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

But as you said, the German factory orders, they came in well below expectations up point nine versus a consensus view of three. matched

I think there was an expectation of a bit uh more of a stronger rebound following the eleven percent slump that you saw in in January. matched

But point matched

Point nine, yes, growth, but quite a bit below expectations and that nothing to nothing to celebrate about. matched

And in the Eurozone you had their retail sales, which fell point two percent in February and with a fall driven by declines in sales of food, drinks and tobacco. matched

So the hard thing there is obviously the Eurozone economy soft, um, but we know that you know the E C B's has one mandate and that's that's inflation and matched

as we've just been talking about, the focus is still on inflationary impact of the energy price spikes higher and that's why markets are still pricing in the risk of rate hikes by the EC V this year. matched

I don't think so. matched

It is again for February, but I think it's the point as we just uh s said to you earlier is that US inflation was heading in the wrong direction for the Fed. matched

And you've got the r the risk is or the expectation is inflation will be heading higher in the coming months because of the spike in matched

oil prices or energy prices. matched

So the Fed is definitely on hold for now and that's what the market's pricing feels like. matched

NAB Morning Call · Inflation or demand destruction? · 29 Mar 2026 podcast

Yes, good morning, Phil. voice-verified

And it definitely is the the big um question for investors. voice-verified

And I think that started to feed through uh into price action on on Friday. voice-verified

So, you know, as you hit the fifth week of the conflict um with with all news that really it seems to be escalating rather than de-escalating, it is leaving a very challenging landscape for for investors. voice-verified

To navigate. voice-verified

And I think the initial response and the right response was the fear of higher inflation. voice-verified

You know, you are going to get that immediate hit. voice-verified

You saw that in sort of the final read of the University of Michigan Consumer Sentiment Report, which was released on Friday. voice-verified

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