Podcast Episodes

Markets Climb, Jobs Hold, Trump's Wobbles

Season 9 Episode 251

Thursday 6th November 2025

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Europe’s revised PMIs suggest a slow but steady recovery, while U.S. services dat…

Published on 1 week, 5 days ago

The race to stop inflation

Season 9 Episode 250

Wednesday 5th November 2025

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Those who believed we were on the final furlong in the race to stop inflation, w…

Published on 1 week, 6 days ago

Housing hotter ahead of RBA forecasts

Season 9 Episode 249

Tuesday 4th November 2025

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The Australian housing sector is certainly picking up, with prices rising and a sh…

Published on 2 weeks ago

Dribs and drabs

Season 9 Episode 248

Monday 3rd November 2025

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Markets didn’t have a lot to respond to on Friday, with no big data releases and no…

Published on 2 weeks, 1 day ago

Weekend Edition: The Tasman Divide

Season 9 Episode 247

Friday 31st October 2025

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

There are clear differences between t…

Published on 2 weeks, 3 days ago

He says, Xi Says

Season 9 Episode 246

Friday 31st October 2025

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Donald Trump and President Xi have done a deal that staves off the 100% tariff hike…

Published on 2 weeks, 4 days ago

Fed Cuts, RBA in May, or Maybe Not

Season 9 Episode 245

Thursday 30th October 2025

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The FOMC cut rates, but the Fed was very divided, with one dissenter wanting a 50…

Published on 2 weeks, 5 days ago

US confidence slides, tech expectations rise, Aussie CPI out today

Season 9 Episode 244

Wednesday 29th October 2025

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The S&P hit a new intraday high as markets prepare for the Fed’s assumed cut tom…

Published on 2 weeks, 6 days ago

Aussie dollar gains, gold dives on US China optimism

Season 9 Episode 243

Tueday 28th October 2025

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The market shift we highlighted yesterday morning continued through the session yes…

Published on 3 weeks ago

Deals, earnings and central banks – a busy week ahead

Season 9 Episode 242

Monday 27th October 2025

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Things are about to get very busy. NAB’s Rodrigo Catril joins Phil at the start of …

Published on 3 weeks, 1 day ago