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

So I don't feel like there was too much in Besant's comments, although

Interesting to sort of hear that he also, like the new Fed chair, is not a fan of the dot plot.

And so it seems pretty clear

Yeah, that's right.

Yeah, yeah, yeah, yeah.

Use it as a contrarian indicator.

So, you know, there seems to be, you know, at least at the high levels of the US Treasury Department support for getting rid of the dot plot as well.

measure.

it,

Yeah, we've seen that in the savings rate coming down.

So, you know, for now, it sort of feels like, you know, we did go through a period in the US, you know, where we had softer employment growth, and it felt like households managed through that by drawing down on savings.

And we've seen a similar dynamic, I guess, as households have faced into...

higher energy prices in the US as well.

And so that's exactly what the economists are forecasting for the month of May.

They've got income going up four tenths of a percent in the month and spending going up six tenths of a percent.

So that implies all else equal, you know, a further drag on the savings rate.

So that can't go on forever.

But the inflation story, I think, is going to be pretty nasty, at least optically.

We've got headline likely to come in around an annual rate of 4.1%.

And the core measure, the annual rate ticks up a little bit to 3.4%.

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