Skye Masters

speaker

5,023 appearances 53 recordings 1 series first heard Sep 2024 last heard 2 Aug

Skye Masters’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 Mar 2026 with 5.

Appearances

newest first · ▶ plays the moment

NAB Morning Call · Escalate to de-escalate, again · 22 Jan 2026 podcast

Okay, so so a better print there and also the continuing claims came in, f fell um for the week as well and came in better than expected. voice-verified

So so you know, gent generally sort of suggesting that, you know, the the um you know, or guess supporting that continued sort of view of low hiring, low-firing environment for the for the US. voice-verified

And while, you know, maybe the unemployment rate is is edging a little bit higher or the labour market is is. voice-verified

weakening a little. voice-verified

Um it it's at a very glacial space pace. voice-verified

Yes, so so just on that that data out of New Zealand, you know, as as you said, you know, the electronic card spinning data was was weaker, but um, you know, it it has followed a voice-verified

sort of a series of of strong date data out out of New Zealand. voice-verified

Um and I think what what people are focusing on in the data is sort of maybe that sort of um spending patterns are shifting um and sort of that focus on Black Friday um sales which which maybe have having an impact on on the the data prints coming out there. voice-verified

But on New Zealand CPI out today, Q4 CPI out today, BNZ is four cut voice-verified

the annual um or the the quarterly rate to come in at point four um with the annual rate coming in at two point nine. voice-verified

So this will be higher than what the RBNZ's November MPS forecast was. voice-verified

I think that was at point two for the quarter and two point seven year on year. voice-verified

So quite a quite a big a big risk there to the upside. voice-verified

Yeah, I think the the the it's they're widely expected to be on hold, Phil, at at this meeting, follow the hike that we saw in in December. voice-verified

And, you know, obviously the poly c political backdrop with the SNAP election being announced sort of limits the scope for or is seen to limit the scope for near term policy changes there. voice-verified

Um but the focus here today will be on um, you know, what the the updated forecasts and any any comments on the yen given what voice-verified

what you've said, um, you know, that the the weakness that we've seen voice-verified

recently if there are any comments around um view views on views on the yen. voice-verified

Um, you know, there is the market is pricing fifteen basis points of tightening by April, uh an accumulative twenty six basis points by July. voice-verified

So rate hikes still expected um this year, but just not at this meeting. voice-verified

Showing 1981–2000 of 5,023 · page 100 of 252