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

newest first · ▶ plays the moment

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

And um you know, so I I think um the E C B has been talking about the the the you know, th th they have a price stability mandate. voice-verified

W you know, they've they've made various officials have made it pretty clear they think that there's a voice-verified

You know, uh a reason to hike rates as soon as the uh the next meeting. voice-verified

That's our own view here. voice-verified

Um and I guess the question's gonna come about what happens after that. voice-verified

You take rates to you know to two and a quarter percent, do you go to two and a half? voice-verified

Again, that really depends on how long does this thing go on for. voice-verified

You could quite easily see back to back if this thing continues through the summer. voice-verified

That's not the expectation. voice-verified

Uh voice-verified

And so to your point about the warning of you know uh markets are uh that you know asset prices are overinflated and there could be a a sharp shift the other way around that the investors are perhaps underestimating some of the uh fiscal and the macro financial uh you know geopolitical issues going on. voice-verified

Um you know, I guess that's that you could take that also in a way to say, well, if they're mindful of this, will they voice-verified

They keep hiking. voice-verified

At some point, everybody's aware of the sort of stagflation idea. voice-verified

I know ECB president uh Christine Lagarde likes to push back on the idea of of of of stagflation because she says growth of even at point eight and then one point two and then one point five. voice-verified

That's not that's not stag. voice-verified

Yeah. voice-verified

But when you just look at things like also out Wednesday, France is voice-verified

In say consumer confidence. voice-verified

It's plunging down to sort of post pandemic lows, back to sort of the lows that we saw back in the Euro crisis in 2012-2013. voice-verified

Showing 1081–1100 of 7,937 · page 55 of 397