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 over the last 12 months — 28 in all, peaking in Mar 2026 with 5.

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NAB Morning Call · It’s not over till it’s over · 7 Jul 2026 podcast

Um so back in March when they issued their thirty seven billion, the peak demand was a hundred and twenty six billion.

So massive, massive numbers.

Um so so can't sort of ignore

that but but one might suggest that you know demand was a little bit softer so maybe there's starting to be some investor fatigue for AI CapEx financing but um you know I I guess I'm stretching a little bit because they're they're they're all big big numbers.

Numbers.

Yeah, are

Yeah.

I mean, um I I don't really have much more to add to to to that Phil.

Like I I wish he was wrong, but for the arms

Um yes, Phil, you're correct.

It it it came in at point one percent, which was well above expectations.

I think the market was expecting a fall of around around point point six.

So definitely sort of a positive signal there for for the Eurozone.

Um but yeah, in in terms of market reaction, there was pretty limited market reaction from that that um piece of data release just given everything else that was going on.

So you're

Yeah, so this um report probably did, you know, also also weigh on on treasury yields and contribute to that that move higher in yields we spoke about um at the start of the podcast.

But as as you said, inflation expectations have risen both from a one year and three year uh expectations, sort of one year increase from three point five to three point seven, and three year expectations rose from three point one to three point three.

Uh the report

Is saying that some of the lift in expectations came from strong increases in or anticipated for medical care costs and rents.

So, you know, the three-year expectation at 3.3 is its highest level since mid-2022.

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