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
The the dollar is uh you know weaker broadly speaking because of that reaction in the front end of the US regime market.
Uh risk sentiment's also been positive.
So if you want to kind of um intervene, uh is a is a good time to do so.
Um and especially ahead of Bank of Japan, which um there's a
risk there that they they may disappoint in the sense of not sounding as hawkish.
Um so um look at the price action and how quickly dollar yen has moved lower, it looks like and walks like intervention.
So it looks like a good bet to suggest that's the case.
Uh because because of course they never tell you that or never confirm it.
Um and then um it also in my my sense is that it probably was a good time to do so because
Um the Bank of Japan uh is not expected to to hike today and and Governor Yuera has form in highlighting or never really giving you any solid guidance, um, maybe stressing that the currency might be a concern, but also stressing that um uh um the the economic outlook is uncertain and therefore we we don't expect him to to to sound hawkish, uh so therefore
that could be a bit of a uh negative for for the yen.
So intervention, uh yeah, it looks like very, very, very likely that occurred over nice.
No.
Well um i it's it's been sort of wobbling around between just under and over fifty, the fifty level that denotes uh contraction or expansion in terms of activity.
Um it just speaks to to this idea that China has been and uh slowing and that there's no evidence that there's been an uptick in terms of activity.
Um and and to to to that uh we also had news
around the Politburo meeting.
Um expectations were for
Um the meeting to deliver um, you know, some guidance in terms of potentially some support, particularly for the domestic side of the economy.
We we're still seeing that huge imbalance between, you know, industrial production still being expansionary and supported by exports, whilst the domestic side is is is is very weak, consumer demand very weak with, you know, the housing market and the consumers concerned around
Showing 421–440 of 7,882 · page 22 of 395
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