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 · The truth about oil · 1 Jun 2026 podcast

But certainly when we look at some of the the numbers, so you know, in the month of May, Sydney was down uh point nine of a percent, Melbourne was down matched

point eight, uh other capital cities generally pretty robust. matched

Um but uh you know the this is starting to get interesting in the sense that I guess it's the first time that that I can actually think of where we've had the combination of rate hikes um but also like a really significant shift in exogenous housing policy and in this case it's around the tax arrangements. matched

uh, you know, particularly for investors. matched

And so the combination of those two things I think has the potential to be possibly quite powerful and matched

We're we're giving a fair bit of thought to this issue at the moment. matched

Um we already had a yeah, I guess what you'd call a sort of mini cycle in housing. matched

in our numbers because we knew we were going to get what we thought was probably hundred points of rate hikes. matched

So that was always going to have some impact. matched

And in fact, you know, well before the budget, you could see housing market was starting to soften a little bit. matched

But now we've thrown something, you know, quite significant on top of that. matched

And I think at a minimum, you know, it probably means we are going to get a bigger cycle in in housing. matched

And while it's only, you know, in a sort of very narrow sense, quite a small part of GDP, we do know that it's got quite big multiplier effects through the economy. matched

So I do think this is this is an interesting um sort of development for the domestic economy and and we will have a bit more to say on this later in the week, but it does, I think, raise some matched

It's a more two sided risks for the economy. matched

Um matched

many matched

Yeah, and I think it will take, you know, a little bit to how to understand, you know, what's what's going on in housing. matched

So it's probably a little bit too early to to rush to any conclusions. matched

But I think, you know, in terms of thinking a bit more sort of longer term and broadly about the economy and and you know, where monetary policy might settle, I mean this is certainly a new development that that really just complicates. matched

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