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 · Oil falls further, RBA holds · 16 Jun 2026 podcast

that's broadly in line with with our expectations, but it is worth noting there if you think back to May, the RBA was expecting very little uh cooling in the labor market in in the near term. voice-verified

So, you know, um it will be interesting to see how much that that falls back in in the May data. voice-verified

And if it doesn't fall back at all, then you know that would be further challenging uh that the RBA's near term judgment. voice-verified

But we do expect uh we do kind of agree with the RBA that that jump probably overstates uh how much weakening there has been voice-verified

In the labor market recently. voice-verified

Um, and when you look at the inflation side, uh, you know, they did note some fallback in in short term inflation expectations, but still seeing evidence of costs pass through to consumer prices, still worried about uh risks to to inflation persistence. voice-verified

And and Bullock in the press conference uh you know noted that uh you know the data look to be tracking a little bit lower um on on the headline number, uh, but nothing voice-verified

kind of those those underlying measures and that data that we saw in the the April CPI to suggest that that was uh that was necessarily weaker than expected. voice-verified

So all in all, kind of still concerned about inflation, not ready to kind of call victory on on that just yet, but seemingly reasonably comfortable that the kind of activity data was coming in in a way that suggests that, you know, they had had done enough. voice-verified

Yeah, so they didn't didn't mention that. voice-verified

And I think, you know, well, we didn't get a full SOMP or or forecast update round this time. voice-verified

And so, you know, maybe that is something that will get a little bit more airtime in that um that August Somp that comes with a a new a new assessment. voice-verified

But I think that just goes to that point that, you know, they are seeing growth as slow, but they're still very careful to suggest that that's not something that gives them space to to ease. voice-verified

That's something that um that is very much necessary and something that is voice-verified

a product of of policy that is now uh you know much more restrictive than it was uh at at the start of the year and they think that that's that's necessary. voice-verified

So I think when you when you look at this, you know, there were some comments in there that suggest you know they're not not calling calling an end to the the tightening cycle just yet. voice-verified

They said that um you know they added um to the that comment that they'll do what is what is necessary in the postmeeting statement. voice-verified

They noted explicitly voice-verified

That included increasing rates further if required. voice-verified

Um, and Bullock in the press conference did say that they're kind of not ruling out further increases if um if the data doesn't and um inflation data doesn't involve as they expect. voice-verified

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