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
The risks are it's a 0.1.
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Yes, except where they've got a bit of a tough act here because they were so hawkish last time.
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Remember that 32 basis point rise in short-term yields on the day.
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They want to try and avoid that kind of thing, but that's going to be difficult because one or two of the nine members, voting members, may well actually want to vote for a hike at this meeting.
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We and most of the economists in the UK don't believe that.
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the Bank of England will actually pull the rate hike gun.
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They won't fire that off during this cycle and rates will come down later next year.
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But there's a risk they come across as pretty damn hawkish again later on Thursday.
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Yeah, yeah, morning, Phil.
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That's correct.
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Although, you know, over the day
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Uh sentiment has clearly deteriorated.
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Um you know, higher oil prices, a higher dollar, higher yields as you mentioned.
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and um and lower stocks and that y we started the day with stocks uh in positive territory so they've d they've deteriorated as the session has gone on.
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The New York Times reported that Vance put his trip on hold, but he could uh pig it up at a moment's notice.
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Uh and to your point, Iran has informed th this is just in Iran informed uh uh the US via Pakistan the mediators that it won't attend
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the talks Wednesday and Axios is now saying that Vance's trip.
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uh to Pakistan has been postponed indefinitely.
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Showing 1601–1620 of 7,937 · page 81 of 397
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