Firing over the line

NAB Morning Call

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Nội dung được cung cấp bởi NAB - The Morning Call and Phil Dobbie. Tất cả nội dung podcast bao gồm các tập, đồ họa và mô tả podcast đều được NAB - The Morning Call and Phil Dobbie hoặc đối tác nền tảng podcast của họ tải lên và cung cấp trực tiếp. Nếu bạn cho rằng ai đó đang sử dụng tác phẩm có bản quyền của bạn mà không có sự cho phép của bạn, bạn có thể làm theo quy trình được nêu ở đây https://vi.player.fm/legal.

In Her Ellement

1
Navigating Career Pivots and Grit with Milo’s Avni Patel Thompson 26:18

cách đây 23 ngày trước26:18

Nghe Sau

Danh sách

Thích

Đã thích

26:18

How do you know when it’s time to make your next big career move? With International Women’s Day around the corner, we are excited to feature Avni Patel Thompson, Founder and CEO of Milo. Avni is building technology that directly supports the often overlooked emotional and logistical labor that falls on parents—especially women. Milo is an AI assistant designed to help families manage that invisible load more efficiently. In this episode, Avni shares her journey from studying chemistry to holding leadership roles at global brands like Adidas and Starbucks, to launching her own ventures. She discusses how she approaches career transitions, the importance of unpleasant experiences, and why she’s focused on making everyday life easier for parents. [01:26] Avni's University Days and Early Career [04:36] Non-Linear Career Paths [05:16] Pursuing Steep Learning Curves [11:51] Entrepreneurship and Safety Nets [15:22] Lived Experiences and Milo [19:55] Avni’s In Her Ellement Moment [20:03] Reflections Links: Avni Patel Thompson on LinkedIn Suchi Srinivasan on LinkedIn Kamila Rakhimova on LinkedIn Ipsos report on the future of parenting About In Her Ellement: In Her Ellement highlights the women and allies leading the charge in digital, business, and technology innovation. Through engaging conversations, the podcast explores their journeys—celebrating successes and acknowledging the balance between work and family. Most importantly, it asks: when was the moment you realized you hadn’t just arrived—you were truly in your element? About The Hosts: Suchi Srinivasan is an expert in AI and digital transformation. Originally from India, her career includes roles at trailblazing organizations like Bell Labs and Microsoft. In 2011, she co-founded the Cleanweb Hackathon, a global initiative driving IT-powered climate solutions with over 10,000 members across 25+ countries. She also advises Women in Cloud, aiming to create $1B in economic opportunities for women entrepreneurs by 2030. Kamila Rakhimova is a fintech leader whose journey took her from Tajikistan to the U.S., where she built a career on her own terms. Leveraging her English proficiency and international relations expertise, she discovered the power of microfinance and moved to the U.S., eventually leading Amazon's Alexa Fund to support underrepresented founders. Subscribe to In Her Ellement on your podcast app of choice to hear meaningful conversations with women in digital, business, and technology.…

cách đây khoảng một năm trước 16:41

MP3•Trang chủ episode

Tuesday 19th November 2024

NAB Markets Research Disclaimer

Financial Services Guide | Information on our services - NAB

Oil increased in price today. At first glance you might assume this was a response to the news that President Biden has authorised the use of US weapons to be fired by Ukraine into Russian territory. But NAB’s Rodrigo Catril says prices really rose in response to the news that the CEO of Liberty Energy - a company focused on fossil fuels - has been nominated as head of the Energy Department. Curious that the prospect of more oil wouldn’t bring prices down. Rodrigo also talks to Phil about European trade and wages data, NZ PSI and PPI numbers from yesterday, US housing and Canadian inflation. And self-drive cars, maybe a step closer.

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#Phil Dobbie #Economics #Business #Business Disciplines #Business News #News #Finance #Australia #Commodities #Trading #NAB Morning #Marketing #Bond #Share

NAB Morning Call

Firing over the line

NAB Morning Call

82 subscribers

published cách đây khoảng một năm trước

Chia sẻ

MP3•Trang chủ episode

Tuesday 19th November 2024

NAB Markets Research Disclaimer

Financial Services Guide | Information on our services - NAB

Hosted on Acast. See acast.com/privacy for more information.

