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NAB Morning Call

NAB Morning Call

Written by: Phil Dobbie
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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.

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Economics Politics & Government
Episodes
  • Good jobs and new hope
    May 10 2026

    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 Phil points outm its an outright rejection. This is also the week that President Turmp meets President Xi, a discussion that could be critical to amy solution in the Gulf. Meanwhile, US markets were buoyed by non-farm payrolls. NAB’s Skye Masters talks through the surprisingly strong results, even though the polar opposite was happening north of the border in Canada. It’as a nbusy week domestically with the NAB Business Survey tomorrow, wage prices tomorrow and a the Federal Budget. Plenty to keep us all busy.

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    14 mins
  • Weekend Edition: Joie de Super
    May 8 2026

    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 toward Europe as the domestic superannuation system prepares to surge to a staggering $8.3 trillion by 2035. Joined by David Whiteley of IFM Investors and Nicola Jolley, CEO of NAB Europe, the discussion reveals why France has emerged as a premier hub for "patient capital," offering high-value opportunities in Public-Private Partnerships and strategic sectors like low-carbon district heating, waste-to-energy, and digital infrastructure. With so much money flowing into Australian super funds every week, the race is on to secure long-term, resilient returns in the European market. Tune in to discover how Australian workers are becoming some of the world's most influential investors in the global infrastructure of the future.

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    27 mins
  • The Waiting Game
    May 7 2026

    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, markets are struggling to find direction as headlines paint an uncertain picture in the Middle East. On the positive side there are reports that Iran will surrender some of its enriched uranium, but also speculation that Iran is insisting on charges for passage through the Strait, and a Wall Street report that the US is set to resume Operation Freedom. Meanwhile, a lot of the focus today will be on non-farm payrolls. Weekly continuing jobless claims are continuing to trend lower. They also look at data from Europe and the possible repercussions of the UK local council elections, with results filtering through in the next 8 hours or so.

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    17 mins
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