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 · Back from the brink, but not far back · 8 Apr 2026 podcast

You had that big drop in the oil price. matched

You had a initial big rally in in tenure treasury yields. matched

But they weren't they weren't added to through the overnight session. matched

So really markets were range bound. matched

So yes, European stocks opened matched

higher, but then they were range bound. matched

UK and European bond yields opened quite a bit lower, significantly lower, around sixteen basis points lower in ten years, but then they were range bound. matched

And I think that price actions are showing to you that while m investors are pricing out the risk of an escalation in conflict, they're not pricing in the end of the conflict because there as we've discussed, there's a massive amount of uncertainty. matched

No, no, it's not. matched

And m markets are still well off those levels that we saw before. matched

the war started and even if the war did did end today, there's still the impact of the supply chain, how quickly that can matched

Turnaround the infrastructure that still needs to be rebuilt. matched

And through March I think the average amount of tankers going through the strait was around six, whereas prior to the war it was one hundred and thirty eight a day. matched

So yeah, it's gonna take some time for things to things to correct. matched

And I think also we have to be aware that the geopolitical landscape has changed significantly with this conflict and matched

There's an unknown around how matched

And that how that will look. matched

So matched

Yes, there were and we can we can dig into that in a minute. matched

But in terms of the overall expectations for central banks, obviously given this sort of relief rally that we've seen in markets, you have seen some i unwinding of those rate hike expectations that have been priced in. matched

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