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 monthsRecordings per month over the last 12 months — 36 in all, peaking in Nov 2025 with 5.
Appearances
Um, but that loss of momentum in the mid-sized capitals is also pretty stark here as well.
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And so, you know, overall, think about what this means for the biggest picture, but the bigger picture of kind of growth in the RBA.
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Overall.
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Not to say that the housing market is everything.
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It's it's far from everything, but I certainly do think that that kind of shift in in uh the housing market momentum, the consequences that that will have for kind of credit demand in the short term and all of those sorts.
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sorts of things will be factoring into the RBA's thinking about risks.
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Yeah, so um overs and unders, but more more unders than overs, I think is is the way to say it.
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So we've had Italy, uh, France, Spain and Germany.
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Uh headline inflation in Spain was a bit stronger than than expected.
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In in France it was kind of weaker than expected, and then small downside surprises in in Italy and and Germany.
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So I think on on balance kind of expectations were that that Eurozone wide number would be at three percent.
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uh year on year uh for for June.
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Um risks after that country level data overall probably to a lower print than that.
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We think about what drove it.
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These are only preliminary numbers so there's not too much detail, but kind of swings in energy prices obviously are are one key key factor.
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But it is worth noting there that in um Italy and and France in particular there was some notable strength in services prices in in the May CPI.
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And maybe there's some signs that that looked a bit better in June.
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So I think there is some some potential good news to be found in in um that are those country level CPIs and we'll see what happens with the the full eurozone wide number tonight.
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Yeah, that that's right.
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So, you know, plenty of ECB speakers to to wade through.
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