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

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

Yeah, so PM PMI data tonight, um, you know, expectations are just looking at the consensus numbers, expectations are for a small improvement in both um manufacturing and and services. voice-verified

So um, you know, obviously in the Eurozone um expectations are for manufacturing that that the print still stays below below fifty, but just a small improvement expected. voice-verified

Um voice-verified

Um but you know, I guess fo focusing on the on the US manufacturing is expected to lift up to fifty two from fifty one point eight and the services to fifty two point nine from fifty two point five. voice-verified

So only only sort of small small moves there, but you know, overall as I said expectations are for small gains. voice-verified

There is definitely Phil and and much more next week as well. voice-verified

And it voice-verified

NAB Morning Call · Riding the Retribution Highway · 12 Jan 2026 podcast

Yes, good morning. voice-verified

Good morning, Phil. voice-verified

And um, you know, in in our view, um, you know, the Household Spending Survey certainly does sort of provide that that support in the in the the um view that the the RBA you know is is at risk of tightening tightening policy and and maybe as soon as February, which is which is Nab's Nab's call. voice-verified

So the the spending data was for the month of November um and it rose voice-verified

by one per cent, um which was, you know, above voice-verified

above the consensus view, which I think was at around point six percent. voice-verified

And it follows an upli upwardly revised um October gain of that was revised up to one point four from one point three. voice-verified

So, you know, very strong start to um f for the um household consumer for for Q four. voice-verified

Um there is a little bit of concern around um the seasonal patterns around uh Black Friday. voice-verified

So you know there is maybe voice-verified

Maybe the risk that you get a little bit of a payback in for the month of December, but overall, um, you know, uh we've the household consumer appeared to to finish two thousand twenty five on on a strong note. voice-verified

And if you look at the um if you look across the the spending data it was sort of the gains were were bought broad based with most cat categories recording um gains for for the month. voice-verified

Yeah, definitely, definitely. voice-verified

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