İçerik NAB - The Morning Call and Phil Dobbie tarafından sağlanmıştır. Bölümler, grafikler ve podcast açıklamaları dahil tüm podcast içeriği doğrudan NAB - The Morning Call and Phil Dobbie veya podcast platform ortağı tarafından yüklenir ve sağlanır. Birinin telif hakkıyla korunan çalışmanızı izniniz olmadan kullandığını düşünüyorsanız burada https://tr.player.fm/legal özetlenen süreci takip edebilirsiniz.
Player FM - Podcast Uygulaması
Player FM uygulamasıyla çevrimdışı Player FM !
Player FM uygulamasıyla çevrimdışı Player FM !
Dinlemeye Değer Podcast'ler
SPONSOR
S
Squid Game: The Official Podcast
1 Bread and Lottery - S2 Ep 1 31:25
31:25
Daha Sonra Çal
Daha Sonra Çal
Listeler
Beğen
Beğenildi
31:25Squid Game is back, and so is Player 456. In the gripping Season 2 premiere, Player 456 returns with a vengeance, leading a covert manhunt for the Recruiter. Hosts Phil Yu and Kiera Please dive into Gi-hun’s transformation from victim to vigilante, the Recruiter’s twisted philosophy on fairness, and the dark experiments that continue to haunt the Squid Game. Plus, we touch on the new characters, the enduring trauma of old ones, and Phil and Kiera go head-to-head in a game of Ddakjji. Finally, our resident mortician, Lauren Bowser is back to drop more truth bombs on all things death. SPOILER ALERT! Make sure you watch Squid Game Season 2 Episode 1 before listening on. Let the new games begin! IG - @SquidGameNetflix X (f.k.a. Twitter) - @SquidGame Check out more from Phil Yu @angryasianman , Kiera Please @kieraplease and Lauren Bowser @thebitchinmortician on IG Listen to more from Netflix Podcasts . Squid Game: The Official Podcast is produced by Netflix and The Mash-Up Americans.…
NAB Morning Call
Tümünü oynan(ma)dı işaretle ...
Manage series 1400104
İçerik NAB - The Morning Call and Phil Dobbie tarafından sağlanmıştır. Bölümler, grafikler ve podcast açıklamaları dahil tüm podcast içeriği doğrudan NAB - The Morning Call and Phil Dobbie veya podcast platform ortağı tarafından yüklenir ve sağlanır. Birinin telif hakkıyla korunan çalışmanızı izniniz olmadan kullandığını düşünüyorsanız burada https://tr.player.fm/legal özetlenen süreci takip edebilirsiniz.
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.
…
continue reading
Hosted on Acast. See acast.com/privacy for more information.
1309 bölüm
Tümünü oynan(ma)dı işaretle ...
Manage series 1400104
İçerik NAB - The Morning Call and Phil Dobbie tarafından sağlanmıştır. Bölümler, grafikler ve podcast açıklamaları dahil tüm podcast içeriği doğrudan NAB - The Morning Call and Phil Dobbie veya podcast platform ortağı tarafından yüklenir ve sağlanır. Birinin telif hakkıyla korunan çalışmanızı izniniz olmadan kullandığını düşünüyorsanız burada https://tr.player.fm/legal özetlenen süreci takip edebilirsiniz.
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.
…
continue reading
Hosted on Acast. See acast.com/privacy for more information.
