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 · China warns of the Thucydides Trap · 14 May 2026 podcast

Point six percent quarter on quarter in in Q one. matched

So that's you know at face value a a fairly healthy number. matched

The March monthly number did um surprise a little bit to to the upside. matched

That quarterly number was was essentially in in line with expectations. matched

Important context there though is you know, a lot of analysts, including reportedly many at the at the Bank of England, uh a little skeptical of matched

uh you know some of the the s seasonal patterns in in that data recently and you know so certainly some question marks over a pattern recently of strength in the first half and weakness in the second half being evident in GDP. matched

So I think um you know there's a fair bit of discounting of the of the the um headline signal from that reasonably healthy growth number in in Q1 going on at the moment. matched

So I don't think that has kind of big implications for policy. matched

We've got inflation next week, which is is probably matched

The more important number. matched

We also had the BOE's chief economist Pill out. matched

He was reasonably hawkish, more concerned about inflation, concerned that the labor market in the UK isn't as weak as what you saw in say 2008 or 2011 when there wasn't too much second-round impacts from higher inflation. matched

But no real surprise there. matched

He was, you know, dissented in a hawk. matched

fashion recently, so not much new news. matched

But yeah, the the real developments and you know certainly weighing on the pound recently were those developments about um the kind of announcement that the Manchester mayor would be um seeking to to run for parliament. matched

Importantly there, you know, we did see uh 10-year guilt yields for instance down um on on the day but um that announcement came after um the the guilt markets closed and so it's certainly evident in the in the pound response and so matched

Some noticeable underperformance in in G um in GBP. matched

It's down around point nine percent against the US dollar, which was broadly weaker, but certainly pretty clear underperformance on on the crosses. matched

And, you know, maybe the other one to call out there in in currency markets is the the Aussie was, you know, a little bit of a an underperformer, down around half a percent against the um the broadly stronger US dollar. matched

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