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 · Xiing is Believing · 17 May 2026 podcast

Uh you know, it it it it feels like obviously the the sort of fundamental story around global growth has been, you know, r a a pretty good one so far this year, you know, despite the Middle East conflict because we have had this structural tailwind from the whole AI story and that's definitely, you know, been to the advantage of uh regions like the US and and clearly parts of Asia like Taiwan and and South Korea. voice-verified

Um, but yes, with rising sort of thirty year bond yields, rising inflation, central bank shifting in a more hawkish direction. voice-verified

uh oil comfortably above a hundred dollars a barrel now and then of course as he said markets starting to worry about the prospect that the strait doesn't reopen uh in June, then um, you know, that does all feel maybe slightly less positive than uh, you know, equity markets have been trading in the last couple of weeks. voice-verified

Yeah, there's a there's this slight irony to all of this whereas Andy Burnham campaigns for that seat, Keith Starmer, you know, has to support him as the leader, but yeah. voice-verified

um, you know, to support him means that he's probably definitely gonna lose his his job as Prime Minister. voice-verified

So that's right. voice-verified

I mean I think the markets here are are sort of thinking, well, you know, then whoever replaces uh Starmer as Prime Minister, you know, increases the risk away from fiscal restraint. voice-verified

So some pretty nasty moves up in ten year guilt yield. voice-verified

So I think the the ten year was up seventeen basis points on the session and voice-verified

It's now well over five percent and at its highest level uh since two thousand and eight, which now feels like a very long time ago. voice-verified

So yeah, definitely I think the UK under the spotlight in terms of long end yields. voice-verified

No, it doesn't. voice-verified

Um and yeah, that's right. voice-verified

So he said like you know, markets are just pricing in short term inflation blip and the Japanese finance minister said that bond market developments, you know, would definitely be on the agenda and that's interesting for Japan because their thirty year voice-verified

uh yield hit four percent for the first time uh as part of this sell off so voice-verified

Uh you know, this is this is important for financing costs, you know, for governments that are running large budget deficits um and have a lot of government bonds uh to to fund, like both Japan um and the US, but it's not not limited to those uh those countries. voice-verified

You know, there's uh some of that going on in Europe as well, particularly France and as we said, the UK. voice-verified

So um it's interesting that, you know, this is causing consternation. voice-verified

Um, because you know, I guess, you know, one could sort of argue it's markets reacting to fundamentals. voice-verified

Like growth has generally been better in some, not all regions, and inflation's clearly gonna be higher than everyone expected at the beginning of the year. voice-verified

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