Gavin Friend

speaker
7,937 appearances 60 recordings 1 series first heard Sep 2024 last heard 2 Sep

Gavin Friend’s voice in public audio — every appearance, attributed to the second.

Trend

recordings per month · last 12 months
5 · Oct OctJan 26AprJulnow

Recordings per month over the last 12 months — 29 in all, peaking in Oct 2025 with 5.

Appearances

newest first · ▶ plays the moment
diplomacy to do it, you know, which is v very China at the moment, you know, stable.
We are the adult in the room, you know.
Look at the currency.
Yep.
Uh all of that.
So um yeah, we'll we'll see we'll see what comes out of uh that that announcement on Monday uh with interest.
But um
Well actually uh the broader lower dollar uh did see dollar yen fall onto a one hundred fifty eight handle.
Um, you know, is in the sort of um just flipping back to the the the buyback thing, the link here, if the dollar is gonna fall, w what's gonna rise?
Gold.
Uh the Swiss franc.
Um the yen, well, the yen is undervalued if the Bank of Japan doesn't
Does what it is is it needs to do, you know, gets gets gets in front of the curve from behind the curve, does what Scott Besson wants it to do, right?
Um, we've got to wait for the September meeting.
There's still skepticism there that they're gonna they're gonna do something.
It's not fully priced, but there's a great expectation and I hope that they will.
To the Japan numbers, yes, inflation is expected to we we have the Tokyo numbers, remember, already for uh July.
They were higher and uh
Um the core is expected to rise to one point eight from one point six.
The core core, which you know is excludes food and energy, fresh food and energy, to one point nine from one point seven, the headline from one point nine, uh sorry, from one point six to one point nine.
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