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.

Appearances

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

Right. voice-verified

Wow. voice-verified

I mean I it's worth saying that of course this won't help the economy. voice-verified

This is an economy that's you know trying to get on its feet. voice-verified

Um you know the green shoots are there, but it will it will probably put uh upward pressure on unemployment and downward pressure on growth. voice-verified

Um the voice-verified

Point is though for the R B and Z they're inflation focused. voice-verified

They already have low GDP growth forecasts penciled in, so you know, our colleagues at BNZ are saying they'll need to be meaningfully worse than that. voice-verified

Uh you know, a zero for Q two, a point two in Q three, a point five in Q four, worse than those to get them to even, you know, register that this is something that they need to consider. voice-verified

Yeah, I mean I think um that that got markets a little bit excited. voice-verified

Um jis you talk about the lifting of the blockade. voice-verified

They also talked about um Iran and Iman ha uh Iman having mechanisms over the strait. voice-verified

We've heard that of uh before, of course. voice-verified

Now n none of those things and and the the emission of any discussion of uranium or nuclear activities, none of that would seem to be stuff that Donald Trump would voice-verified

likely agreed to. voice-verified

And I guess that's why the market reaction was muted. voice-verified

It was positive, i.e., you know, equities got a pop, yields, bond yields went down, the dollar went down, and as you say, oil went down. voice-verified

Went. voice-verified

But it was a fairly modest move. voice-verified

And then we had the pushback from the US and then later at a cabinet meeting, some pretty sort of maximal voice-verified

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