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 months

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

Appearances

newest first · ▶ plays the moment

NAB Morning Call · Back and buying · 6 Jul 2026 podcast

So so that could be interesting.

So it's certainly something to to keep an eye on.

Yeah, uh not not very easy there's always a bit a bit of kind of focus on the details, how much um um the Americans are buying and and what are they actually buying.

So And from where?

Yeah, and from where.

So we we know that the the buying from China has declined uh over the recent times, uh but we know there's a great deal like in many other places on AI related i infrastructure.

Um so that kind of that will be an important

important number to see the pace and where they're still, you know, vibrant.

Um and then overall is the size of the deficit, which at the moment it looks to be kind of uh close to average or and I think suspected to be around negative seventy eight billion.

So not insignificant.

Mm.

NAB Morning Call · Soft jobs, but not too soft · 2 Jul 2026 podcast

Uh morning Phil. voice-verified

Uh well I suppose it depends depends on sort of what angle you're coming from. voice-verified

Um so from a labor market perspective, the the job number was obviously a little bit of a disappointment. voice-verified

We also had revisions to the previous months, uh which I think it was around seventy-four thousand in total. voice-verified

So uh meaningful revisions. voice-verified

Um but overall when we look at the big picture, um my my sense is that voice-verified

It's important to remember that you know, six months ago the issue was that the Fed was actually worried about the labour market um potentially weakening, and one of the reasons why we actually had you know the market was thinking, well, there's potentially red cuts coming. voice-verified

Then you have this sort of inflationary dynamic. voice-verified

Um and the the initial rationale was well, the Fed cannot hike because the labour market is still weak and hence the inflationary pressures and unlikely. voice-verified

Showing 761–780 of 7,882 · page 39 of 395