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

Um so so business confidence sort of pretty much erased the gains that you'd seen in the previous two months. voice-verified

Um and now confidence did fall into into neg negative territory. voice-verified

Um so that's the first time it's done that. voice-verified

In almost a year. voice-verified

And I think that's sort of reflecting some cautiousness in the wake of the February rate hike. voice-verified

Note that this survey was done prior to the US-Iran conflict developing. voice-verified

But you know, so so confidence, confidence has has eased. voice-verified

It's hard to know what is driving. voice-verified

Having that, we only get a breakdown of the confidence levels in the in the quarterly business survey. voice-verified

But the previous quarterly business survey did say that what was weighing on businesses was wage the wage costs and also the the the demand the demand outlook. voice-verified

But you know, on a more positive front, business conditions were were flat, they didn't move, um and you know, yeah, um as you said, capacity well not necessarily. voice-verified

on a positive note, but capacity utilization has has remained quite elevated with six out of eight industries still remaining above average. voice-verified

Well voice-verified

So so that's the real pressure. voice-verified

Um, you know, and the and and the concern in terms of this capacity constraints and inflationary. voice-verified

Yeah, yeah. voice-verified

So um, you know, um margin squeezes, costs, costs are are are all impacting impacting sentiment. voice-verified

But I mean, you know, surprisingly, the um the Westpac Consumer Cons Confidence Survey showed a little bit of a um a a bounce in or a small rise in in confidence. voice-verified

Uh I think it's probably worth noting that I think this the survey for the consumer voice-verified

Consumer sentiment is done at a slightly different time to um to the NAB business survey. voice-verified

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