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.
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recordings per month · last 12 monthsRecordings per month over the last 12 months — 28 in all, peaking in Mar 2026 with 5.
Appearances
So they are still pricing in a cumulative.
Live or the OAS curve, sorry, is pricing accumulated, 45 basis points of tightening by early 2027.
And one thing that's driving that pricing and and also sort of contributed to treasure yields moving off the intraday lows were comments from Fed Chair Walsh.
He was speaking in front of the House of Financial Services Committee overnight.
And he noted that he said mission.
Accomplished was not his view following the latest CPI report.
And he said that the Fed had zero tolerance for persistently elevated inflation and was resolute in restoring price stability.
And I'd say later in the day, um, Fed Chicago Fed President Goolsby was also speaking, and his comments were in line with Walsh's.
He said the CPI was surprisingly benign.
The policy makers will need more than one month of data to assess if inflation was trending back to the Fed's two percent goal.
Yes, yeah.
So so you know, um yeah, that you know, one one one good CPI print doesn't doesn't mean a trend.
So um, you know, that that that wait and see.
And I think that's obviously why uh the the market hasn't given up on the expectation that that the Fed may still have to deliver uh uh rate hikes in the year ahead.
Yeah, so in terms of market sentiment, I guess, you know, you you did have the the positive news on the inflation that we talked about.
Um there was also positive bank earnings um reporting, which we can talk about.
But on the geopolitical backdrop, you know, that that still remains highly uncertain.
Uh, you know, oil prices have have sustained the the move high that we saw earlier in the week and Brent touched an intercession high of
a US dollar eighty seven a barrel overnight.
Um but I think prices did ease off a little bit after Trump reversed his plan of charging that twenty percent cargo cargo fee.
Showing 221–240 of 5,023 · page 12 of 252
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