พอดคาสท์ NAB Morning ชั้นนำ (2024)

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The Weekend Edition: The rise and rise of ETFs 22:52

1d ago22:52

22:52

Friday 27th September 2024 Please note this communication is not a research report and has not been prepared by NAB Research analysts. Read the full disclaimer here. ETFs – exchange traded funds – are becoming increasingly popular. So who is buying them? What are they buying? Phil is joined by Chamath de Silva, Head of Fixed Income at Betashares, w…

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The Bazooka, at long last? 18:10

1d ago18:10

18:10

Friday 27th September 2024 NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NAB China is set to issue a lot of bonds to fire the long-awaited Bazooka. NAB’s Ray Attrill joins Phil to discuss the market reaction to the speculation that China is, at long last, ready to push ahead with a very sizeable fiscal sti…

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Risk on switched off, whilst Riksbank gets on with it 16:06

2d ago16:06

16:06

Thursday 26th September 2024 NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NAB The slight risk-on mood we saw after news of potential further stimulus measures in China has ebbed away a little today, particularly in the share market, where indices are generally lower in the US and Europe overnight. NAB’s K…

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Does China have a workable plan? 15:06

3d ago15:06

15:06

Wednesday 25th September 2024 NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NAB There is still some uncertainty about the future direction of US policy, with the Fed’s Michelle Bowman still concerned about a potential return of inflation, whilst most other Fed members are worried about a downturn in employ…

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Disappointing news 16:29

4d ago16:29

16:29

Tuesday 24th September 2024 NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NAB Monday’s global PMIs were universally disappointing, but the downward trajectory was most pronounced in Europe and, in particularly Germany. It’s created a mixed story in bond movements today, even though equities have fared well…

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Making minor adjustments 15:10

5d ago15:10

15:10

Monday 23rd September 2024 NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NAB There were surprisingly small moves in bond yields on Friday, whilst investors in shares seemed to be momentarily reassessing their optimism after the 50bp cut from the Fed. Nonetheless, two more cuts are assumed this year, with a…

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Weekend Edition: The Invisible Hand Behind Your Super Fund 29:50

8d ago29:50

29:50

Friday 20th September 2024 Please note this communication is not a research report and has not been prepared by NAB Research analysts. Read the full disclaimer here. From Super funds to family trusts, John Coombe, Executive Director at JANA, has been providing investment advice for well over three decades. He is one of Australia’s most highly regar…

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Markets buoyant from Fed hikes. BoE plays it cool. 17:37

8d ago17:37

17:37

Friday 20th September 2024 NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NAB Equity markets have responded positively to the mega-cut from the Fed yesterday, whist the Bank of England plays it cool, keeping rates on hold yesterday. Andrew Bailey said they should be able to reduce rates gradually over time,…

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Fed cuts, revises dot plot, markets still want more 18:42

9d ago18:42

18:42

Thursday 19th September 2024 NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NAB Perhaps not surprisingly the Fed opted for the 50bp cut. Markets responded sharply, but then rowed back shortly afterwards as Jerome Powell tried to downplay the significance of the move at the press conference that followed, sa…

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The widening Atlantic drift 14:05

10d ago14:05

14:05

Wednesday 18th September 2024 NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NAB There have been no surprises in US economic data overnight. Retail sales, industrial production and manufacturing weren’t far off expectations. So, do they all point to a soft landing? And if that’s the scenario, why would the …

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Is the Fed spending too long in the shower? 15:28

11d ago15:28

15:28

Tuesday 17th September 2024 NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NAB Market pricing moved further in favour of a 50bpcut from the fed this week. Does that mean the Fed, who are expected to make at least one big cut before Christmas, side with the market? It makes it easier for them to walk through…

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Big or small? 12:37

12d ago12:37

12:37

Monday 16th September 2024 NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NAB Big or small, that’s the question this week. Will the Fed go for a 50bp cut? If the plan is to do that at some point this year, why not now? That’s one of the arguments being touted, which Phil discusses with NAB’s Ray Attrill. Ce…

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Weekend Edition: Getting to know labour market data 29:57

