Taylor Nugent

Taylor Nugent, NAB’s expert on monetary policy, breaks down the recent RBA rate cut and its surprising cautious outlook for future cuts. He discusses how investor sentiment is shifting with the latest employment data from the UK and inflation trends in Canada. The conversation also touches on global geopolitical dynamics, including US-Russia talks and Europe’s push for a unified defense strategy. Insightful, timely, and full of economic intrigue, this discussion is a must-listen for anyone following market movements.

Friday 7th November 2025NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABNormally all eyes would be on the release of the non-farm payrolls data today, but the shutdown has put paid to that. The Fed’s Goolsbee says the lack of data makes it hard to advocate rate cuts; ‘when its foggy, let’s just be a little careful and slow down’. The job is made harder when available data conflicts with each other. Yesterday we were talking about the positive ADP jobs numbers, today NAB’s Taylor Nugent highlights the Challenger jobs survey that reported 153kjob layoffs in October, alongside very low hiring rates. Market sentiment has shifted, with US shares down, the dollar lower, and bond yields falling, with an increased expectation for a December rate cut. Hosted on Acast. See acast.com/privacy for more information.

Taylor Nugent, an economist at NAB Markets Research, shares insights on the latest economic trends. He highlights the surprising strength of service sector PMIs in the US, Europe, and the UK, contrasting them with declining manufacturing figures. Nugent discusses the implications of high wage growth in the UK on Bank of England policies and examines the resilience of the Australian dollar. He also analyzes the broader global economic landscape, touching on housing market influences in China and Japan, and anticipates upcoming data releases.

Taylor Nugent, an economist at NAB, shares valuable insights on US retail sales and the economic landscape. He discusses February's retail sales, revealing that beneath the surface, consumer spending fears may be overstated. The conversation also covers the volatile Empire State Manufacturing Index and the cautious optimism stemming from housing market indicators. Nugent touches on Australia's stable growth and China's strategies to boost consumer spending, while also hinting at the geopolitical implications of potential talks between Trump and Putin regarding Ukraine.

Taylor Nugent, NAB's market economist and strategist, dives into the intriguing dynamics of the current market. He discusses recent highs in US equities, tempered by looming trade negotiations and tariffs. The potential impact of Japan's election on market stability and the implications of reduced shipping volumes are also explored. Nugent sheds light on New Zealand's CPI and how economic indicators influence monetary policy, blending vital insights with a dash of market humor.

Taylor Nugent, NAB’s market strategist, shares insights on Jerome Powell's recent comments regarding Federal Reserve rate cuts. He discusses the mixed US data, highlighting strong retail sales and unexpected manufacturing growth. There’s a focus on market reactions and the global implications of these developments. Nugent also touches on the week ahead, suggesting it will be filled with central bank commentary rather than concrete data. This analysis paints a picture of a complex economic landscape where uncertainty looms.

Taylor Nugent, NAB Markets researcher and expert in macro data analysis, dives into the latest trends in housing, inflation, and tech earnings. He highlights Amazon's impressive AWS growth, which is shaping market performance. They discuss regional factors like Australia’s housing credit gains and household spending indicators influencing RBA policy. Taylor also covers OPEC+'s production adjustments, the impact of Euro area inflation on ECB decisions, and the nuances of China’s PMIs amid a struggling property sector.

In this discussion, Taylor Nugent, a market economist and strategist at NAB, dives into the potential downward revisions of U.S. jobs data and their minimal expected impact on markets and the Fed. He also reveals insights on the political turmoil in France and the recent resignation of Japan’s PM Ishiba, linking these events to positive stock market reactions. The conversation highlights the nuances of economic confidence and employment trends while addressing the effects of international trade dynamics, particularly concerning China and Germany.

Taylor Nugent, NAB's market economist and strategist, shares sharp insights on the US jobs data that surprisingly exceeded expectations despite underlying weaknesses. He discusses President Trump's push for a rate cut to stimulate the economy and scrutinizes the declining trade relationship between the US and China. Nugent highlights shifts in trade dynamics, with China looking towards Asian and EU markets, and explores upcoming economic indicators that could shape consumer sentiment and monetary policy.

In this discussion, economist Taylor Nugent from NAB analyzes the transformative UK-EU deal that eases food export checks while safeguarding fishing waters. He dives into market reactions to international relations, particularly the muted response from the Trump-Putin talks amid rising inflation concerns. The podcast also unpacks the impact of recent U.S. legislation on economic sentiment, alongside predictions about the RBA's interest rate cuts amidst a backdrop of mixed economic signals from China.