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
That you know, at least in this month, that it's it's pretty constructive for the idea that uh, you know, the lion's share or almost all of the um the tariff pass-through is is there, core goods prices in the PPI were were reasonably uh benign.
voice-verified
Um, and then you know, when you think about you know how the PPI maps through to those uh um PCE numbers, the Fed's preferred inflation gauge, it probably suggests a core PCE number.
voice-verified
That's a little bit better than what we've seen for for the last few months.
voice-verified
Still allerated somewhere around point point three percent, so above what's um target consistent, but maybe not quite as bad as what we've seen um over the past few months.
voice-verified
Yeah, so very big um surprises on on both um on both exports and and imports there.
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Very sharp slowing in in export growth to just two point five percent um uh over the year.
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Um and yeah, big jump in in imports as well.
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I think, you know, I don't think we should be taking any big conclusions from this.
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When you look at what's going on in exports, uh a lot of it is likely just to do with, you know, all that that difficulty around the um
voice-verified
seasonality and and the timing of of of holidays potentially impacting the data.
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Um and if you look at the the import side, you know, it was it was high tech equipment and and chips that were were driving a lot of it and we know those can be pretty lumpy in in trade numbers.
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So I think, you know, don't don't take too huge conclusions from that, but certainly something to watch if it's sustained.
voice-verified
Yeah, that that's right.
voice-verified
And and one other one to to look out for there will be the the Fed's beige book uh released uh, you know, bright and early out our morning about four AM Sydney time, uh tomorrow morning, which will be interesting on on how businesses are are reckoning with the um the shop.
voice-verified
Well,
voice-verified
Yeah, good good morning, Phil.
matched
It's uh certainly very, very challenging to price.
matched
And I think if you look at the kind of you know, the market reactions since or the market moves since we spoke on on Thursday morning, um, you know, it suggests that the the way to price it is to keep your head down.
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There hasn't really been that much net movement despite, you know, a a fair few headlines o over the weekend.
matched
If you look at currency markets, for example, the Aussie dollar, it's now sitting around sixty nine, nine ten
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Showing 1401–1420 of 7,962 · page 71 of 399
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