NAB Morning Call

NAB Morning Call

news

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.<hr><p style='color:grey; font-size:0.75em;'> Hosted on Acast. See <a style='color:grey;' target='_blank' …

Episoder

Terry Haines on Trump’s Strategic De-escalation

<p><strong>Thursday 2nd April 2026</strong></p><br><p>Please note this communication is not a research report and has not been prepared by NAB Research analysts. Read the full disclaimer <a href="https://www.nab.com.au/content/dam/nabrwd/documents/notice/corporate/CIB-podcast-disclaimer-aug-2023.pdf" rel="noopener noreferrer" target="_blank">here</a>.</p><br><p>Phil …

Apr 02, 2026 · 28m
Transkriber
Glimmers of Hope

<p><strong>Thursday 2nd April 2026</strong></p><br><p><a href="https://www.nab.com.au/content/dam/nabrwd/documents/notice/corporate/nab-research-disclaimer.pdf" rel="noopener noreferrer" target="_blank">NAB Markets Research Disclaimer</a>&nbsp;</p><p><a href="https://www.nab.com.au/financial-services-guide?S_KWCID=SEACT" rel="noopener noreferrer" target="_blank">Financial Services Guide | Information on our services -</a>&nbsp;<a href="https://www.nab.com.au/financial-services-guide?S_KWCID=SEACT" rel="noopener noreferrer" target="_blank">NAB</a></p><br><p>NAB's Taylor Nugent joins …

Apr 01, 2026 · 14m
Transkriber
Walk Away

<p><strong>Wednesday 1st April 2026</strong></p><br><p><a href="https://www.nab.com.au/content/dam/nabrwd/documents/notice/corporate/nab-research-disclaimer.pdf" rel="noopener noreferrer" target="_blank">NAB Markets Research Disclaimer</a>&nbsp;</p><p><a href="https://www.nab.com.au/financial-services-guide?S_KWCID=SEACT" rel="noopener noreferrer" target="_blank">Financial Services Guide | Information on our services -</a>&nbsp;<a href="https://www.nab.com.au/financial-services-guide?S_KWCID=SEACT" rel="noopener noreferrer" target="_blank">NAB</a></p><br><p>In today’s NAB Morning …

Mar 31, 2026 · 14m
Transkriber
Powell talks down rate hikes

<p><strong>Tuesday 31st March 2026</strong></p><br><p><a href="https://www.nab.com.au/content/dam/nabrwd/documents/notice/corporate/nab-research-disclaimer.pdf" rel="noopener noreferrer" target="_blank">NAB Markets Research Disclaimer</a>&nbsp;</p><p><a href="https://www.nab.com.au/financial-services-guide?S_KWCID=SEACT" rel="noopener noreferrer" target="_blank">Financial Services Guide | Information on our services -</a>&nbsp;<a href="https://www.nab.com.au/financial-services-guide?S_KWCID=SEACT" rel="noopener noreferrer" target="_blank">NAB</a></p><br><p>As the Middle East …

Mar 30, 2026 · 15m
Transkriber
Inflation or demand destruction?

<p><strong>Monday 30th March 2026</strong></p><br><p><a href="https://www.nab.com.au/content/dam/nabrwd/documents/notice/corporate/nab-research-disclaimer.pdf" rel="noopener noreferrer" target="_blank">NAB Markets Research Disclaimer</a>&nbsp;</p><p><a href="https://www.nab.com.au/financial-services-guide?S_KWCID=SEACT" rel="noopener noreferrer" target="_blank">Financial Services Guide | Information on our services -</a>&nbsp;<a href="https://www.nab.com.au/financial-services-guide?S_KWCID=SEACT" rel="noopener noreferrer" target="_blank">NAB</a></p><br><p>As the Middle East …

Mar 29, 2026 · 13m
Transkriber
Weekend Edition: Build to Rent – the way of the future?

<p><strong>Friday 27th March 2026</strong></p><br><p>Please note this communication is not a research report and has not been prepared by NAB Research analysts. Read the full disclaimer <a href="https://www.nab.com.au/content/dam/nabrwd/documents/notice/corporate/CIB-podcast-disclaimer-aug-2023.pdf" rel="noopener noreferrer" target="_blank">here</a>.</p><br><p>In …

Mar 27, 2026 · 30m
Transkriber
Will they, or won't they?

