# NAB Type: Company (NAB) Source: GetYourBrief — https://getyourbrief.com/entity/nab Canonical HTML page: https://getyourbrief.com/entity/nab ## Timeline - **2026-08-12**: CBA reports annual profit and warns on economy — Commonwealth Bank posts $11B cash profit and warns that higher rates and inflation are slowing economic growth and pressuring households. - **2026-08-11**: RBA holds rates but adopts hawkish tone — The Reserve Bank leaves rates unchanged for a second straight meeting, but economists warn of a bias toward future tightening. - **2026-08-10**: Westpac reveals 20% drop in mortgage applications — Westpac announces its mortgage applications fell by one-fifth since the May budget, signaling broad sector weakness. - **2026-07-31**: NAB reports mortgage application decline — NAB discloses a 15% fall in home loan applications for the June quarter, attributing it to policy changes and rate pressures. - **2026-05**: Federal budget introduces negative gearing and CGT changes — Labor government announces changes to property tax concessions, triggering house price declines and a drop in mortgage demand. - **2026-02-25**: Nvidia Earnings — Scheduled results from Nvidia to test AI sector confidence amid trade tumult. - **2026-02-23**: New Tariff Proposal — Trump announces a 10% global tariff, quickly revised upward to 15%. - **2026-02-23**: Market Reaction — Wall Street futures and the U.S. Dollar slide; 'Sell America' trade gains momentum. - **2026-02-22**: Judicial Reversal — U.S. Supreme Court strikes down President Trump's emergency tariff measures. ## Recent coverage (7 stories, network-wide) ### CBA Posts $11B Cash Profit, Warns Economy Slowing as Mortgage Demand Drops 2026-08-12 01:31:09 · Sector: finance · Sentiment: Neutral · Impact: 5/10 · Sources: 2 Commonwealth Bank of Australia reported a cash net profit of $11 billion, beating expectations, but CEO Matt Comyn cautioned that higher rates and tax changes are crimping household budgets and housing activity. The outlook is clouded by a 15-20% drop in mortgage applications across the banking sector and a hawkish RBA stance. Full story: https://getfinancebrief.com/story/cba-11b-cash-profit-economy-warning-mortgage-drop ### Strait of Hormuz Disruption Chokes 20% of Global Oil, Supply Chains Brace 2026-08-02 08:32:30 · Sector: supply · Sentiment: Negative · Impact: 6/10 · Sources: 3 The Iran war throttles oil flows through the Strait of Hormuz, threatening logistics costs and supply continuity. With Australian fuel prices already rising, supply chain operators face higher bunker charges and war-risk premiums, just as a critical OPEC meeting sets production targets. Full story: https://getsupplybrief.com/story/supply-hormuz-oil-disruption-iran-war ### 16-Cent Fuel Excise Cut Ends as Iran War Hits Australian Shopper Wallets 2026-08-02 08:32:21 · Sector: retail · Sentiment: Negative · Impact: 6/10 · Sources: 3 Australian retailers face a double blow: the end of the 16-cent fuel excise cut and heightened geopolitical uncertainty depressing consumer confidence. Upcoming household spending data will reveal whether shoppers are pulling back, setting the tone for the critical holiday season. Full story: https://getretailbrief.com/story/retail-household-spending-fuel-excise-iran ### RBA Rate Call on Aug 11: Iran War Oil Shock Spurs Inflation Fears 2026-08-02 08:32:10 · Sector: finance · Sentiment: Negative · Impact: 6/10 · Sources: 3 Financial markets face a binary RBA decision on August 11 as the Iran conflict fuels oil-price risks and the fuel excise cut ends. NAB’s Gareth Spence warns cost pressures could push inflation higher, creating a dilemma between holding and hiking rates. Full story: https://getfinancebrief.com/story/finance-rba-rate-decision-iran-war-inflation ### RBA Rate Hold at 4.35% Expected by 93% of Economists in Reuters Poll 2026-06-15 00:05:54 · Sector: finance · Sentiment: Neutral · Impact: 6/10 · Sources: 8 The Reserve Bank of Australia is overwhelmingly expected to pause its hiking cycle, holding rates at 4.35% after three consecutive increases. A Reuters survey shows 42 of 45 economists forecast no change, with the next move likely a cut. Meanwhile, a $195M government loan program supports supply chains amid Middle East turmoil. Full story: https://getfinancebrief.com/story/rba-rate-hold-93-percent-economists ### AI Sector Braces for Nvidia Test Amid 15% Global Tariff Tumult 2026-02-23 12:59:38 · Sector: ai · Sentiment: Negative · Impact: 8/10 · Sources: 2 The AI sector faces a critical week as Nvidia earnings coincide with a 'sell America' trade triggered by a new 15% U.S. global tariff proposal. Market volatility has spiked following a Supreme Court ruling that overturned previous emergency trade measures, leaving the semiconductor supply chain in flux. Full story: https://getaibrief.com/story/nvidia-earnings-ai-sector-tariff-uncertainty ### Tariff Turmoil: Wall Street Futures and Dollar Slide on Policy Confusion 2026-02-23 12:59:05 · Sector: finance · Sentiment: Negative · Impact: 8/10 · Sources: 2 Global markets are reeling after the U.S. Supreme Court struck down President Trump's emergency tariffs, prompting a retaliatory 15% blanket tariff proposal. The resulting policy uncertainty has triggered a 'sell America' trade, weighing on U.S. futures and the dollar while boosting safe-haven assets like gold. Full story: https://getfinancebrief.com/story/wall-street-futures-dollar-drop-tariff-tumult --- This page is a machine-readable summary. Sentiment measures the directional read of each development for this entity, not the tone of the reporting; impact weights consequence, not syndication reach. See https://getyourbrief.com/guides/methodology for the full editorial methodology.