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.

Trend

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

But yeah, as you say, ADP data today all ahead of uh all ahead of payrolls, the the big one later this week. voice-verified

Right. voice-verified

NAB Morning Call · Talk of Talks · 14 Apr 2026 podcast

Certainly markets seem to be looking through the the near-term disruption towards the the prospect of some kind of resolution that that eases those those physical constraints on on oil. voice-verified

And then you know, m the market optimism that you you mentioned there, continued risk on tone seems to be uh reflecting that in terms of kind of you know the detail of what what they might be responding to. voice-verified

So there's certainly reports that the US and Iran are looking to arrange a a second round of peace talks. voice-verified

Talks in the coming days. voice-verified

And so the idea there would be to have another round of talks before the end of that that current ceasefire. voice-verified

And you know, feeding into that positive uh sentiment as well was um you know suggestions that Iran uh may be holding off sending ships through the strait in the short term, so effectively trying to avoid any any kind of test of of the US blockade to maybe you know try and voice-verified

Yeah, that's that's right. voice-verified

So, you know, the that business survey for March, you know, the first uh one to have kind of a you know a clear post conflict read if you like. voice-verified

And so we did see, you know, a pretty immediate reaction there. voice-verified

Um confidence fell twenty nine index points to to minus twenty-nine. voice-verified

Um, you know, that's uh historically large fall, you know, outpaced by March twenty twenty in in COVID. voice-verified

But but other than that, it's about as as bad as it's it's voice-verified

Ever been in the history of the survey in terms of a single month move. voice-verified

And, you know, but as you point out, we did see that conditions uh you know really held in down um down one index point to six index points in in March. voice-verified

So I think what that says is, you know, while that confidence hit is very material, perhaps not unsurprisingly given the the magnitude of the shock, it does suggest that the economy was, you know, carrying a pretty healthy level of motivation. voice-verified

Momentum into the shock. voice-verified

Um and so now I think, you know, there's some interesting details certainly on the on the prices side that that speak to the you know the propagation of the the cost shock through through the economy. voice-verified

But you know, now the question is really about does that does that massive fall in confidence sustain and does that flow through into kind of deterioration in current conditions? voice-verified

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