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 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 · Divided we stall · 18 May 2026 podcast

And then you have the NAHB Home Builder Index report, and that did lift. voice-verified

So that came in above expectations. voice-verified

The expectation was for it to remain unchanged at 34, but the index lifted up to 37. voice-verified

And on the positive front, you saw increases across the three subcomponents of that index. voice-verified

So current sales conditions increase. voice-verified

increase sales expectations lifted um and then you also saw a a small rise in pr the prospective buyers index. voice-verified

Um so so it s small positive there, but you know it does that index does remain in the lower end of of the narrow range that it's been trading. voice-verified

And the expectation is is that it's gonna gonna remain sort of subdued or down at those lower levels given the rise that we've seen in voice-verified

mortgage rates recently. voice-verified

So I'm reading that the typical thirty year mortgage rate has risen from six oh nine um w what was there late February to currently around six forty five. voice-verified

So so a reasonable lift in the mortgage rate there. voice-verified

And then you've got to overlay that also with ongoing weakness in consumer sentiment and a slowing in population growth. voice-verified

So you know I I guess some you know at the margin slight voice-verified

slightly better than expected data, you could say maybe that was a factor voice-verified

Sort of voice-verified

limiting the rally in treasuries, but I I would say that would be at the margin. voice-verified

I think what you're really seeing in US Treasuries is is that that shift I think in positioning. voice-verified

So um yeah you have seen as we've been talking about you have seen a a real shift in expectations for Fed for the Fed. voice-verified

So I think you were talking about it with Sally yesterday, but the market is now pricing a cumulative tightening of 14 voice-verified

Basis points for the Fed by the end of end of this year, and then a cumulative tightening of 30 basis points by the middle of next year. voice-verified

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