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 · Unexpected hawks and doves · 2 Sep 2026 podcast

So I'm, you know, call me old fashioned, but I'm not sure the president would want... He matched

Yeah, that's right. matched

So, you know, Q2 GDP 0.4 on the quarter versus a 0.3 forecast, 2.1 on the year, forecast 1.8. matched

Household consumption rose by 0.4, 1.8% on the year, as you say, led by discretionary spending, which added... matched

The House of Consumption added 0.2 percentage points to growth. matched

Discretionary spending was up 1.4% on the quarter, offsetting a 0.34% in essential spending. matched

And within that, in turn, discretionary spending was led by just over 10% quarterly rise in vehicle purchases, particularly EVs, according to the ABS, which sounds very plausible given... matched

You know, the high cost of gasoline and fuel added 0.3 percentage points to consumption growth. matched

So outside of this spending, discretionary spending was actually quite broad on cafes and restaurants and sort of recreation and culture and those kinds of things. matched

So there's quite a lot of sort of, you know, compositional growth. matched

Stories going on there, some things on exports and imports. matched

There's a lot of detail to pick through. matched

But overall, I think your point is well taken that there's nothing here that suggests the RBA doesn't need to keep going. matched

It's certainly the way the market took it. matched

And, you know, you mentioned that the open sort of push up in rates and slightly firmer pricing for the RBA. matched

And that's all consistent with the lab view. matched

Yeah, that's right. matched

And the statement, I think, came across as a, you know, sort of on the more hawkish side. matched

They talked matched

the upside risk of inflation increasing while new tariffs make more growth prospects uncertain. matched

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