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 · Paying the price of war · 10 Jun 2026 podcast

So it came in at 0.2 for the month, which is slightly below expectations of 0.3, and it was down from 0.4 in April. voice-verified

And breaking that core measure. voice-verified

measured down, call goods were down point one percent while call services rose point two nine. voice-verified

Right. voice-verified

Sorry, zero point two nine percent. voice-verified

Yeah, look, it is it is wait and see. voice-verified

I mean the the positive, I think the positive thing coming out of the core reading was that that for now that it there appears to be limited evidence of second round effects from the surge in any energy prices. voice-verified

Um so that is a positive. voice-verified

Um but you know the the annual rates still remain quite elevated. voice-verified

Uh your core annual rate is is did rise on the month. voice-verified

month so it increased from two point eight to two point nine. voice-verified

So still well above the um Fed's target. voice-verified

And it's a reason why the market continues to price in the expectation that the Fed may have to raise policy later later this year. voice-verified

So the US O OIS curve is pricing twenty three basis points of tightening by by year end. voice-verified

So wishful thinking I think from from Walsh. voice-verified

Um but sure, if inflation comes down then maybe they can continue to ease policy. voice-verified

Well he's voice-verified

Yeah, so well you know, they they were expected to to be on hold. voice-verified

Um, so no no real surprise there. voice-verified

Um, although having said that, the Canadian dollar I think was stronger going into the meeting, but did pair some of those gains post and and I think maybe driving that was the sort of the dilemma that the governor did did note. voice-verified

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