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
But now
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what's going on with the tariffs is just adding to that uncertainty that that's um weighing on weighing on investors but also on businesses and so you could well see that sort of flowing through into um um business survey reports going forward um you know just just not knowing where this whole global tariff issue is go is going to land so he was he was pointing to that he was also s suggesting that maybe that
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uncertain backdrop is is a driver of what we're seeing in businesses, you know, in the terms of that current low hiring, low firing dynamic.
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So maybe that that is going to continue.
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Um but he did on on Fed policy, um
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He he remained he did say he remained optimistic that there were more rate cuts.
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So point out the cuts, not cut, this year.
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Um but that does hinge on seeing actual progress on inflation heading back towards two percent.
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So, you know, pointing to to possibly more than one one Fed cut this year, but you didn't see inflation uh heading lower.
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Um as I said, Governor Cook was also out speaking, but she didn't really make
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any comments on monetary policy.
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She was just focusing on AI and the impact that it might have on on the the labour market.
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And she also did note that the Fed is incorporating AI into their forecasts, looking at how it affects um their neutral rate.
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Um and and also looking at the impact that data centers are having on economic growth.
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Yeah, so that's that's the focus um for for today.
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So that's monthly CPI for January.
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So NAB is is um looking for this um headline CPI rate to come in at 3.8 and the trimmed mean to be at 3.3.
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I think market consensus for the headline is at 3.7 and at 3.3 for the for the trimmed mean um sort of
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Taylor in his
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His you know he's our inflation whisperer.
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Showing 1601–1620 of 5,023 · page 81 of 252
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