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

One was a limited and and short lived shock. voice-verified

That says you can probably look through it. voice-verified

It might be counterproductive to tighten into it. voice-verified

Another is a large but not too persistent inflation overshoot. voice-verified

And in that scenario, you know, her characterization is some measured adjustment could be warranted, you know, less than what you would get if it was demand-driven inflation, but not necessarily zero. voice-verified

And I think, you know, it's fair to say that we're probably shaping up to look like something in in in that camp. voice-verified

Um and then, you know, the third option, the more severe option, was a significant and persistent deviation from target. voice-verified

And that, you know, would need a more forceful and and persistent policy response. voice-verified

So, you know, it's not necessarily just central banks can can completely look through this if the if the size of the shock is big enough, but you know, the response is not going to be anything. voice-verified

like what it would be if you didn't get that uh demand destruction on the other side that you mentioned. voice-verified

Yeah, that that's right. voice-verified

So, you know, fairly fairly hawkish on on some of that messaging, but she also said that we will not act uh before we have sufficient information on the size and persistence of the shock and its its on it and its propagation. voice-verified

So, you know, not necessarily saying that they're gonna, you know, come out of the gates early and and aggressively either. voice-verified

Um, for his part, the chief economist Lane, uh, he said that it's a a good idea to focus on on each meeting and and make an immediate decision. voice-verified

So suggesting voice-verified

That you know, even if they're not sure about the path forward, an individual meeting, you know, you could see a hike, even if they're not sure that they need to deliver, you know, a a sequence of of hikes. voice-verified

So that does, you know, suggest that market pricing that suggests kind of you know meetings as as soon as April are alive is is not necessarily seeing much pushback. voice-verified

But when you look at the market reaction, you know, you have seen that the extent of um of hikes built into uh to voice-verified

to market pricing earlier in the week has kind of continued to to pair and and pair everywhere and you've seen that um with some some falls in in yields as well. voice-verified

So I think, you know, despite those comments, some of those headlines potentially looking hawkish, maybe not hawkish enough to to match where where market price is voice-verified

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