<p><strong>Friday 27th March 2026</strong></p><br><p><a href="https://www.nab.com.au/content/dam/nabrwd/documents/notice/corporate/nab-research-disclaimer.pdf" rel="noopener noreferrer" target="_blank">NAB Markets Research Disclaimer</a>&nbsp;</p><p><a href="https://www.nab.com.au/financial-services-guide?S_KWCID=SEACT" rel="noopener noreferrer" target="_blank">Financial Services Guide | Information on our services -</a>&nbsp;<a href="https://www.nab.com.au/financial-services-guide?S_KWCID=SEACT" rel="noopener noreferrer" target="_blank">NAB</a></p><br><p>Geopolitical uncertainty continues to …

Mar 26, 2026 · 16m
Transkriber
De-escalation? Perhaps.

<p><strong>Thursday 26th March 2026</strong></p><br><p><a href="https://www.nab.com.au/content/dam/nabrwd/documents/notice/corporate/nab-research-disclaimer.pdf" rel="noopener noreferrer" target="_blank">NAB Markets Research Disclaimer</a>&nbsp;</p><p><a href="https://www.nab.com.au/financial-services-guide?S_KWCID=SEACT" rel="noopener noreferrer" target="_blank">Financial Services Guide | Information on our services -</a>&nbsp;<a href="https://www.nab.com.au/financial-services-guide?S_KWCID=SEACT" rel="noopener noreferrer" target="_blank">NAB</a></p><br><p>The path to de-escalation …

Mar 25, 2026 · 14m
Transkriber
Troops. Attacks. And Oil Back on the Rise.

<p><strong>Wednesday 25th March 2026</strong></p><br><p><a href="https://www.nab.com.au/content/dam/nabrwd/documents/notice/corporate/nab-research-disclaimer.pdf" rel="noopener noreferrer" target="_blank">NAB Markets Research Disclaimer</a>&nbsp;</p><p><a href="https://www.nab.com.au/financial-services-guide?S_KWCID=SEACT" rel="noopener noreferrer" target="_blank">Financial Services Guide | Information on our services -</a>&nbsp;<a href="https://www.nab.com.au/financial-services-guide?S_KWCID=SEACT" rel="noopener noreferrer" target="_blank">NAB</a></p><br><p>Geopolitical tensions in the …

Mar 24, 2026 · 12m
Transkriber
Sounding the TACO bell

<p><strong>Tuesday 23rd March 2026</strong></p><br><p><a href="https://www.nab.com.au/content/dam/nabrwd/documents/notice/corporate/nab-research-disclaimer.pdf" rel="noopener noreferrer" target="_blank">NAB Markets Research Disclaimer</a>&nbsp;</p><p><a href="https://www.nab.com.au/financial-services-guide?S_KWCID=SEACT" rel="noopener noreferrer" target="_blank">Financial Services Guide | Information on our services -</a>&nbsp;<a href="https://www.nab.com.au/financial-services-guide?S_KWCID=SEACT" rel="noopener noreferrer" target="_blank">NAB</a></p><br><p>Phil asks NAB’s Sally …

Mar 23, 2026 · 13m
Transkriber
D-day for Hormuz

<p><strong>Monday 23rd March 2026</strong></p><br><p><a href="https://www.nab.com.au/content/dam/nabrwd/documents/notice/corporate/nab-research-disclaimer.pdf" rel="noopener noreferrer" target="_blank">NAB Markets Research Disclaimer</a>&nbsp;</p><p><a href="https://www.nab.com.au/financial-services-guide?S_KWCID=SEACT" rel="noopener noreferrer" target="_blank">Financial Services Guide | Information on our services -</a>&nbsp;<a href="https://www.nab.com.au/financial-services-guide?S_KWCID=SEACT" rel="noopener noreferrer" target="_blank">NAB</a></p><br><p>Geopolitical tensions have reached …

Mar 22, 2026 · 16m
Transkriber
Weekend Edition: Martin Wolf on Navigating the Energy Shock

<p><strong>Friday 20th March 2026</strong></p><br><p>Please note this communication is not a research report and has not been prepared by NAB Research analysts. Read the full disclaimer <a href="https://www.nab.com.au/content/dam/nabrwd/documents/notice/corporate/CIB-podcast-disclaimer-aug-2023.pdf" rel="noopener noreferrer" target="_blank">here</a>.</p><br><p>In …

Mar 20, 2026 · 29m
Transkriber
Energy Jolt: Attacks on Gas and Oil are Spiking Bond Yields

<p><strong>Friday 20th March 2026</strong></p><br><p><a href="https://www.nab.com.au/content/dam/nabrwd/documents/notice/corporate/nab-research-disclaimer.pdf" rel="noopener noreferrer" target="_blank">NAB Markets Research Disclaimer</a>&nbsp;</p><p><a href="https://www.nab.com.au/financial-services-guide?S_KWCID=SEACT" rel="noopener noreferrer" target="_blank">Financial Services Guide | Information on our services -</a>&nbsp;<a href="https://www.nab.com.au/financial-services-guide?S_KWCID=SEACT" rel="noopener noreferrer" target="_blank">NAB</a></p><br><p>Retaliatory attacks on Qatari …

Mar 19, 2026 · 14m
Transkriber
Fed says, ‘don’t worry’.

