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 · Hawkish RBA and another TACO moment? · 10 Mar 2026 podcast

So Yeah. voice-verified

Yeah, look that he he he was he was quite hawkish and um you you did see sort of bit of a reaction in in Aussie markets on that. voice-verified

I mean Aussie futures, but but really more so in in the Aussie dollar, which you said has has rebounded um you know, rebounded quite a bit over uh overnight. voice-verified

Um a voice-verified

Yes. voice-verified

Yeah, like he he he was sort of talking up voice-verified

Um inflation, he was saying that inflation was sort of directionally higher than the RBA's um February February forecast. voice-verified

Um he sort of had a hawkish interpretation of of the recent um labour market data and he also sort of s suggested or or he said that in terms of um next week's Montreal Policy Board meeting that he thought that there will be a a a genuine genuine voice-verified

debate um from from the board members um obviously around what to do with the cash rate so so that's clearly sort of seen the market um sort of think that you know next week's meeting is is definitely definitely live um and you know so so you can't you can't rule out that the the RBA moves next week you know NAB still holds on to their view that they think the the RBA will voice-verified

Wait till voice-verified

May, particularly given, you know, the the heightened uncertainty um that that we're living in at the moment. voice-verified

Um, you know, you you think that they would have time on their side to to wait till wait till May? voice-verified

Yeah, I mean I I guess that's that's sort of on the on the growth growth impact. voice-verified

Um, but you know, I think um you know, I think for you know f for Australia, I think you discussed it s with Sally. voice-verified

in the podcast yesterday, but you know, Australia's going into this with um, you know, the the the capacity constraints that we have. voice-verified

Um inflation's still very much, you know, above the the target band, risk of it it's sort of heading heading higher, so in the wrong in the wrong direction. voice-verified

So um, you know, I I think one more rate hike here by the RBA is is definitely definitely on the cards. voice-verified

Yeah, yeah, definitely. voice-verified

So um, you know, obviously um you we we did have the February Now Business Survey out out yesterday. voice-verified

Uh look, it it did show an easing in business confidence. voice-verified

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