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

It, but it comes at a point where the markets are a bit more sensitive to this. voice-verified

They've just flipped uh from, you know, cuts or no moves to almost fully pricing in a hike by the end of the year. voice-verified

So y you might have expected yields to pop up a little bit on that. voice-verified

They actually haven't. voice-verified

Uh again, it just underlines the idea that Iran is in the driving seat so far on the day. voice-verified

driving seat so far on the day. voice-verified

Yeah, so here's the thing. voice-verified

I mean, the last time around it was four point two six. voice-verified

So, you know, what we're saying is, yeah, four point three. voice-verified

But actually the risk is on the downside, should say the participation rate decline. voice-verified

Uh, you know, the participation rate it it it has declined very gradually from what sixty seven point two to sixty-six point eight since the start of two thousand and twenty five. voice-verified

It's not been linear, it's been voice-verified

Down a little bit lower than it is now, but you know, the trend is slightly lower, so it's not impossible. voice-verified

So that's the skew, I think. voice-verified

In terms of the job ads, you know, we're looking for fifteen thousand, the same as the consensus, you know, as always, month to month uh accuracy on that is uh is is is is not great because that they can be so uh so volatile. voice-verified

Um but again, you know, if we think about the RBA's um rip may voice-verified

A statement on monetary policy. voice-verified

Um, you know, the forecast there, resilience in the labor market in the near term with a Q2 average unemployment rate of 4.2. voice-verified

So again, it plays to that kind of voice-verified

idea that uh we might be getting down to that sort of a you know a a tenth lower than where we are at the moment. voice-verified

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