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 · Tariffs back at 10 percent, AU inflation out today · 24 Feb 2026 podcast

They are saying. voice-verified

Though that in terms of comments, sort of what what dominated in terms terms of comments from cons consumers, while it's ongoing comments around prices, inflation, the cost of goods. voice-verified

So they're still seen top of mind for the consumer. voice-verified

While you also did see some comments on trade and politics that increased in the month, and I guess no surprise there given the focus on um on US trade policy. voice-verified

But I would say this survey, the cutoff date was february the seventeenth, so ahead of the recent ruling by the the US Supreme Court. voice-verified

Yeah, yeah, no, that that's that that is a very interesting interesting split as as you say, Phil. voice-verified

Um, in terms of other data that was out in the US, you did have some regional surveys um out. voice-verified

So the Philly Fed um Rich and also the Richmond Fed Manufacturing Index. voice-verified

Um and they were all sort of weaker, weaker in the month of February. voice-verified

So um Standout was a Philly Fed non-manufacturing report which posted a a a very large drop. voice-verified

Coming in at minus 17.3 from minus four point two, and that fall was driven by a sharp drop in drop in new orders. voice-verified

Um having said that on the positive front, there was some positive readings on the employment index, so um which came in at a sixteen month sixteen month high. voice-verified

So in terms of um yeah, for for the bond market, um these data didn't really shift the dial. voice-verified

Um bonds overnight were very voice-verified

range bound, not really m moving moving much. voice-verified

US ten is sort of voice-verified

staying around that low four percent level but failing to to break below that key four percent um rate. voice-verified

Uh but I guess what what was in focus in terms of financial markets outside of what went on in the yen was equity markets. voice-verified

So you've seen quite a rebound in equity markets overnight. voice-verified

Um European indices did open weaker, um, but that was sort of in response to the US-Asia session. voice-verified

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