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 higher as ceasefire breaks · 4 May 2026 podcast

So uh it sort of feels after, you know, three to four weeks of a ceasefire, things have um maybe progressed in the wrong direction overnight with the US and Iran exchanging fire in the Gulf. matched

Um and you know, Iran sending uh missiles apparently over to United Arab Emirates uh as well. matched

So feels like uh President Trump's announcement of Project Freedom, um, you know, our morning here in Australia yesterday hasn't been well received by the Iranians and uh, you know, after matched

A couple of weeks where, you know, it felt like we were making progress, albeit very slow progress, towards some sort of deal. matched

Um, it does look like we've taken a couple of backward steps overnight and uh as you said, markets have reacted accordingly, oil is higher, uh equity markets are down and uh yield curves in sovereign bond markets have bearishly steepened over uh flattened, sorry, overnight. matched

Yeah, it feels like it and I guess it's an interesting uh development, you know, as as you said, ahead of that meeting between President Xi and and President Trump, where it has felt like both sides have wanted to go into that meeting with a reasonably calm backdrop and not doing any anything to antagonize the other. matched

So it is interesting that China has, I guess, stepped forward a little bit in in the last twenty-four hours and and put some views out there that um might matched

might not be so well received um in in Washington D C. matched

So I guess we'll we'll wait and see. matched

But you know, perhaps it also matched

reflects just a sense from uh, you know, the rest of the world that this situation is, you know, starting to to get to a bit of an inflection point where if nothing gets resolved, you know, reasonably quickly, then, you know, the global economy is staring down the barrel of some, you know, I think what would be pretty meaningful supply shocks. matched

Uh and those supply shocks, uh, if we keep going like this, won't just be limited to oil and matched

related hydrocarbon products, they they would possibly, you know, extend well beyond that. matched

So perhaps it just reflects a growing nervousness or anxiety that, you know, we are approaching a a point in this crisis where the implications start to get quite serious and and the sort of outcomes on economies and financial markets could be a little bit nonlinear, so to speak. matched

Mm-hmm. matched

Yeah, I think this is uh, you know, we're always making decisions in financial markets and and whether or not we're running businesses or whatever else we're doing under uncertainty, but it does feel like, you know, particularly at the moment that uncertainty is is reasonably extreme, I think. matched

Yeah. matched

Yeah, I guess uh you know they were up one and a half percent in March broadly as expected, and the ex transport measure was solid too. matched

So I guess this is just another data point that really adds to that sense that the industrial sector in in the US, uh, you know, whether that's the manufacturing surveys as you as you just mentioned, or whether it's you know, some of those regional Fed uh surveys around the manufacturing sector seems to be holding up pretty well through the matched

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