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 over the last 12 months — 28 in all, peaking in Mar 2026 with 5.

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NAB Morning Call · Pickaxe Diplomacy · 21 Jul 2026 podcast

I think this is alleviating some of the concerns about sort of their, I think there were concerns earlier on that might have been delays on that chip being released.

So that's been positive.

The strong export data that you got out of South Korea and Taiwan, I think exports to the US from Taiwan reached the fastest pace on record.

That was a positive and I'm reading that's have lifted

share prices of Samsung and Taiwan semiconductor manufacturing.

And then the Nikkei newspaper is reporting that TSMC, which is the world's largest contract chip maker, says it's set to raise prices for some of its services by up to 10% in 2027, while Intel Corp has confirmed that it will be cutting jobs to reduce costs.

So a few sort of positive, I guess, news stories out there, which is obviously supporting that semiconductor space and leading to that rally in equities.

sudden.

Yeah, no, that's true, Phil.

But I mean, it is a rotation that

may be seeing at the moment.

So not all positive news, but I guess if I'm looking at...

At stock indexes, they're up overnight.

So it's a positive night for equities

see an initial reaction in rates and the New Zealand dollar on the back of that CPI print.

You are correct.

But by the end of the day, those moves had actually faded.

And I think pricing for...

for the RBNZ for September sort of remained little changed.

I think the market's largely price for, I think it's got 22 base points of hikes price for the September meeting.

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