
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.
Hosted on Acast. See acast.com/privacy for more information.
Categories: News & Politics
Listen to the last episode:
Thursday 24th April 2025
NAB Markets Research Disclaimer
Financial Services Guide | Information on our services - NAB
The US dollar will continue to slide, come what May. And probably come what June and July. Whilst he’s reluctant to be drawn too closely on timing, NAB’s Ray Attrill, head of FX strategy, says we can expect to see the US dollar fall another 10 percent, at least, with the Aussie returning about the 70 cent mark. Phil asks if that’s the best-case scenario; one where trade deals are agreed and tariffs minimised. What if the hefty tariffs return? Or Trump deposes Jerome Powell? Or the US heads into a recession? Whichever way you spin it, Ray says the US dollar is getting weaker and it’s not a short-term change. The weaker dollar could be around for a long time.
Hosted on Acast. See acast.com/privacy for more information.
Previous episodes
-
2649 - Weekend Edition: The Dollar Will Continue to Slide, Come What May Thu, 24 Apr 2025 - 0h
-
2648 - China’s tariff hopes. A less worse scenario. Wed, 23 Apr 2025 - 0h
-
2647 - Peak Trump? Bouncing back on hope of deals Tue, 22 Apr 2025 - 0h
-
2646 - Battle for the Fed Control Mon, 21 Apr 2025 - 0h
-
2645 - Weekend Edition: Flying on Thin Margins Thu, 17 Apr 2025 - 0h
-
2644 - NVIDIA AI chip ban as trade war with China escalates Wed, 16 Apr 2025 - 0h
-
2643 - Boeing banned, bearish bank survey, royal win for Britain? Tue, 15 Apr 2025 - 0h
-
2642 - More tariff exemptions, but equities lose their early gains Mon, 14 Apr 2025 - 0h
-
2641 - CEOs force exemptions. Is Trump ready to deal? Sun, 13 Apr 2025 - 0h
-
2640 - Weekend Edition: Does money supply determine economic health? Fri, 11 Apr 2025 - 0h
-
2639 - Short lived optimism Thu, 10 Apr 2025 - 0h
-
2638 - Trump Caves, Stocks Soar Wed, 09 Apr 2025 - 0h
-
2637 - Five Minutes to Midnight Tue, 08 Apr 2025 - 0h
-
2636 - Bad Medicine and Lots of Hope Priced In Mon, 07 Apr 2025 - 0h
-
2635 - China hits back. EU makes plans. Sun, 06 Apr 2025 - 0h
-
2634 - Weekend Edition: Australia’s happy place in the geopolitical landscape Fri, 04 Apr 2025 - 0h
-
2633 - Horror session after the gory details Thu, 03 Apr 2025 - 0h
-
2632 - Lousy Timing Wed, 02 Apr 2025 - 0h
-
2631 - RBA on hold, Trump ready to go Tue, 01 Apr 2025 - 0h
-
2630 - Fools Gold Mon, 31 Mar 2025 - 0h
-
2629 - Friday’s stagflation fears Sun, 30 Mar 2025 - 0h
-
2628 - Weekend Edition: Age Care Crisis Only Partially Fixed Fri, 28 Mar 2025 - 0h
-
2627 - Not tariffic for US auto makers Thu, 27 Mar 2025 - 0h
-
2626 - Cars and Copper – next for the Trump Treatment Wed, 26 Mar 2025 - 0h
-
2625 - Less confidence, less missiles Tue, 25 Mar 2025 - 0h
-
2624 - The brief return of exceptionalism Mon, 24 Mar 2025 - 0h
-
2623 - Nine More Sleeps Sun, 23 Mar 2025 - 0h
-
2622 - Weekend Edition: Bank Hybrids. Just too complex? Fri, 21 Mar 2025 - 0h
-
2621 - Digesting the Fed’s Transitory Inflation Assumption Thu, 20 Mar 2025 - 0h
-
2620 - Fed focused on “signal to noise” ratio Wed, 19 Mar 2025 - 0h
-
2619 - Ceasefires – one ends as another opens up, perhaps Tue, 18 Mar 2025 - 0h
-
2618 - No news, good news Mon, 17 Mar 2025 - 0h
-
2617 - Future plans Sun, 16 Mar 2025 - 0h
-
2616 - Weekend Edition: Does Australia need to spend big on defence? Fri, 14 Mar 2025 - 0h
-
2615 - Booze battle brewing Thu, 13 Mar 2025 - 0h
-
2614 - Aluminium and steel tariffs, no exceptions. So far. Wed, 12 Mar 2025 - 0h
-
2613 - It was turnaround Tuesday Tue, 11 Mar 2025 - 0h
-
2612 - Is the US heading for a recession? Mon, 10 Mar 2025 - 0h
-
2611 - Working through the detox Sun, 09 Mar 2025 - 0h
-
2610 - Weekend Edition: How can women move faster up the corporate ladder? Fri, 07 Mar 2025 - 0h
-
2609 - Europe - Cut Rates and Rearm Thu, 06 Mar 2025 - 0h
-
2608 - Europe’s Bonds Dive Wed, 05 Mar 2025 - 0h
-
2607 - The trade war has begun, the battle over Ukraine defences continues. Tue, 04 Mar 2025 - 0h
-
2606 - An ocean apart Mon, 03 Mar 2025 - 0h
-
2605 - Keeping the dream alive Sun, 02 Mar 2025 - 0h
-
2604 - Weekend Edition - Where Australia sits in a Trumpian world Fri, 28 Feb 2025 - 0h
-
2603 - Did I say April? I meant March. Thu, 27 Feb 2025 - 0h
-
2602 - Tariffs: Mexico and Canada delayed, 25% coming Europe’s way Wed, 26 Feb 2025 - 0h
-
2601 - Feeling Risky Tue, 25 Feb 2025 - 0h
-
2600 - Markets coast as politics turns to peace talks Mon, 24 Feb 2025 - 0h