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 I think the the previous month's consumer sentiment survey probably reflected the the um RBA rate hike. voice-verified

Yeah, although Westback did note that um there was a material weakening in responses in the survey as it as it sort of carried on once the conflict began. voice-verified

Um, yes, look look, you know, there there is, you know, our our main focus is obviously what's going on um in in the Middle East and that's really driving sentiment. voice-verified

But obviously, you know, you are you are getting a splattering of voice-verified

of data releases that are coming out, but you know they're not really moving moving the dial on on markets. voice-verified

But so you did have that China data last night we did have the US NFIB Small Business Optimism Report and the existing home sales report. voice-verified

So interesting on the NFIB survey um you did see um an easing in in confidence levels for for the month of February voice-verified

February. voice-verified

Um but, you know, i it is worth noting that that there is c continues to be a decline in the response rate for this survey. voice-verified

So I think there are only four hundred and twenty eight companies who responded, which is down from around five hundred and nine earlier in earlier in the year. voice-verified

One thing that that um another thing that happened earlier this morning was uh the US um bond three year bond auction. voice-verified

Um and I think actually when you were speaking to Ken on Monday, um, you know, he did note that sort of there will be a focus on this week's um US Treasury bond auctions. voice-verified

Um and so the three year overnight was the start of those. voice-verified

Um and no surprise it it was it was soft. voice-verified

Um so the bit voice-verified

Cover ratio was well well down on on the average and it was the smallest since August last year. voice-verified

Um, while the buy-side investors took down the smallest share of a three-year auction since April last year, which was recall around around Liberation Liberation Day. voice-verified

So I think no no no surprise that given given where US Treasury yields are at, um, and given what's going on globally in the geopolitical backdrop that you voice-verified

you didn't see a strong um three year auction overnight. voice-verified

Um real focus will be on the ten year which I think is tonight. voice-verified

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