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 · US Moderate Exceptionalism · 16 Jul 2026 podcast

and others will be interested in in increasing those reserves um and China will have to come to the market.

So um it's there's still a lot more to play when it comes to oil prices and and something to be mindful in terms of inflation and impact for the global economy.

Yeah,

Yeah.

I mean bottom line is that, you know, we can sort of try to find reasons why it went up that that are not sustainable.

But uh um you know it's it's is a pretty decent number and uh it means that on analyzed basis growth uh is around two and a half percent uh over Q two.

Um so that's that's a a pretty nice improvement compared to the point five expansion that we had in Q one.

So overall it's telling us that for whatever whatever the reason it is actually better than than it was in Q one.

Um now there's there's obviously concerns that the the cash flow um uh the US, for instance, with Ken were talking about uh from the tax refunds, that by now is is fading.

Now the positive news is that just like elsewhere we've seen the decline in energy prices and fuel is is a bit

So that maybe helps a little bit.

Yes.

Um but and overall we gotta remember that the the labour market in the US is kind of in this um lull.

Is it's not really improving but it's not really weakening that much and and wages growth are not increasing.

So again it's difficult to see the consumer in the US, you know, embarking on a massive rebound uh when when the labour market is not telling you the same thing.

Nah.

And and so for now there there's no signal or there's no uh warning sign coming from from claims.

Uh I think that that's uh the main point to make.

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