# Isabel Schnabel

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When Hawks Fly

Thursday 3rd October 2024 NAB Markets Research Disclaimer  Financial Services Guide | Information on our services - NAB Today, Phil talks to NAB’s Ray Attrill about two hawks who seem to have metamorphosed into something a bit more dove-like. First, the ECB’s Isabel Schnabel, who has just about con…

Phase 2 of the Global Recession has Begun

There are several ways to know that the second phase for the global recession has started. While there is never a clear demarcation between any stages or just recession, for that matter, there are telltale signs and we are getting them bigtime. Summer keeps showing up as full of warnings, including…

Talking Turkey

Thursday 28th November 2024 NAB Markets Research Disclaimer  Financial Services Guide | Information on our services - NAB A weaker dollar, falling share prices and very light trade. It’s close to the end of the month and Thanksgiving today in the US. NAB’s Ken Crompton returns rto the Morning Call …

Trump Says China Deal 'Possible', Leaders Vouch for Zelenskiy & Half UK Expects Economy To Worsen

Your morning briefing, the business news you need in just 15 minutes.On today's podcast:(1) US President Donald Trump said it would be possible to reach a fresh trade deal with China, signaling he is open to heading off a brewing trade fight between Washington and Beijing.(2) The European Union is …

German elections and Central Bank speeches: Anticipating economic shifts

In this episode of 'The Long and Short of the Week Ahead,' Matt Jones, Head of Distribution for Eurizon SLJ Capital, and Neil Staines, Senior Portfolio Manager, provide a detailed analysis of the upcoming macroeconomic themes and events. The focus begins with the German elections and their potentia…

Tariffing China | Danube Economics

Billionaire fund manager Bill Ackman says Donald Trump is waging “an economic war against the whole world at once”. Trump insiders haven’t put it much less dramatically. As Secretary of State Marco Rubio bluntly said, “Markets are crashing because… companies are embedded in modes of production th…

National Guard LA Clashes, US-China London Talks, Banks Desk Shortage

Your morning briefing, the business news you need in just 15 minutes. On today's podcast: (1) Tensions flared in Los Angeles on the third day of anti-deportation protests, as demonstrators clashed with law enforcement while President Donald Trump and California Governor Gavin Newsom exchanged bla…

Starmer Facing Wipeout, US Bombs Iran Targets, Europe’s Power Shock

Your morning briefing. All the news you need to start your day.On today's podcast:(1) Keir Starmer is awaiting the results of one of the most consequential rounds of local elections in recent British history, a vote that could determine his future as prime minister and shape national policy in Euro…

Did the AI Look-Through Trade Just Crack? A Hypernormal Investing Report

Brought to you by Progressive Equity Episode sponsor Finance Talking Did the AI Look-Through Trade Just Crack? Broadcom beat consensus but dropped 13% on after-hours trading. CrowdStrike fell 10%. The Kospi crashed 7% intraday on Friday. The bar for AI stocks has moved beyond the trajectory — and t…

Refusing to back down

Thursday 27th August 2026 NAB Markets Research Disclaimer  Financial Services Guide | Information on our services - NAB Wherever you look inflation is not coming down as quickly as hoped or expected. NAB’s Sally Auld identifies why yesterday’s Australian CPI numbers were such a surprise, and why it…