Gavin Friend

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

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

Yeah, I mean, taking the the PMIs, the China PMIs first, I mean, they're broadly both the manufacturing, this is the official numbers, the manufacturing and the services are are just flatlining around the fifty break even.

Um we did see a little bit of a pop last couple of months in the manufacturing to the high end of the range, if you like.

There's more interest, I think, in the uh SME rating dog series that we'll get later on in the week, which showed a bit more strength really.

In that SME sector.

I think in terms of the jolts, the conference board is obviously important for whatever that comes in.

And you might see a little bit more confidence given what's going on in the Middle East that would tend to be running through.

The Joltz numbers, remember, the last, the previous Jolts report uh showed a pickup in job and job openings, an encouraging pickup, quite a bounce actually.

There's the consensus this.

Time is for a bit of a pullback.

But you know, as these things are never equal because, you know, as we s while job openings picked up, hiring actually didn't.

It fell back quite sharply.

And the quit rate, you know, those that that have the confidence to move jobs hasn't really picked up.

And that you know that that that sort of fits with what we're seeing about, you know, the rest of the the sort of K-shaped economy.

Um, but obviously all eyes are on Cintra.

Uh you know, there's a two days of conferences there.

And then of course uh where uh which Kevin Walsh is gonna be speaking and and non farm payrolls on Thursday.

These are the big moves that markets are the big events that markets are waiting for for this week.

this

It is.

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