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

to cover the costs of the increased fuel costs. voice-verified

Um in the PMI reports that rele were released overnight out of Europe and the US, uh, you know, markets didn't really voice-verified

react to this data. voice-verified

We're not re reacting to data at the moment. voice-verified

We're more reacting to the news headlines. voice-verified

But in the PMI data, like um US manufacturing did surprise to the upside. voice-verified

But overall the general theme coming out of the PMI reports was voice-verified

sort of the swiftness in how inflationary pressures have fed through into um businesses' expectations, but also how it's also feeding through into weaker activity. voice-verified

Um but of of note was really the push higher in in input prices that that was um reported in those PMI reports. voice-verified

Yeah, yeah. voice-verified

And I think um sort of on um voice-verified

On what central banks are thinking, we did have a couple of um speakers overnight. voice-verified

You had the Dutch central bank central bank governor. voice-verified

sort of noting around the second round effects um and how they may be greater than what we saw in 2022, sort of owing to the more sensitive formation of inflation expectations. voice-verified

So you think that is that that has been that theme coming out of central banks is that concern around um not embedding higher inflation expectations. voice-verified

The postpandemic period is is very much the forefront of everyone's minds and you know voice-verified

fear that that consumers will just be more willing to take on those those price increases. voice-verified

So you know we are we are watching what's going on um in in inflation but on on the other side Fed President Mary Daly was outside sort of emphasizing that that the Fed needs to be to remain flexible um and move rapidly with the evolving risks. voice-verified

So noting that there are risks around giving voice-verified

forward guidance because it may provide a false sense of uncertainty. voice-verified

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