1365 tập

#Phil Dobbie #Economics #Business #Business Disciplines #Business News #News #Finance #Australia #Commodities #Trading #NAB Morning #Marketing #Bond #Share

Tất cả các tập

NAB Morning Call

1
Less confidence, less missiles 17:31

cách đây 2 hours trước17:31

17:31

Wednesday 26th March 2025 NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NAB US markets lost their mojo a little in this session. NAB’s Gavin friend says this was in part due to a weaker than expected consumer confidence report from the Conference Board. It showed the lowest number for forward expectations in 12 years. The enthusiasm early in the week for more caveats in the April II tariffs diminished somewhat today as president trump indicated that car tariffs would start almost immediately and that his administration was tapping existing laws to impose broader tariffs. There's more enthusiasm in Europe however where Germany's Ifo business expectations rose and there was renewed hope that Ukraine and Russia will agree to a deal to enable merchant shipping in the Black Sea to operate without being shot at. There's also discussion about yesterday's budget, today's CPI numbers and what could be a very tricky day for the UK chancellor. Hosted on Acast. See acast.com/privacy for more information.…

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1
The brief return of exceptionalism 14:22

cách đây 1 day trước14:22

14:22

Tuesday 25th March 2025 NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NAB The US dollar climbed a little today as US equities rallied, led by the Magnificent Seven. It’s like the good old days of American exceptionalism, but will it last or is it a brief stint of buying the dip? That’s a question Phil puts to NAB’s Sally Auld. Some of the ‘hope’ might be driven by confusion over tariffs. At a cabinet meeting today President Trump talked about auto and pharma tariffs being imposed soon, without mentioning the broader tariffs expected on April 2nd. Oil prices pushed higher as he announced tariffs on any country buying oil from Venezuela. Also, why has the Yen fallen so far today? Hosted on Acast. See acast.com/privacy for more information.…

NAB Morning Call

1
Nine More Sleeps 18:11

cách đây 2 ngày trước18:11

18:11

Monday 24th March 2025 NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NAB The clock is ticking close to April 2nd when the Trump administration unleashes its comprehensive tariff program. As Liberation Day nears, NAB’s Rodrigo Catril wonders whether claims of the end to American exceptionalism were premature, with the US dollar manages to climb a little and equities seeing a few positive sessions. Today’s PMIs will be telling – do European purchasing managers have a more positive outlook than their American counterparts? As expected, Mark Carney announced a Canadian election over the weekend and used his speech to deliver a few harsh words against the US President, also as expected. And UK Gilt yields rose on Friday as rising government debt added to the country’s economic woes. Hosted on Acast. See acast.com/privacy for more information.…

NAB Morning Call

1
Weekend Edition: Bank Hybrids. Just too complex? 26:31

cách đây 5 ngày trước26:31

26:31

Friday 21st March 2025 Please note this communication is not a research report and has not been prepared by NAB Research analysts. Read the full disclaimer here . APRA plans to phase out bank hybrids (AT1s) by January 2027. So, what exactly are AT1s and why is the regulator so concerned? In short, they are CoCos, contingent convertibles that transfer to equities when a bank capital’s capital falls below a tipping point. But do mum and dad investors understand the complexity of the offering and do the instruments adequately provide for their intended purpose? That’s APRA’s big concern, pointing to the Credit Suisse example where AT1 investors lost a lot of money. Chris Joye from Coolabah Capital has been critical of the APRA decision. While initially he thought AT1s were too complex an instrument and there was an elegant simplicity in choosing between stocks and bonds, his position has changed. He now worries that some of the mum and dad investors could be driven to even riskier assets. Chris is not one to hold back his opinions, which you’ll hear this week, but he also does a great job of explaining how this asset class works. Something you won’t be able to buy after next year. Hosted on Acast. See acast.com/privacy for more information.…

NAB Morning Call

1
Digesting the Fed’s Transitory Inflation Assumption 17:29

cách đây 5 ngày trước17:29

17:29

Friday 21st March 2025 NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NAB One of the takeouts from yesterday's FOMC meeting was Jerome Powell's view that the impact of tariffs on inflation is likely to be transitory. NAB’s Rodrigo Catril says markets are still expecting two or more cuts this year as a result. Today he looks at the market reaction to the Fed meeting, what happened at the Bank of England, and why Australian employer numbers yesterday were such a big miss. Hosted on Acast. See acast.com/privacy for more information.…

