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
5 · Oct OctJan 26AprJulnow

Recordings per month over the last 12 months — 29 in all, peaking in Oct 2025 with 5.

Appearances

newest first · ▶ plays the moment
I mean the broader narrative here is is is how far above three and a half towards four percent is this gonna get over the coming months, you know, and are we start to get are we gonna start to get some incremental voice-verified
pushes up in that uh that monthly core number. voice-verified
It's perhaps still a little bit early. voice-verified
Um but it that's the kind of thing that's going to get the market going. voice-verified
But the market is already repricing the Fed anyway. voice-verified
So if you were going to get a point four right uh reading on that, it's just going to play to the recent repricing that we've had. voice-verified
And and I I'm guessing that that's going to act in the way that it has so far, just pushing that dollar up a little bit. voice-verified
Unable to break up through the voice-verified
hundred on the DXY at the moment, Euro down below si one sixteen. voice-verified
It's not happening at the moment, but it's the kind of thing that you would if you were going to get a move like that that you'd the voice-verified
Yes, indeed. voice-verified
I mean he is one of the more important, more more listened to uh FOMC members and we had Chris Waller last week, you know, the former Dave Turning, uh more uh more hawkish. voice-verified
So, you know, i if we were to get a signal from Williams again, it's one of those sort of catalysts that can uh can can can force a market move. voice-verified
Phil. voice-verified
Well, uh it's worth saying just a few hours earlier on that, during the European morning, there was a fair bit of pessimism uh, you know, on on on a deal. voice-verified
Uh there was none of this discussion going on. voice-verified
Equity markets were just a little bit positive in anticipation, I think, of NVIDIA after the coming out after the bail bail tonight, uh after the bail today. voice-verified
Um but then to your point, yes, we started to see reports. voice-verified
Lots of of these tankers going through. voice-verified
I I I was, you know, I read that and I thought, well, that's that's that's that's a you know a positive move. voice-verified
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