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.

Trend

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

There's lots of I guess in interconnected moving parts uh in in all of this. voice-verified

Um but I I I think, you know, the the general sort of story is, you know, if you if you knew how long it was gonna last for and you knew the trajectory of the oil price, then you know, it'd be pretty easy. voice-verified

But uh, you know, at the moment it does still feel like there's fairly wide bands of uncertainty around both of those things. voice-verified

So I guess uh it does feel like we'll be trading. voice-verified

Headlines for a while long a little bit longer. voice-verified

Sally. voice-verified

NAB Morning Call · Out of Office · 16 Feb 2026 podcast

Yeah, good morning, Phil. voice-verified

Well, yeah, it wasn't a a a sort of super strong GDP outcome, but when we do look at the details, what we find is uh, you know, what we would call here in Australia private final demand or what others might call domestic final sales was actually up um almost a percent in the quarter in annualized terms. voice-verified

Um so that gives you some sense that uh, you know, there is something going on in in Japan. voice-verified

And they have had a fair bit of volatility through their GDP numbers over the course of 2025, largely driven uh by I think quite an exaggerated inventory cycle. voice-verified

So if we go all the way back to uh early 2025, you know, remember we were getting anxious about uh what the Trump administration was going to do around tariffs, and so we did see uh in many countries, including Japan, a really big inventory build in the first quarter. voice-verified

Porta voice-verified

which added to GDP and then that sort of subsequently detracted from GDP over the course of the year. voice-verified

Um, but any even with that uh in mind, yes, it was a slightly sort of soft number, but I'm not sure that that is going to worry the Bank of Japan. voice-verified

Too much, uh, in terms of their thinking about, you know, what will be a very gradual normalization of of interest rates uh over there. voice-verified

But yeah, absolutely. voice-verified

You know, it was a little bit softer than the market uh was hoping for and perhaps, you know, that might have been the driver of s the weakness in the yen that you mentioned uh at the top. voice-verified

Yeah, that's right. voice-verified

So, you know, at face value, not a great number for uh December of last year for European industrial production. voice-verified

But actually if we look at the quarter as a whole, it wasn't too bad. voice-verified

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