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

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

A a as you say it it did it did lift. voice-verified

I mean the the index is still below below fifty, so it's still in marked contractionary territory, but um it it did the print did break the fall that you've been seeing over the past couple of months. voice-verified

So so positive there. voice-verified

It it did rise one point seven. voice-verified

Um and you saw within the detail you saw a sharp rise in in new orders. voice-verified

Um and I guess, you know, the data did at at the margin does provide some some comfort that maybe we're we're s getting to the end of the fall that we've been seeing in that series. voice-verified

Uh why is it significant, Phil? voice-verified

Well all eyes are on on the RBA obviously in terms of uh you know when when they're going to deliver their next the next rate hike. voice-verified

You know, if I look at um pricing in the Aussie OIS curve, you know, the market is is expecting um it it's pricing a cumulative tightening of thirty-five basis points by the end of this year. voice-verified

So it is pricing in more than one more rate hike. voice-verified

Um but the question is around when are they when are they going to live deliver that that that next rate hike. voice-verified

So the market's currently pricing only four basis points of tightening for the June meeting, um, with a cumulative 26 basis points priced by the September meeting. voice-verified

So so the importance around um RBA commentary going forward is is you know getting any indication around their appetite of do they want to do another back to back. voice-verified

Back rate hike, or or that do they want to pause? voice-verified

So that's why this speech will be watched closely by market participants. voice-verified

She is speaking at a Bloomberg Forum. voice-verified

The topic of her speech is the bank's assessment of recent inflation outcomes, the underlying dynamics, and the outlook from here. voice-verified

And she will also be post that speech. voice-verified

She will be doing a con she will be having a conversation with the Bloomberg economist James McIntyre. voice-verified

So I think that that is happening this morning. voice-verified

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