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.

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NAB Morning Call · De-escalation? Perhaps. · 25 Mar 2026 podcast

That's where we are. voice-verified

We've seen kind of more of a cycle coming through over the last little while in in rates markets. voice-verified

A lot of that sell-off uh that we saw into, you know, early early in the week in into Monday and extending a little bit into Tuesday, that has has retraced a a little bit. voice-verified

That's that's come back back down, you know. voice-verified

Despite some fairly hawkish comments from central bankers that we'll get into. voice-verified

But yeah, I think the the key stories here are, you know, a little bit of an improvement in risk sentiment um over the last 24 hours. voice-verified

And it does seem to be, you know, those ongoing comments that, you know, the US at least is is looking for for talks and and potentially trying to get a negotiated solution. voice-verified

There's um some reporting that mediators are looking for a a meeting to happen as as soon as this week or or Thursday. voice-verified

Um but you know, I think the the you know the the sides are still very far apart here. voice-verified

You look at voice-verified

Yeah, no, that's that's right. voice-verified

So the the you know competing demands that we've s you know seen seen reported are a a long way apart, but you know, I suppose that the you know the the in the intention or the efforts of of the US to you know evolve towards, you know, talks uh is is something that is you know seen resentiment improve a little bit, but you know, as you say, there's still no no obvious signs that there'll be a resolution anytime. voice-verified

Yeah, no, that's that's right. voice-verified

So February, so you know, the key point here is a predated the very broad based in inflation shock that is is still prospective. voice-verified

But you know, when we size it up against the the RBA's February forecast is, you know, that that mapping through into the you know the old's uh methodology quarterly trim mean that is the RBA's preferred measure of of trim mean inflation. voice-verified

And our kind of, you know, headline there is that, you know, you look back, the RBA was voice-verified

forecasting a point nine percent for their Q one trim mean estimate in in the first quarter. voice-verified

And the data looks to be evolving broadly in line with with um how we've been expecting and and marginally better than that. voice-verified

So you know probably on track for a point eight, but before the the shock from Iran. voice-verified

And so you know we're now expecting trim mean will come in around point nine percent um because of just the mechanics of how that surge in fuel prices coming through in in Mar voice-verified

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