15d ago29:57

29:57

Friday 13th September 2024 Please note this communication is not a research report and has not been prepared by NAB Research analysts. Read the full disclaimer here. The Labour Market Report is one of the most eagerly awaited monthly releases from the Australian Bureau of Statistics. It’s even more crucial at times like now, when it is so influenti…

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ECB cuts rates and downgrades growth 16:46

15d ago16:46

16:46

Friday13th September 2024 NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NAB The ECB cut interest rates by 25bp to 3.5 percent, as expected. The question is, will there be more to come soon. The growth forecast has been downgraded slightly. Mario Draghi’s report is asking for substantial investment to see s…

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A Swift win for Kamala, and a rogue CPI print 18:46

16d ago18:46

18:46

Thursday 12th September 2024 NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NAB Kamala Harris “won“ the Presidential debate, by most accounts, and US core GDP showed a slight tick up last month. Neither bit of news really moved the markets. Harris still has to win the election and, although a rise in CPI ma…

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Market responds to OPEC+ downgrade. US CPI and THAT debate to come. 15:13

17d ago15:13

15:13

Wednesday 11th September 2024 NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NAB There’s been sizable falls in oil prices overnight, driven by a downward revision to OPEC+ forecasts for this year and next. NAB’s Skye Masters talks about the market response to the oil price and the slowdown more generally. S…

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Bad Apple Not Stopping Bounce Back 13:27

18d ago13:27

13:27

Tuesday 10th September 2024 NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NAB US equities rose sharply to the close overnight. Apple shares rose less than most, with prices actually falling during the release of the new iPhone 16, which clearly failed to impress markets. But that wasn’t enough to stop a lo…

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Worried about revisions 15:47

19d ago15:47

15:47

Monday 9th September 2024 NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NAB Whilst the US unemployment rate came in as expected on Friday, at 4.2 percent, it was downward revision to the previous two months numbers that seem to have caused the most consternation. With the Fed signalling their focus is on e…

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Weekend Edition: China’s Missed Opportunity 28:07

22d ago28:07

28:07

Friday 6th September 2024 Please note this communication is not a research report and has not been prepared by NAB Research analysts. Read the full disclaimer here. China won’t achieve its 5% growth target this year. Yan Wang, Chief Emerging Markets & China Strategist at Alpine Macro, says the forward indicators show it won’t happen. So, what next …

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Waiting on a knife edge 14:10

22d ago14:10

14:10

Friday 6th September 2024 NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NAB We are less than a day away from the US non-farm payrolls numbers, which are likely to determine whether the Fed cuts interest rates by 25bp or 50bp at this month’s meeting. NAB’s Ray Attrill says if the numbers are in-line with ex…

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Less jobs, more uncertainty 16:40

23d ago16:40

16:40

Thursday 5th September 2024 NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NAB Shares continue to push lower along with bond yields as markets continue to be concerned about the US jobs market. The JOLTs numbers overnight show the least number of jobs available since April 2021. JBWere’s Sally Auld says mar…

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Nervous Nellies 15:23

24d ago15:23

15:23

Wednesday 4th September 2024 NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NAB There have been some sharp defensive market moves overnight. In currency markets safe havens have done well, whilst shares are well down, the VIX index has risen and bonds have rallied. Phil asks NAB’s Gavin Friend why all this …

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America back in time for manufacturing numbers 12:28

25d ago12:28

12:28

Tuesday 3rd September 2024 NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NAB Markets were subdued again on Monday with the US on holiday. Today they are back, in time for the ISM manufacturing read. NAB’s Rodrigo Catril says the employment component of the report will get the most focus, as the first of se…

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ECB and US inflation leading to rate cuts. Australia waits. 17:39

26d ago17:39

17:39

Monday 2nd September 2024 NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NAB European inflation is now at its lowest level in three years, whilst shares hit an all-time high. That’s cemented in the probability of a cut by the ECB this month. Expectations for cuts by the Fed haven’t moved any higher, as the …

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Weekend Edition: Australian Equities Doing Nicely Thankyou 21:37

29d ago21:37

21:37

Friday 16th August 2024 Please note this communication is not a research report and has not been prepared by NAB Research analysts. Read the full disclaimer here. Despite all the fears of a major slowdown, Australian shares have continued to rise and the latest results season has provided stronger than expected earnings. nabtrade’s Gemma Dale says …

