About this episode
Thursday 2nd October 2025
NAB Markets Research Disclaimer
Financial Services Guide | Information on our services - NAB
Markets will have to feel their way through the next few weeks, because the US shutdown means there’s an absence of key government data. No weekly jobless claims today, and no non-farms payrolls tomorrow. Betting suggests it will last longer than two weeks. NAB’s Gavin Friend joins Phil to talk through the market reaction and the implications. They also examine the surprise fall in the ADP jobs report, the ISM manufacturing survey, Japan’s Tankan survey and European inflation numbers. Today Australia’s trade numbers and household spending data will be of most interest.
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
