David Taylor
speaker
997 appearances
8 recordings
2 series
first heard Apr 2026
last heard 15 Sep
David Taylor’s voice in public audio — every appearance, attributed to the second.
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recordings per month · last 12 monthsRecordings per month over the last 12 months — 8 in all, peaking in Sep 2026 with 3.
Appearances
And when Matt Common was pushed on that, he said, look,
at the margin, it might reduce or tighten to, say, 4% to 5%.
And you're thinking, oh, that's just a full percentage point difference.
But people do jump on it.
So I would say that the key thing that we learned from, or the key two things we learned from Michelle Bullock yesterday at the Reserve Bank press conference was
was that the Reserve Bank is worried about productivity and the Reserve Bank is worried about the war in Iran, pushing the stratiform most remaining relatively shut, that pushing up oil prices and that filtering through to parts of the economy that really can't take much more cost pressures.
We saw that from the NAB Business Survey yesterday.
Cost pressures remain.
Despite forward demand from businesses coming down, the cost pressures remain.
So it's just a really weird scenario where we're facing this idea that the economy can't really grow much more than it is without generating inflation.
That inflation remains.
That will continue to slow the economy.
And
CBA is saying, look, we're hoping for 4% to 6% credit growth, mortgage credit growth, but it might come down to 4% to 5%.
My guess is that if the war in Iran continues and productivity remains really, really weak, you are going to see more of the same of what was flagged in the Commonwealth Bank's results today, that home loan applications will continue to fall.
and you'll see a lack of credit growth.
And that just feeds back through to the economy.
So there is a loop.
There's a bit of a doom loop there that we have to watch for.
At the moment, things are okay, but it's something to watch for.
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