About this episode

Phil Dobbie discusses the potential hawkish stance of Kevin Warsh compared to Jerome Powell and the implications for the markets.

Monday 31st August 2026 NAB Markets Research Disclaimer   Financial Services Guide | Information on our services - NAB Could Kevin Warsh be more hawkish than Jerome Powell was? NAB’s Ken Crompton talks to Phil about the Fed chair’s speech at Jackson Hole, which now has markets pricing a greater chance than not of a rate hike at the next meeting. They also discuss President Trump’s plan for a US government majority stake in a massive new Venezuelan oil company. Will it happen? There’s little evidence so far of Operation Economic Outcast. There’s a busy week ahead for data, including European inflation today, Australian GDP mid-week, two central banks and US non-farm payrolls on Friday. Hosted on Acast. See acast.com/privacy for more information.

More episodes of NAB Morning Call

• Buybacks and battles - big moves in oil and bond yields · September 9, 2026 · 14 min
• Tit for tat tariffs · September 8, 2026 · 15 min
• Yen’s Night, Copper High · September 7, 2026 · 15 min
• Payrolls reinforce rate rise, but Trump wants a cut · September 6, 2026 · 14 min
• Weekend Edition: Brad Carr’s Five Big Worries · September 4, 2026 · 34 min
• Waller Sounds the Bell of Hope for Inflation Outlook · September 3, 2026 · 15 min

Explore listener stats, chart rankings, contacts and more on the NAB Morning Call podcast page.