NAB Morning Call

Falling dollar helps the Aussie, but only so far

26 Nov 2023

Contributed by Lukas

Monday 27th November 2023NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABAt the end of a quiet wee...

Weekend Edition: Three key trends in the super industry

24 Nov 2023

Contributed by Lukas

Friday 24th November 2023Please note this communication is not a research report and has not been prepared by NAB Research analysts. Read the full dis...

Europe a bit stronger (or less weak)

23 Nov 2023

Contributed by Lukas

Friday 24th November 2023NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABMarkets were relatively quie...

Bullock’s hawkishness. Will one rise be enough?

22 Nov 2023

Contributed by Lukas

Thursday 23rd November 2023NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABAustralian inflation is no...

A hawkish turn from the central banks

21 Nov 2023

Contributed by Lukas

Wednesday 22nd November 2023NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABThe FOMC minutes were cag...

Back to bonds

20 Nov 2023

Contributed by Lukas

Tuesday 21st November 2023NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABThere was a big 20-year Tre...

Take a breather

19 Nov 2023

Contributed by Lukas

Monday 20th November 2023NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABIt was a quite day on Friday...

Weekend Edition: Let's Get Ethical

17 Nov 2023

Contributed by Lukas

Friday 17th November 2023Please note this communication is not a research report and has not been prepared by NAB Research analysts. Read the full dis...

Slowdown fears spoil the party

16 Nov 2023

Contributed by Lukas

Friday 17th November 2023NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABSo, after the excitement of ...

Goldilocks rides again

15 Nov 2023

Contributed by Lukas

Thursdsay 16th November 2023NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABGoldilocks continues to d...

US inflation slowdown fuels party mood

14 Nov 2023

Contributed by Lukas

Wednesdsay 15th November 2023NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABUS inflation fell furthe...

The only number that matters

13 Nov 2023

Contributed by Lukas

Tuesday 14th November 2023NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABThe NY Fed’s consumer inf...

US higher for longer, RBA more dovish

12 Nov 2023

Contributed by Lukas

Monday 13th November 2023NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABIt seems the more dovish sen...

Weekend Edition: Risky Business, Confusing Times

10 Nov 2023

Contributed by Lukas

Friday November 10th 2023Please note this communication is not a research report and has not been prepared by NAB Research analysts. Read the full dis...

Interest wanes at 30 year Treasury auction

09 Nov 2023

Contributed by Lukas

Friday 10th November 2023NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABBond yields kicked higher in...

Oil readying for a slowdown

08 Nov 2023

Contributed by Lukas

Thursday 9th November 2023NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABIt looks like there’s hei...

RBA late to the party

07 Nov 2023

Contributed by Lukas

Wednesday 8th November 2023NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABThe RBA lifted rates, as e...

The rate that slows the nation

06 Nov 2023

Contributed by Lukas

Tuesday 7th November 2023NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABNAB still firmly expects the...

Tide turns after US jobs data

05 Nov 2023

Contributed by Lukas

Monday 6th November 2023NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABSofter ISM data and weaker th...

Weekend Edition: Ann Sherry on driving change in uncertain times

03 Nov 2023

Contributed by Lukas

Friday 3rd November 2023Please note this communication is not a research report and has not been prepared by NAB Research analysts. Read the full disc...

Back to bonds as BoE forecasts a growth hit for Britain

02 Nov 2023

Contributed by Lukas

Friday 3rd November 2023NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABBond yields are much lower ac...

Hold on says the Fed. But for how long?

01 Nov 2023

Contributed by Lukas

Thursday 2nd November 2023NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABThe Fed kept rate son hold ...

BoJ loosens its grip, Fed will keep a tight hold

31 Oct 2023

Contributed by Lukas

Wednesday 1st November 2023NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABThe Bank of Japan is loose...

Escalation fears ease, RBA’s expectations rise, Europe’s inflation falls

30 Oct 2023

Contributed by Lukas

Tuesday 31st October 2023NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABUS equities have risen today...

Preparing for the slowdown

29 Oct 2023

Contributed by Lukas

Monday 30th October 2023NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABAre equity markets ahead of t...

