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 · War on hold, RBA on the move · 5 May 2026 podcast

high energy exports but but gold as as well. voice-verified

Um and that's even with a you know very small drop in in volumes terms. voice-verified

So, you know, that that price impact certainly helpful for for Canada's trade balance. voice-verified

Yeah. voice-verified

Yeah, so those those themes that have driven the kind of, you know, the underperformance across across um guilds since since the since the conflict are, you know, certainly certainly continuing. voice-verified

Not not too much in terms of kind of, you know, a a fresh new catalyst, but that kind of summary of of of challenges that you mentioned there, the uncertainty around around local elections, the impact of the kind of, you know, that might have on on the political situation and the path for for um voice-verified

you know, fiscal policy and you know, that that backdrop of a a UK that, you know, had inflation a little uncomfortably high ahead of this and and you know pretty exposed to to the energy shock and that repricing that we've seen from the BOE as well, all all feeding in. voice-verified

So as you say, kind of you know, eleven basis points or so higher on the the 30 year overnight, 10 basis points or so higher on on the 10 year. voice-verified

And in in an environment in which, you know, other yields global voice-verified

across advanced economies tended to be, you know, a couple of basis points lower. voice-verified

So certainly pretty noticeable underperformance in in the UK. voice-verified

Yeah, so consensus there is for the unemployment rate to be unchanged at at five point four percent. voice-verified

Our our colleagues over at B and Z actually expect it to um tick up to to five point five percent, um, you know, which would take it to a a fresh ten year high. voice-verified

Um so you know, certainly the you know, one key difference between you know the RB and Z and and the the RBA is that that that starting point for the labor market looks looks looks pretty different. voice-verified

And so, you know, it may make voice-verified

makes that that trade off potentially between the um you know what's happening on on growth in the labour market versus what's happening on in on inflation a little more acute than than the starting point the RBA has for the labour market. voice-verified

And in voice-verified

Yeah, so I mean one of those big big challenges in in the US at at the moment is, you know, what is that pace of of jobs growth that you need to um to keep pace with with labor supply growth? voice-verified

And certainly there's been kind of, you know, very, very large uh downward movement in in what that run rate is you know, alongside shifts in in migration policy and and population growth. voice-verified

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