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

newest first · ▶ plays the moment

NAB Morning Call · Will US optimism survive a record week for data? · 8 Feb 2026 podcast

So yeah, very, very positive session for stocks on Friday night. voice-verified

Yeah, no, defin definitely. voice-verified

I mean, I think there are, you know, obviously can like um uncertainty around around the massive massive spend, but but at the end of the day it should be a positive thing for for the economy and Nvidia's voice-verified

Um, Jensen Huang ma uh commented on on a C N B C interview on Friday and he said I mean I think this also supported the demand for for tech stocks, but he said, um, demand for AI is incredibly high. voice-verified

Um, and he also noted that the build out of AI infrastructure will continue for seven to eight years. voice-verified

Um so it's not just just it's not just this year. voice-verified

So so it it's it's something that's gonna be here for for some time. voice-verified

Yeah, look I I mean i a small a small increase from the prior month, but I think what what you should um register is that the the consensus view was that sentiment was going to decline um in the month of of February. voice-verified

So so it didn't actually do that. voice-verified

It it it it continued to to rise. voice-verified

I mean, I guess on this survey one um sort of needs to o la uh overlay it with the view that the shift to the web only results voice-verified

responses has meant that this survey voice-verified

Um it appears to have reduced its predictive power. voice-verified

Um so so so l we I we probably shouldn't spend too much time digging deep into it, but um voice-verified

And I m um you as you said, there was there was a a shift in in sentiment and most of that gain was seen in current conditions and it seemed to be supported by a meaningful fall in one year inflation expectations. voice-verified

So that fell from four percent to three point five percent. voice-verified

Um so so positive there. voice-verified

Um longer term inflation expectations ticked a little bit higher to three point four from three point three. voice-verified

So um voice-verified

Um you know, inflation expectations still s remaining a little bit elevated and sticky, but I think there's a a view that maybe consumers is thinking that tari the tariff impact has has passed. voice-verified

Showing 1741–1760 of 5,023 · page 88 of 252