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 · Risk off, but why? · 23 Jun 2026 podcast

Although, you know, as you mentioned there, the public commentary does seem to remain pretty far apart. voice-verified

You mentioned there kind of, you know, the claims from uh the US side that Iran had had agreed to to nuclear inspections. voice-verified

Iran said they they'd not and have no plans for um IAA uh inspections. voice-verified

Uh Trump also said that. voice-verified

That um the $12 billion in in unfrozen assets would be uh go into escrow and controlled by the US and it'd be used for purchases of US grown products, whereas you know Iran certainly is is taking the other side of of that one as well. voice-verified

So the public comments are still reasonably far apart on some of these specifics. voice-verified

But as you say, in the meantime, uh some ships are still going through the Strait of Hamous, nothing like normal. voice-verified

But you know, the other thing that's interesting to note over voice-verified

Over the past twenty four hours or so is some reporting that more ships were transiting the Strait of Hamous with their satellite signals switched on. voice-verified

Um and also some reporting that a couple of ships from India were, you know, headed back into the Persian Gulf for the first time since since February. voice-verified

So some signs of growing confidence there as well. voice-verified

Yeah, that's right. voice-verified

So, you know, some some clear uh differentiation among those kind of, you know, the the big three uh PMI um PMIs there in terms of UK, Europe and uh and the US. voice-verified

The US kind of the clear outperformer there, um the composite index rising to a a five month high at at fifty two point two. voice-verified

Still worth noting there, that is well down on on where it was a ahead of the conflict, but certainly some relative outperformance there. voice-verified

Also a little softer than the the signal, especially on voice-verified

On the services side coming out of the stronger ISM. voice-verified

In terms of some of the themes in that US survey, kind of we did see input prices ease back a little bit, but still remain elevated. voice-verified

But output prices or prices charged are much more, much more stable. voice-verified

And interesting that some of the kind of the relative strength in on the activity side in the US surveys hasn't translated as obviously through into employment strength. voice-verified

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