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 monthsRecordings per month over the last 12 months — 28 in all, peaking in Mar 2026 with 5.
Appearances
No, so so the view is is that this data print w is unlikely to to derail the Bank of Japan's sort of, you know, gradual tightening bias that that they're delivering.
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Um yeah, as you said, came in at one point four percent, uh the core measure which was in line with expectations, uh and it it does m match the lowest rate since two thousand twenty two.
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Um and yeah, the yen was was little changed on
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on the the print, but it does remain near i its forty year low against against the US dollar.
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Definitely.
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Yeah, so as you said, retail sales did come in stronger than expected, but I think the market reaction was pretty muted and you're correct to be more focusing obviously on on the U UK political backdrop, uh, where you you have seen a meaningful move higher in guilt yields.
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Ten year guilt yields closed up eight point five basis points on Friday.
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And the the focus obviously there is really what's going on whether Andy Burnham
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will will become the new UK PM and and what his views will be around fiscal policy and then the implications for that in terms of in terms of guilt yields.
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Uh what I have read is that um well there are reports over the weekend that suggest that UK PM Kirstama could put out a statement as early as Monday which might um set out a timetable for his his departure.
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So really that is uh to to start the week.
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You know, obviously
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focus on what is going on with the US and Iran, but in the UK it's very much the focus on the political backdrop and I think that will continue to to weigh on weigh on the guilt market.
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Um and if guilt's push f further higher, you know, it's probably gonna drag global global guilt higher as well.
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Yeah, so it is it is a big week on the data front, uh as you say for Australia, but also in the in the US we get US um core PC later in the week, which is obviously the the key focus for
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the Fed at at least for now.
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You know, there are rumors that that Walsh may want to um change what they focus on, but but we are getting corpus yeah out later this week and it is supposed to s um show that uh US inflation has has edged higher.
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So that coming off the back of um that hawkish tilt from the Fed is likely going to sort of support or fuel expectations of of
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Fed tightening.
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The US OAS market finished last week pricing, I think, 24 base points, accumulative 24 base points of rate hikes for for the September meeting.
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Showing 521–540 of 5,023 · page 27 of 252
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