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
5 · Oct OctJan 26AprJulnow

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

Appearances

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no.
Um but uh well it it it y you could argue it encompasses all that.
That that broad sec set of uh task t task force areas certainly covers covers most of that.
I mean you you you could you couldn't argue it any other way.
I think in terms of the s the the you know, th what we got from Kevin Walsh, he said, yeah, the statement was much shorter.
A bit shorter, a bit simpler.
It gives you uh the
Facts.
Absent is the four guidance, which we regard is not suited to the current situation.
He's just cut through everything and gone straight for the points he wants to go, um, hitting the ground running as I say in terms of the the task force and where they're gonna be going.
Yeah, and but I think, you know, he's allowing markets to have their head.
Price discovery, he wants less guidance from the Fed, less direction from the Fed.
He made some interesting comments.
He said markets perform best when they react to incoming data.
They perform less efficiently when they ask how will the Fed react?
So the more the markets are paying attention to what's happening in the real economy, deciding what's good data.
What's less good data?
The more financial markets can price what they believe is the most likely and what are the the the sort of tail risks.
Financial markets, he said, um are the most important source to guide central bankers.
But when all financial markets are doing or reflecting back what we at the central bank said, we're taking the most important source of information and we're being blind.
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