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 monthsRecordings per month over the last 12 months — 29 in all, peaking in Oct 2025 with 5.
Appearances
through some easing of taxes.
voice-verified
The RBI, I guess, will remain alert to second-round effects as the higher energy prices flow through, but that's something that's going to become increasingly evident, I think, as we go through Q2 and
voice-verified
Yeah, I mean, that's going to be interesting because the sort of thing we've been seeing in other countries that already released the preliminary PMI numbers is the surge in manufacturing activity as firms try to get ahead of supply disruptions.
voice-verified
That's taken most of those indices above 50.
voice-verified
We saw a little bit of that in China last time, but not much, against services, which is collapsing.
voice-verified
It'll be interesting to see, you know, when we look at the official numbers and then later the rating dog SME stuff that comes out of China to see whether we're seeing a similar pattern over there.
voice-verified
Yeah, it was encouraging.
voice-verified
But so, you know, it suggests the German state numbers were a bit softer yesterday.
voice-verified
So, reflecting really things like the change in the Easter date from last year, but also some package holiday changes of base effects, that's not going to be sustained over the next few weeks and months.
voice-verified
Inflation is going up in Europe.
voice-verified
I think for today's preliminary April number, it means that rather than the headline running up to 3% from 2.6, it's more like 2.8 or 2.9.
voice-verified
It's still elevated, but not quite as much as it was.
voice-verified
It still means there's a very active debate for the ECB on Thursday.
voice-verified
And the market doesn't think they're going to do anything.
voice-verified
We don't think they're going to do anything, but we think they will be lining up for a potential start again.
voice-verified
We don't think they're going to do anything.
voice-verified
The market doesn't think they're going to do anything today.
voice-verified
But of course, we have a view that says that they will be raising rates in June, partly because of these inflation forces are coming through and policy settings.
voice-verified
At 2%, it's at the lower end of neutral and they've got to get ahead of it.
voice-verified
I mean, growth is expected to be 0.2 in Q1.
voice-verified
Showing 1581–1600 of 7,937 · page 80 of 397
← Previous
Next →