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 · Nothing too Sintra-lating · 1 Jul 2026 podcast

We're pretty much pricing in a full rate hike by the Fed by the by the October, October meeting.

Yeah, I think the market does continue to price in a a full a full rate rate hike by year end.

Um but

You know, I I guess that the Tank Hand survey just just supported supported that that pricing.

So, you know, as it it did come in quite a bit stronger than than expected.

Um and, you know, I think what I've been reading, you know, the the the view is is that there's, you know, strong A AI related related demand likely boosted the confidence that you saw in large manufacturers, particularly in the technology sector.

And then the view was it

the weak EN has likely supported exporter exporter earnings.

So um, you know, I I guess the view is is that this report should give the Bodge that greater confidence that they can continue to withdraw withdraw stimulus.

And that's why, as I said, the market sort of does still fully price in a another rate hike by the end of the year.

Thanks, Phil.

NAB Morning Call · No Strait Answer · 21 Jun 2026 podcast

Yeah, good morning, Phil. voice-verified

It is it is, as you say, very, very shaky, um and um you know, uh a a very uncertain backdrop. voice-verified

Um yeah, as as you've said, Trump has been out on truth social, um, threatening as you say that he will strike Iran again if has if has Hezbollah continues to attack Israel. voice-verified

But I am also reading um news reports that are saying that tankers are still um making their way through the strait, even though Iran ha said over the weekend that they had closed it. voice-verified

So a whole lot of confusion to start the week. voice-verified

Uh, I think, you know, we've probably been been used to that um since since the war began. voice-verified

So nothing nothing new new there. voice-verified

But yeah, I I would say that following the um improved risk sentiment that we saw last last week on news reports of the US around uh ceasefire, I think markets are gonna open this week a bit bit more on a bit of a cautious tone given developments over the weekend. voice-verified

Yeah. voice-verified

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