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 monthsRecordings per month over the last 12 months — 28 in all, peaking in Mar 2026 with 5.
Appearances
Good morning, Phil.
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And as as you've highlighted in your summary of price action overnight, we've had a bit of a an unwound of the positive sentiment that you saw in the in the previous session.
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And you know, sadly it's it's the news headlines on on the tensions in the Middle East which continue to drive
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in investor sentiment and I guess a little bit of a a choppy session for equities overnight.
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But you know, as you said, bond yields have pushed higher and what's been in focus obviously in the last of an hour or so is that Wall Street Journal article that you just you just mentioned about the US deploying um more troops over to the Middle East.
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Yeah, look I think there's there's a m massive or h really high degree of uncertainty feel at at the moment.
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No one knows how this war is going to end.
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You know, I'm looking on the screens now and Trump's out saying that we're in negotiations with Iran right now.
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Maybe maybe they are, maybe they're not, but I think he ho he wishes that they were.
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the the actual action overnight suggests that the war is still going on and it's not ending any time soon as as you said.
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So y you are um seeing investors positioning for that.
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You you know, you have seen the oil price pushing higher.
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You've talked about it with all of us over the last week around the repricing on central banks.
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Um, you know, investors are have, you know, moved away from the
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The probability of rate cuts anytime soon and pricing in the risk of rate hikes, you know, early this morning you had a very weak US two year bond auction um which tailed and had the lowest bid to cover ratio since um early two thousand twenty four.
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So investors are looking for higher yields or wanting a a higher return for for investing in in bond markets.
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equity markets, as he said, have weakened overnight on concerns around
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not only the inflation backdrop and maybe what central banks will or won't do, but but also on the second round effects and the and the impact on growth um and the you know the potential for the demand destruction should the oil price remain elevated and and that being passed through into prices.
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And anecdotally here in Australia, you know, we're seeing companies announcing um price increases that are c that are coming through.
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Showing 1201–1220 of 5,023 · page 61 of 252
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