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.

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recordings per month · last 12 months

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

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

Um on the negative side, on the labor market, consumers see a high probability of job losses, um, the highest since july 2020, with sixty percent expecting the unemployment rate to rise over the next twelve months. voice-verified

So you voice-verified

You know, that's just neg negative on the jobs market and and follows the partial indicators that we saw last week which were um sort of not not great. voice-verified

Last week. voice-verified

Yes, d definitely. voice-verified

Um on on the other data that came out on Friday, US consumer credit. voice-verified

Um, you know, it it often you often don't look at it, but we do we are this this month because it it it rose quite quite a bit. voice-verified

So um it rose by the most in in a year with total credit outstanding rising US dollar twenty-four billion in December. voice-verified

So that was up from four point seven billion in the previous month. voice-verified

Um and voice-verified

looking at the breakdown, the non revolving credit, which is s voice-verified

cars and school tuition rose ten billion, um, while re revolving credit rose at thirteen point eight billion, which was its largest increase in in two years. voice-verified

So so really strong increase there in credit. voice-verified

Um what from what I've read, um th they are suggesting that the increase may reflect the holiday season shopping. voice-verified

where it had been reported that spending was at was at record record levels. voice-verified

However, you know, this number does sort of fuel that current concern around the household the household balance sheet. voice-verified

Um and the reason why this print is is is also important to look at in as we head into this week is that you do have US retail sales, which are out um on Tuesday, I think they are. voice-verified

And um voice-verified

There is an expectation that spending has will have eased a bit, um, down to point four percent in December, from point six percent in November, but this credit numbers just suggest that maybe there'll be upside surprise on that that number on Tuesday. voice-verified

So voice-verified

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