs numbers that surprised, then didn’t

10 Mar 2024

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Monday 11th March 2024NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABUS payrolls data was initi...

Weekend Edition: Equality Japanese Style

08 Mar 2024

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

All eyes back on June with hopes of no payrolls surprise

07 Mar 2024

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Friday 8tth March 2024NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABNAB’s Gavin Friend says ...

Aussie bounces, ECB likely to stick

06 Mar 2024

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Thursday 7tth March 2024NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABThe Aussie dollar has le...

US caution amidst stock shocks and services slowdown

05 Mar 2024

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Wednesday 6tth March 2024NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABThe US ISM services ind...

Is Xi Jinping still Mr 5 percent?

04 Mar 2024

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Tursday 4th March 2024NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABUS shares have taken a res...

Will weaker US data speed-up cuts?

03 Mar 2024

Contributed by Lukas

Monday 4th March 2024NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABThe US Manufacturing ISM wa...

Weekend Edition: Stage 3 tax cuts, not exactly tax reform

01 Mar 2024

Contributed by Lukas

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

‘As expected’ brings a sigh of relief

29 Feb 2024

Contributed by Lukas

Friday 1st March 2024NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABMarkets were relieved that ...

RBNZ is done with hikes, Aussie retail will bounce back today

28 Feb 2024

Contributed by Lukas

Thursday 29th February 2024NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABMarkets responded sha...

All quiet at the casino, all eyes over the ditch

27 Feb 2024

Contributed by Lukas

Wednesday 28th February 2024NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABJapan’s inflation ...

The day before tomorrow

26 Feb 2024

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Tuesday 27th February 2024NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABTomorrow is looking a ...

It won’t happen overnight, but it will happen

25 Feb 2024

Contributed by Lukas

Friday 23rd February 2024NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABCentral bankers are bei...

Weekend Edition: Getting Ready for Trump

23 Feb 2024

Contributed by Lukas

Friday 23rd February 2024Please note this communication is not a research report and has not been prepared by NAB Research analysts. Read the full dis...

NVIDIA stirs up AI madness

22 Feb 2024

Contributed by Lukas

Friday 23rd February 2024NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABThe caution we’ve bee...

Are the US, UK and Europe all looking at June?

21 Feb 2024

Contributed by Lukas

Thursday 22nd February 2024NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABThe FOMC minutes this...

Canada first to go lower?

20 Feb 2024

Contributed by Lukas

Wednesday 21st February 2024NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABCanada’s latest in...

Second decimal point moves for Presidents Day

19 Feb 2024

Contributed by Lukas

Tueday 20th February 2024NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABIt’s been quieter tha...

Another sign of a bumpy path for inflation

18 Feb 2024

Contributed by Lukas

Monday19th February 2024NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABThere was some dismissin...

Weekend Edition: Big tech. Which business model wins?

16 Feb 2024

Contributed by Lukas

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

Surprising data does little to move the dial for central banks

15 Feb 2024

Contributed by Lukas

Thursday 15th February 2024NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABThere have been some ...

Back to expecting faster cuts (RBA/RBNZ excepted)?

14 Feb 2024

Contributed by Lukas

Thursday 15th February 2024NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABCentral banks seem to...

Overreacting to US CPI?

13 Feb 2024

Contributed by Lukas

Wednesday 14th February 2024NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABUS CPI numbers showe...

Waiting for the night

12 Feb 2024

Contributed by Lukas

Tuesday 13th February 2024NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABMaybe not as exciting ...

The CPI anticlimax, NZ’s rate worries and new highs for US shares

11 Feb 2024

Contributed by Lukas

Monday 12th February 2024NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABTalk about an anti-clim...

Weekend Edition: Cashing in on Australia’s tourism revival

09 Feb 2024

Contributed by Lukas

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

Not ready to toggle

08 Feb 2024

Contributed by Lukas

Friday 9th February 2024NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABThe Fed and several othe...

