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

Um, but those mark European indices did recover as the day unfolded. voice-verified

Um as I said, US stocks have rebounded and that has been led by a tech stock. voice-verified

Uh. voice-verified

Led Rally. voice-verified

Um so the tech software ETF voice-verified

Last time I looked at it was up two percent. voice-verified

Um, so quite a strong rebound there. voice-verified

And fueling some of that optimism was a news report overnight that Meta Platforms is planning to spend billions of dollars on advanced micro devices software. voice-verified

And so in s response to that company's shares are up nine percent. voice-verified

So I guess sort of alleviating that, you know, that concern around what's going on in in SAS companies um with with AI. voice-verified

Um and I guess of note, this tech led rally is happening ahead of Nvidia's results, which I think are voice-verified

Yes, true. voice-verified

So so he he did um he did sort of paint a cautious, dovish tone o overnight. voice-verified

Um and I think while he didn't voice-verified

He didn't sort of give the green light for a cut at at the next at the next meeting. voice-verified

Um I think, you know, there's there's a clear direction of travel in terms of what what he was saying. voice-verified

Um and you know, I I guess uh you know, we just need um in terms of the voting, uh we just need one more one more MPC member member to flip to flip, um, you know, to to possibly get get a rate cut and and a voice-verified

I guess all all eyes are on are on Andrew Daly. voice-verified

Um, yeah, so you had Goulsby was out and also Cook, um, so Gouldsby sort of voice-verified

was noting the the shifts in global tariffs and and just pointing out um you know the uncertainty that that that brings and and I think that's actually quite an important comment to to talk about sort of um when I'm looking at what's sort of news over the last sort of you know week um you know there's c that clear uncertainty around AI and what what that's gonna do to to growth going forward. voice-verified

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