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

For the core PC measure for November and October. voice-verified

If you want to look at three decimal points, it was.208 for October and 0.160 for November. voice-verified

And I think the distortions are more um contained to PC readings to the downside. voice-verified

Um so yeah, I think we really need to wait for voice-verified

for the December reading to to try and get a clearer print or view on on the path of US inflation. voice-verified

Yeah, definitely. voice-verified

So so uh you know, it it was revised up a attach, as you said. voice-verified

So from the annual annual rate from four point three to four point four. voice-verified

Looking into the details, sort of downward revisions to consumption fix fixing investment were more than offset by upward revisions to um contributions from net trade and inventories. voice-verified

Um so you know, an a a a good print. voice-verified

And I think sort of you know Q Q four is looking voice-verified

Looking like it will be a good print as well. voice-verified

Um, you know, the consumer as you said before, the consumer spending data sort of, you know, remains at a solid, solid pace. voice-verified

Um so so that's that that's a a positive. voice-verified

And for now, really not sort of seeing the tariff pass-through isn't doesn't seem to be dampening um consumer spending on goods, which was up, while there was also sort of good solid spending in services. voice-verified

But I should note that on the services side a lot of that spending seems to be dominated by voice-verified

Yeah, no, that that is. voice-verified

So so that was the the other the other final print that came out of out of the US that sort of supported that that that positive sentiment in equities um, you know, was that weekly jobless claims print. voice-verified

So, you know, it it it edged a little bit higher on on the week, but it it came in um below below the consensus. voice-verified

So it came in at two hundred K and I think the consensus was at two oh nine K. voice-verified

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