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

uh today where there was a a meeting between China and the EU trade uh uh chiefs to try and sort out the growing three hundred and sixty billion uh Chinese uh trade surplus in goods with Europe, uh of which the two sides have agreed to, you know, uh create some kind of joint platform to monitor trade flows and identify any sudden changes.

But at the end of the

day and they've given themselves until October to try and sort this out.

At the end of the day, it's, you know, not clear what you know what Europe can really do about this, really.

You know, it's the situation they're in because China, if it doesn't like what Europe does

Any blocking procedures and what have you, it knows it's got leverage.

It's that old thing again, he who has the leverage.

Uh, and uh they have that in rare earths and uh semiconductors in spades.

And so therefore, you know, again, it's it's it's uh there's I'm just using that as a sort of a uh as an argument for you know one of the factors that's uh boosting the dollar that's weighing on the euro, loss of momentum there.

Uh we can see that in other currencies as well.

Well and and the yen is is one of those that's on the back foot that's gonna be taking sort of the brunt of any kind of dollar up move.

We've seen the dollar move extend its gains in in the last uh few weeks, um, you know, because of the pivot really, um, not only from the weakness in those other currencies but and and their sort of economic backdrops, but the change in the view of uh the perception of the change in the view on the Fed.

Um and a US economy, which, you know, if we cast our mind back to sort of January, February, there was a view of sort of um, you know, hedging against the US and disinvestment and that sort of thing.

Actually, we've moved on to this point now where we're saying the US seems to be stretching its advantage, you know, because of the AI trade.

Um, you know, we can we can talk about uh last week's final uh GDP.

numbers in the US, which were a little bit stronger, but where perhaps worryingly the uh personal consumption indicator actually fell to to po to point five.

And in that it's suggesting that the

as if we didn't know it, you know, that is the AI trade, the CapEx spend that's the driver.

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