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

And I think that will be interesting 'cause we obviously know that Walsh has a um a different approach to previous FOMC practice on on communication and guidance and those sorts of themes. voice-verified

So voice-verified

yeah, I certainly think that to contrast his views on on how to approach this sort of thing with the other central bankers in the in the room may be interesting, although as we've talked about before, it comes at a time in which even ECB officials have are very comfortable that not not particularly strong guidance about the path forward is the right course of action given the uncertainty at the moment. voice-verified

NAB Morning Call · Risk off, but why? · 23 Jun 2026 podcast

Yeah, good good morning, Phil. voice-verified

So yeah, pretty clear risk-off tone uh across markets and really the epicenter was that you know tech AI story and and chipmakers in particular, it was very evident, you know, all through our session yesterday as well. voice-verified

You mentioned there the cost be down ten percent overnight declines in in the US were led by by chipmakers, uh Micron down thirteen percent, Qualcomm down almost nine percent. voice-verified

Um the kind of broader Philadelphia semiconductor index was voice-verified

Eight and a half percent lower on on the day. voice-verified

But you know, I do think that, you know, while it's not obvious what the kind of proximate catalyst here was, some perspective is is important. voice-verified

And that eight and a half percent drop on the day in the the Philadelphia semiconductor index takes it all the way back to where it was on Thursday. voice-verified

So I think it is in the scheme of some some reasonably large moves that we've seen in in these markets recently. voice-verified

Um, but certainly, you know, the Aussie, it had been holding around seven voice-verified

Reasonably resilient to um some softer um risk sentiment in the last couple of days, but you know, certainly uh gave way um amid that that kind of broader risk off tone and that that stronger US dollar and the Australian dollar clear under performer. voice-verified

Yeah, so the Aussie, the you know, clear underperformer among the G ten, the Japanese yen, it did it did hold its own against the the broadly stronger US dollar, consistent with those kind of, you know, safe haven uh kind of characteristics, but you know, certainly didn't didn't rise. voice-verified

And I think that you know where the where the yen is at at the moment, up around, you know, one hundred sixty one fifty or or so, I think those fears of of a renewed bout of of intervention are are pretty live, and we did see uh some reports. voice-verified

Reporting that the Japanese Finance Minister and and US uh Treasury Secretary Bessant did speak and uh Japanese Finance Minister Karayama told reporters that they agreed to take bold steps if if needed. voice-verified

So I think that means that investors are, you know, on alert for the potential of uh of Yen intervention around these levels. voice-verified

Yeah, no, I think I think that's a a fair summary. voice-verified

Kind of, you know, those talks are ongoing. voice-verified

Both sides have said that they're they're progressing reasonably well and progress is being made. voice-verified

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