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 monthsRecordings per month over the last 12 months — 28 in all, peaking in Mar 2026 with 5.
Appearances
I think, you know, obviously given the price action in US stocks on Friday, you
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know, there is that expectation that that stocks are gonna open stronger um to today.
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Um but you know we're also obviously going to be watching what goes on in Japan following this LDP election.
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You know, the the the view is is you're probably gonna see Japanese stocks up but um a weaker yen and possibly higher JGB yields and and for me it'll be interesting to see what that reaction is in JGB yields and whether
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you see that filter through into into the broader or global bond markets, um, you know, on on the fear of fiscal spending and what that means for sovereign insurance going forward.
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Yeah, good morning, Phil.
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And and as you've said, in in a session which um has been pretty or an overnight session which has been pretty light on the on the macro front front, it clearly is um the decision by the RBA that that's been um been been the focus.
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And yeah, look as you said, the the twenty five base point rate hike was sort of l widely expected by the market.
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I think, you know, the market went into a pricing around a seven
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twenty percent chance um majority of the economists thought that they would hike at that meeting.
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But but the focus was really on um the wording or guidance around any any further rate hikes to come.
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Um the market sort of going into the meeting was was pricing in the risks risks of another RBA rate hike and as you know
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Nab went into that meeting saying that we thought they'd hike um at the February meeting and then again again in May.
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So you saw a little bit of volatility.
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um around the release of the press statement and then um
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And then the the the press conference.
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But essentially, you know, the the the view is is that that that this this is not a one and done.
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Um and the RBA board is sort of very unpleased to see that inflation uh continues to to remain well above um the the midpoint of the RBA's target target band and um and so
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So while you know, Michelle Bullock
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um clearly w did not want to provide any any forward guidance.
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Showing 1821–1840 of 5,023 · page 92 of 252
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