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

Yeah.

The only the only kind of little caveat that I will add to all their sort of good stories is that we did get s uh st uh uh information from the housing market.

Um and and there the story is not so good, um in terms of what we've seen from um home b home builders and the the index.

It's very subdued and and also mortgage rates have continued to rise.

And in fact it was a headline now that it's right to six point

five five which is uh a new high in t in terms of recent times.

So um the housing market remains the the sick puppy if you like.

Uh and at the moment that rise in yields is not helping the story.

For sure.

Now

Yeah.

Uh I mean again the the positive news is that back into positive territory when you look at the numbers it's like point one on on the month of May, so it's not like shooting the lights out, but certainly in terms of where it has been is is showing an improvement on the three month uh basis as well.

Um but it's it's kind of this this idea of of you know sort of in and out of of of growth.

Uh there there's no real trend yet, uh that the the UK is is improving significantly and that and that puts the sort of the the the intensity if you like in terms of what the market is expecting from the new Prime Minister and the new Chancellor, which uh we'll know more on Monday.

Yeah.

Um for choice the probably the the inflation expectations numbers may may get a bit of a a focus, but certainly quiet day.

Um we also have President Trump speaking in is it is it eleven or maybe

I think it's el

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