Rodrigo Catril

speaker

7,882 appearances 78 recordings 1 series first heard Sep 2024 last heard 3 Sep

Rodrigo Catril’s voice in public audio — every appearance, attributed to the second.

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recordings per month · last 12 months

Recordings per month over the last 12 months — 35 in all, peaking in Jul 2026 with 5.

Appearances

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NAB Morning Call · Month end, but no end for Iran · 31 Aug 2026 podcast

Uh but overall um there it's definitely gonna be higher. voice-verified

It's gonna print higher and close to three percent. voice-verified

Um and that that's really gonna open the door for for the E C B to hike in September. voice-verified

So uh I think the question is more whether there will be a follow up of after that. voice-verified

Um and there's a little bit of time between uh that and December. voice-verified

Um uh but for now the the you know the the core reading will be the important one in terms of deciding whether voice-verified

uh more than just one hike are needed and and at the moment that would be the focus. voice-verified

It's so the market is expecting for an unchange outcome of two point five percent year on year. voice-verified

If that's the case, I think um, you know, the the uncertainty around a follow up for December will will remain. voice-verified

Uh an upward surprise on on the core reading will certainly um you know increase the chances that you will see two hikes this year. voice-verified

Yes, uh they go on to the quiet period at at the end of the week, so there's I think there's a couple more, but yeah, certainly uh we're interested to see, you know, those deviations between uh how the the central bankers are thinking in Europe. voice-verified

Yes, so quite a lot there to to choose. voice-verified

So obviously we we got the GDP tomorrow. voice-verified

Um yesterday we got uh inventories which were um uh softer than expected. voice-verified

Uh they came at a point three uh in terms of um uh percentage point for for the G D P growth. voice-verified

So uh that that pulls a little bit or puts a little bit of downward s downside risk to to NAB expectations for a point two voice-verified

quote unquota forecast for the GDP number tomorrow. voice-verified

Um today we're gonna get the uh balance on payments and and the the net export figure. voice-verified

Um we expect a point one number there so maybe maybe a little bit of uh support there, but um again uh we just need to wait and see how those numbers come out. voice-verified

Um and then to to your point in terms of housing, uh one of the sort of interesting things that we've seen uh voice-verified

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