Weekend Edition: In it for the long haul

27 Oct 2023

Contributed by Lukas

Friday 27th October 2023Please note this communication is not a research report and has not been prepared by NAB Research analysts. Read the full d...

Return of the soft landing

26 Oct 2023

Contributed by Lukas

Friday 27th October 2023NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABUS GDP came in higher-than-ex...

Aussie CPI & ECB; sentiment sours a little

25 Oct 2023

Contributed by Lukas

Thursday 26th October 2023NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABInflation numbers for Austr...

Some hope, jobs confusion and Aussie CPI

24 Oct 2023

Contributed by Lukas

Wednesday 25th October 2023NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABMarkets are displaying a d...

A wild night without direction

23 Oct 2023

Contributed by Lukas

Tuesday 24th October 2023NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABThere were no strong data re...

Have yields peaked? Will central banks ease off the pedal?

22 Oct 2023

Contributed by Lukas

Monday 23rd October 2023NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABUS 10-year treasuries got up ...

Weekend Edition: Could Europe Bring Down Rates Faster?

20 Oct 2023

Contributed by Lukas

Friday 20th October 2023Please note this communication is not a research report and has not been prepared by NAB Research analysts. Read the full disc...

10 year treasuries nip at 5 percent

19 Oct 2023

Contributed by Lukas

Friday 20th October 2023NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABIt’s been a day that has se...

Yields Bondanza

18 Oct 2023

Contributed by Lukas

Thursday 19th October 2023NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABBond yields reached new mul...

US shopping adds pressure on the Fed

17 Oct 2023

Contributed by Lukas

Wednesday 18th October 2023NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABMarkets are now more focus...

Markets accept a little more risk

16 Oct 2023

Contributed by Lukas

Tuesday 17th October 2023NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABMarkets have backtracked on ...

Risky

15 Oct 2023

Contributed by Lukas

Monday 16th October 2023NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABThe uncertainty surrounding d...

Weekend Edition: Is super delivering on the promise?

13 Oct 2023

Contributed by Lukas

Friday 13th October 2023Please note this communication is not a research report and has not been prepared by NAB Research analysts. Read the full disc...

US Inflation too hot to ignore

12 Oct 2023

Contributed by Lukas

Friday 13th October 2023NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABUS inflation came in stronger...

More caution from the Fed, very little in Gaza

11 Oct 2023

Contributed by Lukas

Thursday 12th October 2023NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABWhilst central banks, parti...

Expect the unexpected

10 Oct 2023

Contributed by Lukas

Wednesday 11th October 2023NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABThere have been a few surp...

Conflict uncertainty mixed with rate optimism

09 Oct 2023

Contributed by Lukas

Tuesday 10th October 2023NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABThe market action this morni...

Hot jobs numbers add to treasuries sell-off

08 Oct 2023

Contributed by Lukas

Monday 9th October 2023NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABUS non-farm payrolls numbers o...

Weekend Edition: The Chinese Way

06 Oct 2023

Contributed by Lukas

Friday 7th October 2023Please note this communication is not a research report and has not been prepared by NAB Research analysts. Read the full discl...

What do we want to see in the jobs data?

05 Oct 2023

Contributed by Lukas

Friday 6th October 2023NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABThere has been so much volatil...

Less jobs and cheaper oil pauses bond and equity sell-off

04 Oct 2023

Contributed by Lukas

Thursday 5th October 2023NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABThe bond sell-off that domin...

US yields jolt higher and all that that entails.

03 Oct 2023

Contributed by Lukas

Wednesday 4th October 2023NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABYesterday we asked how much...

US yields push higher, BoJ steps in, RBA to stand firm

02 Oct 2023

Contributed by Lukas

Tuesday 3rd October 2023NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABUS bond yields have pushed hi...

Weekend Edition: Is NetZero transitioning us to higher inflation?

29 Sep 2023

Contributed by Lukas

Friday 29th September 2023Please note this communication is not a research report and has not been prepared by NAB Research analysts. Read the full di...

