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 · last 12 months

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

Appearances

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

Um, I would say there that kind of that retreat in energy prices has and oil prices in particular has continued since the uh since the June meeting. voice-verified

Um voice-verified

when we think about the characterization of those risks, maybe some of those more extreme upside scenarios for inflation risks have have faded a little bit, the kind of the magnitude of the shock from the Middle East and what that means for growth, um, maybe some of those downside risks have have faded a little bit. voice-verified

Um, and then you add on to that kind of some uh um additional uh commentary around risks from uh a more material slowdown in the housing market than they were earlier expecting and and that voice-verified

is kind of, you know, something that they noted in terms of risks to to growth. voice-verified

And so that that balance of risks, I think, the the minutes kind of emphasize again that it's, you know, while we're still worried about upside inflation risks and that could be sticky, the balance has shifted a little bit away from those more extreme upside inflation scenarios and a bit more focus on downside growth risks. voice-verified

Yeah, so I think that the kind of that loss in in momentum in in the housing market has certainly continued and and you know very much emphasized by the the data for June. voice-verified

Um if we look over the past three months, you've got Sydney and Melbourne now that have kind of you know led the um led the kind of shift in in momentum. voice-verified

Sydney down a little over three percent, Melbourne down a little under three percent over the past three months, and and the kind of those pace of declines certainly holding up if not accelerating a little bit. voice-verified

I think the voice-verified

Other thing that's notable there is those kind of mid-sized capitals, Brisbane, Adelaide, Perth, they'd really been kind of leading uh prices growth. voice-verified

Um, and there's been a a pretty sharp slowing in in momentum there as well. voice-verified

So Adelaide flat in the month, Brisbane up point three percent. voice-verified

I think the other thing that's worth noting is kind of these these data as they've been coming in, and and certainly for May, it suggested that those mid-sized capitals were holding up reasonably well. voice-verified

Um, but kind of the methodology here voice-verified

in Cotelity's home value index, it it can be uh can be subject to revision, especially uh when um conditions change reasonably rapidly as as they are at the moment. voice-verified

And so there I think it's worth calling out the kind of those initially reported May price gains for Perth and Brisbane in particular have been both revised down more than half a percentage point. voice-verified

And so there it is a kind of in this data it's very evident that you know Melbourne and Sydney voice-verified

Yeah, surprise. voice-verified

House prices are seeing declines on a month-on-month basis, that's continued. voice-verified

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