Thursday 12th February 2026

NAB Markets Research Disclaimer

Financial Services Guide | Information on our services - NAB

A surprise surge in Australian home loans has everyone asking whether it’s a one off policy quirk or fresh fuel for another RBA hike, while a headline grabbing jump in US payrolls looks far less convincing once you see where the jobs actually are. Add in firmer oil on Iran worries, a flat US dollar, a stronger Aussie, and the UK bracing for GDP growth that’s technically positive but barely, and you’ve got plenty for NAB’s Taylor Nugent to unpack on today’s podcast.

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Wednesday 11th February 2026

NAB Markets Research Disclaimer

Financial Services Guide | Information on our services - NAB

Global markets are still grinding higher, but the real action is in bonds and currencies, with US Treasury yields tumbling after flat retail sales and softer price data, and the yen staging the day’s standout move, edging further away from the intervention zone. Commodities are drifting lower, Bitcoin continues its long slide from last year’s peak, and all eyes now turn to an unusually timed mid‑week non‑farm payrolls. At home, the NAB Business Survey shows conditions easing but confidence nudging up, capacity pressures softening, and consumer sentiment taking another hit alongside a sharp drop in building approvals. NAB’s Ken Crompton joins Phil to unpack what falling yields say about Fed expectations, why the yen is suddenly lively, and what the latest Australian data could mean for the RBA’s next move.

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Tuesday 10th February 2026

NAB Markets Research Disclaimer

Financial Services Guide | Information on our services - NAB

Global markets are in a buoyant mood, with US and European equities pushing higher, the US dollar sliding and lifting the Aussie above 70.9 US cents, and commodities from gold to oil on the rise — but the real story today is at home, where Australia’s household spending remains 5% higher than a year ago. Will today’s NAB business survey continues to show strong trading conditions and high-capacity utilisation, reinforcing the question of whether the economy is simply running too hot for the RBA’s comfort. With US markets bracing for retail sales, inflation and jobs data, Japan settling after Sanae Takaichi’s decisive election win, and UK assets wobbling on political jitters, Rodrigo Catril joins us to unpack whether Australia’s resilience is now a policy problem.

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