NAB Morning Call

1
Fed focused on “signal to noise” ratio 14:26

cách đây 6 ngày trước14:26

14:26

Thursday 20th March 2025 NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NAB The Fed kept rates on hold as expected and, unsurprisingly, cut their growth projections, increased inflation and increased the unemployment forecast for this year. But the dot plot has changed very little. NAB’s Gavin Friend joins Phil to dissect the Fed’s statement and Jerome Powell’s press conference that followed. It’s clear that the FOMC is in a wait-and-see mode in light of Trump’s policies and the next meeting will be the one to watch for. The forecasts also suggest that they see the inflationary impacts of tariffs to be transitory - something that was reinforced during the press conference. The Bank of Japan also sat on their hands, citing trade policy concerns. Next, it’s the Bank of England’s turn to do nothing. With no press conference or forecasts it’s up to you whether you stay up late for it. Before any of those, Australia’s employment data is out today, with NAB expecting a slight fall in the unemployment rate. Hosted on Acast. See acast.com/privacy for more information.…

NAB Morning Call

1
Ceasefires – one ends as another opens up, perhaps 17:22

cách đây 7 ngày trước17:22

17:22

Wednesday 19th March 2025 NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NAB There was more market uncertainty today driven largely by geopolitics. Trump and Putin have reached an outline agreement for a 30day ceasefire, but it really hasn’t moved markets. There was more of a concern over the end to the Israel-Hamas ceasefire. Oil is higher and gold has reached new highs again today. Phil talks to NAB’s Skye’s Masters above moves overnight, including the shift in share purchases from the USA to Europe. And Canada’s CPI rises again - a cause for concern for the Bank of Canada and one that could be echoed around the world? Hosted on Acast. See acast.com/privacy for more information.…

NAB Morning Call

1
No news, good news 14:29

cách đây 8 ngày trước14:29

14:29

Tuesday 18th March 2025 NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NAB Equities had a good session overnight on both sides of the Atlantic, perhaps because there wasn’t much in the way of bad news. The headline number of US retails sales was weaker than anticipated, but NAB’s Taylor Nugent says it wasn’t bad when you looked a little deeper. The Empire Sate Manufacturing index showed a big dip but is also considerably volatile. Markets weren’t too excited by the press conference in China where authorities announced their special initiatives to boost domestic consumption, but it continues to be a cautious approach, although it might have helped the Aussie dollar a little, which rose more than other major currencies. The news to look out for today relates to Ukraine – Trump and Putin are talking, will they reach a ceasefire deal that Ukraine will agree to? Hosted on Acast. See acast.com/privacy for more information.…

NAB Morning Call

1
Future plans 16:33

cách đây 9 ngày trước16:33

16:33

Monday 17th March 2025 NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NAB We know a lot about President Trump’s plan for America First. Today we get to hear China’s plans for growth. NAB’s tapas Strickland says the PBoC and the finance ministry will hold a press conference today about measures being introduced to boost consumption. That boosted Chinese stocks on Friday. In the US the government has passed their spending bill, so the Trump administration can move forward on their plans. And the NVIDIA GTC conference kicks off today, known by some as the Woodstock of AI, with their CEO Jensen Huang outlining his vision for the future. And the OECD plays out its forecasts for global growth today as well. Plus, we’ll no doubt learn something new about what President Trump has planned. A forward-looking start to the week, you might say. Hosted on Acast. See acast.com/privacy for more information.…

NAB Morning Call

1
Weekend Edition: Does Australia need to spend big on defence? 31:20

cách đây 12 ngày trước31:20

31:20

Friday 14th March 2025 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 we discovered the extent of Australia’s close relationship with the US. Not that close, it seems with the Trump administration happy to apply a 25 percent tariff on our steel and aluminium exports. Next month, maybe our GST charge will be used as an excuse for a 10%tariff on everything we export. In Europe through, it’s not just trade that is testing the US relationship. It’s defence as well. Trump wants EU nations to stand on their own and not rely on the US to provide half the hardware and ammunition. Sam Roggeveen, Director of the Lowy Institute’s International Security Program, says we are entering a different global order. So, what’s Australia’s place in this new world? Do we, for example, need to spend up big, just as Europe is doing, to defend ourselves from China. Sam says not, but we should rethink AUKUS and question why we have the US Airforce operating from our territory. What’s more, he says we should listen to finance markets, which move on news of tariffs, but tend to ignore geopolitics. Hosted on Acast. See acast.com/privacy for more information.…

