Running for cover

Podcast: NAB Morning Call · Phil Dobbie

Opublikowano: 2026-10-22

Friday 23rd October 2026 NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NAB Phil is joined by NAB's Gavin Friend to analyse a sharp risk-off session across global markets, driven by tech valuation worries and ongoing Middle East energy supply disruptions. US equities fell heavily—led by a 2.7% drop in the Nasdaq following Meta’s increased capital expenditure outlook—while benchmark Brent crude oil surged near $113 per barrel amid Houthi drone strikes and escalating transport costs. Investors rushed into safe-haven Treasuries, pushing US 10-year yields down 16 basis points, while...