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

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

Thanks very much, Phil.

NAB Morning Call · We are over it! · 9 Jul 2026 podcast

Yes, that's right. voice-verified

It doesn't necessarily all hang together particularly well because we know, as you said, we had another night of hostilities in the region again. voice-verified

And Trump, when he was asked whether the US and Iran were returning to an all-out war, repeated, answered that he didn't know. voice-verified

So that's not exactly encouraging as well. voice-verified

But as you said, oil is down and bond yields have taken some comfort in that. voice-verified

And so sovereign bond markets have rallied. voice-verified

But I think the market is effectively saying that this is almost probably like the new normal where we're going to have, you know, what people call a sort of kinetic trend. voice-verified

situation in the Middle East, or particularly, you know, in the Strait of Hormuz, where there is this low-grade military action that goes on. voice-verified

And we will have days, you know, perhaps like Thursday, where not very many vessels get through the Strait of Hormuz. voice-verified

But broadly speaking... voice-verified

You know, Trump doesn't want an oil price that's well above $100 a barrel and presumably the Iranians don't want one that's, you know, well below $70 a barrel. voice-verified

And so you've sort of got this quasi equilibrium, I think, where, you know, oil is probably going to trade a $70 to $90 range. voice-verified

And, you know, we will have periods like we've had this week where escalation picks up and then calms down as oil price climbs. voice-verified

But it's, you know, I think markets are sort of saying to us that they're happy to live with this as long as things don't get really, really bad. voice-verified

Yeah, that was interesting. voice-verified

You know, so he basically saying that this is not an issue for us in terms of thinking about inflation. voice-verified

And so his comments actually said that, you know, of all the things to worry about with respect to the inflation outlook, the one that he's actually most concerned about and most focused on is, I guess, that lift in aggregate demand, which has been driven by the build out of artificial intelligence capability. voice-verified

And so voice-verified

He was sort of saying that's what he thinks is possibly one of the more important drivers of inflation in the US. voice-verified

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