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 months
5 · Mar OctJan 26AprJulnow

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

Appearances

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So it's a pretty pretty um reasonable improvement improvement there.
On the ADP, uh yes.
It did come in at plus ninety-eight thousand, which was slightly below, well, it was below expectations of 12,000 gain.
Um, but still, still a chunky, you know, chunky growth, growth, I would say.
Uh.
So, so you know, I I don't think we need to be too too negative on on that outcome.
And the detail within that outcome showed that um sort of strength in education.
Education Health Services accounted for around half of half of the gains that was was seen in that report.
Um but as you said, this comes ahead of payrolls, which is out tonight.
Um a consensus is for a gain of a hundred and fifteen thousand.
So
Um recall that last month was one hundred and seventy two thousand.
So another another solid gain is is expected and that expected to keep uh the unemployment rate unchanged at four point three percent.
So I guess what we're seeing in in
in the US labor market indicators is some, you know, some strength going on in in the labor market.
And so that's sort of been that factor that supported that view that well, you know, the Fed can shift away from being worried about the US labor market and focus more on on what's going on in in inflation.
Um and, you know, as we know that, you know, inflation has been has been heading in the wrong direction in the US.
And
And that you know, that's why you know the market is still pricing in expectations of the that the Fed will deliver deliver a rate hike.
So if I look at OAS pricing currently, the market's pricing in you know cumulative, what is it, um twenty five.
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