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 over the last 12 months — 28 in all, peaking in Mar 2026 with 5.

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

And it did show that while sentiment did fall to a three-month low, one-year inflation exhibit. voice-verified

Expectations were revised up so from 3.6 to 3.88%. voice-verified

So fear of immediate impact of inflation is, as I said, is the right way to price in what's currently going on. voice-verified

But what is starting to feed through, as I said, into investor sentiment is what happens in the in the more longer term or medium term if this conflict is here for s for some time, which it seems voice-verified

to be and interestingly that consumer sentiment um inflation expectations report uh while the one year inflation expectations rose the medium term one was was unchanged at three point two um and I think sort of what we're seeing is in investors looking at the demand destruction as you said and we can dig into it but I think that fed into investor price action in bonds on Friday. voice-verified

Yeah, voice-verified

Yes, definitely. voice-verified

And I think um you know you you saw that in um the the latest uh Westbook Consumer Sentiment report which was released for Australia that survey was over the period of when the conflict began. voice-verified

So much worse sort of readings um post conflict than than before. voice-verified

Um but you know the these these are all reports that we're gonna be watching. voice-verified

I think as I said to you last week, it's the soft data that we we get initially and this voice-verified

um in in the coming week. voice-verified

I think we get quite a few readings on business sentiment in the US and Europe and some more consumer sentiment reports um in the US and Europe as well. voice-verified

So we'll be watching those ahead of Payrolls which is out on Friday. voice-verified

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

I think um you know news reports over the weekend ha have not sort of suggested that this conflict has eased and if anything it's it's escalated or or got worse. voice-verified

So so I think you we'll probably see more of the um the price action that we was was seeing on Friday will be extended into the open on Monday. voice-verified

And you know, as you've said, um oil prices spiked higher on Friday, you've got Brent Bay. voice-verified

Okay. voice-verified

uh a hundred and twelve and W toy oil just shy of of a hundred twenty VIX rising. voice-verified

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