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

Um so pricing there moved to go I think going into the print the market was maybe pricing around seven basis points chance that voice-verified

The RBA tightened policy in February. voice-verified

Um whereas the pricing's now up at fourteen and a half a half percent. voice-verified

So pricing around a fifty eight percent chance that the RBA tightens twenty-five basis points in February. voice-verified

Interpret. voice-verified

And um for the for the year as a whole now the market's pricing accumulative tightening of fifty two and a half basis points. voice-verified

So pretty big shift that you've seen in in pricing for the RBA over the last week or so and sort of you know, get it voice-verified

getting in line with with Nab's call of of a twenty five base point hike in February and and a follow up in May. voice-verified

And I should say that the market is now. voice-verified

Um voice-verified

sort of market participants are now speculating on whether you you get a you get a back to back tightening um by by the RBA. voice-verified

And so what's in focus now is is next week's um CPI. voice-verified

Yeah, I mean I think I think you're hard pressed to to try and find um s something outside of what you've just talked about in terms of um you know the the the the prints sort of suggesting bad news or your bad news going forward. voice-verified

So so very a very um yeah, very uh a very sort of strong strong print there. voice-verified

Yeah, definitely. voice-verified

So um, you know, uh we we sort of got the f um final Q three G D P print and then we also got um sort of the voice-verified

spending and income data for the months of October and November for the US overnight. voice-verified

Um and you know, look looking at the the PC print, um you got you know the the annual core inflation rate is remaining at two two point eight percent. voice-verified

So you know it has it hasn't pushed higher but it hasn't pushed lower. voice-verified

Um and if you look at if you look at the monthly prints, um you had them sort of rounding out at point two fifty voice-verified

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