Too much AI? Will Trump strike Iran? China boosts iron ore.
AI, Iran and China property driving the market moves today. NAB's Rodrigo Catril talks us through it.
NAB Morning Call · NAB - The Morning Call
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Show Notes
Friday 30th January 2026
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Microsoft was hammered overnight on fears it’s pushing too hard, too fast on AI investment, a sharp contrast to Meta, which is spending heavily too but can point to AI‑driven ad revenue as proof it’s paying off; add in rising speculation that Washington is preparing to strike Iran unless a new nuclear deal materialises, a tension clearly visible in a 3% jump in oil, while iron ore is climbing on China’s effective scrapping of its property‑sector borrowing limits. NAB’s Rodrigo Catriul joins Phil to talk through all this and more, with a lot of data due today, including Australian private‑sector credit.
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