Sally Auld

speaker

5,823 appearances 57 recordings 1 series first heard Sep 2024 last heard 17 Aug

Sally Auld’s voice in public audio — every appearance, attributed to the second.

Trend

recordings per month · last 12 months

Recordings per month over the last 12 months — 28 in all, peaking in Aug 2026 with 3.

Appearances

newest first · ▶ plays the moment

NAB Morning Call · Oil climbs, diplomacy subsides · 22 Jul 2026 podcast

happily on hold, I would say.

But the market's pretty convinced that by the end of the year, they will be hiking at least once.

And so I guess in an environment, just what we were talking about with the possibility of more pass-through of costs, that's probably only cemented the market's resolve that the next move in rates from the Bank of England is likely to be up.

Yes, I think so.

And so, you know, we obviously saw dollar-yen push above 163, and so a lot of commentary sort of saying, you know, that was its highest level, I think, since 1986.

So very weak on lots of measures.

There was a story earlier in our evening yesterday on Bloomberg basically saying that, you know, Bank of Japan officials are open to moving their policy rate more than once every six months.

I think the market sort of feels like...

the Bank of Japan's up for a very, very gradual adjustment.

And so this story was saying, well, that might not be the case and there's no predetermined path and they could possibly move at a higher cadence and that a weak yen is really entrenching inflation, et cetera, et cetera.

But that didn't seem to have too much impact on the currency at least and not too much impact on front-end pricing in Japan either.

Yeah.

That's right.

So if you want to be super precise, it was 4.36, I think, to two decimal places.

So, you know, just what you would call a weak 4.4.

But I think we feel like this month we'll get something that, you know,

solidifies that.

And so we're looking for, you know, a solid 4.4 unemployment rate, jobs to grow 15,000 in the month.

So not a huge move and probably a touch below what is required to keep the unemployment rate stable.

So maybe to two decimal places, you will get a little bit of a rise in the unemployment rate.

Showing 441–460 of 5,823 · page 23 of 292