Podcast Episodes

Waiting for the numbers

Season 9 Episode 261

There have been no major market moves overnight as investors wait for the non-farm payrolls data on Thursday and NVIDIA earnings middle of the week. NAB’s Rodrigo Catril joins Phil to talk about how …

Published on 5 hours ago

No Bull on Beef tariffs

Season 9 Episode 260

Monday 17th November 2025

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President Trump announced a relaxing on beef tariffs, alongside other food produce…

Published on 1 day, 5 hours ago

Weekend Edition: How far will AI investment go?

Season 9 Episode 259

Friday 14th November 2025

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

Historically America’s big-tech firm…

Published on 3 days, 21 hours ago

Is that it for the RBA? US missing October.

Season 9 Episode 258

Friday14th November 2025

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Sally suggested as much yesterday. Now the recovery in the unemployment rate in Aus…

Published on 4 days, 5 hours ago

US vote to open, high for Aussie housing investment

Season 9 Episode 257

Thursday 13th November 2025

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It’s hard to imagine the RBA cutting rates anytime soon, after yesterday’s housi…

Published on 5 days, 5 hours ago

US Ready to Open, Aussie confidence climbs, UK employment glum

Season 9 Episode 256

Wednesday 12th November 2025

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It was reasonably constructive news from the latest NAB Business Survey accordi…

Published on 6 days, 5 hours ago

Shutdown showdown ready to end? RBA’s easing over?

Season 9 Episode 255

Tuesday 11th November 2025

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Equity markets have bounced back on the expectation that we are days away from an…

Published on 1 week ago

Not so fast!

Season 9 Episode 254

Monday 10th November 2025

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Signs of a weakening global economy are mounting—though with limited US data this …

Published on 1 week, 1 day ago

Weekend Edition: Diversifying Australia

Season 9 Episode 253

Friday 7th November 2025

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

Australia has for a long time being c…

Published on 1 week, 3 days ago

Jobs data lost on the foggy highway

Season 9 Episode 252

Friday 7th November 2025

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Normally all eyes would be on the release of the non-farm payrolls data today, but…

Published on 1 week, 4 days ago