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

You know, equities have fully recovered the losses that you saw initially on the conflict and so have credit markets. voice-verified

You know, bond yields, I think we talked about this last week, but bond yields are still elevated. voice-verified

And I think that's more on the reflection of, you know, uncertainty around or the knowledge that inflation is going to be high in the short term. voice-verified

But I guess at the moment, you know, I feel like markets aren't really... voice-verified

focusing on the potential growth implications of if we do have higher energy prices over an extended period of time, which looks like we are going to. voice-verified

But for now, I don't think people are translating that into... voice-verified

significant downward revisions to growth. voice-verified

You have seen downward revisions to growth, but they haven't been meaningful yet. voice-verified

And I guess maybe that's why it's not flowing through into equity markets, which continue to rally. voice-verified

Yeah, look, Phil, you did see it was a reasonable auction. voice-verified

The results were OK, not stellar, but they were OK. voice-verified

I think the view is this auction has benefited from the high yield backdrop. voice-verified

So yields are higher going into this auction than they were at the previous auction in March. voice-verified

So you did see a small rally in treasuries post the auction, which occurred early this morning, but pretty small. voice-verified

And at the end of the day, treasury yields remain higher on the day. voice-verified

But, you know, as I said, small moves in bond markets overnight, sort of yields, what I'm looking at, they're up about one or two basis points. voice-verified

So nothing really to see there. voice-verified

I guess European markets, voice-verified

bonds have outperformed. voice-verified

And I guess, as we also said, European equity markets were weaker. voice-verified

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