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AI caution, higher US spending and Aussie capex wanes 16:10

29d ago16:10

16:10

Friday 30th August 2024 NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NAB Two surprises from the US. First, a 100 percent growth from NVIDIA wasn’t enough for investors, who obviously expected more. So, even though their results were considered a beat, their share price is still well down. The other surpri…

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NVIDIA fails to disappoint 15:10

1M ago15:10

15:10

Thursday 29th August 2024 NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NAB Equity markets were preoccupied with NVIDIA earnings for much of the week, finishing the session with unwarranted pessimism. As it turns out, earnings beat expectations and forecasts for the next quarter are also above the street’s…

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Aussie inflation and not much more 13:31

1M ago13:31

13:31

Wednesday 28th August 2024 NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NAB Australia’s latest monthly inflation number is out today. Phil asks NAB’s Skye Masters what’s expected and how pivotal will it be to the RBA, given they seem intent to keep rates on hold until next year. This time tomorrow NVIDIA …

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Letting it all sink in 13:21

1M ago13:21

13:21

Tuesday 27th August 2024 NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NAB There hasn’t been a lot of market movement overnight. What there was saw a slight reversal on positions taken after Powell’s talk at Jackson Hole. Hence, the dollar is back up a little, shares have fallen, and bond yields are up sli…

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The time has come 16:20

1M ago16:20

16:20

Monday 26th August 2024 NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NAB Even though Fed speakers positioned markets to expect gradual and methodical cuts late last week, it was a very different language used by Jerome Powell at Jackson Hole on Friday. NAB’s Tapas Strickland joins Phil to discuss what was…

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Weekend Edition: A world of difference - RBNZ v RBA 32:04

1M ago32:04

32:04

Friday 16th August 2024 Please note this communication is not a research report and has not been prepared by NAB Research analysts. Read the full disclaimer here. On the face of it you’d wonder why central banks in New Zealand and Australia have taken such different paths when it comes to fighting inflation. They are both western economies that wer…

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Let’s get gradual 17:34

1M ago17:34

17:34

Friday 23rd August 2024 NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NAB Bond yields are higher, the dollar has fallen and US equities are lower. Markets have switched direction over the last 24 hours. NAB’s Ray Attrill says there are three reasons for the reversal – the latest PMI data, central bank spea…

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Not much carry on 17:33

1M ago17:33

17:33

Thursday 22nd August 2024 NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NAB Today as the US dollar weakens again, against a rising Yen, Phil asks JBWere’s Sally Auld to explain the impact rates differentials are having on the Japanese carry trade. The FOMC minutes this morning came as close as they possibl…

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Holding Pattern 15:10

1M ago15:10

15:10

Wednesday 21st August 2024 NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NAB It’s been another quiet session, with stocks taking a breather after an 8-day rally, with volumes for the S&P 25% below its 20-day average. Bond yields have pushed lower, which NAB’s Ken Crompton says is largely a response to Cana…

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Shares Rally In Northern Hiatus 15:54

1M ago15:54

15:54

Tuesday 20th August 2024 NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NAB We are in the thick of the US and European holiday season, mixed with a dearth of data. Hence, shares are pushing higher, presumably on the hope of greater reassurance around rate cuts from the Fed at Jackson Hole. NAB’s Gavin Frien…

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All eyes on Jackson Hole 14:39

1M ago14:39

14:39

Monday 19th August 2024 NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NAB Central bankers get together for the glitzy proceedings of the Jackson Hole Symposium this week. Will Jerome Powell use it s a springboard for more advice on how and when the Fed will cut rates? Probably not, says NAB’s Rodrigo Catri…

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Weekend Edition: Is there too much state debt? 26:50

1M ago26:50

26:50

Friday 16th August 2024 Please note this communication is not a research report and has not been prepared by NAB Research analysts. Read the full disclaimer here. A report last week from S&P Global highlights that the debt held by Australian states could exceed $600 billion later this year. Rebecca Hrvatin joins Phil to discuss this rise in debt an…

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Too much of a good thing 16:24