<p><strong>Thursday 19th March 2026</strong></p><br><p><a href="https://www.nab.com.au/content/dam/nabrwd/documents/notice/corporate/nab-research-disclaimer.pdf" rel="noopener noreferrer" target="_blank">NAB Markets Research Disclaimer</a>&nbsp;</p><p><a href="https://www.nab.com.au/financial-services-guide?S_KWCID=SEACT" rel="noopener noreferrer" target="_blank">Financial Services Guide | Information on our services -</a>&nbsp;<a href="https://www.nab.com.au/financial-services-guide?S_KWCID=SEACT" rel="noopener noreferrer" target="_blank">NAB</a></p><br><p>Despite mounting geopolitical risks …

Mar 18, 2026 · 19m
Transkriber
The R word

<p><strong>Wednesday 18th March 2026</strong></p><br><p><a href="https://www.nab.com.au/content/dam/nabrwd/documents/notice/corporate/nab-research-disclaimer.pdf" rel="noopener noreferrer" target="_blank">NAB Markets Research Disclaimer</a>&nbsp;</p><p><a href="https://www.nab.com.au/financial-services-guide?S_KWCID=SEACT" rel="noopener noreferrer" target="_blank">Financial Services Guide | Information on our services -</a>&nbsp;<a href="https://www.nab.com.au/financial-services-guide?S_KWCID=SEACT" rel="noopener noreferrer" target="_blank">NAB</a></p><br><p>Today NAB’s Sally Auld …

Mar 17, 2026 · 14m
Transkriber
Risk appetite rises, but why?

<p><strong>Tuesday 17th March 2026</strong></p><br><p><a href="https://www.nab.com.au/content/dam/nabrwd/documents/notice/corporate/nab-research-disclaimer.pdf" rel="noopener noreferrer" target="_blank">NAB Markets Research Disclaimer</a>&nbsp;</p><p><a href="https://www.nab.com.au/financial-services-guide?S_KWCID=SEACT" rel="noopener noreferrer" target="_blank">Financial Services Guide | Information on our services -</a>&nbsp;<a href="https://www.nab.com.au/financial-services-guide?S_KWCID=SEACT" rel="noopener noreferrer" target="_blank">NAB</a></p><br><p>NAB’s Skye Masters joins …

Mar 16, 2026 · 12m
Transkriber
Banks and bombs

<p><strong>Monday 16th March 2026</strong></p><br><p><a href="https://www.nab.com.au/content/dam/nabrwd/documents/notice/corporate/nab-research-disclaimer.pdf" rel="noopener noreferrer" target="_blank">NAB Markets Research Disclaimer</a>&nbsp;</p><p><a href="https://www.nab.com.au/financial-services-guide?S_KWCID=SEACT" rel="noopener noreferrer" target="_blank">Financial Services Guide | Information on our services -</a>&nbsp;<a href="https://www.nab.com.au/financial-services-guide?S_KWCID=SEACT" rel="noopener noreferrer" target="_blank">NAB</a></p><br><p>The war in the …

Mar 15, 2026 · 17m
Transkriber
Weekend Edition: Brookfield's Upson on AI's $7 trillion opportunity

<p><strong>Friday 13th March 2026</strong></p><br><p>Please note this communication is not a research report and has not been prepared by NAB Research analysts. Read the full disclaimer <a href="https://www.nab.com.au/content/dam/nabrwd/documents/notice/corporate/CIB-podcast-disclaimer-aug-2023.pdf" rel="noopener noreferrer" target="_blank">here</a>.</p><br><p>In …

Mar 13, 2026 · 32m
Transkriber
War of words

<p><strong>Friday 13th March 2026</strong></p><br><p><a href="https://www.nab.com.au/content/dam/nabrwd/documents/notice/corporate/nab-research-disclaimer.pdf" rel="noopener noreferrer" target="_blank">NAB Markets Research Disclaimer</a>&nbsp;</p><p><a href="https://www.nab.com.au/financial-services-guide?S_KWCID=SEACT" rel="noopener noreferrer" target="_blank">Financial Services Guide | Information on our services -</a>&nbsp;<a href="https://www.nab.com.au/financial-services-guide?S_KWCID=SEACT" rel="noopener noreferrer" target="_blank">NAB</a></p><br><p>NAB's Gavin Friend joins …

