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 and he he says headline inflation will be boosted by the unwinding of um the remaining electricity subsidies, um although he's expecting that could be offset by softer fuel and travel prices. voice-verified

Um overall though this this this number is going to sort of help cement those forecasts for Q1 trim mean inflation. voice-verified

Um so NAB is currently at 0.8, which voice-verified

Which is below the RBA's February SOMP forecast of point nine. voice-verified

But I think you've got Taylor on tomorrow so he can give you all the insights on that print tomorrow morning. voice-verified

Yeah, well let let's see Phil. voice-verified

But um yes, he is speaking later today. voice-verified

NAB Morning Call · Aussie unemployment supports rate hike, higher tension in Middle East · 19 Feb 2026 podcast

Yeah, good morning, Phil.

Um, we can sort of dig a bit more into um data releases, etcetera, and around what's happened overnight, but just in your comment around

Um, bond yields.

Yeah, look, they um they did they did sort of there was a a Treasury led uh rise in yields early early in this session and that was off the back of some stronger than expected data.

But

That has since unwound and you've got yields sort of unchanged to to a fraction a fraction lower, lower on the day.

And and I think really what's driving um that repricing is is resentiment and we can dig into that, as I said um in this in this podcast.

But just going back to your comment around the um FMC meeting minutes, yeah, look I think it is um, you know, it it

is it is a bit challenging when I look at market pricing and then I then I sort of sort of read what was in the FMC minutes and and the write ups.

Like in i in general the minutes were seen to be a bit more on on the hawkish the hawkish side.

Um you know I think Fed Fed Fed members were um

you know, suggesting that sort of downside risks to to the labour market had had moderated, um and we've seen that sort of that's sort of been supported by the um jobless claims data which came out overnight.

But um yeah, well while the oh wait

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