1309 bölüm
Tüm bölümler
×N
NAB Morning Call
1 Weekend Edition: The Lowdown on High Employment 30:28
30:28
Daha Sonra Çal
Daha Sonra Çal
Listeler
Beğen
Beğenildi
30:28Friday 17th January 2025 Please note this communication is not a research report and has not been prepared by NAB Research analysts. Read the full disclaimer here . The ABS Labour Market data showed a strong rise in the number of people employed in Australia. The unemployment rate at 4 percent is where it was a year ago, but more people have joined the workforce. So, why are more people taking on jobs? Phil talks to Bjorn Jarvis, branch head for Labour Statistics at the ABS. He provides some useful answers about who these new workers are and the perplexity about why Australia has a higher participation rate than many other countries. He provides some useful insights, but naturally steers away from the question everyone has - is this low level of unemployment and high participation inflationary? And, after a year around 4 percent, is there anything to suggest the unemployment rate will tick higher anytime soon? Hosted on Acast. See acast.com/privacy for more information.…
N
NAB Morning Call
1 Waller Dovish, Bessent Reassuring. 20:49
20:49
Daha Sonra Çal
Daha Sonra Çal
Listeler
Beğen
Beğenildi
20:49Friday 17th January 2025 NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NAB Markets responded to a more dovish stance taken by the Fed’s Chrsitopher Waller, interviewed on CNBC. There was also some reassurance from the confirmation hearing into the intended Treasury Secretary Scott Bessent. NAB’s Rodrigo Catril says he said exactly what markets wanted to hear, including his commitment to the independence of the Fed. Whilst strong retail data in the US supports the case for an economy doing well, UK GDP growth has stalled and the ECB minutes highlighted that monetary policy might be too aggressive in light of slow economic growth, that could cause an undershoot inflation targeting. There’s also discussion about yesterday’s Australian employment numbers and what the resilience means for the direction of the RBA. And today we find out whether China hit their 5% growth target last year, alongside a number of economic indicators. Hosted on Acast. See acast.com/privacy for more information.…
N
NAB Morning Call
1 Inflation eases and fears subside 16:01
16:01
Daha Sonra Çal
Daha Sonra Çal
Listeler
Beğen
Beğenildi
16:01Thursday 16th January 2025 NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NAB The biggest news this morning, the ceasefire in the Middle East, has had virtually no market response. Instead, bonds and equities have rallied on the positive CPI news from the US overnight. NAB’s Ken Crompton says the softer number has increased the prospect of more than one cut from the Fed this year. Bond yields have fallen markedly on both sides of the Atlantic. Today Australian’s employment data will be the key area of focus, particularly after the surprise fall in the unemployment rate last time. Will today’s data lead the RBA to conclude the labour market is too tight, or will they adjust their view of where the non-inflationary rate is? Hosted on Acast. See acast.com/privacy for more information.…
N
NAB Morning Call
1 US dollar stalls, the Tariff drip feed, markets await CPI 19:24
19:24
Daha Sonra Çal
Daha Sonra Çal
Listeler
Beğen
Beğenildi
19:24Wednesday 15th January 2025 NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NAB Markets are holding out for today’s US CPI print, but JBWere’s Sally Auld says its unlikely to move the dial much on the timing of Fed rate moves. The US dollar is weaker, for once, perhaps because of reports that Donald Trump will drip-feed tariff increases to help contain inflationary impacts. He is, meanwhile, talking up his policy on energy dominance from day one. There’s also discussion on Australian consumer confidence, Chinas credit data, US and NZ business confidence – they couldn’t be further apart – and the plethora of Fed speakers getting their oar in today. Hosted on Acast. See acast.com/privacy for more information.…
N
NAB Morning Call
1 Dollar up again, yields rising - but why? 16:19
16:19
Daha Sonra Çal
Daha Sonra Çal
Listeler
Beğen
Beğenildi
16:19Tuesday 14th January 2025 NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NAB The US dollar continues to rise. Bond yields are also pushing higher. How long can this continue for? How much is because of rising concerns about persistent inflation, and how much is priced in for Trump uncertainty? If it’s the latter, could some of these moves quickly unwind, particularly if the new president’s bark is worse than his bite? All questions Phil puts to NAB’s Rodrigo Catril on today’s podcast, plus the rising price of oil, trade data from China and the latest take-outs from speakers from the ECB, BoJ and the Fed. Hosted on Acast. See acast.com/privacy for more information.…
N
NAB Morning Call
1 Year kicks off with rising inflation concerns 16:57
16:57
Daha Sonra Çal
Daha Sonra Çal
Listeler
Beğen
Beğenildi
