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NAB Morning Call

Phil Dobbie
NAB Morning Call
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1569 episodes

  • NAB Morning Call

    Weekend Edition: The ticking China timebomb

    10/07/2026 | 31 mins.
    Friday 10th July 2026

    Please note this communication is not a research report and has not been prepared by NAB Research analysts. Read the full disclaimer here.

    All is not so rosy in China despite the official figures showing continued strong growth. ‘It’s not as becalmed and orderly as the government would have us believe’, says George Magnus. George is an independent economist and a research associate at the China centre at Oxford University and at the school of Oriental and African studies in London. He was previously chief economist at UBS and wrote ‘Red Flags: Why Xi’s China is in Jeopardy’. He joins Phil to talk about the unreliability of China’s growth data, in particular how the targeted high growth industries, supported by government investment, are overshadowing the broader economy, where wages are low, unemployment is high and growth is at a crawl. Meanwhile government debt is growing. How sustainable is this path and what does it mean for exporters deliver resources to China? ‘Hedging your future business risks might be a good thing,’ says George.
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  • NAB Morning Call

    We are over it!

    09/07/2026 | 17 mins.
    Friday 10th July 2026

    NAB Markets Research Disclaimer
    Financial Services Guide | Information on our services - NAB

    Hostilities continue to escalate in the Gulf yet oil prices have fallen and bond markets rallied. Are we over it? On today’s podcast NAB’s Sally Auld says markets are accepting there wil be low grade military action for some time to come, and oil will continue to trade in a quasi-equilibrium between $70 and $90. The Fed’s John Williams said overnight that he expects oil prices to fall as the year progresses, despite the rise in hostilities. He said he was more concerned about AI as a driver of inflation. Sally also talks to Phil about yesterday’s stellar manufacturing PMI and the fall in China’s inflation.
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  • NAB Morning Call

    Trumps war of words

    08/07/2026 | 14 mins.
    Thursday 9th July 2026

    NAB Markets Research Disclaimer
    Financial Services Guide | Information on our services - NAB

    NAB’s Ken Crompton joins Phil to discuss the latest moves in the Gulf, with President Trump declaring the ceasefire is over, with warning of renewed attacks on Iran. But will he push hard at the risk of escalating fuel prices for US citizens? Ken points to the President’s comments that meanwhile negotiations on a lasting deal continue in the background. Also today, the takeout from yesterday’s RBNZ meeting, the slightly hawkish FOMC minutes. Today China’s CPI and PPI are the main data points.
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  • NAB Morning Call

    It’s not over till it’s over

    07/07/2026 | 16 mins.
    Wednesday 8th July 2026

    NAB Markets Research Disclaimer
    Financial Services Guide | Information on our services - NAB

    Oil rose a little overnight after Iran fired shots on ships approaching the Hormuz Strait. NAB’s Skye Masters says the price rise was probably capped by the release of the latest IEA forecast, forecasting a fall in demand and a further fall in prices next year. Bond yields have moved higher overnight, in part because of the Gulf situation, but also growing debt issuance, including a massive new increase from Amazon. Markets also responded unfavourably to Samsung’s forward guidance. Today the RBNZ is the focus, with a rate hike expected.
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  • NAB Morning Call

    Back and buying

    06/07/2026 | 16 mins.
    Tuesday 7th July 2026

    NAB Markets Research Disclaimer
    Financial Services Guide | Information on our services - NAB

    With the US back from their 4th July long weekend there’s been renewed interest in buying tech stocks. NAB’s Rodrigo Catril joins Phil to discuss this and more. Including OPEC+ upping oil production – isn’t it a little academic as supplies out of the Gulf are still restrained. The US services ISM showed us how, despite inflation, the US economy is still strong. Inflation is more of a concern for Japan, with wages data and household spending today adding to the picture. And Donald Trump is off to the NATO summit. Does he have his sights set on a resolution for the Ukraine crisis?
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About NAB Morning Call
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.
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