Diverging paths

28 Sep 2023

Contributed by Lukas

Friday 29th September 2023US confidence seems to be building, whilst Europe is still in the doldrums. US equities have risen, perhaps helped by the ho...

Oil’s low stockpiles, sticky Aussie services inflation

27 Sep 2023

Contributed by Lukas

Thursday 28th September 2023NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABIt’s It’s the same st...

Will Aussie inflation knock the RBA off its perch?

26 Sep 2023

Contributed by Lukas

Wednesday 27th September 2023NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABMarkets are still a litt...

Bond yields higher, but directionless

25 Sep 2023

Contributed by Lukas

Tuesday 26th September 2023NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABThere were big moves highe...

Still more Rate Expectations

24 Sep 2023

Contributed by Lukas

Monday 25th September 2023NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABThe path of central banks d...

The Weekend Edition: The long road back for small business

22 Sep 2023

Contributed by Lukas

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

BoE joins those on hold. Who will break first?

21 Sep 2023

Contributed by Lukas

Friday 22nd September 2023NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABThe Bank of England has kep...

The Fed’s narrow path is getting longer

20 Sep 2023

Contributed by Lukas

Thursday 21st September 2023NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABThe response to the FOMC ...

Hang on for a hold

19 Sep 2023

Contributed by Lukas

Wednesday 20th September 2023NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABThis time tomorrow the F...

Too much speculation, too much liquidity, not enough oil?

18 Sep 2023

Contributed by Lukas

Tuesday 19th September 2023NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABAs we wait for the barrage...

A week of central bank uncertainty

17 Sep 2023

Contributed by Lukas

Monday 18th September 2023NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABThe Fed isn’t the only ce...

The Weekend Edition: It’s tough at the top of the mountain

15 Sep 2023

Contributed by Lukas

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

Europe reaches the peak, or is it a false summit?

14 Sep 2023

Contributed by Lukas

Friday 15th September 2023NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABJust as NAB predicted, the ...

Higher than expected US CPI fails to move markets

13 Sep 2023

Contributed by Lukas

Thursday 14th September 2023NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABEven though US core CPI c...

Aussie consumer confidence hit but businesses keep prices up

12 Sep 2023

Contributed by Lukas

Wednesday 13th September 2023NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABThe NAB Business Survey ...

Aussie dollar boosted on China fix. Japanese yields boosted by potential BoJ switch.

11 Sep 2023

Contributed by Lukas

Tuesday 12th September 2023NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABHow soon will Japan move f...

G20 said nothing, wait for the data

10 Sep 2023

Contributed by Lukas

Monday 11th September 2023NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABThe G20, unsurprisingly, di...

If we only plan to meet our climate targets, we’re missing a trick

08 Sep 2023

Contributed by Lukas

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

US dollar dominance continues as Yuan hits 16 year low

07 Sep 2023

Contributed by Lukas

Friday 8th Septembr 2023NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABThe US dollar continues to ho...

A beige soft landing, but is US service growth too strong?

06 Sep 2023

Contributed by Lukas

Thursday 7th September 2023NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABBond yields pushed a bit h...

Out with a whimper not a bang

05 Sep 2023

Contributed by Lukas

Wednesday 6th September 2023NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABIt came as no surprise to...

Lowe’s Last Stand, Lagarde’s Humble Pie

04 Sep 2023

Contributed by Lukas

Tuesday 5th September 2023NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABPhilip Lowe holds his final...

Was US payrolls a Goldilocks moment?

03 Sep 2023

Contributed by Lukas

Monday 4th September 2023NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABThe number of American jobs ...

Weekend Edition: Is Monetary Policy Working? Which Central Banks have got it right?

01 Sep 2023

Contributed by Lukas

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

Heading Up Table Mountain

31 Aug 2023

Contributed by Lukas

Friday 1st September 2023NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABSpeaking in Cape Town the Ba...

Soft is good for the US, but European CPI is harder to take

30 Aug 2023

Contributed by Lukas

Thursday 31st August 2023NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABThere seems to be lots of go...

A quick JOLT to the equity and bond markets

29 Aug 2023

Contributed by Lukas

Wednesday 30th August 2023NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABJob openings declined more ...

