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 · No end in sight · 5 Mar 2026 podcast

Um and he's just pointing out, you know, the E C B's commitment to delivering price price stability. voice-verified

Um so, you know, that voice-verified

that that his comments there around the E C B focusing on inflation, you know, has ha as as I said before, has fed through into expectations for the E C B and you've seen um voice-verified

the Euro. voice-verified

Um, the OAS curve now currently prices a cumulative, sixteen basis points of hikes by the year end um for the ECB. voice-verified

Now recall they were pricing around, you know, six basis points of cuts last late last week. voice-verified

So quite a meaningful repricing there. voice-verified

And then also on other central bank commentary, you had Fed Barkin uh out, he was, I think, talking on a Bloomberg TV interview. voice-verified

Um, and you know, he he also was focusing on um, you know, the textbook monetary policy, you know, way of looking at these short-term supply shocks. voice-verified

Um, and just pointing out that, you know, um their their focus remains very much on inflation. voice-verified

And he was also voice-verified

Noting that, you know, ahead of this um Iran-US conflict, he was actually noting that. voice-verified

that inflation um was maybe not heading in in the right in the right direction and and that inflation sort of remained you know, still remained quite high, um and, you know, s suggesting that that the Fed um, you know, voice-verified

that that they are on pause um and you know they they haven't finished their fight uh fight against inflation. voice-verified

Yeah. voice-verified

Um so in terms of in terms of the pricing in the US um US curve, the the OAS curve is now pricing cumulative thirty eight basis points of cuts by the end of the year and late last week it was pricing around a cumulative sixty basis points of cuts. voice-verified

So a big big move in or big voice-verified

Repressing there as well. voice-verified

Yeah, no, you you you are correct. voice-verified

Um, you know, there there is commentary around that on on Bloomberg that um, you know, the the financial market price section at the moment is going completely in the wrong direction in terms of what he was he was after. voice-verified

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