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.

Appearances

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

Yeah, look I think if you I mean, if you recall the Fed dot plots then you have one one rate cut for two thousand twenty six. voice-verified

Uh and you know, I think um you know it's not how the market's singing, of course. voice-verified

No, it's definitely not. voice-verified

And the market is reacting to each piece of piece of data that that comes out, um, whether it should or should should or should not put as much focus on each data print. voice-verified

Um it it it is. voice-verified

Uh yeah, obviously payrolls this week will be will be very important in terms of um sort of directing directing the market. voice-verified

But then we also have the CPI which is out on Friday as well. voice-verified

But looking at current market voice-verified

Pricing, you know, that the last week the OIS curve did bring forward rate cut expectations on the back of those soft partial indicators for the US labor market. voice-verified

So the OIS market is now pricing a full 25 base point rate cut by June with accumulative 56 base points of cuts priced by the year end. voice-verified

So yes, definitely pricing in far more than what the Fed.plot profiles are suggesting. voice-verified

Interesting that the Fed wants to do. voice-verified

Yes, yes. voice-verified

Um, you know, l let's wait and see how things things pan out. voice-verified

These things have seem to be changing ev every day, but a little bit more sort of optimism optimism there on on the on the outcome or a resolution. voice-verified

And voice-verified

Yeah, well um definitely. voice-verified

Um but let let's see how that that that voice-verified

um unfolds on the political backdrop. voice-verified

But you know, as you said, um reports are that the uh Liberal Democratic Party has secured or as at at the time of us talking now, three hundred and sixteen seats of the four hundred and sixty five seat lower house. voice-verified

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