1M ago16:24

16:24

Friday 16th August 2024 NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NAB US retail sales numbers out yesterday showed surprisingly strong spending in July. That’s pushed equities markedly higher. But NAB’s Rodrigo Catril says bond yields are up as markets see this retail strength as a sign that the US is …

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No surprises! 18:40

1M ago18:40

18:40

Thursday 15th August 2024 NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NAB US shares moved up slightly – except for the Russell 2000 - and bond yields fell a little, after the release of the US Core CPI print overnight. The response was muted because the data came in pretty much as expected. It was anyone…

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Risk appetite back for a day 15:37

2M ago15:37

15:37

Wednesday 14th August 2024 NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NAB Softer than expected producer prices in the US has convinced the markets that the Fed will be ready to cut in September. NAB’s Skye Masters says in an environment where decisions by central banks are so data dependent we are seein…

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Markets wait calmly for US inflation data 14:17

2M ago14:17

14:17

Tuesday 13th August 2024 NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NAB US shares and bond markets have remained relatively calm, as we await the latest inflation data from the US (PPI today, CPI tomorrow). There’s plenty of data flow this week, says NAB’s Taylor Nugent, but there’s been nothing so far …

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The recession they didn’t have to have 14:29

2M ago14:29

14:29

Monday 11th August 2024 NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NAB Remember when Pauk Keating talked about the recession we had to have? Markets thought the US was heading the same way last week, but went off the idea as the week progressed. Thoughts of an emergency rate cut were quickly dismissed, …

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Weekend Edition: A bright future for Indigenous businesses 23:48

2M ago23:48

23:48

Friday 9th August 2024 Please note this communication is not a research report and has not been prepared by NAB Research analysts. Read the full disclaimer here. Friday (Aug 9th) is the United Nations' International Day of the World's Indigenous Peoples. To celebrate, the Morning Call looks at how Australia is witnessing a growth in companies estab…

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Markets turn, just on weekly jobless numbers? 14:23

2M ago14:23

14:23

Friday 9th August 2024 NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NAB There was a sharp turnaround in US equities, with the S&P closing up 2.3%. It seems a lot of weight has been put behind the weekly jobless claims number, which is not normally a data point that would drive markets. But in this climate…

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T’was a Wobbly Wednesday 18:35

2M ago18:35

18:35

Thursday 8th August 2024 NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NAB There is still a lot of volatility around. US shares started the session well, with strong signs that risk appetite was improving. Then came a weak response to a a $42 billion 10-year bond auction. That made markets nervous and US e…

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Crisis over. Carry on. Really? 14:07

2M ago14:07

14:07

Wednesday 7th August 2024 NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NAB Is it feasible to expect a sharp recovery from one data set, after the extreme response to last week’s US jobs data? Markets bounced back sharply today, pushing US yields higher, strengthening the dollar and pushing shares back up.…

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Manic Monday 16:15

2M ago16:15

16:15

Tuesday 6th August 2024 NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NAB US shares took more of a hammering on Monday, although an upside surprise on the Services ISM read stopped things spiralling from bad to worse. Phil talks to NAB’s Tapas Strickland about another day of volatile market action, particu…

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Markets rocked as Sahm Rule ignited 14:07

2M ago14:07

14:07

Monday 5th August 2024 NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NAB There was a strong response to the weaker than expected US payrolls numbers on Friday, not on the heals of weak manufacturing data. Markets will be sensitive to the Services today, in case it adds another blow to US growth and fuels m…

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Weekend Edition: Well off track for Net Zero 29:35

2M ago29:35

29:35

Friday 2nd August 2024 Please note this communication is not a research report and has not been prepared by NAB Research analysts. Read the full disclaimer here. The latest Bloomberg New Energy Outlook seems to show that globally we are way off the mark when it comes to reaching Net Zero by 2050. Instead, the report suggests we could still be pumpi…

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BoE boldly goes where the Fed feared to tread 16:26

2M ago16:26

16:26

Friday 2nd August 2024 NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NAB The US share market has taken a bit of a beating after US manufacturing numbers came in a lot softer than expected. It was another sign of a US slow down that has some clearly wondering whether the Fed will cut more this year. There i…

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