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

newest first · ▶ plays the moment

NAB Morning Call · Paying the price of war · 10 Jun 2026 podcast

currently remains at the lower end of the estimated one and three quarter to two and three quarter neutral range. voice-verified

So, you know, I I guess it if to two twenty five, you know, starts to take it back into the upper end, upper end of that that voice-verified

NAB Morning Call · Divided we stall · 18 May 2026 podcast

Good morning, Phil. voice-verified

And yes, there is as as you say, there is a stark contrast between um the t between the two voice-verified

the two regions. voice-verified

Uh I can't tell you that it was economic data which was driving the moves because there was a real lack of lack of that coming out um overnight. voice-verified

Uh so I r I really think in terms of what what we saw in Europe, you know, European stocks did open weaker, uh, but they were able to recover those losses and and as you said are recording s um some small gains voice-verified

the day and um European bond markets have have rallied. voice-verified

What's led that rally in the European bond market is very much um guilt. voice-verified

So when I looking at my spreadsheet, 10 year guilt have closed down seven basis points for the session, whereas 10 year bonds are down voice-verified

only around two two basis points. voice-verified

The driver of that rally in Guilt Overnight have been comments out of Andy Burnham, who's that Labour rival to the current PM Starmer. voice-verified

And and yeah, the concerns late last week were that if he came, um if he if he did become PM, he might loosen the controls around uh on the fiscal front. voice-verified

And um but he di he did come out overnight saying that he would not support any changes to the government's self imposed limits on borrowing were he to become the next the next PM. voice-verified

So that did provide a little bit of voice-verified

um easing in in in concerns around what what would happen to on the UK fiscal backdrop. voice-verified

Um and at that drove that that rally in in guilts and it also supported supported the pound overnight. voice-verified

Yeah, so I think I think in the in the US, um, you know, th that there are a couple of things that that drove um sentiment overnight. voice-verified

Um, you know, there was um I I I guess it i it is worth pointing out that voice-verified

Um, while at the open of the Asian trading um yesterday we did see sort of extension of the the moves that we saw on Friday or late last week. voice-verified

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