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

newest first · ▶ plays the moment

NAB Morning Call · Oil higher as ceasefire breaks · 4 May 2026 podcast

The RBA aside from other central banks is our starting point, uh, you know, for all of this. matched

And so we we came into the conflict with growth that was above trend, inflation that was too high and rising, and a labor market that uh was and remains tight. matched

Um, and this will matched

worry the RBA that it it leaves us exposed to, you know, what could be quite a broad and rapid dissemination of second order price impacts. matched

Um and they will probably, I suspect this afternoon, want to get ahead of that. matched

Um so it's gonna be it it'll be, you know, a difficult one to communicate because I don't think they are going to want to leave the market or anyone else for that matter with the impression that they're done um and there will be no more matched

no more rate hikes. matched

I think they're gonna wanna leave the market with still pricing in some chance that that more might happen. matched

But at the same time, you know, they will acknowledge that they face two sided risk. matched

So it's a tricky one, um, but we think at the end of the day, given our starting point, matched

Given the unfavourable outlook for inflation, um, that the the sort of policy of least regret is to deliver another hike today. matched

Yeah, that's right. matched

So payrolls will be important as you said at the end of the week and the jolt starter will be interesting. matched

Um a little bit sort of delayed. matched

These are for the month of March. matched

But generally speaking, you know, some of the partial indicators around the labour market have held in extraordinarily well in the last couple of weeks, so jobless claims being an important one. matched

So I think uh you know this is why you saw some members of the FOMC start to feel a bit uncomfortable about uh you know the the risk bias that um the the FOMC statement was e expressing because matched

you know, not only are they a little bit worried about inflation, but there might be signs that the labour market's actually holding in, you know, pretty well. matched

NAB Morning Call · Still Rising · 28 Apr 2026 podcast

Yeah, good morning, Phil. voice-verified

That's exactly right. voice-verified

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