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 · Looking through the fog of war · 22 Apr 2026 podcast

So so, you know, under that uncertainty, as you said, the oil prices has surged significantly. voice-verified

But the bizarre thing is, as you said, is that US equities are posting reasonable gains overnight. voice-verified

European stocks did close lower. voice-verified

So they were heavy under that uncertainty around what's going on in the Middle East. voice-verified

But, yeah, U.S. voice-verified

stocks are higher. voice-verified

They've been supported by strong earnings results out of Boeing, Philip Morris and Jeeve and over have all posted earnings results better than expected. voice-verified

So that seems to sort of underlie the strength in the U.S. voice-verified

equity market. voice-verified

I guess all one can say is maybe there's a bit of fatigue there. voice-verified

in terms of investors, given the mix of news headlines that keep hitting the wires. voice-verified

And so they're back sort of focusing on fundamentals, I voice-verified

You know, the fragility around what's going on and the longevity of this conflict is voice-verified

The Washington Post has reported that a senior defense department official shared with the Pentagon that it could take up to six months to fully clear the Strait of Homs of the mines that have been deployed by Iran. voice-verified

And they say that such an operation is unlikely to begin until the conflict ends. voice-verified

So just, you know, nothing really, we sort of knew that, but it's just voice-verified

of highlighting that even if this conflict ends tomorrow, voice-verified

the economic impacts of what's happened is going to be felt for quite a bit longer, you know, well into the end voice-verified

No, it's not. voice-verified

And, you know, I guess I do sort of grapple with with the fact that. voice-verified

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