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.

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

strength with kind of the um the PMI there noting some, you know, that businesses are are focused on on cost cutting and and employment not showing that same strength. voice-verified

So I think that's important when we think about whether there are signs of of of a sustained US labour market reacceleration there. voice-verified

Um not necessarily evident in in this survey at least. voice-verified

Um and if we can kind of compare that to Europe, as you say, Europe somewhere in the middle, improving a a little bit that confidence, um that composite measure, sorry, up to a three voice-verified

month high but still below fifty and you know a bit of a further weakening in in the UK. voice-verified

Um. voice-verified

Yeah, so you know, Lane's comments they come after Lagarde's comments that the prior day where, you know, there was some some focus on on her noting that there's seen no evidence of um de-anchoring inflation expectations or second round effects that will warrant a more forceful policy response at this stage. voice-verified

Um certainly nothing in there to suggest that, you know, some some monetary policy action isn't appropriate. voice-verified

Um but you know, those more extreme scenarios uh fading as a as a um probability and Lane's voice-verified

Comments were kind of broadly consistent in that. voice-verified

He said that even in the the ACB's milder scenario, inflation was still set to remain above target for long enough to warrant a measured response. voice-verified

So nothing there really to push back against market pricing that has just over 30 basis points of tightening by the end of the year in there at the moment. voice-verified

We also heard from uh um another ECB official, Casimir as well, who did stress data dependency. voice-verified

unsurprisingly given the uncertainty at the moment. voice-verified

But, you know, his conclusion is that uh, you know, I think the direction is clear and I think we still have work to do. voice-verified

So that tightening by is still very much intact from the A C B, even as those kind of energy price scenarios at the moment are are tracking, you know, somewhere between that um they're kind of a little better than their baseline scenario. voice-verified

Yeah, that's right. voice-verified

So yeah, Taylor emphasizing that starting point there and the um spare capacity is the starting point, reducing those risks. voice-verified

And, you know, um he did note there that uh one can still imagine that we might end up in a fairly benign scenario. voice-verified

And if something closer to that plays out, then they must be ready to act. voice-verified

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