Skye Masters

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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

Yes and the VIX um yes, the VIX was rising and it and it broke above that key thirty level and closed above that that that key thirty level. voice-verified

So I think Ray has spoken to you last week around watching the VIX and if it does break above thirty and sustained above thirty, you know the impacts that that might have on the on the Aussie dollar and and on voice-verified

currencies, the Aussie dollars tr um closed back below sixty nine cents. voice-verified

Um US dollar sort of source support on Friday and you had the the yen um breaking just just above one sixty that that key level there. voice-verified

So I think there'll be um a lot lot of sort of investors looking at you know not only what happens in in equity markets at the open but but in in commodities and um voice-verified

w what goes on with with the end, start the day. voice-verified

Yeah, definitely. voice-verified

And I think sort of um we said we'd unpack sort of the price action in in bond markets, so we might as well do that now. voice-verified

Cause you did see yields pushing higher to to start the the session on on Friday. voice-verified

You had US two years um briefly breaking above four percent. voice-verified

Um and you had your the ten year I think was just shy of just shy of five five percent. voice-verified

But buying did did return later in the session, and so you had um a bit of a curved twist, meaning that you had front-end yields close lower, US two's closed down six basis points, and while 10-year yields were off their intraday highs, they still did um close um higher in yield on on the day. voice-verified

And really, while markets are still pricing in expectations of rate hikes for the year ahead. voice-verified

As I've already said, I think investors are starting to look at what the growth implications will be on this conflict. voice-verified

And so I think investors are given that given the degree of rate hikes that are priced into markets, investors are sort of starting to dip their toes back into at least the front end of sovereign bond curves, where rate hikes are pretty well procedure. voice-verified

So if I'm looking at say in the UK you've got voice-verified

close to seventy three basis points of rate hikes priced for the year ahead. voice-verified

Um so you've got the market pricing in a cash rate of around four forty five and their two year c guilt bond is is trading around that level as well. voice-verified

So I think we could well see more of that ha um happening to to start this this week. voice-verified

Earl early days yet. voice-verified

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