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

newest first · ▶ plays the moment

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

I don't think everyone's gonna aggressively come in and buy front ends, but I think it's something to watch for for voice-verified

for the week ahead in is how investors balance that. voice-verified

fear of higher inflation but demand destruction. voice-verified

Yeah, so uh again, you know, th the the data it's a bit hard to navigate through the data at the moment, um, 'cause a as you said, some of the data w alwa surveyed or done ahead of ahead of the conflict. voice-verified

So I I guess all that data's doing is really just showing you what the landscape was looking like as we went into voice-verified

into this war, you know, how how strong or weak were were consumers, uh, how strong or weak was inflation. voice-verified

And I think for the Eurozone we have the Eurozone CPI I think out on on Tuesday and um, you know, there are expectations that did jump quite a quite a bit for March. voice-verified

So as we've said, it's the soft data that that we're focusing on in terms of seeing how voice-verified

how this conflict is really feeding through into into sentiment both for consumers and businesses. voice-verified

Maybe another thing worth highlighting on Friday, Bloomberg did release its latest surveys for the US, a survey of economists, on both growth and in and inflation. voice-verified

And no surprise there, US economists have res revised up their PC inflation forecasts with a voice-verified

median for two thousand twenty six sitting at three point one, that's up from two point six. voice-verified

Um growth was revised down to two point three from two point five. voice-verified

My bet on those forecasts are when they're done again, um they'll be revised a little bit more inflation up and and growth and growth voice-verified

Yeah, look I think central bankers are certainly going to be still focusing on not wanting any pickup in prices to sort of cement higher inflation expectations. voice-verified

So so they you know clearly don't want inflation expectations to be unanchored. voice-verified

So I I do think there will be uh ki c continuing haw sh hawkish comments on on that front. voice-verified

But I do wonder whether there also will be uh, you know, we are at least voice-verified

for the Fed, um, more in a sort of wait and see mode given that they do have their their dual mandate um of full employment and price stability unlike um the ECB and the BOE. voice-verified

NAB Morning Call · Troops. Attacks. And Oil Back on the Rise. · 24 Mar 2026 podcast

Yeah, good morning. voice-verified

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