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

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

Appearances

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NAB Morning Call · Follow you, follow me · 29 Jul 2026 podcast

So personal consumption is expected to rebound and be 2.3%.

So i.e.

more than 100% of the total will be sort of been driven by the consumer and by by by spending.

Um actually, remembering Q one, that was down at point five, and all the growth was coming from CapEx.

So has there really been such a sharp change?

Uh I pose that as a question.

And I think

I think the detail on that will matter.

NAB Morning Call · What’s On: Doha, Tokyo, Sintra, Washington, Moscow · 29 Jun 2026 podcast

Yeah, morning Phil, uh hope springs eternal, doesn't it?

On uh on this all the way through.

Um yes.

Uh as much discussed.

And I I don't think anybody would be surprised that given that backdrop that uh markets have been pretty calm on the Monday during Europe and the US in this holiday shortened week uh for the US.

Um you know, it actually i I guess the main mover was really the

stock market.

Yeah, that you mentioned bond yields really steady, you know, one or two basis point moves.

Um we've talked before, you know, about this kind of wobble on AI and stocks.

We've had this kind of pullback in the last few sessions.

And then surprise, surprise, getting towards the end of the quarter and the half year and uh a two percent pop in the Nasdaq.

Um I think you know that's pleasantly surprised uh some in the equity markets.

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