『NAB Morning Call』のカバーアート

NAB Morning Call

NAB Morning Call

著者： Phil Dobbie
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 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.

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  • Banking on a cut, a hike and a hold.

    Banking on a cut, a hike and a hold.
    2025/12/17

    Thursday 18th December 2025


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    Financial Services Guide | Information on our services - NAB


    It’s a big Thursday, with markets bracing for the BoE and ECB after UK CPI surprised with outright deflation. German sentiment disappointed again, and Japan’s stronger exports added to the case for a BoJ hike tomorrow. All eyes are on the November U.S. CPI release later today. Equities remain under pressure with no Santa Claus rally in sight, oil prices edge higher amid Trump’s Russian tanker threats, and silver hits fresh highs. Meanwhile, New Zealand shows signs of recovery with improved confidence and GDP prospects. Ray Attrill joins for his final time in 2025.

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    15 分
  • Get ready for rate hikes in early 2026

    Get ready for rate hikes in early 2026
    2025/12/16

    Wednesday 17th December 2025


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    Financial Services Guide | Information on our services - NAB


    A new rate call from NAB: the RBA will move rates higher twice in the first half of next year. Phil talks to NAB’s Taylor Nugent before they dissect the latest non‑farm payrolls data from the US for October and November. Plus, the mixed picture in the latest global PMIs. The surprise outsider was the UK, the only place to show an improvement in services and manufacturing numbers. That’s not going to stop the Bank of England, though, which is expected to cut rates this week. We are a day away from the central bank deluge.

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    15 分
  • The Great Crawl of China

    The Great Crawl of China
    2025/12/15

    Tuesday 16th December 2025


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    Financial Services Guide | Information on our services - NAB


    China’s economy is still struggling to find momentum, with retail sales growth slipping to its weakest pace since 2022 and investment dropping sharply. Property prices are sliding too, adding to the lack of confidence, and oil markets are feeling the knock‑on effect. Japan, on the other hand, looks brighter: the Tankan survey beat expectations, strengthening the case for a rate hike later this week. Meanwhile, Europe’s industrial production is picking up and Canada surprised with outright deflation in November.

    Today the focus is on the late running US jobs data for November – finally something up to date, although we’ll have to guess what happened in October.

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    16 分
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