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 · RBA suggests a longer road to lower inflation · 3 Feb 2026 podcast

Um I think it was clear from voice-verified

from her comments around the board being very, very concerned that inflation remains high and that within the RBA's um forecasts they don't have Trim Mean actually getting back to within their their midpoint of their target ban until the middle of two thousand twenty eight. voice-verified

So um voice-verified

Yes, yes. voice-verified

I mean, you know, they have voice-verified

Yeah. voice-verified

They I mean they have consistently been pushing pushing it out. voice-verified

Um i i uh the the timing of when they see inflation reaching their voice-verified

um the midpoint of their target. voice-verified

And so, you know, with with inflation remaining high, um, the labour market unemployment rate still sort of seen relatively tight and, you know, the the continued um lack of capacity, which which we've talked about before, sort of all all pointed to to the need, you know, the need for them to to shift policy and deliver the rate hike that they they did they did yesterday. voice-verified

Um voice-verified

And it's voice-verified

Yeah, the market there was a little bit of movement in in market pricing. voice-verified

Um, you know, I think the market sort of unwound the the the view that there's gonna be back to back. voice-verified

Um easing and and so but they're focused on on the May meeting. voice-verified

So I think the OS curve is currently pricing a cum cumulative twenty basis points of rate hikes by the May meeting. voice-verified

And so that would be the meeting after the next quarterly inflation print. voice-verified

Yeah, I mean by definition as you feed through um, you know, as th their forecast profile, you know, assume uh they have a cash rate profile in there, which is which is obviously market pricing. voice-verified

Um and so that has um the cash rate up at sort of four point two by the end of this year. voice-verified

So so by definition if you feed that through into the forecast profile then then yes, you you would expect to see slightly weaker weaker voice-verified

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