About this episode
Friday 21st November 2025
NAB Markets Research Disclaimer
Financial Services Guide | Information on our services - NAB
What do equity markets want? NVIDIA yesterday delivered strong earnings and talked up the opportunity. ‘We’ve entered the virtuous cycle of AI’, their CEO said yesterday. After some initial enthusiasm, US shares fell today, including a 1.5% drop in NVIDIA’s price. NAB’s Ken Crompton joins Phil to talk through the caution in equities as well as deciphering a mix of jobs data, including the not-so-monthly on-farm payrolls, and a dump of weekly jobless claims. However you decipher those numbers it seems markets are increasingly expecting no move form the Fed in December. Today is PMIs day - a chance to see the comparative strengths of the US, Europe and UK.
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
