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
5 · Mar OctJan 26AprJulnow

Recordings per month over the last 12 months — 28 in all, peaking in Mar 2026 with 5.

Appearances

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Can you do it now?
Yeah.
Yes,
But, yeah, look, heading market movements overnight, look, yeah, as you said, the price action in oil has sort of dominated news headlines overnight, sort of more so for the bond market.
I mean, we can dig into it, but a bit of a mixed session overnight in terms of between equities and bonds.
But you've led with oil, so I'll start with that.
And, you know, Brent and WTI are currently up around $1.
2%.
Brent has broken back above US dollar 90 a barrel.
And if you look at the news flow overnight, I don't think there's been anything really new on the conflict, but it's just a lack of development towards some sort of peace.
I think that is sort of spooking investors and continuing to put that upward pressure on oil prices.
And I think President Trump has dampened any expectations of immediate talks with Iran
But, you know, I'm reading that mediators are continuing to work in the background, trying to get or revive those talks.
As you did say, the IEA was out overnight and, you know, they are sort of warning of the growing risks.
of this conflict on energy supply.
And on that front, you have had some analysts out there overnight sort of pointing to the risks of oil breaking back above 100.
I think Goldman's was saying that you could see oil at $120 a barrel by the end of the year if tensions escalate.
But I think for now they are holding to their core view that Brent will be back at 80, but just highlighting that risk of a higher oil price increase.
And on that front, you did, as I said, you said the IA was out overnight.
You had the executive director of the IA, Fatih Birol.
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