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.

Appearances

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NAB Morning Call · Mixed Messages · 16 Apr 2026 podcast

Um, you know, we also what can voice-verified

Came out in the US was the initial jobless claims. voice-verified

They fell by 11,000 to 207,000 versus a consensus expectation of a 2013 read. voice-verified

So that was a little bit better than expected as well. voice-verified

And that was the biggest one-week fall in jobless claims since since February. voice-verified

So at face value, that that report s suggests that the labor market has improved. voice-verified

um and layoffs remain at at low levels. voice-verified

But we know that there is that sort of low hiring, um, low firing um dynamic going on in the US. voice-verified

And you know, maybe that does, you know, reflect a little bit of what was what you said came out of the beige book. voice-verified

And I note that Pantheon has noted that um the indeed measure of job postings has dropped by two percent since February. voice-verified

And while they're saying voice-verified

it's it's early days yet there is some evidence that the rise in energy bu prices is starting to weigh on on we labour demand. voice-verified

Um voice-verified

So I guess sort of less positive on the labor market there and maybe suggestive that you might see the unemployment rate sort of ticking higher in the months ahead. voice-verified

And then also I guess less positive out of the US data was the industrial production report, which fell by point five percent in March versus an expectation of a a small point one percent um rise. voice-verified

Yes, you're you're correct, Phil. voice-verified

So, you know, on on a headline print that G D P number, the annual annual rate, you know, did come in above expectations, rising to voice-verified

or coming out at five percent versus um expectations of a poor four point eight percent rise. voice-verified

Um and yeah, that that there was that continued mix of growth was supported by a strong manufacturing sector and and exports, um while you continue continue to see the consumer in China remaining soften, as you said, with that sort of weaker print from the retail sales and that coming coming in below expectations. voice-verified

Yeah, so you know, a a as you said, uh uh, you know, stronger that m it's sort of quite a bit higher than expected that GDP print for February. voice-verified

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