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.

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recordings per month · last 12 months

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

Appearances

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

So that, to me, I guess, feels like maybe the spot that's vulnerable to a bit of a repricing if we hear something that sounds a bit dovish from the ECB.

Yeah, that's right.

And I think, you know, there's obviously a pretty big structural story playing out in Canada.

And that took another turn for the worse this week with the US threatening to impose more tariffs on Canadian consumers.

exports into the US.

So that structural story is still very much alive and kicking in the background.

But the cyclical story in Canada, which was at one point looking pretty dire, does feel like it's shifted in a slightly better direction of late.

And so Canada is interesting.

It's actually one of the few economies where inflation is pretty much where the central bank wants it to be.

And against that backdrop, I think the market's looking for a pretty decent half a percent rise in retail sales for May.

So, yeah, an interesting one to keep an eye on.

No, I don't think so.

I think it's, you know, this is really more of an event for the party faithful.

So, you know, there'll be a fair bit of coverage of it in the press, I would imagine, but unlikely to be

Yeah, that's right.

And I think you just sort of feel like the benchmark for some of these earnings announcements is drifting higher amongst some of these broader developments, whether that's what we saw earlier in the week with Kimmy.

But certainly does feel like there are just incrementally more reasons for markets just to really sort of want to question some of the earnings developments.

forward guidance and some of the estimates that analysts have placed in.

And so, yeah, it does feel like that whole complex is looking just a touch less solid than it has in the past 12 to 18 months.

Well,

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