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 · The truth about oil · 1 Jun 2026 podcast

And that was driven by, you know, some good outcomes for residential construction. matched

And then of course data center construction as well. matched

So I guess, you know, oil up at one point, stronger data, you know, markets maybe repricing the Fed even just a little bit more. matched

Probably not surprising that matched

bond yields in the US were up. matched

Yeah, that's right. matched

So this is uh you know, I guess what people talk about in very sort of narrow leadership, um, in in parts of the US equity market where matched

You know, these big, I guess, eight tech companies are, you know, a really big part of the S P index uh at the moment. matched

And and so, you know, if they do well, the overall index tends to do pretty well, and I guess it can mask some underperformance by other parts of uh the equity market over there. matched

So as you said, you know, the the energy sector's done very well of of late uh and obviously did better matched

as oil rallied for a while in the overnight session, but yes, it does feel like it's uh all in on the the uh the AI slash IT matched

Uh slash data center story of matched

Yeah, absolutely. matched

And and and I guess follows that case, uh, that I think, you know, was against meta along similar but little different lines, um, that ultimately, you know, found in matched

uh against meta. matched

So yeah, I mean I I think um, you know, equity markets give us a, you know, quite a narrow sort of um perspective on on all of this. matched

But it does matched

Maybe you just feel like at the margin that there is a little bit more thought going into what this all means, uh, you know, I think for for people as individuals, but more broadly, you know, for society and I guess it wouldn't be surprising just given, you know, the speed at which all of this is developed, to to start to see some pushback, um, you know, in in the sense that people might start asking, is this actually where we want to end up? matched

Yeah, I think that's that's definitely part of the story. matched

And that was evidenced by just some of the qualitative comments that come alongside uh those survey releases. matched

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