# A rate hike and a cause for celebration

Page: https://stenobird.com/podcast/nab-morning-call-427359/a-rate-hike-and-a-cause-for-celebration
Text version: https://stenobird.com/podcast/nab-morning-call-427359/a-rate-hike-and-a-cause-for-celebration.md
Podcast: [NAB Morning Call](https://stenobird.com/podcast/nab-morning-call-427359)
Published: 2026-08-27T20:31:00+00:00
Episode link: https://shows.acast.com/morningcall/episodes/a-rate-hike-and-a-cause-for-celebration
Audio file: https://sphinx.acast.com/p/open/s/631a89913c2be9001415dc41/e/6a909e847ee847ae72a43a01/media.mp3
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JSON: https://stenobird.com/v1/public/podcasts/nab-morning-call-427359/episodes/a-rate-hike-and-a-cause-for-celebration
Duration seconds: 1038

## Resource

Friday 28th August 2026 NAB Markets Research Disclaimer   Financial Services Guide | Information on our services - NAB NAB has made the call that they expect the RBA to lift rates in September. Markets are pricing in a 50% chance of a hike. Expectations rose after this week’s higher than expected inflation number. NAB’s Taylor Nugent joins Phil to talk through NAB’s reasoning, as well as yesterday’s Capex numbers and upside surprise in household spending. They also discuss the rise in equities following yesterday’s NVIDIA earnings, oil rising against tensions in the Gulf and Ukraine, and rising hawkishness from the Fed alongside the Jackson Hole Symposium, ahead of Kevin Warsh speaking tonight. And a cause for celebration tomorrow! Hosted on Acast. See acast.com/privacy for more information.

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## Transcript

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