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.

Appearances

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

Uh obviously voice-verified

The Iran conflict playing a big part of that. voice-verified

But core inflation in the US is is creeping higher. voice-verified

So that speaks to the idea that you know there's a potential for those secondary effects coming from the Iran conflict as well as other dynamics pushing inflation high in the US. voice-verified

And that's the challenge for the for the Fed and Fed Fed Cheer Walsh, uh who we gotta remember, um he sounded voice-verified

One of the reasons why he signed that Hawkish was because he really emphasized or wanted to reemphasize that recommitment to delivery price to delivering price stability. voice-verified

So if inflation keeps creeping up or remains where it's at today, uh he in theory would have to act on that. voice-verified

So I think that that's the challenge for now. voice-verified

But effectively means that when we wanna think about the Fed and front end yields, um voice-verified

It's about inflation and the data coming for inflation in the US will be the most important at the end. voice-verified

And voice-verified

that the Iran wants the vessels to go through specific routes and if they don't they're gonna get taken out. voice-verified

So um it i it it does look complicated the more you look at it uh and yet the um the old market is is assuming that everything is gonna be fine. voice-verified

Yeah, so it's it's an interesting dynamic. voice-verified

Um uh you know, like the there was good news from from, you know, the the labour market in the sense that um uh it eased the concerns of an imminent uh rate hike uh coming from the Fed. voice-verified

We saw equity markets rising, but that that uptick didn't last too long. voice-verified

Um with with the AI sort of rotation playing a big factor. voice-verified

And and there's news about uh in the semiconductor. voice-verified

Where the Saviconductor Index felt, uh, I think it's down six percent uh on the day, following news that Anthropic is is looking to make its own chip and is speaking to something about it. voice-verified

Yeah. voice-verified

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