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 monthsRecordings per month over the last 12 months — 36 in all, peaking in Nov 2025 with 5.
Appearances
So, you know, lots of US banks and and TSMC as well to to look out for.
And China data as well out later in the week.
But yeah, quiet start, but a busy week.
Yeah, good good morning, Phil.
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As as you say, not too much to to report on in the in the oil market this morning.
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Um and I think, yeah, what we did see was some headlines around, you know, the potential for for talks towards a permanent solution, which I think was um keeping the the mood mood music reasonably positive.
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Some reports around um a renewed uh recovery in in the amount of ships moving moving through, adding to that.
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And you know, so I think the discussion in the oil
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market is now talking to, you know, we know that we've been kind of bridging through this supply gap with some levers that are being pulled, China importing less, US, US exporting more, and a big rundown in in inventories.
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Yeah.
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And I think you've added on kind of a bit more Iranian oil supply to the market, some supply, nothing like normal getting through, but you've got those kind of other measures that were supporting supply still in place largely.
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And so I think that's kind of creating a bit
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of a shift in the the near term supply dynamic for now.
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Yeah, so I think that the yen is gonna can continues to be interesting to watch.
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We had this kind of positive risk tone through through markets.
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And so I guess from that perspective, maybe it's not too surprising that the yen was was an underperformer among um among G10 currencies.
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But yeah, it has pushed up um above one sixty-two fifty.
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So that's you know a fresh kind of 40-year high for for um USD JPY.
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And so that kind of yen weakness store.
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Is something that's in focus.
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Showing 601–620 of 7,962 · page 31 of 399
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