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

Um so, you know, hot off the heels. voice-verified

I think there's the budget is gonna be under discussion here. voice-verified

Uh obviously it's very topical. voice-verified

Um and uh yeah it'll be good, you know, in light of the GDP numbers, it'll be good to uh uh to see uh and and ahead of the next round of uh of of rate meetings coming up, not that far away. voice-verified

NAB Morning Call · Softer CPI, RBNZ itching to hike, hope drives oil lower · 27 May 2026 podcast

No, it hasn't. voice-verified

So uh the uh the monthly trend mean rose at null point three percent on the month, three point four percent year on year in line, as you say. voice-verified

It was the headline that was uh two tenths uh better. voice-verified

Um inflation was cooler across food prices than expected, I think. voice-verified

And and whilst you know we can we might say that there's a cost push in pressure, maybe more evident perhaps in the coming months, you know, we have to see see how that where that goes. voice-verified

There's little sign of a kind voice-verified

Of a broader based pass-through in that category in sort of groceries in the April data. voice-verified

Outside of groceries, there is some evidence of re-acceleration in components most exposed to the cost push shock. voice-verified

But again, it's limited breadth here so far. voice-verified

So the share of prices rising more than 3.5% on a three-month annualized basis, slipping back to 44.3% from way above that. voice-verified

uh, you know, in decent months. voice-verified

So um it's it's clear that uncertainty around inflation is is is is is very high, but the data is consistent uh with core trimmed mean, we think, of one percent Q on Q in Q two when we get that, and that is in line with the RBA's uh May s uh SOMP. voice-verified

Yeah, so NAV and the consensus expect household spend into fall, uh point five percent on the month in April. voice-verified

Part of that is reversing a strong one point six percent increase we saw in March. voice-verified

Part of it is the decline also reflects a pullback in spending driven by the lower value of uh of fuel prices uh following the halving of the fuel excise, um as well as some unwinding of uh earlier stockpiling behaviour. voice-verified

Behavior for food. voice-verified

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