NAB Morning Call

1
Booze battle brewing 16:40

cách đây 12 ngày trước16:40

16:40

Friday 14th March 2025 NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NAB Markets behaved in a classic risk-off fashion this session, with equities falling and safe-haven currencies rising. Even the US dollar came to the party. Why? A day of bad news basically. Phil talks through it with NAB’s Rodrigo Catril. First, tariff tensions. President Trump is threatening 200 percent tariffs on alcohol from Europe in response to the EU’s retaliatory strikes. Secondly, data. Even though the headline PPI read for the US suggested inflation is slowing, Rodrigo says it’s a different picture when you look under the hood. Finally, the ceasefire. The language coming from Putin suggests it is extremely unlikely. Today the Rengo report on Wages data is a key release, and what it will mean for the direction of the Bank of Japan. Hosted on Acast. See acast.com/privacy for more information.…

NAB Morning Call

1
Aluminium and steel tariffs, no exceptions. So far. 17:30

cách đây 13 ngày trước17:30

17:30

Thursday 13th March 2025 NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NAB The Trump administration applied a worldwide tariff on exports of aluminium and steel to the US effective today. The knee jerk response has varied from country to country. Europe is enacting retaliatory measures, whereas the UK is keeping quiet and hoping for some sort of free trade deal. Good luck with that. NAB’s Sally Auld says Australia is sensibly avoiding an immediate response, given it constitutes a relatively small part of our total export market. But tariffs are showing signs of slowing economies. A snap survey by the Bank of Canada - who cut rates yesterday – showed households and businesses were cutting back on spending in the face of uncertainty. Repeated globally could this transmit into an economic slowdown that will see central banks ignoring short term lifts in inflation, assuming prices will fall as the economy slows. Hosted on Acast. See acast.com/privacy for more information.…

NAB Morning Call

1
It was turnaround Tuesday 17:45

cách đây 14 ngày trước17:45

17:45

Wednesday 12th March 2025 NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NAB Two bits of late breaking news swung markets around towards the Tuesday close in the US. First, a cease fire agreement has been reached with Ukraine in Jeddah, with the US resuming intelligence sharing in the interim. It’s got ot be agreed with Russia, but it was enough to turn US equities sharply into the green, having lost ground for most of the session. The other news was a moderation in the rhetoric between the US and Canada. Having imposed a 25% surcharge on electricity exported from Ontario President Trump said he would double the tariff on Canadian steel and aluminium. Canada’s peace offering was to remove the electricity surcharge. NAB’s Taylor Nugent talks through these latest manoeuvres and the market response, as well as examining overnight data including the JOLTs numbers and the NFIB small business survey. They also look at yesterday’s Australian data, which showed business confidence falling whilst consumer confidence rose. Today US CPI and a rate cut from the Bank of Canada. Hosted on Acast. See acast.com/privacy for more information.…

NAB Morning Call

1
Is the US heading for a recession? 15:26

cách đây 15 ngày trước15:26

15:26

Tuesday 11th March 2025 NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NAB Markets are clearly concerned about the direction of the US economy, as bond yields rise and equities fall sharply again. Phil asks NAB’s Tapas Strickland whether there’s an overreaction happening. Surely, if the economy is seen to be struggling, the Trump administration will reverse course. Maybe, says Tapas although this time the US President seems less preoccupied with share prices and told Fox News over the weekend that, even if there was a recession, it’s all part of a transition period to something big. This week there will be more fireworks between the US and Canada, with fighting words from Mark Carney, the new Canadian PM. Today, the NAB Business Survey is out, alongside JOLTS data and the NFIB small business survey. And tomorrow, tariffs on steel supposedly. Plus, why Phil should be getting an invite to a proposed Trump Xi summit. Hosted on Acast. See acast.com/privacy for more information.…

NAB Morning Call

1
Working through the detox 19:07

cách đây 16 ngày trước19:07

19:07

Monday 10th March 2025 NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NAB The downturn in shares, the weaker dollar and rising bond yields are all part of the detox, according to Scott Bessant, as money shifts from government spending to the private sector. So, it’s a temporary setback, he believes. But the Trump administration probably didn’t foresee the massive investment happening in Europe. What does that mean for the future direction of the US dollar and the Aussie, which is rising against it? Questions Phil puts to NAB’s Ray Attrill at the start of a week where tariffs will again be front and centre, maybe as soon as today. They also discuss US payrolls numbers, China’s CPI and the latest from Canada. Hosted on Acast. See acast.com/privacy for more information.…

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