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NAB Morning Call

Phil Dobbie

Start your day with the NAB Morning Call for the latest overnight key economic and market information straight from our team of expert market economists and strategists. This includes perspective on overnight news and market price action and the forces shaping movements in Australian and global markets in the days ahead.

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59 episodes
daily
Avg 17 min
English

Episodes 59

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S10 · E211
Friday · 30 min
Weekend Edition: Red, Blue, or Deadlock? Michael Townsend on implications of the US midterms
Phil talks to Washington analyst Michael Townsend about the implications of the US midterms
S10 · E210
Thursday · 16 min
Bouncing back
Ken Crompton joins Phil to discuss market response to the Fed one day on, plus the Bank of England's QT pause and expectations for a BoJ hike today.
S10 · E209
Wednesday · 15 min
Fed all in agreement on hike, more to come
There was no surprise to the FOMC decision to lift rates. NAB's Ray Attrill joins Phil to explain the market reaction.
S10 · E208
Tuesday · 14 min
Higher and Higher
Skye joins Phil to discuss the continued rise in global bond yields ahead of the FOMC tomorrow.
S10 · E207
Monday · 13 min
More of the same
Rising bond yields, rising oil prices, bond yields higher. Sally Auld joins Phil to discuss market moves driven by oil, AI and central bank pricing.
S10 · E206
September 13 · 13 min
Slowdown!
NAB's Rodrigo Catril joins Phil to talk AI, US CPI, oil and Canada's EU ambitions.
S10 · E205
September 11 · 31 min
Weekend Edition: Australia’s Place in the AI Race: Passenger or Pioneer?
Dr Larry Marshall joins Phil to discuss Australia's role in the AI race
S10 · E204
September 10 · 14 min
No brainer
NAB's Skye Masters joins Phil to discuss sharp moves in oil prices and bond yields, and the ECB's 'no brainer' decision to lift rates.
S10 · E203
September 9 · 13 min
Buybacks and battles - big moves in oil and bond yields
Big moves in oil and bond yields overnight, as NAB's Sally Auld explains.
S10 · E202
September 8 · 14 min
Tit for tat tariffs
NAB's Ken Crompton joins Phil to talk through the latest from the Middle East and ramifications in the NAB Business Survey yesterday.
S10 · E201
September 7 · 14 min
Yen’s Night, Copper High
A quiet session with the US on hiolidya, but Gavin friend joins Phil to talk aboiut oil, copper, the Yen and German politics.
S10 · E200
September 6 · 14 min
Payrolls reinforce rate rise, but Trump wants a cut
NAB's Ray Attrill talks through the implications of Fridays US jobs data.
S1 · E199
September 4 · 34 min
Weekend Edition: Brad Carr’s Five Big Worries
NAB's Head of Geopolitical Risk takes Phil through t he 5 things that keep him awake at night.
S10 · E198
September 3 · 14 min
Waller Sounds the Bell of Hope for Inflation Outlook
NAB's Rodrigo Catril joins Phil to discuss the strong market response to one Fed official overnight.
S1 · E197
September 2 · 15 min
Unexpected hawks and doves
Higher il, rising bond yields, higher Yen - NAB's Gavin Friend joins Phil to make sense of overnight market moves.
S10 · E196
September 1 · 16 min
Attacks, inflation and vigilantes
Ray Attrill joins Phil to discuss now rising tensions in the Gulf aren’t helping in a world struggling to contain inflation.
S10 · E195
August 31 · 16 min
Month end, but no end for Iran
NAB's Rodrigo Catril joins Phil to discuss the resumption of military action in the Gulf, the prelude to Australian GDP and Bessent's attempts to bring down long-end bond yields
S10 · E194
August 30 · 15 min
Hawkish Warsh
Ken Crompton joins Phil to discuss market reaction to Kevin Warsh's speech at Jackson Hole.
S10 · E193
August 28 · 28 min
Weekend Edition: Platinum, gold’s harder working cousin
Edward Sterck join Phil to explain why platnium has been behaving more like gold lately.
S10 · E192
August 27 · 17 min
A rate hike and a cause for celebration
NAB's Taylor Nugent gives the reasoning behind NAB's call that the RBA will lift rates in September.

Showing 1–20 of 59 episodes