Skye Masters

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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 · Nothing too Sintra-lating · 1 Jul 2026 podcast

I think this was sort of a theme that that I think I've taken out of um what's happened overnight is you you know you've had Walsh recognized

that you've had Lagarde um sort of providing a little bit more of a balanced a balanced outlook and that combined with um some of the data that came out that we'll we will unpack has has provided support to to front end of of yield curves and sort of eased expectations of central bank central bank type.

Uh.

Central bank type.

Philip Lane said uh

Philip Lane said that

Yeah, so the um Eurozone flash CPI uh came in at two point eight percent, uh which was down from three point two and and slightly lower than um forecast of a three percent uh increase.

So so yeah, that that did come in better than expected.

And as I said, the combination of that and the combination of um of Lagarde's comments uh did, you know, where where she sort of

If her comments combined with that lower inflation report did, as I said earlier, did support um front-end end rates.

And you've got the sort of OAS market has now eased back on pricing of ECB rate hikes.

I think it's only pricing in close to five basis points of hikes for the July meeting and a cumulative 20 basis points by November.

So I don't think they're pricing in in a full, in a full um full rate hike.

uh by by the ECB.

But I would say that if if you look um at other s ECB members' comments, they are still divided.

So it it does still sort of reflect um you know the the the division within within the ECB.

It does.

So you did have Karzik saying that there may be at least one more rate hike is reasonable, while as Wunsch said that the case for further rate hikes is is receding.

So a bit mixed there, but in terms of your comment around around bond yields, look

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