NAB Morning Call
Business & Finance
About
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
- Weekend Edition: Flying through an energy crisis
Friday 15th May 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 weekend edition of the NAB Morning Call, Phil talks to former Etihad C…
- China warns of the Thucydides Trap
Friday 15th May 2026 NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NAB China has tried to establish the upper hand at the Beijing Summit by warning of the Thucydides Trap – a phenome…
- Battle chess with China
Thursday 14th May 2026 NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NAB Is Donald Trump readying himself for a deal that will see him forego arms sales to Taiwan in exchange for Chi…
- Chalmers, Starmer and Calmer
Wednesday 13th May 2026 NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NAB Whether it is Chalmers' budget, Starmer’s fight for survival, or the eerie calm of a stalled Gulf ceasefire,…
- Iran’s ‘piece of garbage’
Tuesday 12th May 2026 NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NAB In this episode of the NAB Morning Call, Phil Dobbie and Rodrigo Catril break down the market's reaction to Pr…
- Good jobs and new hope
Monday 11th May 2026 NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NAB Could we be on the verge of positive steps from the Gulf? Iran has responded to the US proposal and, as Ph…
- Weekend Edition: Joie de Super
Friday 8th May 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 Phil explores the massive shift of Australian retirement savings towa…
- The Waiting Game
Friday 8th May 2026 NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NAB Oil has been down, then up. Equiites have been just as volatile. As NAB’s Gavin Friend discusses with Phil, mark…
- Freedom Replaced with Hope
Thursday 7th May 2026 NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NAB Markets are running on hope again today, with the US issuing a memorandum of understabd to Iran, with the hope…
- War on hold, RBA on the move
Wednesday 6th May 2026 NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NAB Markets seem enthused by the fact that, today at least, things didn’t get worse in the Middle East. That said…
- Oil higher as ceasefire breaks
Tuesday 5th May 2026 NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NAB President Trump’s Operation Freedom, designed to escort vessels trapped in the Gulf, has got off to a shaky sta…
- Iran hasn’t paid the price
Monday 4th May 2026 NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NAB It certainly seems likely that the war between Iran and USA/Israel will continue for some time to come with Dona…
- Weekend Edition: Beyond the Blockade. The Real-World Cost of the War.
Friday1st May 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 is joined by veteran energy analyst Neil Atkinson to peel back the curtain…
- New oil highs, AI distractions and Yen manipulation?
Friday 1st May 2026 NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NAB Oil rose to its highest level since the closure of the Strait of Hormuz before retracing and ending up lower tha…
- Divided He Falls. But Stays.
Thursday 30th April 2026 NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NAB Oil continues to lurch higher, getting close to $120 this session, the highest since the closure of the Hor…
- Still Rising
Wednesday 29th April 2026 NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NAB Markets are wobbling, oil is surging, and the world’s central banks are lining up for a big week — but not…
- Call me sometime
Tuesday 28th April 2026 NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NAB Its another session where equities are rising – albeit only slightly – whilst oil pushes higher. Talks betwe…
- Weekend edition: Steady Hand, Shifting Sands
Friday 22nd April 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 weekend edition of the NAB Morning Call, Kylie Willment, Chief Inves…
- Ratcheting Up
Friday 24th April 2026 NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NAB NAB’s Rodrigo Catril joins Phil to discuss a significant escalation in the U.S. naval blockade, which has now…
- Looking through the fog of war
Thursday 23rd April 2026 NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NAB In today’s NAB Morning Call, Skye Masters joins Phil to analyse why U.S. equity markets appear to be "looki…
- No talk, no sock puppet
Wednesday 22nd April 2026 NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NAB In the April 22, 2026, edition of the NAB Morning Call, Gavin Friend joins Phil Dobbie to discuss a shift…
- You're Fired (on!)
