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

Later on this morning. matched

Yeah, I mean there's no doubt that some of the activity data have been softer in Europe. matched

So particularly those PMIs. matched

Um, but you know, at the same time we've had some pretty hawkish commentary from a number of E C B officials and they've made made it pretty clear that, you know, they're not willing to necessarily look through any spike in in inflation and that the the sort of right thing to do is to try and get on top of that, even despite the fact that some of the activity data have been softer. matched

So matched

So I guess uh you know we'll wait and see. matched

But my sense is it would have to be, you know, a a decent downside surprise to really shift people's expectations away from the idea that the ECB are likely to hike rates later this month. matched

Yeah, I think there is a sense of, you know, markets just washing around a little bit, waiting for that payrolls number. matched

It's always important and we know that, you know, the Fed has been quite sensitive to labour market conditions um, you know, in the last sort of six to nine months. matched

So jolts data will always be interesting. matched

But generally speaking, the higher frequency numbers we've had on the labour market have held in very, very well. matched

So we'll see whether we get more of the same this evening. matched

NAB Morning Call · Xiing is Believing · 17 May 2026 podcast

Uh, I think I don't know that the markets had super high expectations that a lot was gonna happen out of the the US China uh sort of get together over in in China. voice-verified

I suspect it is uh we've had a week where we've started to see the inflationary impact of higher oil prices pretty clearly in a number of countries uh who released inflation numbers, uh including the US. voice-verified

And I guess voice-verified

Yes, um, you know, we have seen some central banks shift in a slightly more hawkish direction, albeit a little a little bit voice-verified

You know, they're they're doing it with uh largely some patience. voice-verified

I guess Norway and the RBA being the exceptions there. voice-verified

So voice-verified

It sort of feels to me like, you know, finally the bond mark markets have woken up a little bit that this is actually gonna be, you know, quite a material voice-verified

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