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.

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

So yeah, and and and I guess the other thing that we did that was announced voice-verified

Overnight was r uh the US Treasury announced that it was um temporary announced temporary waivers to sanctions on Russian oil for energy vulnerable countries. voice-verified

So, you know, Treasury Secretary Scott Bissent said this section would hopefully help to stabilize the oil market. voice-verified

Um voice-verified

So voice-verified

Yeah, so both the the retail sales and industrial production reports out of China, as you said, you do come in quite a bit below expectations. voice-verified

Um and both were posting the weakest readings in nearly nearly three years. voice-verified

So not a great outcome there. voice-verified

Um factors that were seen to drive that soft reading were, you know, obviously the elevated energy prices. voice-verified

So, you know, the strait of what's going on in the Strait of Humus is is voice-verified

you know, feeding through globally and China's not immune not immune to that. voice-verified

Um, and you also what I've read is that um impacting factory activity was some weather patterns patterns so the severe severe rainfall that was seen that did did impact building activity. voice-verified

Yeah, so um, you know, I I guess it's a somewhat of a surprising comments to be made, um, in in the face of all the concerns about the fiscal backdrop and how that's weighing on on sovereign bond yields. voice-verified

But but I do think it's this theme that voice-verified

uh, you know, um governments uh, you know, struggling to rein in their spending and th and and that is that is a driver that is impacting um longer dated sovereign bond yields and sending them sending them higher. voice-verified

So you did yeah, it's as you said, you did see the thirty year voice-verified

Um J G B push higher in yield initially, but I think it had did retrace that move by the end of the day. voice-verified

Um I I think one thing to be watching is, you know, the yen is back trading up at around one hundred and fifty um fifty nine. voice-verified

I think you did talk about it with Sally yesterday, but you know, I guess ongoing watching as to whether there'll be any any intervention um if that gets back up to one sixty or breaks above one sixty. voice-verified

Yes, yes. voice-verified

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