Tuesday 21st April 2026 NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NAB Geopolitical tensions are rising again, following a U.S. attack on an Iranian merchant vessel in the Gulf, w…
- An open and shut case
Monday 20th April 2026 NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NAB There were strong risk-on moves on Friday on the news that the Hormuz Strait had reopened. Since then, Iran h…
- Weekend Edition: Phil Suttle on Blockades, AI booms and the end of efficiency
Friday 17th April 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 weekend edition of the NAB Morning Call, veteran macroeconomist Phil…
- Mixed Messages
Friday 17th April 2026 NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NAB There are mixed messages about where the war in Iran is heading. President Trump says a deal is close and tha…
- Buying Time
Thursday 16th April 2026 NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NAB Sally Auld talks about how global markets appear to be "buying time" as investors increasingly price out th…
- Talk of Talks
Wednesday 15th April 2026 NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NAB The hope of more peace talks between the US and Iran provided a temporary reprieve, sending the NASDAQ hig…
- Stop the Boats
Tuesday 14th April 2026 NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NAB While you'd expect chaos, NAB’s Ray Attrill notes that markets actually moved towards the end of the session…
- Stalemate
Monday 13th April 2026 NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NAB NAB’s Ken Crompton joins Phil to discuss the "stalemate" in the Middle East after ceasefire talks in Islamaba…
- Weekend Edition: CEFC, NAB and the path to net-zero
Friday 10th April 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 is joined by James Bentley (Director of Sustainable Finance at NAB) and…
- The Phantom Toll Booth
Friday 10th April 2026 NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NAB NAB’s Rodrigo Catril joins Phil to discuss the fragile and one-sided nature of the proposed ceasefire in the…
- Back from the brink, but not far back
Thursday 9th April 2026 NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NAB NAB's Skye Masters joins Phil Dobbie to discuss a fragile market reprieve following President Trump’s announ…
- Will he or won’t he?
Wednesday 8th April 2026 NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NAB NAB’s Gavin Friend joins Phil amidst the heightened tensions in the Middle East as President Donald Trump's…
- Ratcheting Up
Tuesday 7th April 2026 NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NAB Taylor Nugent joins Phil Dobbie to discuss the "ratcheting up" of geopolitical tensions as President Trump is…
- Terry Haines on Trump’s Strategic De-escalation
Thursday 2nd April 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 is joined by Terry Haines, founder of Pangaea Policy, to analyse the s…
- Glimmers of Hope
Thursday 2nd April 2026 NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NAB NAB's Taylor Nugent joins Phil to discuss the wave of optimism sweeping through global markets as speculatio…
- Walk Away
Wednesday 1st April 2026 NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NAB In today’s NAB Morning Call, Rodrigo Catril joins the podcast to break down a wave of market optimism follo…
- Powell talks down rate hikes
Tuesday 31st March 2026 NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NAB As the Middle East conflict continues with no clear resolution in sight, global markets are increasingly rec…
- Inflation or demand destruction?
Monday 30th March 2026 NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NAB As the Middle East conflict enters its fifth week, geopolitical tensions continue to escalate, driving Brent…
- Weekend Edition: Build to Rent – the way of the future?
Friday 27th March 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 weekend’s edition of the NAB Morning Call, Phil talks with Matthew B…
- Will they, or won't they?
Friday 27th March 2026 NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NAB Geopolitical uncertainty continues to dominate market sentiment as a five-day extension to President Trump’s…
- De-escalation? Perhaps.
Thursday 26th March 2026 NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NAB The path to de-escalation in the Middle East remains stalled as Tehran rejects the latest US peace proposal…
- Troops. Attacks. And Oil Back on the Rise.
Wednesday 25th March 2026 NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NAB Geopolitical tensions in the Middle East enter a dangerous new phase as the US deploys 3,000 troops and Ir…
- Sounding the TACO bell
Tuesday 23rd March 2026 NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NAB Phil asks NAB’s Sally Auld if we’re seeing a TACO trade as President Trump pushes back his 48-hour ultimatum…
- D-day for Hormuz
Monday 23rd March 2026 NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NAB Geopolitical tensions have reached a boiling point as a high-stakes deadline looms for Iran to fully open the…
- Weekend Edition: Martin Wolf on Navigating the Energy Shock
Friday 20th March 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 weekend edition Phil is joined by Martin Wolf, the FT’s chief econom…
- Energy Jolt: Attacks on Gas and Oil are Spiking Bond Yields
Friday 20th March 2026 NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NAB Retaliatory attacks on Qatari gas facilities have sent energy prices soaring, with Brent crude momentarily al…
- Fed says, ‘don’t worry’.
Thursday 19th March 2026 NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NAB Despite mounting geopolitical risks and a surge in oil prices, the Federal Reserve is maintaining a remarka…
- The R word
Wednesday 18th March 2026 NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NAB Today NAB’s Sally Auld unpacks the fallout from the RBA's recent interest rate hike to 4.1% . While the de…
- Risk appetite rises, but why?
Tuesday 17th March 2026 NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NAB NAB’s Skye Masters joins Phil this morning to explore the curious rise in global risk appetite despite ongoi…