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.

Trend

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 · Risk off, but why? · 23 Jun 2026 podcast

So in his view, interest rates can and should resume their their downward path to neutral in that kind of scenario. voice-verified

So we know that Taylor is on on the dovish side of the the committee. voice-verified

So not necessarily groundbreaking news there. voice-verified

But I think it does kind of keep that possibility very much alive that the BLE can avoid and can kind of manage this by staying on hold and pausing rate cuts rather than needing to tighten. voice-verified

Although that said kind of market pricing for the BLE little changed and still a little over one 25 basis point increase fully priced by by the end of the year, only down a couple of basis points. voice-verified

Ferdinand. voice-verified

Uh yeah, so a little bit of a rise expected there. voice-verified

It was four point two percent year on year last time. voice-verified

Consensus is for four point three. voice-verified

We're a touch above that at at four point four and kind of the difference there and anticipating a pretty big spike in in international airfare prices. voice-verified

Um on the trim mean measure, um consensus there were in line with with consensus uh that's expected to to tick up to three point five percent year on year from three point four percent. voice-verified

I think kind of the the broad voice-verified

Broader themes in the CPI story in Australia are the kind of that that balance of risk does seem to be tilting away from kind of uh inflation coming in even stronger than the RBA feared in in May. voice-verified

Um we know that headline inflation is is tracking below their their May forecast, the fallback in fuel prices and and refined uh product prices in in particular um are kind of driving the the large part of of that story. voice-verified

Um on the voice-verified

Trim mean side. voice-verified

Um, you know, while LBA was expecting pretty strong um underlying inflation, it looks like they're getting pretty strong underlying inflation. voice-verified

The prospect of it coming in even firmer than than they expected through the second quarter does seem to be uh a much higher bar to to clear at at this stage. voice-verified

So we'll be looking through the detail there um to kind of shape up how much pass through and whether there's a broadening in pass through from uh from April. voice-verified

Um but yeah the voice-verified

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