About this episode
Monday 23rd February 2026
NAB Markets Research Disclaimer
Financial Services Guide | Information on our services - NAB
Phil sits down with NAB’s Rodrigo Catril to break down a chaotic weekend in US trade policy following the Supreme Court's ruling against previous tariff structures and the administration's subsequent pivot to a global 15% tariff. They discuss the ripple effects across global markets—including a surprisingly resilient Aussie dollar—while analysing a significant miss in US Q4 GDP and the implications of rising core PCE on future Fed easing. They also touch on the latest global PMI data, showing unexpected strength in the UK and Germany, and preview a busy week ahead featuring Australian CPI and insights from Fed officials on the economic impact of AI.
Hosted on Acast. See acast.com/privacy for more information.
Get every episode summarized
Each time NAB Morning Call publishes, we email you a written briefing from the transcript — the topics, who appeared, and any specific claims, with the ad reads skipped.
Email me new episodesFree for 3 shows. No card needed.
Hosts & guests
No transcript yet
This episode has not been transcribed. Request it and it moves to the front of the queue.
More episodes
