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 monthsRecordings per month over the last 12 months — 28 in all, peaking in Mar 2026 with 5.
Appearances
And I think it has resulted in some upward revisions to Q one Q one forecasts.
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Um and, you know, the strength in that number w was did appear to be broad based.
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Both you know, services output rose by point five percent.
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um while construction surged uh by by one by one percent.
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So um, you know, a again at the face value that that was a that was a stronger than expected print, but we would say it was for the month of February and and ahead of ahead of the Middle East conflict.
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Um just going back to your comments around Schnabel, yeah, we there there were a couple of
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um central bankers speaking overnight.
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Um and in terms of the ECB you also had I think their the account of their March meeting was was released overnight as well.
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And that did show that um g the members of the Governing Council thought it was important to keep options open for future meetings and to be agile in terms of shifting policy.
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Um but but post that the comments out of Bundesbank pr um President Nagel and and comments from Schnabel sort of suggested that um I think you know
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The ECB needs to keep options open um and a bit more of a a wait and see and it would be a mistake to provide forward guidance.
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Uh and I think President Williams, who was speaking, Fed President Williams, who was speaking overnight, um said a similar thing in in in terms of um y it it's not a good time to be to be providing forward guidance at the moment.
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So, you know, may maybe central bank is slightly walking back.
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On on comments that we saw immediately post the start of the conflict around concerns of
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of inflation expectations surging and you know, what what we did see when when that happened was a m quite a meaningful repricing in central bank expectations, which I think was fair, but I think central bankers are just saying, you know, they're in a they're in a wait and see mode.
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Um, wanna see how long this conflict lasts for and if it lasts for too long we know that in the short term it'll have inflationary impacts, but in the longer term it'll have growth impacts.
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Yeah, no, there there there will be.
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And just going back to that Taiwan semiconductor um uh um um announcement that that that came out, I mean it um you know, it is interesting that you know that one of the what what's led the the gain in in in equity markets overnight has been technology stocks.
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Um and and so, you know, that that report did did provide a little bit of support to to investor sentiment.
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But having said that, I have read that that volumes overnight have been reported to be relatively relatively low.
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Showing 1021–1040 of 5,023 · page 52 of 252
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