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

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

Uh the other one is that some were expecting a big improvement b because of the um big uh for from the World Cup and it hasn't hasn't been sort of a big downward force on claims.

So yeah, all kind of subdued but again not not

There's no warning signs that things they are weakening.

Yeah.

Um I my my my reading of the uh the Philip is is by and large mostly positive.

Um you know, it was the biggest jump since November twenty twenty one.

Um or rather the highest level since November twenty twenty one.

New orders rose by ten points, shipments climbed by nineteen points, employment index etched up as well, ten points.

So it's and and the inflation story

ticked up a little bit but not massively.

Uh so it's overall a pretty pretty decent pretty decent reading.

And we also had a decent reading coming from New York.

So so at this stage it's telling us that the ISM is gonna remain pretty pretty solid for uh for the next sprint that is coming, I think is next week.

So um it's it's a good story in terms of what's going on in the manufacturing sector in the in the UK in the US.

Um the AI build is

is part of the story.

Uh there's also been defense spending that is probably also playing into into this.

Um but but it's it's it's you know it's it's a couple of servers now and and the the ISM server has been very positive in recent months.

So um it's a good story in terms of manufacturing in the US.

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