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Friday 16th October 2026 Please note this communication is not a research report and has not been prepared by NAB Research analysts. Read the full disclaimer here. This week Phil speaks with Tom Jensen, Head of International Freight & Logistics at the Freight & Trade Alliance (FTA), to unpa…

Bond Yields Surge and Tech Rebounds

Monday 19th October 2026 NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NAB NAB’s Sally Auld joins Phil to navigate a session defined by rising global bond yields, with US 10-year Treasuries up 7 basis points to 5.15% and French 10-year yields jumping 13 ba…

Weaker jobs sink the Aussie dollar

Friday 16th October 2026 NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NAB NAB’s Ken Crompton joins Phil after a turbulent 24 hours across global and domestic markets. Investors pulled capital out of the tech sector amid rising concerns over AI-related cor…
Thursday 15th October 2026 NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NAB NAB's Taylor Nugent joins Phil to break down the market fallout from higher-than-expected US CPI data, where headline inflation reaccelerated to 3.7%. The surprise print triggered…

Angst over AI, oil and austerity

Monday 19th October 2026 NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NAB Phil talks to NAB’s Rodrigo Catril about this morning’s volatile backdrop for global financial markets, driven by tech sentiment, geopolitical pivots, and domestic unrest. Equity ma…
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