Mar 12, 2026 · 15m
Transkriber
Oil trapped by Strait’s jacket

<p><strong>Thursday 12th March 2026</strong></p><br><p><a href="https://www.nab.com.au/content/dam/nabrwd/documents/notice/corporate/nab-research-disclaimer.pdf" rel="noopener noreferrer" target="_blank">NAB Markets Research Disclaimer</a>&nbsp;</p><p><a href="https://www.nab.com.au/financial-services-guide?S_KWCID=SEACT" rel="noopener noreferrer" target="_blank">Financial Services Guide | Information on our services -</a>&nbsp;<a href="https://www.nab.com.au/financial-services-guide?S_KWCID=SEACT" rel="noopener noreferrer" target="_blank">NAB</a></p><br><p>NAB’s Rodrigo Catril joins …

Mar 11, 2026 · 12m
Transkriber
Hawkish RBA and another TACO moment?

<p><strong>Wednesday 11th March 2026</strong></p><br><p><a href="https://www.nab.com.au/content/dam/nabrwd/documents/notice/corporate/nab-research-disclaimer.pdf" rel="noopener noreferrer" target="_blank">NAB Markets Research Disclaimer</a>&nbsp;</p><p><a href="https://www.nab.com.au/financial-services-guide?S_KWCID=SEACT" rel="noopener noreferrer" target="_blank">Financial Services Guide | Information on our services -</a>&nbsp;<a href="https://www.nab.com.au/financial-services-guide?S_KWCID=SEACT" rel="noopener noreferrer" target="_blank">NAB</a></p><br><p>NAB’s Skye Masters says …

Mar 10, 2026 · 16m
Transkriber
Reserves add a little light relief

<p><strong>Tuesday 10th March 2026</strong></p><br><p><a href="https://www.nab.com.au/content/dam/nabrwd/documents/notice/corporate/nab-research-disclaimer.pdf" rel="noopener noreferrer" target="_blank">NAB Markets Research Disclaimer</a>&nbsp;</p><p><a href="https://www.nab.com.au/financial-services-guide?S_KWCID=SEACT" rel="noopener noreferrer" target="_blank">Financial Services Guide | Information on our services -</a>&nbsp;<a href="https://www.nab.com.au/financial-services-guide?S_KWCID=SEACT" rel="noopener noreferrer" target="_blank">NAB</a></p><br><p>Phil and NAB’s Sally …

Mar 09, 2026 · 16m
Transkriber
A Crude Awakening

<p><strong>Monday 9th March 2026</strong></p><br><p><a href="https://www.nab.com.au/content/dam/nabrwd/documents/notice/corporate/nab-research-disclaimer.pdf" rel="noopener noreferrer" target="_blank">NAB Markets Research Disclaimer</a>&nbsp;</p><p><a href="https://www.nab.com.au/financial-services-guide?S_KWCID=SEACT" rel="noopener noreferrer" target="_blank">Financial Services Guide | Information on our services -</a>&nbsp;<a href="https://www.nab.com.au/financial-services-guide?S_KWCID=SEACT" rel="noopener noreferrer" target="_blank">NAB</a></p><br><p>The global economy is …

Mar 08, 2026 · 14m
Transkriber
Weekend edition: Anastasia Clarke - pivotal moments on the way up

<p><strong>Friday 6th March 2026</strong></p><br><p>Please note this communication is not a research report and has not been prepared by NAB Research analysts. Read the full disclaimer <a href="https://www.nab.com.au/content/dam/nabrwd/documents/notice/corporate/CIB-podcast-disclaimer-aug-2023.pdf" rel="noopener noreferrer" target="_blank">here</a>.</p><br><p>Celebrate …

Mar 06, 2026 · 27m
Transkriber
No end in sight

<p><strong>Friday 6th March 2026</strong></p><br><p><a href="https://www.nab.com.au/content/dam/nabrwd/documents/notice/corporate/nab-research-disclaimer.pdf" rel="noopener noreferrer" target="_blank">NAB Markets Research Disclaimer</a>&nbsp;</p><p><a href="https://www.nab.com.au/financial-services-guide?S_KWCID=SEACT" rel="noopener noreferrer" target="_blank">Financial Services Guide | Information on our services -</a>&nbsp;<a href="https://www.nab.com.au/financial-services-guide?S_KWCID=SEACT" rel="noopener noreferrer" target="_blank">NAB</a></p><br><p>Financial markets took a …

Mar 05, 2026 · 15m
Transkriber