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 · We are over it! · 9 Jul 2026 podcast

And I guess the market is maybe just starting to question whether there's enough evidence at the moment to suggest that that's the case. voice-verified

And this is why we're seeing, I think, on occasion, voice-verified

some jitters in that whole tech complex. voice-verified

And we have seen some quite interesting divergence. voice-verified

So, you know, of late, it's been the hyperscalers that have really underperformed versus the chip makers. voice-verified

It feels like in the last little while, there was a little bit of a realignment between those two parts of voice-verified

Yeah, that's right. voice-verified

So they're trying to sort of gauge what the end demand for tokens is going to be. voice-verified

And voice-verified

they're embarking on a huge CapEx spend, you know, in order to sort of provide the supply in order to meet that demand. voice-verified

But that demand ultimately is what determines the demand for chips as well. voice-verified

So, yeah, there is a bit of a chain there. voice-verified

And like I said, you know, market seems to be questioning some of the underlying assumptions around all of this at the moment. voice-verified

Yeah, it was remarkable. voice-verified

And I think our colleague Stephen Topless over in BNZ said he was staggered by the extent of the rise in the PMI in June. voice-verified

Sort of makes the RBNZ's decision earlier this week to lift rates look pretty clever. voice-verified

But, yeah, a really solid increase. voice-verified

And I think, you know, he also mentioned in his write-up, like, they really looked hard at the data just to sort of see if there wasn't some sort of mistake somewhere because it was a huge jump. voice-verified

And also really consistent, like, production, new orders, employment, you know, all rising as well. voice-verified

So it does sort of tell you a pretty encouraging story. voice-verified

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