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.

Appearances

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NAB Morning Call · Still Rising · 28 Apr 2026 podcast

That went up. voice-verified

And so that's telling us, you know, maybe there's less risk of a a rise in the unemployment rate than you know that data had been suggesting in in prior months. voice-verified

So just adding to that sense, you know, that we get from those weekly jobless claims numbers and continuing claims numbers that actually the US labor market's holding in voice-verified

pretty nicely despite everything that's going on uh in the world. voice-verified

Yeah. voice-verified

So the the it's interesting in that sector. voice-verified

You know, the data's been okay, um and voice-verified

What's hard to discern is whether, you know, manufacturing's doing well because there's a bit of a a sort of pull forward of demand, people, you know, wanting to stockpile because they're worried that maybe the price of what they're buying is going to go up in the future given what's happened to the oil price. voice-verified

So voice-verified

Yes, on the surface it looks positive, but I think, you know, to really confirm or deny that one way or the other, we'd really want to be sure that this wasn't just pulling forward activity. voice-verified

The other interesting piece of data overnight, also ECB's consumer inflation expectations um they jumped. voice-verified

Uh this will worry, I suspect, uh the ECB a little bit. voice-verified

Uh so we'll hear from them obviously later this week. voice-verified

But that's a a pretty nasty setup, you know, for a central bank that is, you know, has a single mandate central bank. voice-verified

It's got to care about inflation. voice-verified

Um so voice-verified

That also helping to put some upward pressure on front end yields in in Europe in particular. voice-verified

Yeah, that's right. voice-verified

So it's this is not an easy uh set of circumstances for any central banker. voice-verified

So uh you know, they're they're all um gonna be making some tough decisions over the course of the week. voice-verified

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