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 monthsRecordings per month over the last 12 months — 36 in all, peaking in Nov 2025 with 5.
Appearances
So, you know, a pretty meaningful real income shock flowing through and evident in in consumer sentiment there.
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So he it was a it was a panel discussion.
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He's he's speaking again um today, so we will hear hear more from him.
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But yeah, he didn't he didn't give much away at all about the the path forward.
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It was a bit of a a general discussion and and somewhat backward looking, but I think you know what what came through to me from that was that, you know, when there was anything to discuss about, you know, the the path forward from here, it's pretty clearly focused on that growth.
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Growth versus inflation trade-off on the path forward.
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And you know, he did point out at one point that, you know, it it's useful for kind of central bankers to kind of you know potentially provide some guidance on how a shock like this would would propagate through the economy.
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But he said that, you know, um, to be honest, they have to work it out first.
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Um, and so I think that just speaks to them going through their May forecast round at the moment, really.
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trying to refine that assessment and you know, d reckoning with the same uncertainty that a lot of forecasters are are reckoning with and not really being in a position to to provide too much guidance.
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Yeah, that's right.
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So in general, when you look across across countries, the kind of pattern of of growth revisions um queue pretty closely to the the net energy importer status if if you like.
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And so countries like the US faring a little bit better than than somewhere like the UK.
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Um I think when you look uh at the you know about at the we owe in more broadly, I think it's interesting the IMF took the unusual step of putting out three growth scenarios this time, which I think
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Again, just speaks to it's very highly dependent on the outcomes of what's happening and and how prolonged this disruption is.
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That kind of headline forecast you mentioned there, 3.1% for global growth, that's three tenths below what it would have been in in the absence of this shock.
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Um but they're really framing that as the the reference forecast.
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And the reference forecast is one in which the conflict is pretty short-lived and prices normalize in the second half of the year.
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So that those forecasts are conditioned on.
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On uh oil prices averaging around eighty-two dollars a barrel for the year.
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Showing 1361–1380 of 7,962 · page 69 of 399
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