NAB Morning Call

• Get ready for rate hikes in early 2026

  Wednesday 17th December 2025NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABA new rate call from NAB: the RBA will move rates higher twice in the first half of next year. Phil talks to NAB’s Taylor Nugent before they dissect the latest non‑farm payrolls data from the US for October and November. Plus, the mixed picture in the latest global PMIs. The surprise outsider was the UK, the only place to show an improvement in services and manufacturing numbers. That’s not going to stop the Bank of England, though, which is expected to cut rates this week. We are a day away from the central bank deluge. Hosted on Acast. See acast.com/privacy for more information.

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• The Great Crawl of China

  Tuesday 16th December 2025NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABChina’s economy is still struggling to find momentum, with retail sales growth slipping to its weakest pace since 2022 and investment dropping sharply. Property prices are sliding too, adding to the lack of confidence, and oil markets are feeling the knock‑on effect. Japan, on the other hand, looks brighter: the Tankan survey beat expectations, strengthening the case for a rate hike later this week. Meanwhile, Europe’s industrial production is picking up and Canada surprised with outright deflation in November.Today the focus is on the late running US jobs data for November – finally something up to date, although we’ll have to guess what happened in October. Hosted on Acast. See acast.com/privacy for more information.

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• Central Banks Last Dash

  Monday 15th December 2025NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABIt’s a pivotal week for global markets as central banks take centre stage. The long‑awaited, up‑to‑date U.S. Non‑Farm Payrolls report finally lands, just days after the Fed’s decision — a timing mismatch that leaves investors scrambling. In the UK, GDP figures arrived with sharper precision, revealing an economy sliding into decline right before the Bank of England meets. And across the globe, the ECB, the Bank of Japan, and others are lining up with their own policy calls. NAB's Sally Auld talks us through the busy week ahead. Hosted on Acast. See acast.com/privacy for more information.

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• Weekend Edition: View from the floor

  Friday 12th December 2025Please note this communication is not a research report and has not been prepared by NAB Research analysts. Read the full disclaimer here.NAB’s trading division, headed by Tim McCaughey, facilitates trades requested by a range of clients, from hedge funds, through to corporates and pension funds. So how does it work? Tim says it works like a grocery store - they buy the goods, add a margin and sell on. Except its not a grocery store, its trading rooms in Australia, London, New York and Asia. But just like a retailer, the secret is knowing what to buy, how to price it and how long to hang onto it.Phil tries to pry into how Tim and his team balance the risk in all this buying and selling, how the liquidity is managed, and the role of AI and algorithms in today’s trading environment. And has President Trump been good or bad for traders? Tim talks us through how things went on Liberation Day.A fascinating chat, even if Tim refuses to give away the contents of his secret sauce. Hosted on Acast. See acast.com/privacy for more information.

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• Yields fall with Aussie jobs slide

  Friday 12th December 2025NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABAustralian government bond yields have been surging to multi year highs as speculation mounts about a rate rise early in the new year. But yields fell a little yesterday and overnight after weaker jobs numbers. NAB’s Gavin Friend says yields have fallen more widely as a response to the FOMC meeting yesterday, with questions about whether we will only see one cut next year. The US trade deficit fell again - is this a sign President Trump’s policies are working? At zero percent, the Swiss Bank decided they can’t go any lower. And UK GDP is out today - will it be as gloomy as an English winter’s day? Hosted on Acast. See acast.com/privacy for more information.

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