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 · Ratcheting Up · 6 Apr 2026 podcast

Um, so again, that's sharply in contrast to to softening that was seen in the the alternate PMI index. matched

But yeah, what those what those surveys did share was prices pressures uh re-emerged and and very strong, and employment that shows some. matched

So that's something to watch for the path forward. matched

Yeah, that's right. matched

So that that monthly household spending data for February, so too early to see any initial response to to the surge in in fuel prices. matched

Um but yeah, our our expectation there is sort of point three percent month on month rise. matched

That's similar to consensus for point two. matched

Um I think, you know, if a number like that would show that, you know, consumption growth was probably already slowing a little bit from the pace of growth we saw over over twenty twenty five, but certainly consumers holding on to matched

to to some momentum um uh ahead of um you know ahead of that um you know additional price shock and and real income squeeze that's that's already obvious from from what's happening in the Middle East. matched

And then yeah, in in the US, reasonably quiet um start to the week. matched

Um but we do get durable goods orders. matched

Yeah, that's that's right. matched

So prices data out of the US, we get prices data from from China as well, the RBNZ, but yeah, you know, holiday holiday uh yesterday, so a shortened week and reasonably quiet on the data front. matched

So we'll continue to watch what happens in Iran. matched

NAB Morning Call · Glimmers of Hope · 1 Apr 2026 podcast

Yeah, good good morning, Phil. voice-verified

Certainly the the theme did does seem to be that that kind of, you know, rally in in equity prices and and fall back in yields and some weakening in the US dollar that was a theme uh the prior day on on hopes that the the war could be coming to a you know a resolution sooner rather than later. voice-verified

You know, they've they've largely extended. voice-verified

As you say, kind of looking at the screens at the moment, some of those initial moves have have paired over the last um hour or so, but you know, certainly uh voice-verified

are still overall an extension of of those moves, you know, really outside of uh of of you know US yields and there was some some data flow in in the US that seems to have, you know, put me meant that that um you know paired some of those uh earlier falls in yields that I'm sure we'll talk about in a moment. voice-verified

Yeah, I mean there's still plenty of un uncertainty out there, as you say. voice-verified

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