Equities soaring higher, central bankers talk longer

07 Feb 2024

Contributed by Lukas

Thursday 8th February 2024NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABOnce again central ban...

No hurry for RBA cut, maybe even a hike?

06 Feb 2024

Contributed by Lukas

Wednesday 7th February 2024NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABIt was a busy day for...

New look RBA song and dance act today

05 Feb 2024

Contributed by Lukas

Tuesday 6th February 2024NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABStronger than expected ...

Will US inflation bounce back?

04 Feb 2024

Contributed by Lukas

Monday 5th February 2024NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABUS payrolls numbers on F...

Weekend Edition: Emerging trends in Australia’s post-COVID property market

02 Feb 2024

Contributed by Lukas

Friday 2nd FebruaryPlease note this communication is not a research report and has not been prepared by NAB Research analysts. Read the full disclaime...

BoE last cab off the rank

01 Feb 2024

Contributed by Lukas

Friday 2nd February 2024NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABIt wasn’t a unanimous ...

FOMC holds, no hurry to move down

31 Jan 2024

Contributed by Lukas

Thursday 1st February 2023NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABAt the FOMC today a un...

The Fed’s quandary: A soft landing but jobs plentiful

30 Jan 2024

Contributed by Lukas

Wednesday 31st January 2024NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABWe are less than 24 h...

Limbering up for cuts. Who goes first?

29 Jan 2024

Contributed by Lukas

Tuesday 30th January 2024NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABFor all the delaying ta...

You want busy?

28 Jan 2024

Contributed by Lukas

Monday 29th January 2024NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABYou want busy, we’ll g...

Weekend Edition: Home or away – where to head with shares in 2024?

25 Jan 2024

Contributed by Lukas

Thursday 25th January 2024Please note this communication is not a research report and has not been prepared by NAB Research analysts. Read the full di...

China Tries Again

24 Jan 2024

Contributed by Lukas

Thursday 25th January 2024NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABTheres a more risk positive...

Sweet Relief for China’s Rocky Road?

23 Jan 2024

Contributed by Lukas

Wednesday 24th January 2024NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABThe Aussie dollar gained a...

Light on news, high on hope

22 Jan 2024

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Tuesday 23rd Janaury 2024NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABUS equities hit new highs ag...

Share Crazy

21 Jan 2024

Contributed by Lukas

Mondaay 22nd January 2024NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABThe S&P hit its first hi...

Weekend Edition: Will ETFs give crypto an air of respectability?

19 Jan 2024

Contributed by Lukas

Friday 19th January 2024Please note this communication is not a research report and has not been prepared by NAB Research analysts. Read the full disc...

US jobless claims fall, so did Aussie jobs

18 Jan 2024

Contributed by Lukas

Friday 19th January 2024NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABUS bond yields continue to pu...

Pricing for procrastination

17 Jan 2024

Contributed by Lukas

Thursday 18th January 2024NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABMarkets are pricing more an...

Waller asks ‘what’s the rush?’

16 Jan 2024

Contributed by Lukas

Wednesday 17th January 2024NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABBond yields have ushed hig...

European rates higher for longer, on the edge of a potential recession?

15 Jan 2024

Contributed by Lukas

Tuesday 16th January 2024NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABGerman GDP fell 0.3% last ye...

How far ahead is US on the race to kill inflation?

14 Jan 2024

Contributed by Lukas

Monday 15th January 2024NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABThere were big falls in 2 yea...

US CPI not so soft, NAB’s new Q4 CPI forecast

11 Jan 2024

Contributed by Lukas

Friday 12th January 2024NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABUS inflation was a little bit...

Inflation softer than expected, but hold your horses on rate cut hopes

10 Jan 2024

Contributed by Lukas

Thursday 11th January 2024 NAB Markets Research Disclaimer Financial Services Guide | Information on our services -NABAustralian inflation f...

Treading cautiously into a new year

09 Jan 2024

Contributed by Lukas

Wednesday 10th January 2024NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABMarkets have started the y...

