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NAB Morning Call  

NAB Morning Call

Overnight key economic and market information straight from NAB's team of expert market economists and strategists

Author: Phil Dobbie

Start your day with the NAB Morning Call for the latest overnight key economic and market information straight from our team of expert market economists and strategists. This includes perspective on overnight news and market price action and the forces shaping movements in Australian and global markets in the days ahead. Hosted on Acast. See acast.com/privacy for more information.
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Language: en

Genres: Business, Business News, News

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Terry Haines on Trump’s Strategic De-escalation
Episode 70
Wednesday, 1 April, 2026

Thursday 2nd April 2026Please note this communication is not a research report and has not been prepared by NAB Research analysts. Read the full disclaimer here.Phil is joined by Terry Haines, founder of Pangaea Policy, to analyse the shifting geopolitical landscape as President Trump signals a potential wind-down of military action against Iran. Note, this was recorded ahead of Donald Trump’s address today. Haines provides a dual-lens perspective on the administration's strategy, balancing domestic political pressure to end the conflict with the urgent need to reassure Gulf allies that the job will be finished, whilst securing the Strait of Hormuz. But beyond Iran, how are Trump’s policies reflecting on global partnerships and international business. Haines discusses the "Manhattan Project 2.0" branding of AI as a national security priority and examines how a potential Democratic shift in the midterms might impact market sentiment and U.S. regulatory stability. Hosted on Acast. See acast.com/privacy for more information.

 

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