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 · Oil higher as ceasefire breaks · 4 May 2026 podcast

First quarter of 2026. matched

So that's a good thing. matched

And part of that might be, I think there is a little bit of a narrative around, you know, maybe people pulling forward orders, you know, wanting to avoid, you know, issues around supply chains being fractured or possibly wanting to get in before prices go up. matched

So maybe there's a little bit of that. matched

But then of course, you know, the US growth story has been re reasonably resilient. matched

Um and a big part of that is related to, you know, the build out of uh you know data centers and the whole sort of tailwind from matched

artificial intelligence. matched

So it's quite possible I think that that's having, you know, maybe some broader multiplier effects across the manufacturing complex over there as well. matched

Yeah, I think so. matched

And a number of central banks have sort of outlined these scenarios basically where, you know, they've effectively said, like, if the oil price, you know, keeps rising or remains elevated, then that's going to draw a response from us. matched

So we saw uh the Bundesbank president overnight uh, you know, basically keep the prospect of a June rate hike alive. matched

He was basically saying, you know, if there's no change to the outlook, um, given that the situation's evolving. matched

less favorably than in the ECB's baseline scenario, that'll mean uh a hike. matched

And New York President uh New York Fed President Williams, he spoke overnight as well and didn't say sort of too much that was controversial, but it feels like a bit of a replay of comments that Jay Powell made. matched

Uh you know, around the the sort of back half of twenty twenty five saying we're facing two sided risks uh to our mandate. matched

So, you know, we're moving possibly further away on inflation, but also possibly further away on the employment mandate, which is not uh dissimilar to the situation the RBA will front into this afternoon. matched

And there was matched

Yeah, that's right. matched

So big big parts of Asia are out on holidays and so as you said, trading conditions, you know, pretty light and liquidity pretty thin. matched

And so when we look at the price action of dollar yen matched

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