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 · Risk appetite rises, but why? · 16 Mar 2026 podcast

Previously. voice-verified

But no, I think you know, w the RBA, as you talked about with Ray yesterday, look, the RBA is expected to voice-verified

uh tighten policy at at its um or um make the decision today to tighten policy to take the cash rate to four point one. voice-verified

The market is pricing in um voice-verified

I think a sixty six percent, um, sixty eight percent chance that th that they do tighten policy today. voice-verified

Um and you know, as as um we've been talking about leading into this meeting, you know, this is really all about what was going on with the Australian economy and capacity constraints, etcetera. voice-verified

Well well ahead of this this conflict um with Iran and and the US and the impact on voice-verified

on the oil price and potential upward pressure on inflation. voice-verified

Um so I think what we really will be looking at um is, you know, this we're obviously not getting an update on forecasts. voice-verified

Um so what we'll really be looking at is is obviously the communication um and the guidance around um the way the way forward. voice-verified

Uh, you know, whether whether Michelle Bullock does support market pricing, which has voice-verified

Well. voice-verified

what do they have a cumulative 70 basis points of tightening by um by year end so taking the cash rate you know the market's pricing and the risk of the cash rate heading up to four point six um we think that's a bit overdone that pricing. voice-verified

You know Nabby's forecasting the RBA to get the cash rate to four thirty five. voice-verified

So yeah in in terms of pricing and market movements sort of I'll very much be looking at her her Bullock's communication voice-verified

um in in the press conference post, post the announcement. voice-verified

Yeah, look they're definitely worth worth filling and voice-verified

These reports sort of highlight that China did enter the the new year on a on a firmer footing than previously thought. voice-verified

Um it should be noted, I guess, all this data does has come out ahead of the Iran-US conflict, so it's not it's not sort of reflecting any any impact there. voice-verified

Um but yeah, as you said, you know, industrial production um came in at what, six point three, exceeding expectations of five. voice-verified

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