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.
Trend
recordings per month · last 12 monthsRecordings per month over the last 12 months — 35 in all, peaking in Jul 2026 with 5.
Appearances
the job security um and and because of excess supply in the domestic market.
So overall there was expectations that the Politburo will make an at some announcement in terms of more initiatives to support the domestic economy.
That wasn't the case.
So it was very underwhelming in the sense that basically they said a lot but they didn't propose anything new, really material in terms of support
Um whilst at the same time, um the only thing to note was that they they really kind of highlighted the fact that uh the planned spending for for this year from the government um is uh lagging behind uh according to plan, and that you will see an acceleration in terms of that spending in the second half, which was also expected.
So underwhelming in terms of news um and and and nothing to see here in terms of
of what to expect from China, which, you know, is is basically more of the what is seen what we've seen in recent times.
Yeah.
The employment cost in this will be of some interest, but uh again, um given what we know so far that we we don't expect an acceleration in wages growth.
Um I I know we'll reinforce the view that at least from a sort of fundamental drivers of inflation, if you like, particularly from the domestic side, there's there's no alarm bells ringing here, uh for for the US.
And for the core PC sorry, the core really inflation.
for for Europe um expectations to remain unchanged at two point four, which is still above that, you know, two percent kind of target by the E C B.
So um that's why we still the the market's still kind of keeping the the the view that there's a strong likelihood that the E C B may have to do something in September.
Uh yes.
I I think that
In terms of the the good news is that uh you know when we started the day yesterday we saw that extra extension in terms of the the the increasing prices.
Um but the net effect of all the sort of the headlines that you highlighting is that prices are actually a little bit lower now.
So uh there is a little bit of hope that um uh this idea of uh of a ten day ceasefire may may carry.
Um uh and also it's also
Kind of a reflection of kind of this uh kinetic uh idea of how the war will continue over at least the near term, where you will have this you know sporadic jumping in in tensions and bombings and so on, and then everything comes down because nobody wants to take it to the extreme.
Showing 441–460 of 7,882 · page 23 of 395
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