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 · Reserves add a little light relief · 9 Mar 2026 podcast

That's exactly right. voice-verified

So I think the Aussie's held in, you know, extremely well. voice-verified

I mean, normally we're used to thinking of it as a currency that's very risk sensitive. voice-verified

So when you get big declines on equity markets the currency comes off and voice-verified

you know, really we've been sort of plus or minus around that seventy cents level and and like you said, the Aussie's held in voice-verified

very well. voice-verified

And I think that's partly uh, you know, because we are a net energy exporter. voice-verified

So ultimately this is a positive terms of trade shock for us, uh, you know, particularly as it relates to natural gas prices. voice-verified

Um, but then I think this also speaks to something that our Epic strategists have written about and talked about quite a lot over the past six to twelve months, which is that it does feel like some of these correlations, you know, which were so reliable and so strong voice-verified

uh sort of in previous regimes are not working as well uh in this in this current regime. voice-verified

And I think that relationship between voice-verified

Uh the Aussie dollar and price action on risk markets is is probably a really good example of that. voice-verified

Hm, that's right. voice-verified

So I i I guess if we deal with Germany first. voice-verified

So this was uh industrial production and factory orders numbers for the month of January and they were both weaker than expected. voice-verified

So I P was down half a percent and factory orders were down uh eleven percent. voice-verified

So that's a big move, but I guess it voice-verified

Important to note it comes against uh a context where both of those numbers were strong in December and boosted, I think, with uh, you know, some solid government spending around defence and defence orders. voice-verified

So the broad story I think is that yes, these numbers jump around month to month, but you know, over the course of a quarter or two, uh I think the expectation is is that with such support from fiscal spending in Germany, these numbers should voice-verified

should be on something that resembles an upward trajectory. voice-verified

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