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
5 · Jul OctJan 26AprJulnow

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

Appearances

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Um
Um uh but the market is kind of um ignoring a little bit of that.
Uh um and and you know, and the curves tipping it.
But uh what is interesting as well is in terms of the data releases that we we got o overnight, um uh I think you've mentioned already that the GDP um was a little bit softer but in line with sort of the the adjustments that everybody was doing.
Don't think I
That's good.
No, you y I thought you were gonna kind of preempt it or tell me about it.
But uh um we we did get the GDP Q two GDP number for from the US.
When you look at the headline, it was a little bit softer at one point five.
Um uh but the market was already adjusting to um the the negative impact coming from inventories as well as the the the the trade uh data that we got.
Um and when you look at that and the line
buying stuff, it's is actually the consumer doing really, really well, which is something that I think you and Gav talked about yesterday and and it did deliver a pretty punchy three point two
uh rise in private consumption.
So that's telling you a bit of a comeback of the consumer.
Um with the suspected, you know, uh tax refunds playing a playing a part.
We also saw fixed investments increase quite a bit.
Um so so overall um that tells you that, you know, there's the underlying side with on the private sector doing quite well.
Um the other thing
But
Yes.
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