EPISODE · Jan 15, 2026 · 14 MIN
Calm Down
from NAB Morning Call
Friday 16th January 2026NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABThe mood in markets has brightened as tensions around Iran appear to have eased, with President Trump signalling a softer military stance, and attention has swung back to stronger‑than‑expected US data — lower jobless claims, upbeat regional manufacturing surveys and a solid equity rebound led by tech and small caps. Oil has slumped sharply, bond yields are higher in the US and UK, and the US dollar is firmer, while the UK has surprised with a 0.3% rise in November GDP that keeps the quarter out of the red. With a quieter day ahead — NZ PMI, US industrial production and the NAHB housing index, NAB’s Gavin Friend makes sense of a week that ends much calmer than it began. Hosted on Acast. See acast.com/privacy for more information.
What this episode covers
Friday 16th January 2026NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABThe mood in markets has brightened as tensions around Iran appear to have eased, with President Trump signalling a softer military stance, and attention has swung back to stronger‑than‑expected US data — lower jobless claims, upbeat regional manufacturing surveys and a solid equity rebound led by tech and small caps. Oil has slumped sharply, bond yields are higher in the US and UK, and the US dollar is firmer, while the UK has surprised with a 0.3% rise in November GDP that keeps the quarter out of the red. With a quieter day ahead — NZ PMI, US industrial production and the NAHB housing index, NAB’s Gavin Friend makes sense of a week that ends much calmer than it began. Hosted on Acast. See acast.com/privacy for more information.
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Calm Down
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