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.

Appearances

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

But yeah, Chinese PMIs um they were uh voice-verified

know, a little bit lower than expected um on the that manufacturing number. voice-verified

Um expectations were for it to slow a little bit to fifty one point five from fifty two, it came in at fifty point eight, as you say. voice-verified

Um but yeah, in general still holding in in expansion territory and not suggesting, you know, a huge uh sharp weakening in voice-verified

Yeah, so I think again, on on theme, our outlooks there among large firms did weaken a little, but you know, in general they're they're um reasonably favorable in those current conditions. voice-verified

Um again, you know, staying staying at at pretty solid levels. voice-verified

I think the other thing that kind of caught our eye in in that survey is that we saw a fifth consecutive uh rise in the five year inflation expectation there, now up to two point five percent. voice-verified

We know that's something that the B O J voice-verified

watches reasonably closely. voice-verified

And so I think, you know, you add this on to, you know, a range of of recent data points, including some of the the indications from the first round of the the Rengo wage negotiations last week. voice-verified

And it's, you know, one more thing that probably says that, you know, it's increasingly odds on for a a Bank of Japan hike at the at the meeting late late this month. voice-verified

And you know, market pricing there is is about 70% priced for for voice-verified

the BOJ moving in in April now and that's you know seems reason reasonably fair to us. voice-verified

Yeah, that's right. voice-verified

A a raft of uh E C B speakers, including um including Rand. voice-verified

And really, you know, the the message there on net just seems to be, you know, watching for second round effects, ready to act if they see evidence of of second round effects, but you know, nothing to suggest that um the speakers overnight were, you know, in any mood to to pre commit to a a course of action there. voice-verified

Um Rand in particular said um voice-verified

that decisions are going to be taken on a meeting by meeting basis and it's better to assess monetary policy carefully um and not pr not pre committed to to any rate path. voice-verified

He also said that a a rate hike is not not guaranteed. voice-verified

Um and then, you know, we've seen some other speakers um saying that, you know, it's uh they can't say if there'll be enough information in April. voice-verified

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