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

I hadn't uh voice-verified

Seen a negative year-ended number for for retail sales for a couple of years that was minus point six percent, a little weaker than the minus point two percent um expected. voice-verified

I think one thing to to note there on the consumption side is that we saw last year there was some support from uh these um incentives to kind of upgrade home appliances and households goods and those sorts of things that supported spending a year ago, and those have been wound. voice-verified

back. voice-verified

So, you know, there's some negative base effects in in a sense there from um from that coming through. voice-verified

But I think what it also says is that the consumer without that um, you know, obvious um f fiscal support coming through for for spending, um, the kind of you know underlying momentum there is is pretty weak. voice-verified

So, you know, nothing uh in any of that that data to kind of change those challenges for the Chinese growth outlook that it's reliant on the trade side. voice-verified

And voice-verified

you know, the the risks around how long that can continue with kind of, you know, the the fears, um the risks of kind of, you know, rising protectionism in in in Europe and the kind of the willingness of the the rest of the world to absorb that um that large kind of you know oversupply if you like in in China. voice-verified

Right. voice-verified

Uh there's certainly some uh some fragility in in how long that can last. voice-verified

Yeah, that's right. voice-verified

So I think, you know, that um that kind of headline grabbing fifteen percent or so fall in in in starts, a lot of that was driven by apartments, which can be pretty volatile. voice-verified

So, you know, I don't think we should take that one at face value necessarily. voice-verified

Um, but certainly the the trend is is softening and that was, you know, while um the permits number a bit more stable, um, you know, a much smaller fall, it it is still um still slowing. voice-verified

And so it's certain certainly is the case that that kind of, you know voice-verified

of um prop um residential investment side of of the US economy is shaping up to be um you know potentially a drag or maybe at best kind of a flat contribution to growth over this year. voice-verified

And so there is some softness uh flowing through there. voice-verified

Yeah. voice-verified

And kind of one way to think about that, the Atlanta Fed's GDP now model after after that data, it's now looking for some uh contribution to Q2 GDP growth of little better than than nothing for residential investment. voice-verified

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