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 monthsRecordings per month over the last 12 months — 35 in all, peaking in Jul 2026 with 5.
Appearances
But it it will be important.
Uh we know of course that the the central bank looks at the survey very closely and particularly that that the level of capacity use utilisation and those inflationary measures, uh in terms of input cost and output costs, uh that that will be important, uh just to give us a sense of what is that sort of inflationary pressure, particularly in the domestic front, um and how it's evolving.
Uh so if we see a knee
of those that capacity utilization, it probably plays to the view or to the nav view that the whilst we still have an inflation problem, the the RBA has time to to wait it out and and see how it evolves over coming quarters.
Yeah, morning Phil.
Um yeah, I think Kevin's Walsh message is that the price discovery needs to be made by the market without any guidance from the Fed.
Um and and as and to your point, we've seen an extension of that that Kirstepping that um was triggered post uh FMC announcement and his comments.
Um and then essentially what we're seeing is that pricing expectations for imminent
Uh Fed hikes have been pulled back a little bit.
Um uh but we've also seen front end of yields uh uh drift lower.
Um and then you also see the back end steepen a little bit more.
So what is that telling you?
It's telling you that maybe the market is thinking, okay, maybe the Fed doesn't go as quickly um as that the market was thinking previously, but also that rise in the back end of the curve is is also maybe a bit of concerns around uh
Um you know, inflation expectations and and what a a more relaxed Fed means for for treasury markets.
Nice.
Yeah, so it's like
Well, th that's a kind of funny thing because there's there's two kind of stories.
One what what he said around the market and and the lack of or no appetite for for him in particular to provide guidance.
Um but he also emphasized that there there's only one uh and it's a very explicit target of two percent inflation and that the the central bank will do what is necessary to make sure that happens.
So that that is that is a very hawkish statement.
Showing 341–360 of 7,882 · page 18 of 395
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