Wednesday 24th April 2024NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABPMIs showed some strength in Europe, but were generally weaker than expected in the US. NAB’s Taylor Nugent says it’s the US nu

The Equities Strike Back (for now)

2 days ago 12m 35s

Tuesday 23rd April 2024NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABThe force of AI is strong it seems. It’s certainly pushing equities back up again in the US ahead of earnings results for several

Is there a tech correction going on?

3 days ago 17m 6s

Monday 22nd April 2024NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABThe magnificent seven have been taking a hit in the US share market. NAB’s Ray Attrill says the forward-guidance for Netflix wasn’

The Weekend Edition: Europe needs a confidence boost

5 days ago 24m 25s

Friday 19th April 2024Please note this communication is not a research report and has not been prepared by NAB Research analysts. Read the full disclaimer here.This week we saw the divide between European despondency and American exceptionalism

Next Fed move, backend of the year, unless it’s up!

6 days ago 16m 12s

Friday 19th April 2024NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABFed speakers are increasingly pushing expectations for cuts further back in the year. John Williams even suggested he’d entertain

UK inflation slows, but not enough. Aussie employment numbers today.

7 days ago 15m 30s

Thursday 18th April 2024NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABMarkets were mixed overnight. The dollar lost a bit of ground, AUD and NZD outperformed, bond yields fell, while US equities hav

It’s taking longer, says Powell

8 days ago 17m 12s

Wednesday 17th April 2024NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABThere’s been a significant shift in sentiment from central bankers at the IMF meeting in Washington. Jerome Powell, who had pre

US retail moves markets, not the Middle East

9 days ago 15m 53s

Tuesday 16th April 2024NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABThe latest retail numbers showed the resilience in the US economy. NAB’s Ray Attrill says its surprising given the fall in househ

Drone attack. Will Israel retaliate?

10 days ago 15m 5s

Monday 15th April 2024NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABHow markets respond to the Middle East situation this week really depends on whether Israel retaliates. The expectation of the wee

Weekend Edition: The "women with money" opportunity

12 days ago 20m 4s

Friday 12th April 2024Please note this communication is not a research report and has not been prepared by NAB Research analysts. Read the full disclaimer here.Financial advisors could be missing a trick. So many of them are men, used to dealin

Europe is getting ready, without being triumphant

13 days ago 17m 39s

Friday 12th April 2024NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABChristine Lagarde said a few members of the ECB were ready to cut rates now, even as the ECB President announced that, for now, ra

US CPI surprise. The last mile just got longer

14 days ago 15m 18s

Thursday 11th April 2024NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABUS inflation is not coming down quickly. There’s been a lot of evidence for that lately and the latest CPI numbers can be added

Two central banks and lots of unhappy small businesses

15 days ago 17m 15s

Wednesday 10th April 2024NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABUS CPI numbers are out today along with a couple of meetings of central banks - the Bank of Canada and the RBNZ. NAB’s Taylor N

Treasury yields hit year highs on creeping doubts about Fed easing

16 days ago 16m 51s

Tuesday 9th April 2024NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NAB10 year Treasury yields hit a year to date high overnight as markets continue to push back expectations for the number and timing

US payrolls too hot for the Fed?

17 days ago 17m 26s

Monday 8th April 2024NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABUS non-farm payrolls showed many more new workers than expected last month, but an increase in the participation rate meant the une

Weekend Edition: China’s future – on its terms

19 days ago 28m 25s

Friday 5th April 2024Please note this communication is not a research report and has not been prepared by NAB Research analysts. Read the full disclaimer here.China is forecasting GDP growth of 5 percent this year. The China Daily suggested las

Australia’s housing problem, US markets choppy ahead of jobs numbers

20 days ago 17m 54s

Friday 5th April 2024NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABThe latest building approvals for Australia show just how bad the housing situation is becoming. NAB’s Rodrigo Catril says it’s a s

Powell waits whilst service sector softens

21 days ago 12m 53s

Thursday 4th April 2024NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABJerome Powell spoke at the Stamford Forum overnight, reiterating that the Fed was prepared to wait before cutting rates. JBWere’s

Yields rise over expected Fed delays

22 days ago 15m 4s

Wednesday 3rd April 2024NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABBond yields continued to rise in the US overnight, with Europe playing catch-up as it returns from a long Easter weekend. NAB’s

Hopeful data suggests US is heading for ‘no landing’

23 days ago 16m 42s

Tueday 2nd April 2024NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABThe US manufacturing ISM this morning was stronger than expected. Phil asks NAB’s Ray Attrill if we are seeing more soft-landing ev

Weekend Edition: Bronwyn Curtis on central banks and growth

27 days ago 26m 23s

Friday 22nd March 2024Please note this communication is not a research report and has not been prepared by NAB Research analysts. Read the full disclaimer here.Bronwyn Curtis OBE is an Australian economist living in the UK with an illustrious c

A scramble to the quarter end

28 days ago 16m 15s

Thursday 28th March 2024NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABA early Easter this year is creating the potential for extra volatility the last day or two of the quarter. Even though the Core

Break the glass and get ready for inflation numbers

29 days ago 15m 18s

Wednesday 27th March 2024NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABIt’s been a session low on significant data and low on market moves. Bond markets have managed to absorb sizeable auctions howe

Controlling the Yuan and the Yen

30 days ago 13m 33s

Tuesday 26th March 2024NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABThe CNY climbed higher today, as the PBoC set a higher reference rate, reversing expectations that perhaps authorities were willi

Easing hopes and a falling Yuan

1 month ago 15m 37s

Monday 25th March 2024NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABThe CNY fell sharply on Friday after Chinese authorities set the daily reference rate weaker than expected. NAB’s Taylor Nugent ta