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 monthsRecordings per month over the last 12 months — 28 in all, peaking in Mar 2026 with 5.
Appearances
You know, we've got weaker weaker equities, higher higher bond yields and and a stronger a stronger US dollar.
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Um, but you know, I I think Phil we take each day as it as it as it comes.
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when I read um you know sadly when I ni read the news reports overnight um you know i it doesn't sound as though this conflict is is um only gonna be a a two two four week type of of um conflict.
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no, it it definitely is and and I think you know as
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As you said, Nagel, you know, did point out that if it was protracted there would be growth um impacts.
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And I think, you know, that is why you're seeing equity markets repricing.
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Um, they're down quite a bit.
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As you said, um over overnight, um, you know, energy stocks are doing okay, but your consumer and stables are are are weaker and and you know that is definitely off the back of um concerns around the um the growth the growth backdrop.
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But you know, for s for for now, um, you know, I think central bankers uh you know the the fears of
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of what happened to inflation um when the Russia Ukraine war began and, you know, what we saw post pandemic with um, you know, supply shocks that that's still sort of front of front of mind and sort of focuses definitely on um on the inflationary impact.
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And so that is why, you know, as I said, you see that repricing in OIS curves and you are seeing some meaningful repricing in um in bond markets as well.
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So if if I look at where bond yields are tracking relative to um relative to Friday's close, if you if you look across, you know, Europe, the UK and the US, you know, yields are tracking around sort of um twenty, twenty basis points higher higher in yield.
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Yeah, look a on a on a headline basis, the household spending came in at point three.
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Um and I think um Nab's view and the consensus was around zero point four.
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So so a little a little bit softer um there that looking at the detail there was another fall in
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in good spending and and but our our sort of write up suggests that that was consistent with um
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you know, expectations of a further payback from the strong gains that you saw both in October um and and November.
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But on a positive front, they say if you do smooth out um the the shifting spending patterns, um consumption sort of has averaged around 0.5 over over the past over the past four months.
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So um you know consumer spending I guess if you look at what I have a positive tilt on it, consumer
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Showing 1481–1500 of 5,023 · page 75 of 252
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