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 · Sounding the TACO bell · 23 Mar 2026 podcast

So as you said, uh, you know, the the deadline that was was clearly rattling markets uh, you know, yesterday in the Asian session uh has been uh postponed for another five days. voice-verified

And then on top of that, we had uh you know reports that the US and Iran were engaged in talks, although uh the Iranians voice-verified

basically said that that's that's not true. voice-verified

But uh it does feel like um, you know, if we take what other countries are saying about this, um voice-verified

uh on board that maybe the talks are actually happening. voice-verified

The UK Prime Minister suggested that he was aware of US Iranian talks and there are you know reports that other countries in the region, so Pakistan and Gulf states are you know wanting to be uh engaged and helpful in that process. voice-verified

So I guess uh at least in the short term this has given markets some comfort that uh there is something along voice-verified

you know, that resembles possibly an off ramp and as you said, that's boosted US equity markets uh and seen a a a large decline in the oil price overnight. voice-verified

Yes, that's right. voice-verified

And so, you know, we did we did have uh a couple of pretty vicious sessions on on global bond markets, and as you said, you know, particularly at the front end of the curve, spurred really, I guess, uh, you know, last Thursday by that quite distinct change in shift, uh shift in tone from both the ECB and the Bank of England. voice-verified

That's really I think what the got the ball rolling. voice-verified

And that that really continued sort of Friday, our session, and then Friday night as well. voice-verified

well. voice-verified

So that's where most of the damage was done. voice-verified

And so I guess, you know, as markets have stabilised somewhat and and US markets have traded with a more constructive tone that has flowed through to uh better support for the front end of bond markets. voice-verified

Um, you know, and and we've seen some of those expectations around near term rate hikes just ease back uh a little bit, but also some reasonable declines in bond yields at the long end of the curve as well. voice-verified

So voice-verified

So US tenure yields down s six basis points and uh, you know, some slightly bigger moves in some European markets as well. voice-verified

So over overall uh a pretty nice night for fixed income. voice-verified

Yeah, that's right. voice-verified

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