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
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Tuesday 28th November 2023
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It’s an in-between day, with little ion the way of economic news, but inflation data just round the corner, in the form of Australian CPI and US PCE. There were sizeable auctions of 2 and 5 year Treasuries this morning, with softer demand, but that hasn’t driven the direction of bond markets says NAB’s Skye Masters, because yields are down. Instead it adds to the mood that the Fed will cut rates, perhaps early next year. Softer US data, such as weaker new home sales and drops in employment in the Dallas Fed manufacturing index, add to the supporting evidence. Today Australian retail sales are released, and we talk through some of the findings in the latest NAB Online Sales Index.
Hosted on Acast. See acast.com/privacy for more information.
Previous episodes
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2249 - An inbetweeny dayMon, 27 Nov 2023 - 0h
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2248 - Falling dollar helps the Aussie, but only so farSun, 26 Nov 2023 - 0h
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2247 - Weekend Edition: Three key trends in the super industryFri, 24 Nov 2023 - 0h
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2246 - Europe a bit stronger (or less weak)Thu, 23 Nov 2023 - 0h
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2245 - Bullock’s hawkishness. Will one rise be enough?Wed, 22 Nov 2023 - 0h
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2244 - A hawkish turn from the central banksTue, 21 Nov 2023 - 0h
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2243 - Back to bondsMon, 20 Nov 2023 - 0h
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2242 - Take a breatherSun, 19 Nov 2023 - 0h
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2241 - Weekend Edition: Let's Get EthicalFri, 17 Nov 2023 - 0h
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2240 - Slowdown fears spoil the partyThu, 16 Nov 2023 - 0h
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2239 - Goldilocks rides againWed, 15 Nov 2023 - 0h
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2238 - US inflation slowdown fuels party moodTue, 14 Nov 2023 - 0h
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2237 - The only number that mattersMon, 13 Nov 2023 - 0h
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2236 - US higher for longer, RBA more dovishSun, 12 Nov 2023 - 0h
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2235 - Interest wanes at 30 year Treasury auctionThu, 09 Nov 2023 - 0h
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2234 - Oil readying for a slowdownWed, 08 Nov 2023 - 0h
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2233 - Weekend Edition: Risky Business, Confusing TimesFri, 10 Nov 2023 - 0h
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2232 - RBA late to the partyTue, 07 Nov 2023 - 0h
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2231 - The rate that slows the nationMon, 06 Nov 2023 - 0h
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2230 - Tide turns after US jobs dataSun, 05 Nov 2023 - 0h
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2229 - Weekend Edition: Ann Sherry on driving change in uncertain timesFri, 03 Nov 2023 - 0h
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2228 - Back to bonds as BoE forecasts a growth hit for BritainThu, 02 Nov 2023 - 0h
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2227 - Hold on says the Fed. But for how long?Wed, 01 Nov 2023 - 0h
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2226 - BoJ loosens its grip, Fed will keep a tight holdTue, 31 Oct 2023 - 0h
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2225 - Escalation fears ease, RBA’s expectations rise, Europe’s inflation fallsMon, 30 Oct 2023 - 0h
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2224 - Preparing for the slowdownSun, 29 Oct 2023 - 0h
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2223 - Weekend Edition: In it for the long haulFri, 27 Oct 2023 - 0h
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2222 - Return of the soft landingThu, 26 Oct 2023 - 0h
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2221 - Aussie CPI & ECB; sentiment sours a littleWed, 25 Oct 2023 - 0h
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2220 - Some hope, jobs confusion and Aussie CPITue, 24 Oct 2023 - 0h
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2219 - A wild night without directionMon, 23 Oct 2023 - 0h
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2218 - Have yields peaked? Will central banks ease off the pedal?Sun, 22 Oct 2023 - 0h
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2217 - Weekend Edition: Could Europe Bring Down Rates Faster?Fri, 20 Oct 2023 - 0h
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2216 - 10 year treasuries nip at 5 percentThu, 19 Oct 2023 - 0h
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2215 - Yields BondanzaWed, 18 Oct 2023 - 0h
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2214 - US shopping adds pressure on the FedTue, 17 Oct 2023 - 0h
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2213 - Markets accept a little more riskMon, 16 Oct 2023 - 0h
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2212 - RiskySun, 15 Oct 2023 - 0h
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2211 - Weekend Edition: Is super delivering on the promise?Fri, 13 Oct 2023 - 0h
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2210 - US Inflation too hot to ignoreThu, 12 Oct 2023 - 0h
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2209 - More caution from the Fed, very little in GazaWed, 11 Oct 2023 - 0h
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2208 - Expect the unexpectedTue, 10 Oct 2023 - 0h
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2207 - Conflict uncertainty mixed with rate optimismMon, 09 Oct 2023 - 0h
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2206 - Hot jobs numbers add to treasuries sell-offSun, 08 Oct 2023 - 0h
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2205 - Weekend Edition: The Chinese WayFri, 06 Oct 2023 - 0h
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2204 - What do we want to see in the jobs data?Thu, 05 Oct 2023 - 0h
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2203 - Less jobs and cheaper oil pauses bond and equity sell-offWed, 04 Oct 2023 - 0h
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2202 - US yields jolt higher and all that that entails.Tue, 03 Oct 2023 - 0h
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2201 - US yields push higher, BoJ steps in, RBA to stand firmMon, 02 Oct 2023 - 0h
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2200 - Weekend Edition: Is NetZero transitioning us to higher inflation?Fri, 29 Sep 2023 - 0h
