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 · Buying Time · 15 Apr 2026 podcast

You know, one is clearly that distinction in in earnings outlook. voice-verified

So people reasonably positive about the US, less so uh for Europe. voice-verified

And that's I think in large part just a consequence of the relative positioning of those two economies, you know, in the midst of an energy price shock, Europe is just far more vulnerable relative to the US. voice-verified

So there's that story, maybe there's a bit of a voice-verified

rate story going on as well. voice-verified

You know the market's priced for hikes from the ECB in the next sort of three to six months, whereas uh voice-verified

you know, I think people are sort of reasonably comfortable that the Fed is probably on hold um near term. voice-verified

And I think uh you know the US did did have a bit of a derating um and so it sort of closed that valuation gap a little bit with Europe. voice-verified

Um and so that that support as well, like i this uh whole idea that European equities are pretty cheap relative to the US, that sort of look that that story lost some of its shine too. voice-verified

So I think a whole a whole lot of voice-verified

Factors conspiring against European equities in a relative sense. voice-verified

But it's interesting, you know, because if you go back pre-conflict. voice-verified

European equities are up about twenty five percent so far this year, so pretty good performance. voice-verified

Um, US equities were up eighteen. voice-verified

Uh, you know, so for the first three months of the year there was a pretty marked out performance of the European complex relative to the US, but that's that that seems to have you know shifted quite dramatically post uh conflict. voice-verified

Yeah, very comfortable in the seventies. voice-verified

So I guess that's one of the the sort of striking stories of uh, you know, th this conflict is really how well the Aussie dollar voice-verified

Um did hold in. voice-verified

So it had a had a little bit of a wobble at one point and did get below that 69 cent level. voice-verified

But it's been um you know it was only a very short-lived journey down there, and it's uh you know, again a bit like the SP 500 put in a basically a new high. voice-verified

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