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.

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

five point three percent um voice-verified

And I think this was that was the fastest growth rate since um since September. voice-verified

So strong, strong there, retail sales were strong, 2.8%. voice-verified

Um that was above market expectations of two two point five. voice-verified

Um it is uh what I am reading is that it was like is supported by government trade in subsidies, um, but also the unusually long nine-day lunar year holiday, which would sort of voice-verified

supported um supported spending. voice-verified

But you know, o overall, yes, uh um sort of data reflecting a a firm s firm start for for China. voice-verified

Yeah, so the expectation is obviously well is for the BOC to be on hold. voice-verified

Um I think, you know, there was only a small dip in um BOC expectations immediately post post the release. voice-verified

So I think OAS pricing for the year dipped to thirty basis points, but it's back at um thirty five uh full thirty five base points of tightenings for two thousand twenty six. voice-verified

So minim minimal voice-verified

impact there you did have the headline CPI print come in at 1.8 so it was down from 2.3 I think this was the a nine month low voice-verified

um in for for for that print and you also had the core measure at 2%. voice-verified

So so a good reading there, but um hasn't really shifted the dial. voice-verified

And you know obviously this has come in again ahead of ahead of um the Iran US US conflict. voice-verified

So I think investors have really pretty much looked through that that data print. voice-verified

Overnight you also had some voice-verified

Um data out of the US, US industrial production did come in slightly stronger than expected, um, but you know, pretty, pretty low though at still at point point two percent. voice-verified

Um, in terms of the manufacturing production, which I think accounts for about three quarters of industrial production, it was up also by point two percent in February and it was supported by um motor vehic motor vehicle production. voice-verified

Yeah, um I guess I guess they are they are, Phil. voice-verified

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