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 · Just passing through · 20 May 2026 podcast

Equity shot higher, oil came down from to your point, from well, what we were one eleven when we came in to one oh four, and US bond yields just fell sort of ten basis points across the voice-verified

It i it is. voice-verified

It's worth saying that that that earlier in the the the session in Europe, UK yields had had already dropped ten basis points because we had some softer UK inflation numbers out. voice-verified

And at that point, they were pulling down European and US bond yields, but not, you know, only a couple of basis points. voice-verified

It it's taken the news on Iran uh for the US to really get going and then become the driver uh of what we've seen as we've gone throughout the session. voice-verified

also, as I mentioned earlier, playing into this, there's a fair amount of optimism voice-verified

uh ahead of the uh the NVIDIA uh results given that uh you know there's an expectation voice-verified

that uh they're gonna be coming out with numbers the best. voice-verified

Level down to 2.8%, from 3.3% at the core level, down to 2.5%. voice-verified

So again, below the headline, and the services dropping from 4.5 to 3.2. voice-verified

Now look, we we've all known that there's things that Rachel Reeves did in the budget in November that would become effective in April, start of a tax year, that would bring this thing down. voice-verified

Some base effects that would affected this. voice-verified

Things that were kind of generally not expected were uh water rates went up, but not by as much. voice-verified

Um, the different timing of Easter this year versus last year played with airline fares. voice-verified

Uh, that was a positive. voice-verified

Um, so there's lots of things that that happened, but most of these things are just washing through. voice-verified

They're temporary. voice-verified

Um voice-verified

We're going to sit here for a month or so and then we'll start feeling the effects of um of of of the supply shortages, the the the petrol uh uh you know motor oil prices in April rose twenty-three percent, they're gonna continue rising, and then we're gonna get some really big uh utility bill rises from July because that's been held off by this government intervention. voice-verified

So um inflation from here, it's voice-verified

Showing 1161–1180 of 7,937 · page 59 of 397