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 · Mixed Messages · 16 Apr 2026 podcast

18,000, which was a little bit below below consensus, but still an an okay print. voice-verified

Um and yeah, you did you did see the front end of the um Aussie rates market came under a little bit of pressure post that that release um and expectations of a rate hike by the RBA was lifted a little bit. voice-verified

So the OAS curve now prices 18 basis points of hikes for that May meeting or a seven. voice-verified

73% chance of a 25 base point rate hike. voice-verified

So yeah, I guess the print did did support, obviously that price action show tells you that it supported expectations of another RBA rate hike. voice-verified

But NA's write-up of the reports suggests that we don't think it really shifted the RBA's assessment of the labor market. voice-verified

Um and if anything it may be voice-verified

um alleviated those concerns that were debated in the March meeting where the RBA was sort of questioning whether the labour market was noti noticeably re tightening. voice-verified

And we don't think this report suggests that. voice-verified

Yeah, it it it it was a a sort of um eye catching number, as you say. voice-verified

It and you know, it did surge to twenty six point seven from eighteen point one and expectations were for the index to actually fall to to ten. voice-verified

So so quite a bit stronger than voice-verified

than expected. voice-verified

I mean I mean looking at all of the data that was released overnight, it's quite a mix of data. voice-verified

Um but most of it did actually come in on the stronger side of expectations. voice-verified

So, yeah, that's probably something that also did weigh on on bond yields and and you know, why we saw bond yields push push higher, higher overnight. voice-verified

Um voice-verified

You know, going back to that fully fed index, it it was the highest read since January 2025, and boosting the index was a surge in new orders, um, which jumped from the index jumped from 8.6 to 33. voice-verified

Um, and you also did have a have have a reasonable rise in in shipments. voice-verified

So yeah, strong, strong print, strong print there. voice-verified

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