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

house plus has declined yet again in August. voice-verified

I think that's the fifth consecutive month of decline. voice-verified

Um Sydney has been leaving that that decline with six point seven declines since uh January. voice-verified

So um that's an interesting dynamic in terms of um what it actually means for the economy. voice-verified

So voice-verified

Is it is it really going to have an impact in terms of activity? voice-verified

Household turnover is important for for activity at the voice-verified

same time does it have an impact on on the consumer. voice-verified

The data from the consumer at the moment has been, you know, surprising on the upside if you like. voice-verified

Um but there's a bit of debate there as to voice-verified

uh where they can really be sustained uh in the terms of uh household consumption, uh when you're seeing this weakness coming through and when you're also seeing the issues around the cost of living. voice-verified

Um so so we think that uh the consumer will start showing uh some strain in the second half of the year. voice-verified

Um but again that will be kind of an important reading within the Q two GDP number that we get tomorrow. voice-verified

no, the only thing I would point out that we also it was month in, so we've had quite a lot of performance and you look at commodities and it's interesting even even though there's been a correction um in you know past years have risen, we've seen gold struggle a little bit in the last couple of days, but yet it is the outperformer for the month, uh up nearly almost ten percent. voice-verified

And when you look at currencies, the OZ dollar has been the big outperformance voice-verified

the month up over two percent. voice-verified

Um still not breaking higher, uh not not not testing the the year to date highs. voice-verified

Uh but certainly it was uh a commodity link led um outperformance in currencies uh with the RC top of the list and the yen uh the weakest are one point five um and also just in terms of business comments uh it's important to highlight the dollar yen is just just testing the voice-verified

that one hundred sixty level again. voice-verified

So concerns around FX intervention uh are likely to increase if if the move continues. voice-verified

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