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.

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NAB Morning Call · Oil slides through the Strait, but underlying Aussie CPI is sticky · 24 Jun 2026 podcast

it that way.

Yeah, that's

No, but the oil price keeps coming down.

And so I guess that just reinforces that, you know, ultimately markets care probably a bit more about that second derivative.

Like as long as, you know, week by week, there are more ships and more oil getting through the strait, then that's sort of good enough.

Is it

I think

Yeah, and that's really the uncertainty here.

And I guess those who are maybe a bit more worried about the situation and still not willing to give up on the risk that oil might have to spike meaningfully higher point to exactly that.

So we know that we're still drawing down inventories pretty rapidly.

We know that supply is going up, but as you said, is it going to go up fast enough to offset...

the decline in inventories because that can't go on forever.

But I think for the time being, the market seems pretty happy with the way things are proceeding.

And so for now, oil is not the problem that it was a month or two ago.

Possibly, but then we are also just waiting on Micron's results or earnings.

And so, you know, I guess the backdrop has been a pretty nasty correction in some of these stocks in the last couple of days.

And so perhaps a little bit of nervousness ahead of those results this morning.

But I think Besant's comments, he was very clear about saying, Walsh is his own person and Trump understands that and he'll do what's right for the broader US economy.

But the markets are already priced for a hike.

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