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 · Divided He Falls. But Stays. · 29 Apr 2026 podcast

then any changes will be small. voice-verified

So voice-verified

Well, yeah, but look at non-defence XA capital goods. voice-verified

So this is investment that... voice-verified

you know, it looks like it's more related to, to, to AI and data centers and that kind of thing. voice-verified

Key components on computers and electronics up 3.3% on the month. voice-verified

The market was looking for 0.5 and there was a 0.9 upward revision to the prior month's numbers. voice-verified

So this is a key input into the BA's business equipment investment numbers. voice-verified

And, uh, voice-verified

You might have, we've got later on today, the first blush of Q1 GDP coming out of the US, expected to be 2.2% Q and Q annualized. voice-verified

This might suggest there might be a bit of upside there on the investment, but we also had trade numbers out on Wednesday and they showed a healthy clip on, although the overall trade balance didn't change that much, the imports rose 3.3%. voice-verified

Of course, they're the larger imports. voice-verified

than exports and that might suggest some of this equipment purchasing might be not healthy for net exports and that might detract a little bit from GDP. voice-verified

So we need to see where we go. voice-verified

me. voice-verified

Yeah, so we had the Q1 number and we had the March monthly number. voice-verified

I think it's the trimmed mean in the quarterly measure that the RBA is most concerned about. voice-verified

And... voice-verified

slightly softer, a touch softer than the RBA's statement of monetary policy back in February. voice-verified

But of course, all of this predates the Iran war, and it doesn't really encompass the large increase that we've already seen coming through in fuel prices, even if some of that is being offset voice-verified

Showing 1561–1580 of 7,937 · page 79 of 397