Taylor Nugent

speaker

7,962 appearances 80 recordings 1 series first heard Sep 2024 last heard 27 Aug

Taylor Nugent’s voice in public audio — every appearance, attributed to the second.

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Recordings per month over the last 12 months — 36 in all, peaking in Nov 2025 with 5.

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NAB Morning Call · Not so Zen about the Yen · 30 Jun 2026 podcast

And I think what we saw yesterday obviously kind of traders are alert for the prospect of intervention. voice-verified

We did have some comments from the Japanese finance minister uh Katayama yesterday. voice-verified

Uh they said the bottom line is that we stand ready to take appropriate action whenever whenever necessary. voice-verified

Um but you know the reporting there is careful to highlight that she only used that kind of key phrase bold action when when promised. voice-verified

prompted by a reporter and so I don't think people kind of really saw that as a a real shot across the bowels that that something is imminent. voice-verified

So you know continues to be a watching brief with just how um how weak the the yen has has been at the moment. voice-verified

Um but yeah those those comments didn't put markets on the scent of kind of you know immediate in intervention from from the authorities in Japan. voice-verified

Yeah, so expectations in the Tangken survey are for uh uh you know, those um larger firms holding reasonably steady, I think, for despite uh higher energy costs. voice-verified

Some expectations that for smaller firms it might uh might have a a bit of a larger kit from from higher energy costs. voice-verified

But yeah, I think in general there the general expectation is that it'll show kind of resilience for those larger firms at reasonably healthy levels and and not do anything to voice-verified

to kind of shift that dynamic of a BOJ that that you know does need to continue to move rates higher. voice-verified

No, that's right. voice-verified

So yeah, the the kind of the key headline there was yeah, that financial conditions members agreed, probably somewhat restrictive. voice-verified

That's maybe a little bit stronger than the more restrictive than uh they were before the the recent seventy-five basis points of increases that we got after the postmeeting statement. voice-verified

But yeah, I think that point you made there is the important one. voice-verified

They think they're somewhat restrictive, but they think conditions need to be restrictive at the moment. voice-verified

They need to remain restrictive and we need a period of below. voice-verified

Trend growth. voice-verified

So all of those things together, you know, don't point to an RBA that is, you know, in any mood to entertain cuts anytime soon. voice-verified

And I think, you know, when you look at the the substance of the commentary, they're still worried about uh in inflation risks, um, which makes sense. voice-verified

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