Weekend Edition: A year big on surprises. Will there be more in 2024?

22 Dec 2023

Contributed by Lukas

Friday 22nd December 2023Please note this communication is not a research report and has not been prepared by NAB Research analysts. Read the full dis...

Has the US already met its inflation target?

21 Dec 2023

Contributed by Lukas

Friday 22nd December 2023NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABWell, you could argue that i...

UK inflation falls faster than expected. Hard for the BoE to hike now.

20 Dec 2023

Contributed by Lukas

Thursday 21st December 2023NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABUK inflation fell much fas...

RBA going for the mid-point, BoJ going nowhere, Canada’s inflation bounces back

19 Dec 2023

Contributed by Lukas

Wednesday 20th December 2023NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABThe RBA minutes yesterday...

RBA minutes and BoJ; could be a whole lot of nothing, but there again ...

18 Dec 2023

Contributed by Lukas

Tuesday 19th December 2023NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABUS bond yield rose higher o...

Is the Fed backtracking on rates cuts?

17 Dec 2023

Contributed by Lukas

Monday 18th December 2023NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABThe US Fed’s John Williams...

Weekend Edition: Generative AI is here, ready or not.

15 Dec 2023

Contributed by Lukas

Friday 15th December 2023Please note this communication is not a research report and has not been prepared by NAB Research analysts. Read the full dis...

BoE and ECB staying on top of the mountain

14 Dec 2023

Contributed by Lukas

Friday 15th December 2023NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABWhilst the FOMC signalled th...

Aussie wins against drop in the US dollar as Fed gets ready to cut

13 Dec 2023

Contributed by Lukas

Thursday 14th Decenber 2023NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABA Fed that is happy to hol...

US inflation data doesn’t change the game

12 Dec 2023

Contributed by Lukas

Wednesday 13th December 2023NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABIn numbers out overnight ...

Aussie Floats On, Yen Falls Back

11 Dec 2023

Contributed by Lukas

Tuesday 12th December 2023NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABThe Yen is the biggest curr...

US jobs numbers too hot?

10 Dec 2023

Contributed by Lukas

Monday 11th December 2023NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABThe US non-farm payrolls dat...

Weekend Edition: Getting Back with Britain

08 Dec 2023

Contributed by Lukas

Friday 8th December 2023Please note this communication is not a research report and has not been prepared by NAB Research analysts. Read the full disc...

Is BoJ preparing a pre-Christmas surprise?

07 Dec 2023

Contributed by Lukas

Friday 8th December 2023NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABProbably not, is the answer t...

All signs point to slower growth and falling inflation

06 Dec 2023

Contributed by Lukas

Thursday 7th December 2023NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABFalling inflation and lower...

A hold, an epiphany and jobs market easing

05 Dec 2023

Contributed by Lukas

Wednesday 6th December 2023NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABThe RBA kept rates on hold...

A momentary change of direction

04 Dec 2023

Contributed by Lukas

Tuesday 5th December 2023NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABWith shares falling and bond...

Yields falling further and Powell can’t stop them

03 Dec 2023

Contributed by Lukas

Monday 4th December 2023NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABWhen it comes to predicting r...

Weekend Edition: Ross McEwan on the economy, housing, cybercrime, AI and home working

01 Dec 2023

Contributed by Lukas

Friday 1st December 2023Please note this communication is not a research report and has not been prepared by NAB Research analysts. Read the full disc...

Euroflation falls, the US dollar strikes back

30 Nov 2023

Contributed by Lukas

Friday 1st December 2023NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABEuropean inflation fells a li...

All steps in the right direction

29 Nov 2023

Contributed by Lukas

Thursday 30th November 2023NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABAustralian inflation was l...

Something is giving, and it’s the pace of the US economy

28 Nov 2023

Contributed by Lukas

Wednesday 29th November 2023NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABBond yields pushed lower ...

An inbetweeny day

27 Nov 2023

Contributed by Lukas

Tuesday 28th November 2023NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABIt’s an in-between day, w...