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 · Buying Time · 15 Apr 2026 podcast

Uh and I guess, you know, the market's mindset is basically that yes, there's a you know, some sort of naval blockade uh at the moment, but if the talks resume and uh you know a deal is done, then this is only a you know a very short term interruption to hopefully uh you know some better supply dynamics in the near term. voice-verified

Yeah, that's right. voice-verified

So if we look at the tenure part of the curve, you know, yields in in sort of Europe and the US were up sort of anywhere from two to to four basis points, depending on on the market, which is not a not a big uh big move one way or the other and and the US tenure yield is sort of settled around just shy of that four point three percent level, so certainly higher than it was, you know, pre pre conflict. voice-verified

Um, but in tur in level terms, you know, these are not overly voice-verified

sort of shocking outcomes I think for fixed income. voice-verified

But you're right. voice-verified

Like I you know, what really matters for fixed income markets is growth and inflation. voice-verified

And you'd argue in most countries the trade off between those two things has has worsened. voice-verified

We're looking at higher inflation. voice-verified

and lower growth and the IMF made that pretty clear in their report uh earlier in the week. voice-verified

And so that does put fixed income in a in a bit of a a tricky voice-verified

A tricky position and I think at the moment uh you know we had a vi pretty violent repricing in front end yields, you know, at the beginning of the Iranian conflict. voice-verified

Um some of that is now unwound, but we're still I guess waiting on you know central banks to see exactly which way they jump. voice-verified

Um and I guess you know as we move towards the end of the month we're gonna get ECB uh and and the Fed and the Bank of England and then early next. voice-verified

next month uh the RBA is so I suspect in, you know, three weeks or so we'll know uh a whole lot more about the way central banks are are viewing the implications of the the conflict. voice-verified

Yeah, that's right. voice-verified

So, you know, as we said, S and P making a new record high, but European equities um down Eurostocks off about seven tenths of a percent. voice-verified

Um y you know, the the peak to decline trough in European equities as a result of the crisis was about eleven percent. voice-verified

Um and that we still haven't sort of got back to where we were pre crisis. voice-verified

And I think a couple of reasons for that. voice-verified

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