Choppy shopping

28 Aug 2023

Contributed by Lukas

Tuesday 29th August 2023NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABAustralian retail numbers wer...

A Jackson Hole Lot of Nothing

27 Aug 2023

Contributed by Lukas

Monday 28th August 2023NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABIf markets were hanging out fo...

Weekend Edition: Fixing Australia’s productivity problem

25 Aug 2023

Contributed by Lukas

Friday 25th August 2023Please note this communication is not a research report and has not been prepared by NAB Research analysts. Read the full discl...

About turn ahead of Jackson Hole

24 Aug 2023

Contributed by Lukas

Friday 25th August 2023NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABMarkets lost confidence all of...

Has the slowdown begun in earnest?

23 Aug 2023

Contributed by Lukas

Thursday 24th August 2023NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABBond yields pushed lower on ...

US re-acceleration possible but Aussie dollar weakness expected to continue.

22 Aug 2023

Contributed by Lukas

Wednesday 23rd August 2023NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABThe Fed’s Thomas Barkin h...

Treasury yields push to new post GFC highs

21 Aug 2023

Contributed by Lukas

Tuesday 22nd August 2023NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABUS Treasury Yields have hit n...

Heading to Jackson Hole through a sea of uncertainty

20 Aug 2023

Contributed by Lukas

Monday 21st August 2023NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABCentral bankers descend on Jac...

Weekend Edition: Bonds, back and not so boring

18 Aug 2023

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.Bond markets...

China, more talk less action

17 Aug 2023

Contributed by Lukas

Friday 18th August 2023NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABIt's becoming a familiar patte...

The Inflation Risk is Strong

16 Aug 2023

Contributed by Lukas

Thursday 17th August 2023NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABThe tide seems to be turning...

Heavy data day turns markets red

15 Aug 2023

Contributed by Lukas

Wednesday 16th August 2023NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABIt’s been a busy day for ...

Slow moves, thin trade ahead of data splurge

14 Aug 2023

Contributed by Lukas

Tuesday 15th August 2023NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABIt’s been a quiet session, ...

Not out of the woods yet

13 Aug 2023

Contributed by Lukas

Monday 14th August 2023NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABMarkets responded positively t...

Weekend Edition: Australian shares – destination unknown?

11 Aug 2023

Contributed by Lukas

Friday 11th August 2023Please note this communication is not a research report and has not been prepared by NAB Research analysts. Read the full discl...

Inflation eases, Fed hold expected, but bond yields rise

10 Aug 2023

Contributed by Lukas

Friday August 11th 2023NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABUS inflation has eased, by alm...

China deflates, gas spikes, US CPI later

09 Aug 2023

Contributed by Lukas

Thursday 10th August 2023NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABAs expected, latest CPI data...

Chinas slowdown, foreign bank worries, more Aussie resilience

08 Aug 2023

Contributed by Lukas

Wednesday 9th August 2023NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABIt’s been a bad session fo...

Hope rises during the inflation waiting game.

07 Aug 2023

Contributed by Lukas

Tuesday 8th August 2023NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABStocks are bouncing back in th...

Payrolls sparks bond reversal

06 Aug 2023

Contributed by Lukas

Monday 7th August 2023NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABLast week we did suggest there ...

Weekend Edition: Australia’s Property Recovery Slows

04 Aug 2023

Contributed by Lukas

Friday 4th August 2023Please note this communication is not a research report and has not been prepared by NAB Research analysts. Read the full discla...

Bond sell-off continues, BoE tightens, jobs numbers tonight

03 Aug 2023

Contributed by Lukas

Friday 4th August 2023NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABBond yields pushed higher in th...

Fitch Ignored, ADP questioned, Treasuries peak, BoE could go 50

02 Aug 2023

Contributed by Lukas

Thursday 3rd August 2023NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABUS ten-year Treasuries hit a ...

The Trifecta Pulling the Aussie Dollar Lower

01 Aug 2023

Contributed by Lukas

Wednesday 2nd August 2023NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABNAB’s Rodrigo Catril says ...