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

I mean, going forward, one wouldn't imagine that funding costs are going to be such of an issue because, as you mentioned, we have seen some pretty decent decline recently.

in long-end yields in the US in the past week or so.

But, you know, maybe just sort of broader fundamentals around the state of the household sector in the US, you know, impacting what's going on in housing.

Yeah, that's right.

So as you said, the headline measure coming in a bit lower than everyone expected.

So continuing that disinflationary trend through the second quarter, and that was clearly around lower fuel prices.

But then also, we had thought that travel prices would be quite strong in May, and they came in softer than we expected.

That's sort of the headline story.

But, you know, trimmed mean a little bit worrying.

It was up four tenths of a percent and it's running at 3.6% year on year.

And, you know, I think that really does reflect, you know, some material price pressures.

And we also saw, you know, pass through of cost pressures.

And so these weren't so evident in April, but it does feel like they are very much evident in May.

And we're seeing that in everything from, you know, the cost of

restaurant and takeaway food, cost of building a new dwelling.

The ABS actually telling us that price increases there were reflecting home builders passing on higher material costs.

So that's definitely there.

And to be honest, it would have been weird had we not seen that pass through in the second quarter.

But what's interesting is if we think about the quarterly inflation numbers and the trim mean measure that will get landed next month, our read on all of this is that the detail still leaves the risk skewed lower than the RBA's second quarter index.

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