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

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NAB Morning Call · Could a 10-day ceasefire stop the escalation in the Gulf? · 20 Jul 2026 podcast

Um, so that so that's the hope that maybe we we kind of easing a little bit of tensions and we'll we'll we'll hit a

A pause button at at some stage.

It's all still very volatile.

The the lack of trust is is is the main issue between the two parties.

Um so we have to wait and see how it develops.

I I think in terms of the price action, the market is essentially kind of not in not really believing the story, but at least what we've seen is a a pause in the in the re in the increasing prices.

And and now we need to see whether this escalation

It's it's also worth highlighting that, you know, the um the killing of the the US soldiers has instigated the rhetoric coming from President Trump in terms of

You know, that he vowed that the Iranians will pay for the deaths of their soldiers and so on.

So from that perspective it still looks pretty intense, um, but this this idea that maybe they are speaking in the background um is is the positive news as well.

So this could go on

It can go on for a while.

And then what is important to highlight is that they they've threatened to uh destroy destroy infrastructure uh as well of of key allies within the uh the region, uh uh US allies.

Um and of course on the on the flip side the Americans are also saying, Well, we'll start destroying some of your infrastructure too, and and that sort of takes things to to another level, um which from uh even from an all supply.

perspective and and the well being within the Middle East is uh becomes a bit more challenging as well.

So um it's by no means things things are not getting better, but uh hopefully that that ten day ceasefire uh really carries the day.

Well

Well it's it that that's an interesting thing.

Um I think the Q two number inflation um globally uh it it is probably gonna play out as not being as bad as as many expected and potentially even here in Australia.

Um and what we're seeing here that the surprises uh because of you remember energy prices did come down before the start horizon again.

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