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 · Divided we stall · 18 May 2026 podcast

So that real shift from pricing in rate cuts to pricing in risk of rate hikes. voice-verified

And so investors really need to reflect that through the yield curve. voice-verified

So I think what you're seeing is an unwinding of some long positions, and that's what's keeping treasure. voice-verified

yields a little bit elevated relative that to the global peers. voice-verified

Yeah, look I think I think you're you're correct, Phil. voice-verified

I I think we've been nervous for quite some while. voice-verified

I mean I hate the fact that we have to talk about a pizza index to to to to help us decide what what um what the US is what's going on. voice-verified

But uh I I would say that if I look at market price action overnight voice-verified

Uh it's not it's not reflecting that yet. voice-verified

Um having said that, you know, the oil price 'cause voice-verified

Well i it true and and you know, I keep repeating myself when I'm on the podcast with you, but I think I think we're all learning to to react to action, not not sort of comments. voice-verified

So I think that's that's where at at the moment. voice-verified

Having said all of that, look, you know, the oil price um does remain quite elevated. voice-verified

So that, you know, that that remains the dominant story in in the commodity space. voice-verified

Uh as I said earlier. voice-verified

earlier in the podcast the oil price did dip lower on those unconfirmed reports that um you know that the US had agreed to susp suspend sanctions. voice-verified

Um so, you know, WTI did dip down to around a a hundred and two US dollars a barrel, but I think it's back up at up up at a hundred and six and and sort of, you know, back trading near near those sort of recent highs. voice-verified

So so no no voice-verified

Um no positive story out of there. voice-verified

And you also did overnight get a comment from the IEA head who was speaking at their G7 finance ministers meeting in Paris, and he was warning that there are only several weeks left of stored oil supply if the current rate of depletion continues. voice-verified

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