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

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NAB Morning Call · The Waiting Game · 7 May 2026 podcast

Which will be uh Kevin Walsh's first, of course. matched

But then Collins is saying, Look, you know, it's all we can see inflation going up, core PCE, three and a half, four percent. matched

But she still is a believer in AI, as is Kashkari, and that the idea that rates can be cut further down the line. matched

So they're all lining up behind, you know, the idea of of of the new boss Kevin Walsh coming in and uh pushing that view, but matched

You know, it's when it's it's further down. matched

I mean I I guess it does, you know. matched

Um but as I say, yeah that that w the proof is going to be in the pudding. matched

Nobody can prove this for the moment. matched

It's going to take a bit of time. matched

I think we're all waiting for Kevin Walsh to, you know, wow us with uh with with the analysis he's done on this. matched

And and he's of course, as as has been mentioned many times, he's got to persuade the other 11 members that this is uh that this is right. matched

I I should just say that, you know, obviously. matched

it it has helped yields push up a little bit higher, I think, overall. matched

You know, the fact that the you know that that the labour market seems pretty pretty stable uh and and heading into non farm payrolls, as I say, uh tonight. matched

Yeah, fuel and lubricants surged fifty-four percent, no surprise there. matched

Um uh you know, coming from uh from events in the Middle East. matched

Now you might think that Australia's net energy exporter status would help out, but a couple of factors, you know, slowed exports of LNG and uh and coal. matched

Cyclones were a factor. matched

So, I mean that won't be around, you know, that'll that'll reverse. matched

Um, but also the fact that um, you know, sort of utility type energy products, you know, like LNG, they're they're not so fast to react. matched

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