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 monthsRecordings per month over the last 12 months — 29 in all, peaking in Oct 2025 with 5.
Appearances
core uh a p a PCE number and we know we're going to get some revisions to that core PCE, which you know are likely to be on the downside too.
So there's a bit of a way to go.
And I think um, you know, um all eyes now, I guess, will be on
On Kevin Walsh when he delivers his Jackson Hole uh statement on the twenty eighth, that's a fairly weighty speech.
It's got to have detail in it.
You know, it won't do for him to try and um obviously the market and deny that he's gonna give any forward guidance.
But um Yeah, but it's the kind of speech where he has to give detail and so in that very detail I think we'll learn a little bit more.
He can't deny or ignore the
Two soft debate market reports.
He can't deny two fairly benign and tame uh CPI reports.
He can talk about risks on the other side and and I'm sure he will do.
Against, you know, the sort of hawkish belief we that the market had of Kevin Walsh, uh, due to his early performances, uh I think, you know, might be, you know, it has a potential to.
Be market moving.
So
Yeah, I but I think, you know, if you think back to earlier in the year when the sort of AI bubble fears were most prevalent, that seems to have gone now.
People accept that it's here, despite the kind of really large um borrowing numbers, you know, the equity borrowing numbers, the the the capex spend numbers.
Um and actually, if you think about the equity market so far this year, it's been all about earnings.
It's not PE, it's the E.
And can you know, companies continue to surprise on that side and that is driving the stock market.
Wha whether it's within that uh AI ecosystem, um, it is, you know, we c the i the inescapable fact is is that the earnings picture has been very good this year.
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