16:57Monday 13th January 2025 NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NAB NAB’s Ray Attrill joins Phil on the podcast this morning, where the inflation outlook is very different to where we were before Christmas. Ray says Fed-speak last week was already pushing back expectations for a rate cut in the US, then a much stronger than anticipated payrolls number of Friday reaffirmed those concerns. That’s pushed yields higher and weekend equities, whilst the US dollar continues to rise, at the expense of all other major currencies. With US inflation data this week, prepare for a choppy one. Hosted on Acast. See acast.com/privacy for more information.…
N
NAB Morning Call
1 Weekend Edition: The Year That Was, and the Year That Will Be 40:50
40:50
Daha Sonra Çal
Daha Sonra Çal
Listeler
Beğen
Beğenildi
40:50Friday 20th December 2024 NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NAB It’s been a year of surprises. US exceptionalism has long been talked about, but this year it particularly exceptional, particularly in relation to the rest of the world. Growth has picked up, the dollar has strengthened, and the share market has repeatedly hit new highs, driven by Trump, tech and the AI revolution. So, what does 2025 have in store? The entire NAB Morning Call team - Sally, Skye, Ray, Rodrigo, Gavin, Tapas, Taylor and Ken - join Phil to crystal ball gaze on 2025. Will Trump push ahead with his tariff threat? What will that mean for international trade? Will China manage to find the ways and means to stimulate its domestic economy and, it not, what’s the impact on the CNY and the Aussie dollar? Could the Aussie fall below 60 US cents next year? They also discuss the path of central banks next year. Speculation has been rife this year about who will cut when and by how far. There’s no clear agreement on the neutral rate that each bank is striving for. Does that mean we’ll see smaller movement in bond market. A myriad of questions tackled in this special 40-minute episode, the final Morning Call of 2024. We’re back on January 13th, by the way. Usual time. Hosted on Acast. See acast.com/privacy for more information.…
N
NAB Morning Call
1 The Fed Flow-Through and the Banks since. 15:44
15:44
Daha Sonra Çal
Daha Sonra Çal
Listeler
Beğen
Beğenildi
15:44Friday 20th December 2024 NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NAB As we recovered in the later editions of the Morning Call yesterday there was a strong market response to the Fed yesterday -from the statement and the press conference. As NAB’s Taylor Nugent explains, there’s been a slight reversal in equity markets today, but nothing significant, and the US dollar continues to push higher. Since then, the Bank of Japan has done as expected, but still managed to weaken the Yen, perhaps because some are now wondering whether a rate rise won’t happen until March. The Bank of England kept on hold, but with a divided board. The Norges Bank and Riksbank did as expected. Meanwhile a s surprise in yesterday’s New Zealand GDP. Good news or bad? Hosted on Acast. See acast.com/privacy for more information.…
N
NAB Morning Call
1 Hawkish cut, on the slow road to 3 percent 18:34
18:34
Daha Sonra Çal
Daha Sonra Çal
Listeler
Beğen
Beğenildi
18:34Thursday 19th December 2024 NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NAB The Fed has cut interest rates as expected, and they have halved the number of cuts they expect next year. As NAB’s Gavin Friend points out, there was only one dissenter, wanting to keep rates on hold. That seems highly likely next time, as the Fed dot plot sees just two cuts next year, eventually aiming for an expected neutral rate close to 3 percent. Also, UK CPI didn’t surprise, and the Bank of England isn’t expected to either, keeping rates on hold, as inflationary pressures, though falling, remain high. The Bank of Japan also meets today. Another case of hold, but an expectation of a small rise early next year. And New Zealand’s economy is expected to show a second quarterly decline this morning. Hosted on Acast. See acast.com/privacy for more information.…
N
NAB Morning Call
1 UK wages push Gilts-Bund spread to historic levels 14:33
14:33
Daha Sonra Çal
Daha Sonra Çal
Listeler
Beğen
Beğenildi
14:33Wednesday 17th December 2024 NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NAB Markets were surprised overnight by the increased in UK wages. Alongside the weakness in European data lately, the yield spread between the UK and Germany is now at its highest level since the reunification of Germany in 1990. Other data was less surprising. US retail sales rose, but as much as many had anticipated. Canada’s inflation fell. Aussie consumer confidence was down a little, but not by much and after two months of solid growth. NAB’s Skye Masters talks through the day’s news and looks ahead to the Fed meeting. What could surprise the markets this time tomorrow? Hosted on Acast. See acast.com/privacy for more information.…
N
NAB Morning Call
1 Better European service numbers, but US more so 17:55
