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.

Appearances

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

spending has retained much of its its momentum, um, but it hasn't, um growth is not accelerating. voice-verified

Yeah, you're correct there, Phil. voice-verified

Um, as you said, they came out and announced a target of four and a half, which is down from five. voice-verified

But as you said, this was largely uh anticipated, so limited limited impact, um limited impact in in market. voice-verified

Yeah, so the uh as you said, the focus um obviously the focus is on the news headlines around the the conflict in the Middle East, but in terms of um the macro backdrop and the data, the focus um coming up today is is as you said, US non-farm payrolls. voice-verified

And ahead of that report, you know, as you said, we did get some, you know, positive data out of the US in the in the weekly jobless claims data. voice-verified

Um I think that did impact. voice-verified

impact um pricing in the OS curve at at the margin, but it's so really hard to unpack. voice-verified

um that impact and then obviously what we've seen in the in the repricing in in energy prices and fear around inflation. voice-verified

But um on the weekly jobless claims data remained unchanged it. voice-verified

two hundred and thirteen thousand, so that was slightly better better than expected. voice-verified

Um and you know, I I think the the the general view is is that that um you know claims continue to track below year ago levels and they remain at at at um voice-verified

at consistent levels that sort of a low pace of a low pace of layoffs. voice-verified

So so some positive some positive news there going into today's today's payrolls or tonight's payrolls report. voice-verified

Having said that, there is a bit of payback expected this month. voice-verified

So if you recall in the January payrolls we did see a very um strong surge up a hundred and thirty thousand um voice-verified

Jobs in January, so we're expecting that to pull back, or the consensus view is that we'll see a smaller increase for February, so pull back to just around fifty five thousand rise in payrolls. voice-verified

But um the unemployment rate is expected to hold steady at four point three uh percent. voice-verified

So you know, all eyes on the payrolls, payrolls report, but I do think that what's going on in voice-verified

Middle East is gonna be the focus for financial markets. voice-verified

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