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
5 · Mar OctJan 26AprJulnow

Recordings per month over the last 12 months — 28 in all, peaking in Mar 2026 with 5.

Appearances

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Pantheon, I've read they've reduced their GDP forecast from 3.5 to 2%.
They have.
But I've I'm reading other other other economists haven't made as big downward revision.
So it's all it's all obviously based on on what people had in terms of what they where they thought net trade was going was going to land.
Yeah, there is, there is.
So there's a little bit out as you said, um, you know, US GDP, US P C out tonight, PMI data in New Zealand.
I think we've got the January trade balance report and um the RB and Z governor is uh is out is out speaking.
So a little bit to digest
retail sales for the
Yeah, but obviously, you know, people sort of watching what's going on in
um on the geopolitical backdrop.
And I think one thing we haven't talked about, but maybe worth worth mentioning just in terms of equity markets and their price action overnight, you know, stocks um did open a little bit lower and they've traded a bit of a choppy session um throughout the day, but they've held on to those those losses that you saw at the open and you know obviously weighing on on um equity markets.
markets is a geopolitical backdrop.
But there was also um
A cautious outlook from Walmart overnight.
Their four-year earnings forecast was below consensus, and they were citing the unpredictable times for consumers as a cr as a constraint.
So that was a little bit of a negative against the sort of stronger economic data that's been coming out.
But also weighing on the market was a um interesting decision made by Blue Al Capital.
Now
Now it's it's restricting red withdrawals from one of its private credit funds.
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