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

So um and this is, you know, so this will obviously give the PM a a the the mandate to live a to deliver on her spending plans. voice-verified

Um, these results are poised to be the biggest post war election victory that we that we've seen. voice-verified

So it's a massive, massive swing. voice-verified

to to the LDP. voice-verified

And in an interview on Sunday night, the PM did say that the LDP um, you know, f sh fought the election on a series of major policy shifts. voice-verified

Um and she said if we won the public support, then we truly must tackle these issues with all our strength. voice-verified

So, you know, o obviously that, you know, th those policies are in are in terms of um, you know, s s supporting supporting the the consumer. voice-verified

Yeah, so um I I guess on on the household um spending, what what are we expecting? voice-verified

NAB sort of you know, following the two months of strong consumer spending, um we we are looking for a little bit of a payback in d in December. voice-verified

Um so recall that you we saw one point four percent rise in October and a one percent gain gain in gain in November. voice-verified

Um and sort of our our consumer or NABS consumer spread. voice-verified

And spend trend data is is suggesting we will get a little bit of a payback in December. voice-verified

So NAB has penciled in a flat a flat outcome. voice-verified

Yeah, no, I would say like it it is it is a quiet start to the week on the on the data front field, but there is a as we've discussed, there is quite a bit coming out this week. voice-verified

Obviously the focus will be on the US where you have the the payrolls and and CPI. voice-verified

Um, you know, I would point out that this is a very unusual week for the US. voice-verified

You never you know, this is the first time on record that you've had three very uh voice-verified

um significant pieces of economic data released out in out in the same week. voice-verified

And also of interest is that on on Wednesday when we get the payrolls print out, we do have a US 10-year note auction about four and a half hours post payrolls. voice-verified

So you know, I I think there is going to be a risk of a bit of volatility this week in in markets. voice-verified

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