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 monthsRecordings per month over the last 12 months — 28 in all, peaking in Mar 2026 with 5.
Appearances
You're seeing that widening divergence and it's sort of reflecting the weakness in the consumer as companies struggle to pass on the high input costs because of the weak domestic.
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Yeah, so as you say, the PPI measure coming out to tonight, which will sort of help
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Um people sort of firm up their expectations for core PC.
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Um, but as I said, the market is still pricing in
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the expectation of the Fed tightening.
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So Walsh might be talking about the possibilities of of easing, but that doesn't seem to be on the radar of investors at the moment.
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So that that continued expectation of of the Fed possibly having to tighten policy continues to to weigh on US Treasury yields.
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So um bonds are um did did sort of a bit of a volatile session
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for for bond markets overnight.
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Largely range bound, but yields are
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sort of a couple of basis points higher um and and curves uh slightly steeper overnight.
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But on the on the on that backdrop, you know the US on a positive note, I I'd say um the US Treasury um sold ten year notes overnight.
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Um and the demand dynamics have showed a fairly solid auction.
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The bid to cover ratio and indirect b bidding
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Um, but both sort of slightly above rec recent averages.
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So current yields are seeing in drawing investors back into the market.
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Yes, it is.
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It is.
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So widely expected to tighten policy by twenty five basis points, taking the um the rate to two to two twenty five.
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Um so we'll get um the policy decision but but we will also tonight get an updated staff projections and I think worth noting that policy settings, um the or the policy setting of the E C B
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Showing 641–660 of 5,023 · page 33 of 252
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