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 over the last 12 months — 36 in all, peaking in Nov 2025 with 5.

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NAB Morning Call · All Fired Up · 26 May 2026 podcast

you know effectively at at the June meeting um from for from Schnabel's perspective that's reasonably well priced by by markets I would add as well. voice-verified

Um and really kind of the key thing there is just kind of seeing enough evidence so far that you know things are tracking worse than than um the the baseline scenario in in March um sorry in the in the previous forecasts and and that is and seeing evidence enough evidence of kind of voice-verified

you know, indirect of effects flowing through in in the data already to need some kind of response. voice-verified

Um and her her point there as well that kind of, you know, some some comfort from from wages data is is too slow moving, um, to you know, if they if they're waiting for a response in wages data then then they'll be too late. voice-verified

So that all of that's feeding into to Schnabel's view. voice-verified

We did have some other comments from from E C B E C B speakers as well. voice-verified

Nothing as explicit in terms of voice-verified

a June hike as is what we heard from from Schnabel, but we did hear from Chief Economist Lane um, you know, noting again the kind of, you know, what the the what we've seen since the previous forecast suggesting that things are are tracking worse than the the baseline and there will be an upper division to to um the the inflation projection voice-verified

Right, and voice-verified

Yeah, so that this is a a a new measure, as you say, kind of the the Japanese inflation data we got to read on that last week. voice-verified

We got the the Tokyo CPI coming up later this week as well. voice-verified

But kind of, you know, the the discussions reading through that, taking the taking those signals has been difficult because at face value the um Japanese inflation looks to be uh tracking reasonably benignly, but there are plenty of kind of government influenced uh policy uh sh and policy voice-verified

Shifts that have been weighing on those price measures. voice-verified

So this measure from the Bank of Japan strips out some of those as well as the the usual um energy and and fuel. voice-verified

And as you say, that kind of that um core, core, core measure of uh of inflation, if you like, is was 2.8%. voice-verified

So running much higher than those um those kind of headline statistics that are being um swung around by those those policy interventions. voice-verified

Yeah. voice-verified

So I think you know that's suggestive, supportive of of that kind of view. voice-verified

that those inflation numbers are uh at face value or the the headline numbers there are a little bit more benign than the real uh underlying inflation impulse. voice-verified

And, you know, one more thing that suggests that the direction of travel for the the Bank of Japan is is up and markets still a bit over 70% priced for for a move in the June meeting. voice-verified

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