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NAB Morning Call

NAB Morning Call

by Phil Dobbie

Latest episode
Weekend Edition: Beyond the Bathla Collapse – Challenger’s Stephen…

About this podcast

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.

Episodes

The newest 50 of 1,675 episodes

  • Weekend Edition: Beyond the Bathla Collapse – Challenger’s Stephen Martin on Private Credit Risks · 25 min · Season 10 Episode 258Friday 13th November 2026 Please note this communication is not a research report and has not been prepared by NAB Research analysts. Read the full disclaimer here. In this…
  • Huang Out, Rivals Surge, and Hawkish Fed Rhetoric Lifts Yields · 15 min · Season 10 Episode 257Friday 13th November 2026 NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NAB Phil and NAB’s Ken Crompton unpack a dramatic session of…
  • Tech Rout Gone and Forgotten · 14 min · Season 10 Episode 256Thursday 12th November 2026 NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NAB Phil and NAB’s Gavin Friend discuss another powerful…
  • Perfect Storm for AUD as Fed Fears Surge and RBA Hikes Fade · 14 min · Season 10 Episode 255Wednesday 11th November 2026 NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NAB Phil and NAB’s Skye Masters assess a "perfect storm"…
  • Tech Bounces, Oil Drops 5%, and Jensen Huang Headlines Rock NVIDIA · 16 min · Season 10 Episode 254NAB'sTuesday 10th November 2026 NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NAB Phil and NAB's Ray Attrill unpack a strong risk-on…
  • Jobs boost and tech bounce help US dollar · 14 min · Season 10 Episode 253Monday 9th November 2026 NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NAB Phil and NAB Chief Economist Sally Auld analyse a…
  • Weekend edition: After the Fall - Paul Whiteley on 'what next' for America · 29 min · Season 10 Episode 252Friday 6th November 2026 Please note this communication is not a research report and has not been prepared by NAB Research analysts. Read the full disclaimer here. Phil speaks…
  • Tech-tonic changes in US equities · 16 min · Season 10 Episode 251Friday 6th November 2026 NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NAB Phil and NAB's Gavin Friend break down a brutal tech-led…
  • Markets happy to sing the blues · 15 min · Season 10 Episode 250Thursday 5th November 2026 NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NAB Phil and NAB’s Ray Attrill, unpack a dramatic risk-on…
  • Done and Dusted? · 16 min · Season 10 Episode 249Wednesday 4th November 2026 NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NAB NAB’s Taylor Nugent assesses the fallout from the…
  • Oil slump, RBA hike and Republicans on the ropes · 14 min · Season 10 Episode 248Tuesday 3rd November 2026 NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NAB Phil and NAB’s Rodrigo Catril analyse a sharp drop in oil…
  • Beyond tomorrow, does the RBA have further to go? · 16 min · Season 10 Episode 247Monday 2nd November 2026 NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NAB Phil talks to NAB’s Sally Auld about Friday’s tech rout…
  • Can the Euro Survive Europe's Supply-Side Crisis? Paul Mortimer-Lee on France, Debt, and the ECB · 33 min · Season 10 Episode 246Friday 30th October 2026 Please note this communication is not a research report and has not been prepared by NAB Research analysts. Read the full disclaimer here. Phil speaks…
  • AI Eats its Own · 14 min · Season 10 Episode 245Friday 30th October 2026 NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NAB Phil and NAB’s Gavin Friend explore a risk-off session…
  • Dovish Fed, RBNZ's Surprise and NAB's New Rate Call · 15 min · Season 10 Episode 244Thursday 29th October 2026 NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NAB Phil Dobbie and NAB’s Ray Attrill unpack a frantic 24…
  • Australian CPI to put RBA on a Knife-Edge · 15 min · Season 10 Episode 243Wednesday 28th October 2026 NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NAB Phil and NAB's Skye Masters break down a risk-on…
  • Tech Rallies on Anthropic IPO Plans as Brazil Reprices and Oil Holds Firm · 15 min · Season 10 Episode 242Tuesday 27th October 2026 NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NAB Phil and NAB's Rodrigo Catril unpack a choppy overnight…
  • The most critical week of the year so far? · 16 min · Season 10 Episode 241Monday 26th October 2026 NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NAB Phil talks to NAB’s Ken Crompton at the start of what is…
  • Is the Grattan Institute Right On Tax Reform? Or Left? · 24 min · Season 10 Episode 240Friday 23rd October 2026 Please note this communication is not a research report and has not been prepared by NAB Research analysts. Read the full disclaimer here. In this…
  • Running for cover · 15 min · Season 10 Episode 239Friday 23rd October 2026 NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NAB Phil is joined by NAB's Gavin Friend to analyse a sharp…
  • Mixed AI messages – NextDC plunges as SpaceX rises · 15 min · Season 10 Episode 238Thursday 22nd October 2026 NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NAB Phil and NAB's Taylor Nugent discuss how market…
  • Oil bounces, France on edge, tech lives on hope · 12 min · Season 10 Episode 237Wednesday 21st October 2026 NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NAB NAB's Skye Masters joins Phil to break down a highly…
  • Bond Yields Surge and Tech Rebounds · 16 min · Season 10 Episode 236Monday 19th October 2026 NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NAB NAB’s Sally Auld joins Phil to navigate a session defined…
  • Angst over AI, oil and austerity · 15 min · Season 10 Episode 235Monday 19th October 2026 NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NAB Phil talks to NAB’s Rodrigo Catril about this morning’s…
