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.

Trend

recordings per month · last 12 months

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

Appearances

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

Yeah, look, I think let's let's see what happens. voice-verified

Sort of the market is expecting the US core CPI measure to remain at around two and a half percent. voice-verified

So unchanged unchanged there. voice-verified

Um, you know, I think we're gonna have to get a big, big miss on this this print to really see um move the dial in markets given everything else that's going on. voice-verified

NAB Morning Call · No end in sight · 5 Mar 2026 podcast

Yeah, good morning, Phil. voice-verified

Um, you know, as you've highlighted in your int introduction, some sort of relatively big voice-verified

moves in financial markets overnight. voice-verified

And, you know, I think what stands out for me is the fact that, you know, that stock bond correlation uh you know remains broken um as the tensions in the in the Middle East continue. voice-verified

So you know big, big swings in in um in bonds overnight. voice-verified

And this has really been led led by Europe. voice-verified

Um and there's no surprise there given, you know voice-verified

Europe's sort of exposure to to the energy's energy sector. voice-verified

Um and so what what you're sort of starting to see is this this um, you know, investors are repricing the outlook for central banks as it becomes sort of apparent, at least for now, that this tensions in the Middle East aren't aren't any ending voice-verified

And so voice-verified

ending any time any time soon and so that repricing on central banks is is being is feeding through into into into bond markets, but we can dig into that in a in voice-verified

Yeah, no, it de definitely it is. voice-verified

It is. voice-verified

And you know, it's interesting you've had a couple of central bankers out overnight talking and and their focus has really been on um on the impact on in inflation. voice-verified

So, you know, you've had E C B Nagle, who who is on the hawkish end of the spectrum? voice-verified

But, you know, um he's saying, you know, the the Iran impacting, you know, what's going on, the conflict and how it's impacting Euro area inflation is is the focus now rather than what it will do to growth. voice-verified

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