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 · De-escalation? Perhaps. · 25 Mar 2026 podcast

So I think for the RBA, you know, the starting point here, nothing about the data flow of the past couple of weeks, whether it was the unemployment um data recently or or the inflation data overnight, is adding further to their concerns that kind of the starting point was even more inflationary or even more capacity constrained than they thought back in February. voice-verified

Although it certainly is isn't changing the story that it is capacity constrained and inflation pressures were too strong. voice-verified

In terms of the data. voice-verified

Sal, as you say there, there was some, you know, m some good good news at at the margin out of the February numbers. voice-verified

You know, that um trim mean number, that headline number, both a tenth below our expectations and and consensus as as well. voice-verified

And so that's certainly not, you know, that's it's not adding fuel to the fire, if you like, but um, you know, it does it is ahead of what will be a a big surge in headline inflation in March. voice-verified

Fuel prices will go up about thirty percent. voice-verified

That headline number will probably move. voice-verified

move up towards four and a half percent or or a little bit higher. voice-verified

Um and then, you know, what will be interesting is how uh how forcefully kind of, you know, initial second round impacts that pass through of what our very broad base cost pressures that we're that we're seeing flowing through to businesses flow through. voice-verified

Right. voice-verified

Yeah, that's I mean, that's right. voice-verified

And that's the balance that central banks everywhere are are trying to navigate at the moment. voice-verified

You've got, you know, very obvious near-term in inflation pressure. voice-verified

The question is how persistent it will be. voice-verified

And you know, the part of the answer to how persistent it will be is how much demand destruction do you get and how does it interact with um capacity pressures? voice-verified

Lagarde was speaking overnight, and I think she framed it up reasonably well. voice-verified

You know, we often think about oh, it's a supply-driven uh shock, central bank. voice-verified

Bank should should look through it. voice-verified

But you know, Lagarde kind of split this into three potential scenarios. voice-verified

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