  • Weekend Edition: From COVID to Conflict – Australia’s Supply Chain Bottlenecks · 33 min · Season 10 Episode 234Friday 16th October 2026 Please note this communication is not a research report and has not been prepared by NAB Research analysts. Read the full disclaimer here. This week…
  • Weaker jobs sink the Aussie dollar · 16 min · Season 10 Episode 233Friday 16th October 2026 NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NAB NAB’s Ken Crompton joins Phil after a turbulent 24 hours…
  • US Inflation surprise, markets ready for Aussie unemployment payback · 15 min · Season 10 Episode 232Thursday 15th October 2026 NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NAB NAB's Taylor Nugent joins Phil to break down the market…
  • RBA Rate Risks, Slump in Business Confidence, and the IMF's Sticky Inflation Warning · 16 min · Season 10 Episode 231Wednesday 14th October 2026 NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NAB In today's episode, Phil Dobbie and NAB Senior FX…
  • The Chips Are Down Once More · 14 min · Season 10 Episode 230Tuesday 13th October 2026 NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NAB Semiconductor stocks are taking a beating as competition…
  • Middle East Escalation vs. Supply Deals: Energy Markets on Edge · 11 min · Season 10 Episode 229Monday 12th October 2026 NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NAB A fresh escalation of Middle East conflict is…
  • Weekend Edition: Australia’s Rental Paradox · 34 min · Season 10 Episode 228Friday 9th October 2026 Please note this communication is not a research report and has not been prepared by NAB Research analysts. Read the full disclaimer here. Australia’s…
  • Meanwhile, back in the Gulf · 12 min · Season 10 Episode 227Friday 9th October 2026 NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NAB Risk-off sentiment dominated global markets as geopolitical…
  • Oil Drifts Lower, French Yields Rocket · 15 min · Season 10 Episode 226Thursday 8th October 2026 NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NAB Oil drifts lower, French yields rocket, and the FOMC…
  • Le Pen Is Mightier Than the Deficit · 17 min · Season 10 Episode 225Wednesday 7th October 2026 NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NAB The S&P 500 has notched its first fresh all-time high…
  • US jobs soft, but yields are still rising · 15 min · Season 10 Episode 224Tuesday 6th October 2026 NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NAB US equity markets kicked off the week with solid gains as…
  • Weekend Edition: A Brighter Take On AI · 32 min · Season 10 Episode 223Friday 2nd October 2026 Please note this communication is not a research report and has not been prepared by NAB Research analysts. Read the full disclaimer here. As artificial…
  • "Sacré-Cœur! · 17 min · Season 1 Episode 222Friday 2nd October 2026 NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NAB France's escalating budget woes and fiscal watchdog…
  • It's All About Inflation · 14 min · Season 10 Episode 221Thursday 1st October 2026 NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NAB Global financial markets are navigating a sharp…
  • RBA back on the narrow path · 17 min · Season 10 Episode 220Wednesday 30th September 2026 NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NAB Following the Reserve Bank of Australia’s unanimous…
  • Rates, bonds and oil – how high can they go · 17 min · Season 10 Episode 219Tuesday 29th September 2026 NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NAB As crude oil holds above $105 a barrel and US 10-year…
  • Another open and shut case · 15 min · Season 10 Episode 218Monday 28th September 2026 NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NAB Donald Trunp has knocked back Iran’s proposal that could…
  • Weekend edition: Living beyond the goats cheese curtain · 32 min · Season 10 Episode 217Friday 25th September 2026 Please note this communication is not a research report and has not been prepared by NAB Research analysts. Read the full disclaimer here. The…
  • The V Word · 16 min · Season 10 Episode 216Friday 25th September 2026 NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NAB The "V" word is firmly back on the agenda as…
  • PMIs push bond yields higher, AUD a victim · 18 min · Season 10 Episode 215Thursday 24th September 2026 NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NAB The US dollar and global bond yields have risen…
  • Trump talks oil down · 14 min · Season 10 Episode 214Wednesday 23rd September 2026 NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NAB Oil is now trading below $100 after President Trump…
  • Momentarily below 100 · 13 min · Season 10 Episode 213Tuesday 22nd September 2026 NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NAB Oil ticked below $99 momentarily overnight. NAB’s Skye…
  • Markets not convinced by BoJ hike · 16 min · Season 10 Episode 212Monday 21st September 2026 NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NAB Even though the Bank of Japan lifted rates, as widely…
  • Weekend Edition: Red, Blue, or Deadlock? Michael Townsend on implications of the US midterms · 30 min · Season 10 Episode 211Friday 18th September 2026 Please note this communication is not a research report and has not been prepared by NAB Research analysts. Read the full disclaimer here. With the…
  • Bouncing back · 16 min · Season 10 Episode 210Friday 18th September 2026 NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NAB Markets have shrugged off their early response to the…
  • Fed all in agreement on hike, more to come · 16 min · Season 10 Episode 209Thursday 17th September 2026 NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NAB A unanimous decision from the Fed to lift rates and, a…

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