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 · Warsh’s Dilemma · 3 Jun 2026 podcast

And the driver of that down was personal consumption. voice-verified

So there's the the there's kind of a disconnect here. voice-verified

But as we know, it's AI spend, all that kind of stuff that's driving the economy. voice-verified

economy, there's nothing that we can see in terms of the weakness in terms of that being passed through any weakness from consumption to earnings, and that's driving the stock market up. voice-verified

So the the the the market goes with what it sees. voice-verified

And um you know this has been a big driver today of of I think, you know, we talk about Iran, but the bigger the bigger move on the day has been the rise in bond yields uh, you know, particularly in the in the US. voice-verified

And um you know that's that's that's in voice-verified

No small part due to uh numbers like this, the uh the rise of a hundred and twenty thousand odd in the uh private payrolls measure of the ADP. voice-verified

It's not a great precursor to non-farm payrolls, but it's all playing into that direction and the sort of n the nascent narrative voice-verified

Yeah. voice-verified

of you know, strength in the US and inflation uh and what does that mean for the those voice-verified

you know we're gonna have to wait and see. voice-verified

Uh on Friday on Where We Go. voice-verified

For all for all of that, Feds, uh, Williams, you know, retains that dovish view, uh, aligned to his incoming boss. voice-verified

You know, he's not worried about um inflation picking up and he thinks that if the strait is is opened in the next uh short, short while then um, you know, prices will inflation will peak in the next couple of months. voice-verified

I think there's a lot of people voice-verified

in Wall Street thinking mm at the moment on that but voice-verified

No. voice-verified

a very high voice-verified

Yeah, the high since twenty twenty two, so four year high there. voice-verified

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