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 monthsRecordings per month over the last 12 months — 29 in all, peaking in Oct 2025 with 5.
Appearances
Yeah.
The dollar is, you know, obviously down on the back of that.
Yeah.
Um as it as it would be.
Uh and at equities, which were down, they went up because it sounded a little bit more dovish, but now they've gone down sharply.
I think that's really more on what's coming out from the White House on on Iran, which is sounding.
Yeah, uh I mean, you know, the cost be right.
So we started the year at uh what four thousand two hundred, uh up to up to above nine thousand, you know, uh just a parabolic rise.
As you say, led by a lot of these retail investors, margin calls on the way down.
We're now at five thousand five hundred and dropping.
Uh that bubble has popped.
But if you look across to the MSCI World Index, it's better.
Yes, it's further down if we look at the the the the MSCI emerging markets index is twelve or thirteen percent because that captures some of this uh some of this uh EM AI s AI trade.
But it's it's it's not indiscriminate selling, is it?
It's it's sectors, it's regions.
Um we've got Meta and Microsoft after the bell.
No, so so what they come out with, you know, i i in the i you know in the context of what's happening to cost be may well be important.
We'll have to see uh in how the market reacts.
But I think that what the Fed has said, it's it's unnerved people a little bit with what what what the Fed hasn't said, if you like.
Um and we we're we're kind of looking around for direction.
Showing 461–480 of 7,937 · page 24 of 397
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