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 · Sounding the TACO bell · 23 Mar 2026 podcast

And, you know, even in our own forecast, you know, we've voice-verified

As we put out on Friday, you know, we've really nudged up our headline inflation forecast. voice-verified

Uh but we've also added to our core inflation forecast over the next couple of quarters because we just feel like there's uh enough going on that we will see uh second order impacts from from the war. voice-verified

So I think uh you know this is fueling the anxiety of central banks that actually this inflationary issue is is the right one to be focusing on near term. voice-verified

Mm. voice-verified

So this is uh I guess we are now in that period where we will start to get some data that actually reflect uh, you know, what businesses and households uh are feeling and thinking, uh now that we're almost um four weeks into this conflict and so you're right. voice-verified

European consumer confidence down to its lowest level since October of 2023. voice-verified

So I can't imagine it's going to be, you know, the last piece of data that that tells us that households are quite um fretful about everything that's uh everything that's going on. voice-verified

Um and so it will be interesting over the next twenty four hours when we get a whole lot of PMI data. voice-verified

Um that'll be the first read on how businesses, you know, across a number of really important voice-verified

important geographies are are faring and and thinking uh in the wake of, you know, three or four weeks of conflict in the Middle East and materially higher oil and gas prices. voice-verified

Yeah, that's right. voice-verified

And I think that'll be that'll be interesting, you know, 'cause in in our minds we've got this sense that and and for and for the right reasons that, you know, Europe is, you know, far more uh exposed, I guess, to energy shocks of of these na of this nature. voice-verified

And as you said, the UK uh sorry, the US is uh, you know, relatively insulated because they are a net energy exporter, et cetera, et cetera. voice-verified

Um so I guess we'll we'll get, you know, the first glimpse at, you know, whether that's voice-verified

um being reflected in some of the manufacturing and and services PMI indicators. voice-verified

Yeah, that's right. voice-verified

So one and a half percent is the expected number for national headline inflation for the month of February. voice-verified

So um, like you said, a sort of reasonably benign outcome. voice-verified

Um running a little bit hotter if you take out the impact of fresh food and and energy. voice-verified

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