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.

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recordings per month · last 12 months

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

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NAB Morning Call · No worse than expected · 12 Aug 2026 podcast

Uh i not not just in the US, in Europe as well, actually, but um which I guess is the is the surprising fact.

Yeah.

Uh given the challenges the world faces.

Yeah, the two sides, their views are well known.

Um, Iran continues to negotiate with Amman, uh, with the help of Pakistan and Qatar on, you know, control of the strait and and it r it remains unclear as to if if th if there is an agreement there.

W how is the US going to take this given their stated position?

You know, likely to be at odds with that.

I think in terms of oil prices, I mean you're you're right, it's very narrow trading range, um, you know, a couple of couple of percent

It certainly was the case when that uh EEI data came out on the on the crude inventories, we did see oil prices hit the lows at that point.

But over the quarter, inventories um are are are likely to to to to record a large drop and thereby, you know, what we saw today wasn't enough.

So what we saw yesterday wasn't enough to assuage those concerns.

Yeah, and Donald

It's kept people out of the shops though.

Um too hot to shop.

So I think you're right.

I think there's gonna be some support there from the World Cup.

Um but energy production will be down um because people are not using we d you know, AC is not a big thing in the UK, so overall energy production will be down, that'll be a bit of a drag.

Construction output has been a drag and will continue to be a drag.

Um warnings from the industry continue.

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