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 · Escalate to de-escalate, again · 22 Jan 2026 podcast

Good morning, Phil. voice-verified

Yeah, I think um, you know, there's clearly been a um de escalation in the geopolitical risks over the last sort of twenty four, forty eight hours and so you are seeing that sort of being um priced through into into financial markets. voice-verified

But, you know, um overall there's still a high degree of um of uncertainty. voice-verified

Um, you know, it's been a very noisy, busy start to the year and I think um voice-verified

The expectation is is it that is going to continue? voice-verified

So, you know, as you said, you know, precious metals um are still being supported. voice-verified

So, you know, gold gold is is up as as you said overnight. voice-verified

Um, but we have seen um sort of good performance in in equity markets overnight, um, given that sort of change in in um voice-verified

or easing of um voice-verified

concerns around around Greenland. voice-verified

And we and we've also what what's of note is also some tightening in in credit spreads um overnight um as, you know, um, you know, investors just have a little bit more confidence um and w sort of w wanna wanna sort of um redeploy their their cash. voice-verified

And I think also supporting that that turning confidence and we can talk about it um is voice-verified

The data that um has come out over the last um a voice-verified

Yeah, it was it was a big surprise, Phil, and you saw um sort of pretty immediate um reaction in in bond markets. voice-verified

Um but yeah, as you said, the unemployment rate came in at four point one. voice-verified

Um consensus was for it to be at voice-verified

at um at four point four point three so quite a strong number there and and you know employment grow um was was quite strong as well. voice-verified

It was um came in at um you know sixty five, sixty five thousand. voice-verified

So a very good employment report there and um you know the the the unemployment is continued to tr to track well below sort of where full employment um is seen and in the backdrop voice-verified

where you have that and you have capacity utilization is still stretched and inflation sort of remaining above the RBA's target band, um, you know, no surprise that the market is is now looking um or added to their expectations of the RBA tightening in um in February. voice-verified

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