17:55
Daha Sonra Çal
Daha Sonra Çal
Listeler
Beğen
Beğenildi
17:55Monday 16th December 2024 NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NAB US growth continues to lead the way. The latest PMIs showed services growth for Europe and the UK, but not as much as the US. In all cases, though, there’s a fall in the manufacturing PMI. The US strength helped push equities higher - with new highs for the NASDAQ and S&P - and strengthened the US dollar and pushed Treasury yields higher. The data doesn’t stop flowing, even though it’s only a week till Christmas. UK employment data today might do little to influence the Bank of England this week, but if wages growth remains high it’ll support their reticence to cut too quickly. Australian consumer confidence is out today as well. NAB’s Taylor Nugent talks through the numbers. Hosted on Acast. See acast.com/privacy for more information.…
N
NAB Morning Call
1 Five central banks in the last gasp before Christmas 16:47
16:47
Daha Sonra Çal
Daha Sonra Çal
Listeler
Beğen
Beğenildi
16:47Monday 16th December 2024 NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NAB The Fed and four other central banks meet this week. NAB’s Ray Attrill says the Fed and the Riksbank will cut rates, whilst the Bank of England, the Bank of Japan and the Norges Bank will all keep rates on hold. Today PMIs are released, which are likely to show a widening gap between US exceptionalism and European gloom. France has a new Prime Minister and Moody’s joining the agencies downgrading their credit rating, assuming the government will be able to do very little to reduce debt in the short term. Hosted on Acast. See acast.com/privacy for more information.…
N
NAB Morning Call
1 Weekend Edition: Rate cuts will boost the Australian psyche, says NAB Chief 26:57
26:57
Daha Sonra Çal
Daha Sonra Çal
Listeler
Beğen
Beğenildi
26:57Friday 6th December 2024 Please note this communication is not a research report and has not been prepared by NAB Research analysts. Read the full disclaimer here . Next year the Australian economy will see slow and measured improvement, according to NAB's CEO Andrew Irvine. It’ll be boosted, though, by the first rate cut, which Andrew says will have a significant impact on the psyche of businesses and consumers. In his first appearance on The Morning Call the NAB boss talks about housing affordability, productivity and how NAB will stand up against its competitors in the banking sector. He gives his views on where Australia will stand in five years’ time, the opportunities we need to engage with, and what’s holding the country back. In many cases he shares his observations of Australia in relation to Canada, a country he knows well. When it comes to productivity and housing, he thinks we can learn a few things. But he admits, the coffee is a lot better here. Join Phil talking to Andrew Irvine in his first at-length interview since taking the role. Hosted on Acast. See acast.com/privacy for more information.…
N
NAB Morning Call
1 ECB cuts, SNB more so. And Australia’s unexpected unemployment fall. 17:55
17:55
Daha Sonra Çal
Daha Sonra Çal
Listeler
Beğen
Beğenildi
17:55Friday 13th December 2024 NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NAB Today, NAB’s Taylor Nugent talks through the market response to the unexpected fall in Australian unemployment numbers yesterday, with the drop most significant in Victoria. The Swiss National Bank provided another surprise, with a 50bp rate cut, with a 25bp cut from the ECB, accompanied by lacklustre growth forecasts for the next few years. Today, the RBA’s Sarah Hunter is speaking at a lunch in Adelaide, with a Q&A session where the media will undoubtedly ask about the fall in unemployment and how that impacts their rate cut trajectory. Hosted on Acast. See acast.com/privacy for more information.…
N
NAB Morning Call
1 All systems go for a Fed cut next week 15:11
15:11
Daha Sonra Çal
Daha Sonra Çal
Listeler
Beğen
Beğenildi
15:11Thursday 12th December 2024 NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NAB US equities pushed higher today as US CPI provided no surprises, or any reason for the fed to deviate from their expected rate cut next week. The Bank of Canada managed a 50bp rate cut yesterday, but it’s likely that cuts will be less frequent and smaller now, as they try to find the neutral rate. The Swiss National Bank, managing an economy that suffered very little from the blight of inflation, could well engineer a 50bp cut today as well. Meanwhile, NAB’s Gavin Friend suggests the ECB, who are expected to cut again today, could move into stimulatory territory next year. Locally, all eyes will be on Australia’s employment data. Hosted on Acast. See acast.com/privacy for more information.…
Player FM'e Hoş Geldiniz!
Player FM şu anda sizin için internetteki yüksek kalitedeki podcast'leri arıyor. En iyi podcast uygulaması ve Android, iPhone ve internet üzerinde çalışıyor. Aboneliklerinizi cihazlar arasında eş zamanlamak için üye olun.