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

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

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NAB Morning Call · A succinct and hawkish Fed · 17 Jun 2026 podcast

I'd like to create, he said, a system where those blinders come off and where markets are uh you know following the data uh that they think is reliable, uh and we're not uh you know getting in the way of that.

And the and that'll come to better outcomes.

So it it argues for more volatility because suddenly, you know, the the the the the the the the sort of um uh training wheels are

Come off.

You know, there's no guidance.

You know, we're out there looking at uh, you know, what comes next.

Uh no, I mean the market reaction obviously, two year yields uh for most of Wednesday markets were treading water.

You know, we were debating about you know the the the upcoming deal between the US and Iran.

Obviously the G seven's been going on, Trump's been talking a lot, nothing particularly new there.

Oil traded uh above eighty one, back down Brent, back down and and and is around about seventy nine now.

So the markets

To contain it, continuing to look optimistically at that.

Stocks were slightly up.

They've obviously been hit.

You know, as we talk, they're down over 1% now.

And two-year yields, I mean, you mentioned they were up 10 basis points.

We're up uh 16 basis points now on two years.

It is at the front end of the curve.

And as you would imagine, the dollar is also up, making uh some some some sizable gains now.

Euro on a 114 handle.

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