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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Categories: News & Politics
Listen to the last episode:
Monday 29th April 2024
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The US March PCE Deflator number on Friday was broadly in line with consensus, but NAB’s Tapas Strickland says upward revisions to the January and February numbers show inflation remains persistent which delays further the timing of cuts by the Fed. There weren’t big moves in bond yields but that could all change with a busy week for US data, including ISMs and Payrolls, along with Wednesday’s FOMC meeting. To add some spice to the equation The Wall Street Journal reported that Donald Trump, if he were to become President again, might challenge the independence of the central bank. There was a strong move down in the Yen on Friday after the Bank of Japan did little to support the currency and there’s a question as to whether they will lift rates at all this year. With inflation so low, do they need to?
Hosted on Acast. See acast.com/privacy for more information.
Previous episodes
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2361 - Waiting longer as inflation persists Sun, 28 Apr 2024 - 0h
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2360 - Weekend Edition: Moving up the renewables value chain Fri, 26 Apr 2024 - 0h
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2359 - Stagflation anyone? Thu, 25 Apr 2024 - 0h
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2358 - PMIs show narrowing US-Europe gap, Inflation Day for Australia Tue, 23 Apr 2024 - 0h
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2357 - The Equities Strike Back (for now) Mon, 22 Apr 2024 - 0h
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2356 - Is there a tech correction going on? Sun, 21 Apr 2024 - 0h
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2355 - The Weekend Edition: Europe needs a confidence boost Fri, 19 Apr 2024 - 0h
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2354 - Next Fed move, backend of the year, unless it’s up! Thu, 18 Apr 2024 - 0h
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2353 - UK inflation slows, but not enough. Aussie employment numbers today. Wed, 17 Apr 2024 - 0h
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2352 - It’s taking longer, says Powell Tue, 16 Apr 2024 - 0h
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2351 - US retail moves markets, not the Middle East Mon, 15 Apr 2024 - 0h
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2350 - Drone attack. Will Israel retaliate? Sun, 14 Apr 2024 - 0h
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2349 - Weekend Edition: The "women with money" opportunity Fri, 12 Apr 2024 - 0h
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2348 - Europe is getting ready, without being triumphant Thu, 11 Apr 2024 - 0h
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2347 - US CPI surprise. The last mile just got longer Wed, 10 Apr 2024 - 0h
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2346 - Two central banks and lots of unhappy small businesses Tue, 09 Apr 2024 - 0h
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2345 - Treasury yields hit year highs on creeping doubts about Fed easing Mon, 08 Apr 2024 - 0h
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2344 - US payrolls too hot for the Fed? Sun, 07 Apr 2024 - 0h
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2343 - Weekend Edition: China’s future – on its terms Fri, 05 Apr 2024 - 0h
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2342 - Australia’s housing problem, US markets choppy ahead of jobs numbers Thu, 04 Apr 2024 - 0h
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2341 - Powell waits whilst service sector softens Wed, 03 Apr 2024 - 0h
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2340 - Yields rise over expected Fed delays Tue, 02 Apr 2024 - 0h
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2339 - Hopeful data suggests US is heading for ‘no landing’ Mon, 01 Apr 2024 - 0h
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2338 - Weekend Edition: Bronwyn Curtis on central banks and growth Thu, 28 Mar 2024 - 0h
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2337 - A scramble to the quarter end Wed, 27 Mar 2024 - 0h
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2336 - Break the glass and get ready for inflation numbers Tue, 26 Mar 2024 - 0h
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2335 - Controlling the Yuan and the Yen Mon, 25 Mar 2024 - 0h
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2334 - Easing hopes and a falling Yuan Sun, 24 Mar 2024 - 0h
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2333 - Weekend Edition: The Great Education Bounce Back Fri, 22 Mar 2024 - 0h
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2332 - Bad Apple, Swiss Surprise, English Hawks fly Thu, 21 Mar 2024 - 0h
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2331 - Fed feels its way slowly Wed, 20 Mar 2024 - 0h
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2330 - In the thick of it Tue, 19 Mar 2024 - 0h
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2329 - Aiming for zero Mon, 18 Mar 2024 - 0h
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2328 - One move out of six this week? Sun, 17 Mar 2024 - 0h
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2327 - Weekend Edition: Aussie agriculture, scaling up to thrive Fri, 15 Mar 2024 - 0h
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2326 - The lengthening last mile Thu, 14 Mar 2024 - 0h
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2325 - Hungry for US bonds, wage wins in Japan Wed, 13 Mar 2024 - 0h
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2324 - US inflation hotter than expected Tue, 12 Mar 2024 - 0h
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2323 - Last minute nerves ahead of US inflation Mon, 11 Mar 2024 - 0h
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2322 - The US jobs numbers that surprised, then didn’t Sun, 10 Mar 2024 - 0h
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2321 - Weekend Edition: Equality Japanese Style Fri, 08 Mar 2024 - 0h
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2320 - All eyes back on June with hopes of no payrolls surprise Thu, 07 Mar 2024 - 0h
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2319 - Aussie bounces, ECB likely to stick Wed, 06 Mar 2024 - 0h
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2318 - US caution amidst stock shocks and services slowdown Tue, 05 Mar 2024 - 0h
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2317 - Is Xi Jinping still Mr 5 percent? Mon, 04 Mar 2024 - 0h
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2316 - Will weaker US data speed-up cuts? Sun, 03 Mar 2024 - 0h
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2315 - Weekend Edition: Stage 3 tax cuts, not exactly tax reform Fri, 01 Mar 2024 - 0h
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2314 - ‘As expected’ brings a sigh of relief Thu, 29 Feb 2024 - 0h
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2313 - RBNZ is done with hikes, Aussie retail will bounce back today Wed, 28 Feb 2024 - 0h
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2312 - All quiet at the casino, all eyes over the ditch Tue, 27 Feb 2024 - 0h