About this episode
Tuesday 7th October 2025
NAB Markets Research Disclaimer
Financial Services Guide | Information on our services - NAB
It’s been a session light on data but heavy on geopolitics. Markets reacted firmly as expected, to the surprise win for Sane Takaichi as leader of Japan’s LDP. The resignation of the French Prime Minister yesterday was also a surprise, sending yields higher and a big fall in equities. US equities, meanwhile, continue to rise, including a surge in the price of OpenAI after a data-centre deal with AMD. It added $80 billion to the value of OpenAI and raised flags for those worried about the potential for a tech-bubble. And the US government shutdown moves into day seven. NAB’s Gavin Friend joins Phil to talk through a session light on data and heavy on news.
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
